From 69c01d069b5333292d4d67a915c3d381d4eb9c22 Mon Sep 17 00:00:00 2001 From: JOP Date: Wed, 13 Nov 2019 15:17:18 -0800 Subject: [PATCH] [REM] crm: remove documentation about probable turnover - With the new feature of automatic probability added in v13 you can no longer configure probability on stages. - The "Overdue Opportunities" filter also no longer exists - There is also no "Probable Turnover" measure on the Pipeline Analysis report --- crm/performance.rst | 1 - crm/performance/turnover.rst | 69 ------------------------------------ 2 files changed, 70 deletions(-) delete mode 100644 crm/performance/turnover.rst diff --git a/crm/performance.rst b/crm/performance.rst index f17ada509..4be2a28c6 100644 --- a/crm/performance.rst +++ b/crm/performance.rst @@ -6,4 +6,3 @@ Analyze performance :titlesonly: performance/win_loss - performance/turnover diff --git a/crm/performance/turnover.rst b/crm/performance/turnover.rst deleted file mode 100644 index 1e290383b..000000000 --- a/crm/performance/turnover.rst +++ /dev/null @@ -1,69 +0,0 @@ -================================= -Get an accurate probable turnover -================================= - -As you progress in your sales cycle, and move from one stage to another, -you can expect to have more precise information about a given -opportunity giving you an better idea of the probability of closing it, -this is important to see your expected turnover in your various reports. - -Configure your kanban stages -============================ - -By default, Odoo Kanban view has four stages: New, Qualified, -Proposition, Won. Respectively with a 10, 30, 70 and 100% probability of -success. You can add stages as well as edit them. By refining default -probability of success for your business on stages, you can make your -probable turnover more and more accurate. - -.. image:: media/turnover01.png - :align: center - -.. image:: media/turnover02.png - :align: center - -Every one of your opportunities will have the probability set by default -but you can modify them manually of course. - -Set your opportunity expected revenue & closing date -==================================================== - -When you get information on a prospect, it is important to set an -expected revenue and expected closing date. This will let you see your -total expected revenue by stage as well as give a more accurate probable -turnover. - -.. image:: media/turnover03.png - :align: center - -See the overdue or closing soon opportunities -============================================= - -In your pipeline, you can filter opportunities by how soon they will be -closing, letting you prioritize. - -.. image:: media/turnover04.png - :align: center - -As a sales manager, this tool can also help you see potential ways to -improve your sale process, for example a lot of opportunities in early -stages but with near closing date might indicate an issue. - -View your total expected revenue and probable turnover -====================================================== - -While in your Kanban view you can see the expected revenue for each of -your stages. This is based on each opportunity expected revenue that you -set. - -.. image:: media/turnover05.png - :align: center - -As a manager you can go to :menuselection:`CRM --> Reporting --> Pipeline Analysis` -by default *Probable Turnover* is set as a measure. This report will take -into account the revenue you set on each opportunity but also the -probability they will close. This gives you a much better idea of your -expected revenue allowing you to make plans and set targets. - -.. image:: media/turnover06.png - :align: center