diff --git a/content/applications/sales/crm/optimize/gamification.rst b/content/applications/sales/crm/optimize/gamification.rst index a0155ac82..4c3c94004 100644 --- a/content/applications/sales/crm/optimize/gamification.rst +++ b/content/applications/sales/crm/optimize/gamification.rst @@ -1,86 +1,159 @@ -========================================== -How to motivate and reward my salespeople? -========================================== +================ +CRM Gamification +================ -Challenging your employees to reach specific targets with goals and rewards is an excellent way to -reinforce good habits and improve your salespeople productivity. The Gamification module gives you -simple and creative ways to motivate and evaluate your employees with real-time recognition and -badges inspired by game mechanics. +In Odoo's *CRM* app, *gamification tools* provide the opportunity to evaluate and motivate users +through customizable challenges, goals, and rewards. Goals are created to target actions within the +*CRM* app, and can be tracked and rewarded automatically to participating sales teams. Configuration ============= -Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data -(goals and challenges) that can be used on *CRM/Sale*. +To install the *Gamification* module, navigate to the :menuselection:`Apps` application. Click into +the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. Type +`Gamification` to search. -.. image:: gamification/gamification_module_install.png +If the :guilabel:`Gamification` module is **not** already installed, click :guilabel:`Install`. +After completing the installation, return to the :menuselection:`Apps` application and search for +`Gamification` again. + +On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals +and challenges related to the *CRM* and *Sales* applications. + +.. image:: gamification/gamification-module-install.png :align: center - :alt: View of the gamification module being installed in Odoo + :alt: View of the gamification module being installed in Odoo. + +.. note:: + If both the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is automatically + installed on the database. + +To access the *Gamification Tools* menu, first enable :ref:`developer-mode`. + +Next, navigate to :menuselection:`Settings app --> Gamification Tools`. + +.. image:: gamification/gamification-tools-menu.png + :align: center + :alt: View if the gamification tools menu in Odoo Settings + +.. _crm/create-rewards: + +Create badges +============= + +*Badges* are awarded to users when they have completed a challenge. Different badges can be awarded +based on the type of task completed, and can be issued to more than one user, depending on the time +they accomplish the goal. + +To view the existing badges, or create a new one, navigate to :menuselection:`Settings --> +Gamification Tools --> Badges`. + +.. image:: gamification/badges.png + :align: center + :alt: View of the badges page in Odoo. + +.. note:: + Some badges can be awarded outside of challenges, as well. Select the Kanban card for the desired + badge, then click :guilabel:`Grant`. This opens a :guilabel:`Grant Badge` pop-up window. Select + a user from the :guilabel:`Who would you like to reward?` field. + + Add any additional information regarding why the user is receiving the reward in the field below, + then click :guilabel:`Grant Badge`. + +To create a new badge, click :guilabel:`New` at the top-left of the page to open a blank form. +Enter a name for the :guilabel:`Badge`, followed by a description. + +The :guilabel:`Allowance to Grant` field determines when a badge can be granted, and by whom: + +- :guilabel:`Everyone`: this badge can be manually granted by any user. +- :guilabel:`A selected list of users`: this badge can only be granted by a select group of users. + If this option is selected, it generates a new field, :guilabel:`Authorized Users`. Choose the + appropriate users from this drop-down list. +- :guilabel:`People having some badges`: this badge can only be granted by users who have already + been awarded a specific badge. If this option is selected it generates a new field, + :guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have before they + can award this badge to others. +- :guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can + only be awarded through challenges. + +To limit the number of badges a user can send, tick the :guilabel:`Monthly Limited Spending` +checkbox. This sets a limit on the number of times a user can grant this badge. In the +:guilabel:`Limitation Number` field, enter the maximum number of times this badge can be sent per +month, per person. + +.. image:: gamification/create-badge.png + :align: center + :alt: The details page for a new badge. + +.. _crm/create-challenge: Create a challenge ================== -Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools ---> Challenges`. +To create a challenge, navigate to to :menuselection:`Settings --> Gamification Tools --> +Challenges`. Click :guilabel:`New` in the top-left corner to open a blank challenge form. + +At the top of the form, enter a :guilabel:`Challenge Name`. + +Create assignment rules +----------------------- + +To assign the challenge to specific users, one or more assignment rules must be utilized. + +Click into the first field under :guilabel:`Assign Challenge to`, and select a parameter from the +drop-down list to define the rule. Then, click into the next field to define the rule's operator. If +necessary, click into the third field to further define the parameter. + +.. tip:: + To include all users with permissions in the *Sales* app, create a rule with the following + parameters: + - :guilabel:`Groups` + - :guilabel:`is in` + - `Sales/User: Own Documents Only` + + .. image:: gamification/assignation-rule.png + :align: center + :alt: View of the assignation rules section of a Challenge form. + +In the :guilabel:`Periodicity` field, select a time frame for goals to be automatically assessed. + +Add goals +--------- + +Challenges can be based on a single goal, or can include multiple goals with different targets. To +add a goal to the challenge, click :guilabel:`Add a line` on the :guilabel:`Goals` tab. + +In the :guilabel:`Goal Definition` field, choose a goal from the drop-down list. The +:guilabel:`Condition` field automatically updates to reflect the condition set on the goal +definition. + +.. tip:: + The *CRM Gamification* module contains preconfigured goals geared towards salesteams: + + - :guilabel:`New Leads` + - :guilabel:`Time to Qualify a Lead` + - :guilabel:`Days to Close a Dead` + - :guilabel:`New Opportunities` + - :guilabel:`New Sales Orders` + +Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`. + +Repeat these steps for each additional goal. + +.. image:: gamification/challenge-goals.png + :align: center + :alt: The goals tab of a challenge form. + +Add rewards +----------- + +Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges ` to be awarded +:guilabel:`For 1st User` and :guilabel:`For Every Succeeding User` by selecting them from the +drop-down lists. .. note:: - As the gamification tool is a one-time technical setup, you need to activate the technical - features in order to access the configuration. To do so, go to *Settings* and *Activate the - developer mode*. + Badges are granted when a challenge is finished. This is either at the end of a running period, + at the end date of a challenge, or when the challenge is manually closed. -.. image:: gamification/gamification_tools_menu.png - :align: center - :alt: View if the gamification tools menu in Odoo Settings - -A challenge is a mission that you send to your sales team. It can include one or several goals, set -for a specific period of time. Configure your challenge as follows: - -#. Assign the salespeople to be challenged; -#. Assign a responsible; -#. Set up the periodicity along with the start and the end date; -#. Select your goals; -#. Set up your rewards (badges). - -.. note:: - Badges are granted when a challenge is finished. This is either at the end of a running period - (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity - is set), or when the challenge is manually closed. - -In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge -is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the -month, the winner will be granted with a badge. - -.. image:: gamification/challenges.png - :align: center - :alt: View of the challenge form and a challenge being created for Odoo Sales - -Set up goals ------------- - -| The users can be evaluated using goals and numerical objectives to reach. -| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of - a team throughout time. -| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under - *Goals*. Select the business object according to your company's needs. Examples: number of new - leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time - frame based on your management preferences, etc. - -.. image:: gamification/goal_definitions.png - :align: center - :alt: View of the goal definition form and a goal definition being created for Odoo Sales - -.. note:: - Goals may include your database setup as well (e.g. set your company data and a timezone, - create new users, etc.). - -Set up rewards --------------- - -For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an -exceptional achievement, a badge is an easy way to express gratitude to a user for their good work. -To create and grant badges to your employees based on their performance, go to -:menuselection:`Settings --> Gamification Tools --> Badges`. - -.. image:: gamification/badges.png - :align: center - :alt: View of the badges page in Odoo +After setup is complete, click the :guilabel:`Start Challenge` button at the top-left of the page to +begin the challenge. diff --git a/content/applications/sales/crm/optimize/gamification/assignation-rule.png b/content/applications/sales/crm/optimize/gamification/assignation-rule.png new file mode 100644 index 000000000..5c25863b0 Binary files /dev/null and b/content/applications/sales/crm/optimize/gamification/assignation-rule.png differ diff --git a/content/applications/sales/crm/optimize/gamification/badges.png b/content/applications/sales/crm/optimize/gamification/badges.png index e22aa786b..eb0ba89f3 100644 Binary files a/content/applications/sales/crm/optimize/gamification/badges.png and b/content/applications/sales/crm/optimize/gamification/badges.png differ diff --git a/content/applications/sales/crm/optimize/gamification/challenge-goals.png b/content/applications/sales/crm/optimize/gamification/challenge-goals.png new file mode 100644 index 000000000..3fc142910 Binary files /dev/null and b/content/applications/sales/crm/optimize/gamification/challenge-goals.png differ diff --git a/content/applications/sales/crm/optimize/gamification/challenges.png b/content/applications/sales/crm/optimize/gamification/challenges.png deleted file mode 100644 index e3bd84751..000000000 Binary files a/content/applications/sales/crm/optimize/gamification/challenges.png and /dev/null differ diff --git a/content/applications/sales/crm/optimize/gamification/create-badge.png b/content/applications/sales/crm/optimize/gamification/create-badge.png new file mode 100644 index 000000000..df3df48bb Binary files /dev/null and b/content/applications/sales/crm/optimize/gamification/create-badge.png differ diff --git a/content/applications/sales/crm/optimize/gamification/gamification-module-install.png b/content/applications/sales/crm/optimize/gamification/gamification-module-install.png new file mode 100644 index 000000000..497f203fd Binary files /dev/null and b/content/applications/sales/crm/optimize/gamification/gamification-module-install.png differ diff --git a/content/applications/sales/crm/optimize/gamification/gamification-tools-menu.png b/content/applications/sales/crm/optimize/gamification/gamification-tools-menu.png new file mode 100644 index 000000000..3bcfa42a0 Binary files /dev/null and b/content/applications/sales/crm/optimize/gamification/gamification-tools-menu.png differ diff --git a/content/applications/sales/crm/optimize/gamification/gamification_module_install.png b/content/applications/sales/crm/optimize/gamification/gamification_module_install.png deleted file mode 100644 index d1a785ffc..000000000 Binary files a/content/applications/sales/crm/optimize/gamification/gamification_module_install.png and /dev/null differ diff --git a/content/applications/sales/crm/optimize/gamification/gamification_tools_menu.png b/content/applications/sales/crm/optimize/gamification/gamification_tools_menu.png deleted file mode 100644 index d578d70e9..000000000 Binary files a/content/applications/sales/crm/optimize/gamification/gamification_tools_menu.png and /dev/null differ diff --git a/content/applications/sales/crm/optimize/gamification/goal_definitions.png b/content/applications/sales/crm/optimize/gamification/goal_definitions.png deleted file mode 100644 index ab008b13e..000000000 Binary files a/content/applications/sales/crm/optimize/gamification/goal_definitions.png and /dev/null differ