[ADD] crm: How to analyze the sales performance of your team and get customize reports

https://docs.google.com/document/d/1zkdLhXXwx20LOk6ROtSohFp9jHl_3aaJAsihQ2U-Dig/edit#

crm.rst

@@ -10,3 +10,4 @@ CRM
    crm/overview
    crm/salesteam
    crm/leads
+   crm/reporting

crm/reporting.rst

@@ -0,0 +1,9 @@
+===========
+Reporting
+===========
+
+.. toctree::
+   :titlesonly:
+
+   reporting/analysis
+   reporting/review

crm/reporting/analysis.rst

@@ -0,0 +1,126 @@
+===========================================================================
+How to analyze the sales performance of your team and get customize reports
+===========================================================================
+
+As a manager, you need to constantly monitor your team’s performance
+in order to help you take accurate and relevant decisions for the
+company. Therefore, the **Reporting** section of **Odoo Sales** represents a
+very important tool that helps you get a better understanding of where
+your company's strengths, weaknesses and opportunities are, showing
+you trends and forecasts for key metrics such as the number of
+opportunities and their expected revenue over time , the close rate by
+team or the length of sales cycle for a given product or service.
+
+Beyond these obvious tracking sales funnel metrics, there are some
+other KPIs that can be very valuable to your company when it comes to
+judging sales funnel success.
+
+Review pipelines 
+=================
+
+You will have access to your sales funnel performance from the **Sales**
+module, by clicking on :menuselection:`Sales --> Reports --> Pipeline analysis`. 
+By default, the report groups all your opportunities by stage (learn more on how to
+create and customize stage by reading :doc:`../salesteam/setup/organize_pipeline`)
+and expected revenues for the current month. This report is perfect for
+the **Sales Manager** to periodically review the sales pipeline with the
+relevant sales teams. Simply by accessing this basic report, you can get
+a quick overview of your actual sales performance.
+
+You can add a lot of extra data to your report by clicking on the
+**measures** icon, such as :
+
+-  Expected revenue.
+
+-  overpassed deadline.
+
+-  Delay to assign (the average time between lead creation and lead
+   assignment).
+
+-  Delay to close (average time between lead assignment and close).
+
+-  the number of interactions per opportunity.
+
+-  etc.
+
+.. image:: media/analysis02.png
+   :align: center
+
+.. tip:: 
+    By clicking on the **+** and **-** icons, you can drill up and down your report
+    in order to change the way your information is displayed. For example, if I 
+    want to see the expected revenues of my **Direct Sales** team, I need to click 
+    on the **+** icon on the vertical axis then on **Sales Team**.
+
+Depending on the data you want to highlight, you may need to display
+your reports in a more visual view. Odoo **CRM** allows you to transform
+your report in just a click thanks to 3 graph views : **Pie Chart**, **Bar
+Chart** and **Line Chart**. These views are accessible through the icons
+highlighted on the screenshot below.
+
+.. image:: media/analysis03.png
+   :align: center
+
+Customize reports
+=================
+
+You can easily customize your analysis reports depending on the
+**KPIs** (see :doc:`../overview/main_concepts/terminologies`)
+you want to access. To do so, use the **Advanced search view** located in
+the right hand side of your screen, by clicking on the magnifying glass
+icon at the end of the search bar button. This function allows you to
+highlight only selected data on your report. The **filters** option is
+very useful in order to display some categories of opportunities, while
+the **Group by** option improves the readability of your reports according
+to your needs. Note that you can filter and group by any existing field
+from your CRM, making your customization very flexible and powerful.
+
+.. image:: media/analysis01.png
+   :align: center
+
+.. tip::
+    You can save and reuse any customized filter by clicking on 
+    **Favorites** from the **Advanced search view** and then on 
+    **Save current search**. The saved filter will then be accessible 
+    from the **Favorites** menu.
+
+Here are a few examples of customized reports that you can use to
+monitor your sales' performances :
+
+Evaluate the current pipeline of each of your salespeople
+---------------------------------------------------------
+
+From your pipeline analysis report, make sure first that the
+**Expected revenue** option is selected under the **Measures** drop-down
+list. Then, use the **+** and **-** icons and add **Salesperson** and
+**Stage** to your vertical axis, and filter your desired salesperson. Then
+click on the **graph view** icon to display a visual representation of
+your salespeople by stage. This custom report allows you to easily
+overview the sales activities of your salespeople.
+
+.. image:: media/analysis05.png
+   :align: center
+
+Forecast monthly revenue by sales team
+--------------------------------------
+
+In order to predict monthly revenue and to estimate the short-term
+performances of your teams, you need to play with two important metrics :
+the **expected revenue** and the **expected closing**.
+
+From your pipeline analysis report, make sure first that the
+**Expected revenue** option is selected under the **Measures** drop-down
+list. Then click on the **+** icon from the vertical axis and select
+**Sales team**. Then, on the horizontal axis, click on the **+** icon and
+select **Expected closing.**
+
+.. image:: media/analysis04.png
+   :align: center
+
+.. tip::
+    In order to keep your forecasts accurate and relevant, 
+    make sure your salespeople correctly set up the expected closing
+    and the expected revenue for each one of their opportunities
+
+.. seealso::
+    * :doc:`../salesteam/setup/organize_pipeline`

crm/reporting/review.rst

@@ -0,0 +1,3 @@
+=================================================================
+How to review my personal sales activities (new sales dashboard)
+=================================================================