diff --git a/crm.rst b/crm.rst index 708739060..68cf85c2a 100644 --- a/crm.rst +++ b/crm.rst @@ -10,3 +10,4 @@ CRM crm/overview crm/salesteam crm/leads + crm/reporting diff --git a/crm/reporting.rst b/crm/reporting.rst new file mode 100644 index 000000000..504384006 --- /dev/null +++ b/crm/reporting.rst @@ -0,0 +1,9 @@ +=========== +Reporting +=========== + +.. toctree:: + :titlesonly: + + reporting/analysis + reporting/review \ No newline at end of file diff --git a/crm/reporting/analysis.rst b/crm/reporting/analysis.rst new file mode 100644 index 000000000..45635b594 --- /dev/null +++ b/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` diff --git a/crm/reporting/media/analysis01.png b/crm/reporting/media/analysis01.png new file mode 100644 index 000000000..6640ec0ee Binary files /dev/null and b/crm/reporting/media/analysis01.png differ diff --git a/crm/reporting/media/analysis02.png b/crm/reporting/media/analysis02.png new file mode 100644 index 000000000..05ddd3507 Binary files /dev/null and b/crm/reporting/media/analysis02.png differ diff --git a/crm/reporting/media/analysis03.png b/crm/reporting/media/analysis03.png new file mode 100644 index 000000000..955678bc8 Binary files /dev/null and b/crm/reporting/media/analysis03.png differ diff --git a/crm/reporting/media/analysis04.png b/crm/reporting/media/analysis04.png new file mode 100644 index 000000000..2c9f61727 Binary files /dev/null and b/crm/reporting/media/analysis04.png differ diff --git a/crm/reporting/media/analysis05.png b/crm/reporting/media/analysis05.png new file mode 100644 index 000000000..29143b602 Binary files /dev/null and b/crm/reporting/media/analysis05.png differ diff --git a/crm/reporting/review.rst b/crm/reporting/review.rst new file mode 100644 index 000000000..ea0cdcb8f --- /dev/null +++ b/crm/reporting/review.rst @@ -0,0 +1,3 @@ +================================================================= +How to review my personal sales activities (new sales dashboard) +================================================================= \ No newline at end of file