diff --git a/commit_template.txt b/commit_template.txt new file mode 100644 index 000000000..bfdf50ef4 --- /dev/null +++ b/commit_template.txt @@ -0,0 +1,19 @@ +[TAG] application/module: describe your changes in a short sentence + +# If you feel that it might help a future reader to understand your commit +# motivations, take some time to explain WHY you made these changes in a few +# sentences. The WHAT is usually easily understood by reading the diff. +# +# Short description tip: structure your commit message as if it was completing +# this sentence: "If merged, this commit will ...". For instance, the following +# commit message is correct: "[IMP] sales: compress images to save space". +# +# Tag meanings: +# +# [ADD] = New content +# [IMP] = Improvement +# [FIX] = Content or RST fix +# [REM] = Removal +# [REF] = Refactoring (restructuring) +# [MOV] = Move/rename +# \ No newline at end of file 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