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They need to access anytime some +important metrics in order to know how they are performing and better +organize their daily work. + +Within the Odoo CRM module, every team member has access to a +personalized and individual dashboard with a real-time overview of: + +- Top priorities: they instantly see their scheduled meetings and + next actions + +- Sales performances : they know exactly how they perform compared + to their monthly targets and last month activities. + +.. image:: media/review01.png + :align: center + +Configuration +============= + +Install the CRM application +--------------------------- + +In order to manage your sales funnel and track your opportunities, you +need to install the CRM module, from the **Apps** icon. + +.. image:: media/review02.png + :align: center + +Create opportunities +-------------------- + +If your pipeline is empty, your sales dashboard will look like the +screenshot below. You will need to create a few opportunities to +activate your dashboard (read the related documentation +:doc:`../leads/generate/manual` to learn more). + +.. image:: media/review03.png + :align: center + +Your dashboard will update in real-time based on the informations you +will log into the CRM. + +.. tip:: + you can click anywhere on the dashboard to get a detailed + analysis of your activities. Then, you can easily create + favourite reports and export to excel. + +Daily tasks to process +====================== + +The left part of the sales dashboard (labelled **To Do**) displays the +number of meetings and next actions (for example if you need to call a +prospect or to follow-up by email) scheduled for the next 7 days. + +.. image:: media/review04.png + :align: center + +Meetings +-------- + +In the example here above, I see that I have no meeting scheduled for +today and 3 meeting scheduled for the next 7 days. I just have to +click on the **meeting** button to access my calendar and have a view on +my upcoming appointments. + +.. image:: media/review05.png + :align: center + +Next actions +------------ + +Back on the above example, I have 1 activity requiring an action from +me. If I click on the **Next action** green button, I will be redirected +to the contact form of the corresponding opportunity. + +.. image:: media/review06.png + :align: center + +Under the **next activity** field, I see that I had planned to send a +brochure by email today. +As soon as the activity is completed, I can click on **done** (or +**cancel**) in order to remove this opportunity from my next actions. + +.. note:: + When one of your next activities is overdue, it will appear + in orange in your dashboard. + +Performances +============ + +The right part of your sales dashboard is about my sales performances. I +will be able to evaluate how I am performing compared to my targets +(which have been set up by my sales manager) and my activities of the +last month. + +.. image:: media/review07.png + :align: center + +Activities done +--------------- + +The **activities done** correspond to the next actions that have been +completed (meaning that you have clicked on **done** under the **next +activity** field). When I click on it, I will access a detailed reporting +regarding the activities that I have completed. + +.. image:: media/review08.png + :align: center + +Won in opportunities +-------------------- + +This section will sum up the expected revenue of all the opportunities +within my pipeline with a stage **Won**. + +.. image:: media/review09.png + :align: center + +Quantity invoiced +----------------- + +This section will sum up the amount invoiced to my opportunities. For +more information about the invoicing process, refer to the related +documentation: :doc:`../../accounting/receivables/customer_invoices/overview` + +.. seealso:: + * :doc:`analysis` \ No newline at end of file