[ADD] crm: How to review my personal sales activities(new sales dashboard)

https://docs.google.com/document/d/1lDqH7tYbPcEDjLS9hGXP8K2R4I4wJUvDfjPNA3KYFC4/edit#

crm/reporting/review.rst

@@ -1,3 +1,132 @@
 =================================================================
 How to review my personal sales activities (new sales dashboard)
 =================================================================
+
+Sales professionals are struggling everyday to hit their target and
+follow up on sales activities. 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`