From f24d36b2936350c75cfe52a2f0ee2c02e80984af Mon Sep 17 00:00:00 2001 From: Parish Bracha Date: Tue, 4 Jun 2024 09:46:26 -0700 Subject: [PATCH] [IMP] crm: add equation explanation in leads doc closes odoo/documentation#9689 X-original-commit: 96f3a3e8466ac88ba896935dfe9f9d9ed9ccc16f Signed-off-by: Zachary Straub (zst) Signed-off-by: Parish Bracha (pabr) --- .../sales/crm/track_leads/lead_scoring.rst | 16 ++++++++++++++++ 1 file changed, 16 insertions(+) diff --git a/content/applications/sales/crm/track_leads/lead_scoring.rst b/content/applications/sales/crm/track_leads/lead_scoring.rst index 0f2bc836b..43b5a861b 100644 --- a/content/applications/sales/crm/track_leads/lead_scoring.rst +++ b/content/applications/sales/crm/track_leads/lead_scoring.rst @@ -30,6 +30,20 @@ Specifically, Odoo's predictive lead scoring uses the *naive Bayes* probability P(A | B) = \frac{P(A) \times P(B | A)}{P(B)} \end{equation} +Breaking down the equation: + +- P(A|B) = The probability of a successful lead *in this case* +- P(A) = The overall probability of a lead being successful regardless of the conditions +- P(B|A) = The probability of this being the case given a lead is successful +- P(B) = The probability of this being the case + +The term *in this case* refers to the variables that can affect a lead being successful in Odoo. +This can include variables such as the assigned Salesperson, the source of the lead, the language of +the lead, and other historical and demographic data. + +Which variables are considered in this calculation can be :ref:`configured +` to tailor the calculation to each business's needs. + The probability of success of each opportunity is displayed on the opportunity form, and it updates automatically as the opportunity progresses through the CRM pipeline. @@ -40,6 +54,8 @@ automatically as the opportunity progresses through the CRM pipeline. When an opportunity moves to the next stage, its probability of success automatically increases according to the predictive lead scoring algorithm. +.. _lead_scoring/configuration: + Configuration -------------