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Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
70 lines
2.5 KiB
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70 lines
2.5 KiB
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=================================
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Get an accurate probable turnover
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=================================
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As you progress in your sales cycle, and move from one stage to another,
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you can expect to have more precise information about a given
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opportunity giving you an better idea of the probability of closing it,
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this is important to see your expected turnover in your various reports.
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Configure your kanban stages
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============================
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By default, Odoo Kanban view has four stages: New, Qualified,
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Proposition, Won. Respectively with a 10, 30, 70 and 100% probability of
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success. You can add stages as well as edit them. By refining default
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probability of success for your business on stages, you can make your
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probable turnover more and more accurate.
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.. image:: media/turnover01.png
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:align: center
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.. image:: media/turnover02.png
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:align: center
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Every one of your opportunities will have the probability set by default
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but you can modify them manually of course.
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Set your opportunity expected revenue & closing date
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====================================================
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When you get information on a prospect, it is important to set an
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expected revenue and expected closing date. This will let you see your
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total expected revenue by stage as well as give a more accurate probable
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turnover.
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.. image:: media/turnover03.png
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:align: center
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See the overdue or closing soon opportunities
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=============================================
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In your pipeline, you can filter opportunities by how soon they will be
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closing, letting you prioritize.
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.. image:: media/turnover04.png
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:align: center
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As a sales manager, this tool can also help you see potential ways to
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improve your sale process, for example a lot of opportunities in early
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stages but with near closing date might indicate an issue.
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View your total expected revenue and probable turnover
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======================================================
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While in your Kanban view you can see the expected revenue for each of
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your stages. This is based on each opportunity expected revenue that you
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set.
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.. image:: media/turnover05.png
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:align: center
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As a manager you can go to :menuselection:`CRM --> Reporting --> Pipeline Analysis`
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by default *Probable Turnover* is set as a measure. This report will take
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into account the revenue you set on each opportunity but also the
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probability they will close. This gives you a much better idea of your
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expected revenue allowing you to make plans and set targets.
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.. image:: media/turnover06.png
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:align: center
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