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