5720cd2802
task-3235170
closes odoo/documentation#4863
X-original-commit: 1853f226e7
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Co-authored-by: Xavier <xpl@odoo.com>
Co-authored-by: Loredana <lrpz@odoo.com>
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5.4 KiB
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139 lines
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=========
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Templates
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=========
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Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch.
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Several pre-built templates are available when creating a new spreadsheet from the **Documents**
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app, such as:
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- :ref:`budget reports <templates/budget-reports>`,
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- :ref:`pipeline revenue reports <templates/pipeline-reports>`, or
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- :ref:`sales commission report <templates/sales-commission>`.
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.. image:: templates/report-templates.png
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:alt: View of all the default templates
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You can also :ref:`save any spreadsheet as a template <templates/save>` and :ref:`manage and edit
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existing templates <templates/manage>`.
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Default templates
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=================
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.. _templates/budget-reports:
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Accounting: budget reports
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--------------------------
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Budget reports compare a company's actual spending with its budget over a defined period. Two
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templates are available: one uses quarterly intervals (:guilabel:`Budget Report (Quarterly)`), while
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the other uses monthly intervals (:guilabel:`Budget Report (Monthly)`).
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.. image:: templates/budget-report.png
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:alt: Extract of a budget report
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The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of money
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made and spent over the corresponding period (month or quarter). The data is taken from posted
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journal items under :ref:`income and expense accounts <chart-of-account/type>`.
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.. warning::
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Journal items under the :guilabel:`Other Income` account type are not considered when collecting
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data.
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To analyze your budget's performance, fill the cells under the :guilabel:`Budget` column with how
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much money you expect to make (:guilabel:`Income` rows) and spend (:guilabel:`Expenses` rows) over
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the related period and per account. Then, the performance (:guilabel:`Perf.`) column compares
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:guilabel:`Actuals` data to their corresponding budget, expressed as a percentage.
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Lastly, the :guilabel:`Net Profit` row represents the total :guilabel:`Income` minus the total
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:guilabel:`Expenses` for the :guilabel:`Actuals` and :guilabel:`Budget` columns.
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.. _templates/pipeline-reports:
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CRM: pipeline revenue reports
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-----------------------------
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Two pipeline revenue reports are available. The :guilabel:`Pipeline Revenue Report (Monthly)` is
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dedicated to one-time revenue (:abbr:`NRR (non-recurring revenue)`), while the :guilabel:`MRR/NRR
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Pipeline Revenue Report (Monthly)` covers recurring and non-recurring revenue (:abbr:`MRR (monthly
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recurring revenue)`).
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.. tip::
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Enable :guilabel:`Recurring Revenues` by going to :menuselection:`CRM --> Configuration -->
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Settings`.
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.. image:: templates/pipeline-revenue.png
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:alt: Extract of a pipeline revenue report
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The cells under the :guilabel:`Actuals` column are automatically filled in with the amount of
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monthly revenue from **won** opportunities.
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To compute the revenue performance, fill in the monthly revenue targets.
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- For the :guilabel:`Revenue by Team` sheet, fill in the cells under the :guilabel:`Target` columns
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for each sales team.
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- For the :guilabel:`Revenue by Salesperson` sheet, open the :guilabel:`Targets` sheet and fill in
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the cells next to each salesperson. Use the :guilabel:`Monthly Factor` table below to adapt the
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main targets depending on the month of the year.
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Then, the performance (:guilabel:`Perf.`) column compares :guilabel:`Actuals` data to their related
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budget, expressed as a percentage.
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Lastly, the :guilabel:`Forecasted` column gathers the monthly revenue of leads multiplied by their
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:guilabel:`Probability` percentage.
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.. note::
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For actuals and forecasts:
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- The :guilabel:`Expected Closing` date found on leads is used to assign them to a month.
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- The recurring monthly revenue is used even if the recurring plan's number of months is set to
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a different value than 1 month. For example, a yearly plan's revenue is divided by 12 months.
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.. _templates/sales-commission:
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Sales: sales commission
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-----------------------
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This report presents the monthly commission earned or due to each salesperson.
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.. image:: templates/sales-commission.png
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:alt: Extract of a sales commission report
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The :guilabel:`Rate` column is pre-filled with the percentage rate from the :guilabel:`Rates` tab,
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which can be customized for each product category according to the company's policy. Adjusting the
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rate for a specific product category automatically updates the commission amount for that category.
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The :guilabel:`Invoiced` column shows the total amount of untaxed invoices grouped by salesperson
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and month.
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Lastly, the :guilabel:`Comm.` column is computed by multiplying the invoiced amount with the rate
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percentage.
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.. _templates/save:
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Save a spreadsheet as a template
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================================
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Any spreadsheet can be saved as a template. From the menu bar, click :menuselection:`File --> Save
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as template`. Modify the default :guilabel:`Template Name` if necessary and click
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:guilabel:`Confirm`.
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.. note::
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Templates are available to all users on the database.
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.. _templates/manage:
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Manage and edit templates
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=========================
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Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`.
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Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all
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templates in the database.
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To edit an existing template, click `✎ Edit` next to the desired template. Modifications are
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automatically saved.
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.. tip::
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Use the download button under the :guilabel:`Data` column to export a template in JSON format.
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The file can be imported into another database.
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