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3.0 KiB
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82 lines
3.0 KiB
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=====================
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Understanding Metrics
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=====================
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Metrics are values that help you measure progress and can be a powerful way of linking your
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employees to goals.
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| When you create a workflow in Odoo, its visual content already shows metrics in a graph form and
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in numbers.
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| Let’s consider the example below:
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.. image:: media/metrics1.png
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:align: center
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:alt: Metrics in Odoo Marketing Automation
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| The *Target* - business object - is *Lead/Opportunity* and was narrowed down to the ones whose
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*Tag Name* contain the description “Product”, and have an email address set.
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| A total number of 20 records match the criteria.
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.. image:: media/metrics2.png
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:align: center
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:alt: Metrics in Odoo Marketing Automation
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Out of those 20 records, 25 have become participants, in other words, they have matched the criteria.
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.. image:: media/metrics3.png
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:align: center
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:alt: Metrics in Odoo Marketing Automation
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Every time the system runs, updating numbers and triggering actions, it will look at the *Target*
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model and check if new records have been added or modified, keeping the flow up-to-date.
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.. note::
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The filter here is applied to *all* activities. Leads that lose the tag in the meantime will be
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excluded from later activities.
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*Records* is a real-time number, therefore while the workflow is running, changes in opportunity
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records can be made - delete, add, adjustment - updating the number of records, but not changing the
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number of participants, as the metric *will not* exclude opportunities that have been set as
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participants before. It will just add new ones. For this reason, the number of *Records* can be
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different from the number of *Participants*.
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.. tip::
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| You can also have filters applied to activities individually, under *Domain*. A useful feature
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to specify an individual filter that will only be performed if the records satisfied both
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filters, the activity and its domain one.
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| Example: for an activity sending an SMS, you could make sure a phone number is set to
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avoid triggering a SMS that would never be sent and crash.
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.. image:: media/metrics4.png
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:align: center
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:alt: Metrics in Odoo Marketing Automation
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| *Success* is the number of times the searching for participants - that match the filter(s) of that
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activity - was performed successfully in relation to the total number of participants.
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| If a participant does not match the conditions, it will be added to *Rejected*.
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.. image:: media/metrics5.png
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:align: center
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:alt: Metrics in Odoo Marketing Automation
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Hovering over the graph, you can see the number of successful and rejected participants, per day,
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for the last 15 days.
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.. note::
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Every time a new record is added to the *Target* model, it will be automatically added to the
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workflow, and, it will start the workflow from the beginning (parent action).
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.. seealso::
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- :doc:`../overview/automate_actions`
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- :doc:`../overview/segment`
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- :doc:`../overview/test`
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