Odoo Spreadsheet allows you to easily manages making projections, calculating commissions and analyzing data. Ability to customize your reports with real time data.

1. www.cybrosys.com
Odoo 14 Spreadsheet In CRM

2. INTRODUCTION
❖ Spreadsheet allows you to easily manages making projections, calculating commissions
and analyzing data.
❖ Ability to customize your reports with real time data.
❖ By accessing this report, you will receive a quick overview of all activities.
❖ Added spreadsheet on pivot view.

3. ❖ CRM -> Reporting -> Pipeline -> View Pivot

4. ❖ Add a extra data to your report by clicking on the measures icon, such as:
○ Days to Assign
○ Days to Close
○ Days to Convert
○ Prorated Revenue
○ etc…….

5. ❖ By clicking on the ‘+’ and ‘-’ icons, you can drill up and drill down your report.

6. ❖ After adding measures, click on the ‘INSERT IN SPREADSHEET’ button to get the report in
spreadsheet.

7. ❖ Spreadsheet View

8. Date Relation Text
❖ By Clicking on the filter button we can make custom filters based on your need.

9. ❖ Add Format based on numbers, Bold , Italic, etc...

10. ❖ Save it
File-> Save

12. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo for Beginners - Odoo V14
How to Improve Sales using Odoo CRM
Check our YouTube channel for functional and technical
videos in Odoo.
Odoo14 Spreadsheet in CRM

13. Thank You