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Odoo 15 CRM Pipeline
Analysis Report
Enterprise
www.cybrosys.com
INTRODUCTION
❖ CRM Pipeline analysis report is perfect for the sales manager to periodically review the
sales pipeline with relevant sales Teams.
❖ Simply by accessing this basic report you can get a quick overview of your actual sales
performance.
❖ As a manager, it is necessary to regularly monitor your team's performance to make proper
decisions for the company.
❖ Therefore the reporting section of odoo CRM represents a very important tool that helps
you to get a better understanding of your strengths Weakness and opportunities are.
❖ Goto CRM > Reporting > Pipeline
❖ Various views of Pipeline Analysis Report,
1. Graph - Bar Chart
❖ Different measures,
Line Chart
Pie Chart
2. List
3.Dashboard
Different medium through which opportunities are generated
 The ultimate aim of each and every business entity is to gain profits and generate
high returns in minimum time and risk.
4.Cohort
5.Pivot
❖ Group and filter reports by any existing fields,
❖ Insert pipeline analysis report into spreadsheet,
❖ Click on Insert in spreadsheet
❖ Select spreadsheet > Confirm
❖ Customize any changes in spreadsheet
For More
Details
Check our company website for related blogs and Odoo
book.
Odoo Book V15
Check our YouTube channel for functional and technical
videos in Odoo.
Odoo 15 CRM Pipeline Analysis Report
Thank You

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Odoo 15 CRM Pipeline Analysis Report | Odoo 15 Enterprise

  • 1. Odoo 15 CRM Pipeline Analysis Report Enterprise www.cybrosys.com
  • 2. INTRODUCTION ❖ CRM Pipeline analysis report is perfect for the sales manager to periodically review the sales pipeline with relevant sales Teams. ❖ Simply by accessing this basic report you can get a quick overview of your actual sales performance. ❖ As a manager, it is necessary to regularly monitor your team's performance to make proper decisions for the company. ❖ Therefore the reporting section of odoo CRM represents a very important tool that helps you to get a better understanding of your strengths Weakness and opportunities are.
  • 3. ❖ Goto CRM > Reporting > Pipeline ❖ Various views of Pipeline Analysis Report, 1. Graph - Bar Chart
  • 9. Different medium through which opportunities are generated
  • 10.  The ultimate aim of each and every business entity is to gain profits and generate high returns in minimum time and risk.
  • 12. ❖ Group and filter reports by any existing fields,
  • 13. ❖ Insert pipeline analysis report into spreadsheet, ❖ Click on Insert in spreadsheet ❖ Select spreadsheet > Confirm
  • 14. ❖ Customize any changes in spreadsheet
  • 15. For More Details Check our company website for related blogs and Odoo book. Odoo Book V15 Check our YouTube channel for functional and technical videos in Odoo. Odoo 15 CRM Pipeline Analysis Report
  • 16.