Odoo 15 book

Reporting in CRM

The reporting feature in CRM is one of the best features provided by Odoo to analyze the progress in actions and make reports over the company operations. There are many advanced options in Odoo reporting and different views to the data which will enable you to create successive reports over the operations in CRM. The reports that Odoo has generated through the Reporting menu can be used to take actions and decisions to improve performance and productivity. In the CRM module, Odoo will enable you to create reports on Forecast, Lead, Pipeline, Activities, and Partnership.

Forecast:

You will be able to get the reports of the Forecast in Kanban, Graphical, Pivot as well as List views.

Odoo 14 CRM Module

Lead:

The Lead Analysis will help you to make reports about the leads generated in the CRM module on a daily, weekly, monthly, and yearly basis.

Odoo 14 CRM Module

Pipeline:

The Pipeline Analysis platform will display the reports of the pipeline activities on the basis of various measures mentioned in the window.

Odoo 14 CRM Module

Activities:

The reports about the various activities done in the pipeline can be obtained from the Pipeline Activities field in the reporting.

Odoo 14 CRM Module

Partnership:

You can easily create an analysis of the partnership in the CRM module in the Partnership Analysis field in the Reporting menu.

Odoo 14 CRM Module

You can change the view into Kanban, Pivot, List, Graphical, and Calendar views according to your convenience.

The CRM module in Odoo is specifically designed to organize the potential customers in an easy and effective way. This platform will dynamically make use of every aspect of Odoo CRM to get more leads than ever before.

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Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

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London

Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

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Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

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Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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