Reporting
One of the best elements of any ERP system that enables us to comprehend the overall functioning of a module is the reporting tool provided by Odoo 17. You can efficiently analyze the daily, monthly, and annual CRM activities using the Reporting menu in the CRM module.
The information from these reports will be useful in guiding the essential steps towards improving the company's production over prior periods. The reporting options provided by Odoo 17 include views for the Dashboard, Forcast, Pipeline, Leads, Activities, Partnerships, and Lead Generation.
Forecast
With the use of the Forecast reporting feature found in the Odoo17 CRM module, reports of anticipated revenues may be examined.
You can see this platform in Kanban, Graph, Pivot, and List formats. You can enhance the forecast reports by utilizing the appropriate Measurements, Groups, and Filters.
The forecast report will be presented in the Kanban view separately for each month. In this view, you can see the prorated revenue for each month.
Pipeline Analysis
Using the Pipeline Analysis option found in the Reporting menu of the Odoo CRM module, all pipeline operations can be analyzed.
Leads Analysis
The Leads reporting platform in the Odoo 17 CRM module allows users to view reports for all leads created through multiple channels. You may efficiently analyze the leads in the module and make wise decisions to improve the lead creation operations by utilizing the sophisticated reporting capabilities.
Activities
You may see reports of all scheduled and completed activities in the Odoo17 CRM module by selecting the Activities option from the Reporting menu.
Partnerships
The graphical representation of the financial turnover with your partner will be shown on the Partnerships Analysis platform, which is accessible from the Reporting option. Using the corresponding option from the Measures, you can also produce reports of the opportunities created with partners' assistance.
You may manage leads from the moment they are generated using a variety of media until they are successfully converted into sales orders with the help of the effective Odoo CRM module. Odoo 17 CRM is the finest option for your company if you're looking for a specialized software solution for the administration of leads and opportunities.