4. 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 18. 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 18 include
views for the Dashboard, Forcast, Pipeline, Leads, Activities,
Partnerships, and Lead Generation.
Forecast
Reports of projected revenues can be evaluated using the Odoo18 CRM
module's Forecast reporting capability.
This platform is available in list, pivot, graph, and kanban formats.
By applying the proper Measurements, Groups, and Filters, you may
improve the forecast reports.
Each month's forecast report will be displayed separately in the
Kanban view. You may see the prorated revenue for each month in this
view.
Pipeline Analysis
All pipeline processes can be examined with the Pipeline Analysis
option in the Odoo CRM module's Reporting menu.
Lead Analysis
Users can examine reports for all leads generated through various
channels using the Leads reporting platform in the Odoo 18 CRM
module. By using the advanced reporting features, you can
effectively evaluate the leads in the module and make informed
choices to enhance the lead creation processes.
Activities
By choosing the Activities option from the Reporting menu, you may
view reports of all planned and finished tasks in the Odoo18 CRM
module.
Partnership
The Partnerships Analysis platform, which can be accessed through the
Reporting option, will display a graphical depiction of the
financial turnover with your partner. You can also generate reports
on the opportunities generated with partners' help by selecting the
appropriate option from the Measures.
Lead Generation Views
Using the lead generation views, you can view those generated leads.
There, you will have the options like, IP address, lead generation
rule, state, and create date, respectively.
With the aid of the powerful Odoo CRM module, you can effectively
handle leads from the time they are created using a range of media
until they are successfully transformed into sales orders. If your
business needs a specific software solution for managing leads and
opportunities, Odoo 18 CRM is the best choice.