Looking for some basic metrics on my company sales performance. We would like to be able to know How many quotes we have sent for a time period, of that how many were eventually signed? From there, how many invoices were sent to customers, of that how many paid?
What is the best way to get started on this? Odoo 16 Online.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
This question has been flagged
2
Replies
1047
Views
Hi,
In Odoo 16 Online, you can use the built-in reporting and analytic features to gather the basic metrics on your company's sales performance. You can create a custom dashboard to display key sales metrics. To do this: Go to the "Dashboard" menu. Create a new dashboard and add relevant widgets for quotes, signed quotes, invoices, and paid invoices. For more information refer to this blogs :
https://www.cybrosys.com/blog/what-are-the-new-features-in-odoo-16-dashboard-module
Hope this helps
Thank you for the quick reply @cybrosys.
On my new dashboard page, the only option I have is to " Add a Line" and then upload a file of some kind. Can you provide any further guidance?
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
1
Aug 25
|
318 | ||
|
1
Apr 25
|
1489 | ||
|
1
Sep 24
|
2169 | ||
|
1
Aug 24
|
1364 | ||
|
1
Jul 24
|
1928 |
