Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
How to create sales funel for closed opportunities (win/lost rate for each stage = stage conversion)?
How to create sales funnel for closed opportunities (win/lost rate for each stage)? I want to see conversion rate for each stage (to see how many opportunities were lost on each stage). For example for all closed opportunities I want to see smth. like this:
- Stage "New" - 1000 opportunities (conversion = 900/1000 = 90%)
- Stage "Qualification" - 900 opportunities (conversion = 810/900 = 90%)
- Stage "Proposition" - 810 opportunities (conversion = 10/810 =~1,2%)
- Stage "Negotiation" - 10 opportunities (conversion = 100%)
- "Win" - 10 opportunities (total conversion 1%)
- "Lost" - 990 opportunities (99% of all closed opportunities)
So, in this report I could see that I have 1000 closed opportunities, 910 of them were lost and 810 of them were lost at "Proposition" stage (conversion for this stage is vary bad ~1,2%). So it's seems to be a problem on "Proposition" stage.
Here is a good example of sales funnel for closed opportunities: screenshot i062.radikal.ru/1404/ff/7a610e7c1690.png (sorry I haven't got enough carma to post img)
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 4/18/14, 8:42 PM|
|Seen: 1339 times|
|Last updated: 4/8/15, 9:42 AM|