Hello
Is there a way to see how many OPP/Leads have at least 1 activity in a certain period?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Project
- MRP
To pytanie dostało ostrzeżenie
1
Odpowiedz
2827
Widoki
You can add opportunity as a custom group on the pivot report
While on reporting > activities menu, you can click on pivot report 'total' to add custom group Opportunity.
This report is limited to completed activities only and the period you can specify in the filter
On the activities reporting pivot table the data is count of activities, you can however insert this pivot table to a spreadsheet and create count of opportunity (rows)
Please be mindful that this report only counts completed activities. You can get a count of opportunities which have activities scheduled from list view of "My Activities" menu and removing the filters (below the search field between favorites and view buttons
Video of V16 dashboard features if you wish to add the spreadsheet data to dashboard
https://www.odoo.com/event/odoo-experience-2022-2190/track/introduction-to-the-new-odoo-16-dashboards-4938
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj się| Powiązane posty | Odpowiedzi | Widoki | Czynność | |
|---|---|---|---|---|
|
How to forecast your Sales Funnel?
Rozwiązane
|
|
1
mar 15
|
8715 | |
|
|
1
mar 15
|
8437 | ||
|
2
sie 25
|
288 | ||
|
2
maj 25
|
1385 | ||
|
1
kwi 25
|
1296 |
when I'm doing this he gives me the count of all activities but can I add a filter so that he only counts the opp. I don't really care about how many activities more about on how many opp/leads they are working?