Custom Dashboard/ Reports ( Quotation Sent vs Quotation Signed, Invoice Sent Vs Invoice Paid)

Question

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.

Cybrosys Techno Solutions Pvt.Ltd · Answer

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 [1]

Hope this hel

Jason SMith · Answer

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?

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