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How do I record visits to stores that do not place orders?

crm statistics

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1516 Widoki

chris

Hello,

I would like to seek your opinion on getting started with Odoo, particularly in managing statistics. I oversee three sales teams, and I enter orders using their sales orders for their clients, as well as record visits to stores, even if no orders are placed (due to reasons such as existing stock, no need for items, or lack of interest).

My goal is to have statistics that can help identify clients who are no longer placing orders and track the most frequently visited clients. I can obtain statistics for clients who make purchases because I enter this information via sales orders. However, for clients not placing orders for the reasons mentioned earlier, I'm unsure how to record them. Should I record them in the CRM module by searching for the client in the pipeline, or do you recommend another method?

For instance, I would like to count the number of sales orders I've entered for sales team 1 and also the number of events I've recorded in the CRM. This would allow me to determine the number of stores visited during the month. However, I'm struggling to establish a connection between the pipeline statistics and sales statistics.

I appreciate your thoughts on how to achieve this effectively.

Best regards.

chris

Autor

I allow myself to include screenshots to illustrate what I would like to achieve. In the first image, I have labeled different possibilities so that I can move the visited store and place it on the reason for which there was no order. In the second screenshot, I managed to obtain a summary in the form of a dynamic table. I integrate this table into a sheet in the Document application.

On the fourth screenshot, using the Sales application, I managed to get the number of stores that placed an order. Through a new dynamic table integrated into the same sheet in the Document application, I can see the number of stores visited. Unfortunately, I would like to be able to integrate this into the dashboard and, for example, simply view the "Caribou" team for the month of December and compare the number of stores visited with the "Nonos" sales team without having to perform many manipulations at the beginning of each month. Is this possible in your opinion?

https://ibb.co/XFwGXLV

https://ibb.co/s1ykwKT

https://ibb.co/G9q6pmx

https://ibb.co/j8brJM6

Thx ;-)

Jaideep

A visit can have only 2 outcomes.. either an order is received or not (Won or Lost). Further the lost reason is tracked. (Existing stock, lack of interest etc)

I don’t see having loss reasons as stages to a visit as being practical.

Also, your comparison on the spreadsheet can be achieved in a single pivot by filtering lost and won opportunities. Can’t see the need for data from sales order model.

chris

Autor

Hello,

Thank you once again for your response. May I ask if I have understood your working method correctly in order to handle my future data entries more effectively?

In Photo1, I click on "new" to search for the store from the CRM Pipeline module. Then, I click on the "modify" button to select the sales team. Returning to the pipeline, I locate the newly created store and click on the "won" or "lost" button. If I click on "won," I proceed to create an estimate to generate the purchase order. If the store is closed, I click on "lost" and choose the reason "store closed."

From there, I can create a dynamic table to track the number of stores entered into the pipeline month by month. I use the "won" and "open" filters for comparisons. What are your thoughts on this approach? Thanks in advance for your feedback.
https://ibb.co/BC8Z5c8
https://ibb.co/XV8hSbT
https://ibb.co/M7LBTcc

Best regards,

Jaideep

Yes your understanding is correct.

While reporting in the pivot table you filter by won or lost.

You can report on number of visits by sales team or sales person or even customer

Jaideep

Not sure how the store visits are currently tracked. If the intention is to track as individual opportunities then you could filter on 'Orders' 'not set' to identify opportunities that didn't materialize an order.

Also, I would believe an opportunity is marked as won if there is an order as opposed to lost.

Pivot of the above data would provide quite a bit of analytics

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