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.
