Forecast Report in Odoo 15 CRM
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The forecast report in Odoo 15 CRM provides insights into future revenues and customer dealings through various measures like expected closing days and expected revenue. It offers multiple view options including kanban, graph, pivot, and list, along with advanced search capabilities and various filters. For additional information, resources can be found on the company's website and their YouTube channel.
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Forecast Report in Odoo 15 CRM
- 1. Forecast Report in Odoo 15 CRM Enterprise www.cybrosys.com
- 2. INTRODUCTION ❖ The forecast report helps you to gain knowledge about the upcoming revenues and help in forecasting future dealings with the customer. ❖ The provision to generate reports in various measures such as Expected Closing Days, Expected Revenue, Geo Latitude, Geo Longitude, IAP Credits, New Integer, Prorated Revenue, and so on. You can access these options under the MEASURES tab available.
- 3. ❖ Goto CRM > Reporting > Forecast ❖ Various views of Forecast Report, 1. Kanban
- 4. ❖ Advance search view,
- 5. 2.Graph - Bar Chart
- 6. - Line Chart
- 7. - Pie Chart
- 8. ❖ Lot of measures,
- 10. ❖ Various group by,
- 11. 3.Pivot
- 12. ❖ Prorated revenue group by sales team,
- 13. 4.List
- 14. ❖ Goto list view > create and mark upcoming revenue.
- 15. For More Details Check our company website for related blogs and Odoo book. Odoo Book V15 Check our YouTube channel for functional and technical videos in Odoo. Forecast Report in Odoo 15 CRM
- 17. Thank You