Hi,

Please refer to the links:

1. https://www.cybrosys.com/odoo/odoo-books/v17/crm/reporting/

2. https://www.cybrosys.com/odoo/videos/v16/crm/reporting-in-odoo-16-crm/

Hope it helps.

Hi Sagar,

Here are the steps to access leads, meetings, and sales data in the CRM & Sales app:
Leads and Meetings:
a) Meetings Data:

• Open the CRM app.
• Click on the 'Reporting' button at the top.
• Select the 'Activities' button to view reports on calls and meetings.

b) Leads Data:

• Open the CRM app.
• Click on 'Reporting'.
• Select 'Pipeline' to view different stages of leads.
• Use the 'Group-By' feature to see creation, closing, and expected closing dates.

Sales Data:

• Open the Sales app.
• Click on the 'Reporting' button.
• Select the 'Sales' button to view breakdowns by product using the available measures and views.