Where can I check the CRM daily report? It should include details such as how many leads were closed today, how many products were sold, and how many meetings were conducted with clients. This information needs to be presented in a PDF report.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Kế toán
- Tồn kho
- PoS
- Project
- MRP
Câu hỏi này đã bị gắn cờ
2
Trả lời
451
Lượt xem
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.
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.
Bạn có hứng thú với cuộc thảo luận không? Đừng chỉ đọc, hãy tham gia nhé!
Tạo tài khoản ngay hôm nay để tận hưởng các tính năng độc đáo và tham gia cộng đồng tuyệt vời của chúng tôi!
Đăng ký