-
CRM Basics
-
CRM Basics: All About Activities10 xp
-
CRM Basics: Probabilities & Sales Teams10 xp
-
CRM Scheduling Activities10 xp
-
Custom Activities10 xp
-
Activity Plans10 xp
-
Won and Lost Opportunities10 xp
-
Sales Teams Setup & Leads Assignment | Odoo CRM10 xp
-
CRM Activities Automations and Reporting10 xp
-
Sales Team Reporting10 xp
-
Gmail Mailbox Plugin10 xp
-
Outlook Mailbox Plugin10 xp
-
Marketing Attribution Report10 xp
-
Scheduled Activities & Moving Opportunities10 xp
-
- Lead Generation
- Lead Management
- Performance Analysis
Sales Team Reporting
10 XPIn this video, learn how to create sales team reports. **Check out more Odoo tutorials** - CRM playlist: https://www.youtube.com/watch?v=RpPKOl85kuc&list=PL1-aSABtP6AA-Y7r0nJdWFHuiU5vR-svF **App documentation** - Assign leads with predictive lead scoring: https://www.odoo.com/documentation/17.0/applications/sales/crm/track_leads/lead_scoring.html?highlight=lead scoring - Manage sales teams: https://www.odoo.com/documentation/17.0/applications/sales/crm/pipeline/manage_sales_teams.html - All CRM docs: https://www.odoo.com/documentation/17.0/applications/sales/crm.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/VcT - Start a free trial: https://www.odoo.com/r/oH2
| Views | |
|---|---|
| 1 | Total Views |
| 1 | Members Views |
| 0 | Public Views |
| Actions | |
|---|---|
| 0 | Likes |
| 0 | Dislikes |
| 0 | Comments |
Share by mail
Please login to share this video by email.
Embed in your website
1.
On the Sales Teams dashboard cards, which of the following metrics can you see at a glance?
2.
What happens in Odoo when you apply multiple "Group By" functions, such as Sales Team and then Salesperson?
3.
What is the benefit of using the "Pivot Table" view for sales reporting?