Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline.
In this comprehensive tutorial from Cybrosys Technologies, we’ll show you exactly how to leverage the Expected Revenue Report in Odoo 18 to:
Understand ‘Expected Revenue’: What it is, how Odoo calculates it, and why it’s vital for sales forecasting.
Generate the Report: Navigate to the CRM reporting section and pull up your Expected Revenue data.
Apply Powerful Filters: Learn to filter by Expected Closing Date, Sales Team, Salesperson, and more to get precise insights.
Utilise Different Views: Master the Graph, List, and Pivot views to visualise your sales data from various angles – identify top performers, track trends, and deep-dive into individual deals.
Make Data-Driven Decisions: Use these insights to identify potential gaps, allocate resources effectively, and strategise for future growth.
Monitor Team Performance: Easily see which team members are on track to meet their goals and who might need a little extra support.
This report is a game-changer for proactive sales management in Odoo 18. Watch now and transform your sales forecasting!
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