In today’s video, we’re diving into how to manage and customize the Forecast Report in Odoo 18 CRM—an essential tool for sales teams to track pipeline performance and make accurate revenue projections.
With real-time drag-and-drop updates, dynamic revenue calculations, and flexible reporting views, Odoo’s Forecast Report helps you stay ahead of your sales goals and plan with confidence.
Whether you’re managing a high-volume pipeline or just want better visibility into upcoming deals, this feature gives you full control—no extra modules or spreadsheets required.
What You’ll Learn: 🔍
📌 How to navigate to Forecast Reports in Odoo CRM
📊 How to update closing dates using drag-and-drop or manual entry
📆 What prorated revenue is and how it’s automatically calculated
📈 How to use Graph and Pivot views for deeper analysis
🧠 How to apply filters and groupings to refine your reports
📥 How to export your forecast data to spreadsheets for external use
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More details here:
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