Getting Started with AI Fields in Odoo 19 CRM | Automate Lead Scoring & Data Analysis | CRM Insights – CBMS Odoo ERP

In today’s video, we’re exploring how Artificial Intelligence is transforming Odoo 19 CRM. With AI now built directly into your CRM, sales teams can enrich opportunities, analyze customer data more effectively, and automate tasks that used to take hours of manual work. What You’ll Learn in This Video ✨ 🤖 How to use the AI […]

How to Perform Invoice Analysis in Odoo 19 Accounting | Invoice analysis in Odoo 19 accounting – CBMS Odoo ERP

In Odoo 19 Accounting, “invoice analysis” is typically done through reporting views and custom filters that let you break down sales or purchase invoices by customer, product, date, taxes, payment status, etc. Here’s a detailed breakdown of how invoice analysis works in Odoo 19: 1. Where to Find Invoice Analysis 👉 Menu Path: ✅ Accounting […]

Overview of Pipeline Analysis in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

Get deep insights into your Odoo 18 sales pipeline with powerful analysis tools! Learn how to navigate the Pipeline Analysis page, use filters and groupings, and interpret key sales metrics to optimise your strategy. Essential for sales managers and data-driven teams. #Odoo18CRM #Odoo18Tutorials #PipelineAnalysis #Odoo18NewFeatures #OdooCRM #Odoo18ReleaseDate #CRMSalesPipeline #OdooTutorial #OdooCRM2025 #Odoo18Features #Odoo18 #OdooCRM #Odoo18PipelineAnalysis #OdooCRMTutorial […]

Odometer Analysis in Odoo 19 Fleet | Odoo 19 Fleet Tutorials | Odoo 19 New Features | Odoo 19 – CBMS Odoo ERP

Odometer report A report on average monthly mileage based on odometer readings has been added. #Odoo19 #Odoo19Fleet #FleetManagement #OdooTutorials #OdometerAnalysis #Odoo19Features #Odoo19ERP #VehicleTracking #OdooFleetApp #OdooFleetTutorial #OpenSourceERP #Odoo #OdooERP #OdooTutorials #OdooTips #Odoo19NewFeatures #Odoo19Release #Odoo19FleetManagement #OdooFleet #OdometerAnalysis #Odoo18VehicleTracking #FleetOptimization #MileageTracking #VehicleMaintenance #CostReduction #BusinessEfficiency #Logistics #TransportationManagement #BoostEfficiency #DataDrivenDecisions #ERPImplementation #SoftwareTutorial Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]

How to Easily Track Appraisal Analysis Report in Odoo 18 Appraisal | Odoo 18 Appraisal Tutorials – CBMS Odoo ERP

Gain Valuable Insights with the Appraisal Analysis Report in Odoo 18 This video demonstrates how to effectively use the Appraisal Analysis report in Odoo 18 to gain valuable insights into your employee performance reviews. Learn how to: Track appraisal progress: Monitor the status of all appraisals (completed, pending, cancelled). Identify potential bottlenecks: Quickly identify any […]

How to Track Team Performance Analysis in Odoo 18 Recruitment | Odoo 18 Recruitment Tutorials – CBMS Odoo ERP

Team Performance Analysis in Odoo 18 Recruitment The Team Performance Analysis report in Odoo 18 Recruitment provides valuable insights into the performance of your recruitment team. Key Features: Track Recruiter Performance: Monitor the number of applicants managed by each recruiter. Track key metrics like applications processed, interviews conducted, offers made, and hires. Identify top-performing recruiters. […]

How to Analyze the Recruitment Process in Odoo 18 Recruitment | Recruitment Analysis in Odoo 18 – CBMS Odoo ERP

The Recruitment Analysis report in Odoo 18 provides valuable insights into your hiring performance. Key Features: Track Applicant Flow: Monitor the progress of applicants through the recruitment pipeline. Analyze Hiring Trends: Identify trends in application volume, time-to-hire, and hiring success rates. Identify Bottlenecks: Pinpoint areas in the recruitment process that are causing delays. Measure Recruitment […]

How to Manage Purchase Analysis in Odoo 18 | Odoo 18 Purchase| Odoo 18 New Features| Odoo 18 Release – CBMS Odoo ERP

Unleash the Power of Data-Driven Procurement with Odoo 18 Purchase Analysis Discover how Odoo 18’s powerful Purchase Analysis tool can revolutionize your procurement process. Gain valuable insights into purchasing data, make informed decisions, and optimize your operations. In this video, you’ll learn: – How to access and navigate the Purchase Analysis dashboard – How to […]

Production Analysis | Odoo MRP – CBMS Odoo ERP

In this video, learn how to use the Production Analysis report to analyze manufacturing statistics. **Check out more Odoo tutorials** – Manufacturing order & work order basics:  – MRP playlist:  **App documentation** – Overall equipment effectiveness: [link to specific doc] (add individual doc links as they are relevant to do so) – All MRP docs:  www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing.html **See […]

Survey Analysis | Odoo Surveys – CBMS Odoo ERP

In this video, learn how to analysis answers and survey results using the Odoo Surveys application. **Check out more Odoo tutorials** Survey Essentials Questions and Sections Survey Analysis Conditional Displays Live Session Surveys **App documentation** – Survey Essentials :  – Scoring:  - Time and Randomized Questions:  **See what Odoo can do for you!** – […]