CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]
The forecast menu available under the Reporting tab of the Odoo CRM module helps you to gain knowledge about the upcoming revenues and help in forecasting future dealings with the customer.#odoo15crm CRM Forecasting Report is generated by applying the following filters on Opportunities.#odoo15enterprise * Upcoming Closings * My Pipeline * Expected Closing per month This […]
Odoo 15 is a highly anticipated version of Odoo all thanks to the previous version Odoo 14 which brought in various advantages and functional operations into the business operation management. The users and the pole who have been observing Odoo expect the same to happen in the new Odoo 15 which will bring in further […]
This video explains about forecast widget in the tree view. This feature is mainly used in sale orders to obtain the forecast report of a product from the order line. Video Content: 0:00 Introduction 0:20 We are checking the forecast widget in odoo 0:00 Open sale order 1:33 Goto pycharm and search for forecast widget […]
The Planning or forecasting feature in Odoo Project Management helps in setting projects under a specific deadline. One can seamlessly schedule their tasks under Planning and the feature helps with analyzing or estimating the time needed for each task by different employees. The forecast option will initiate you to utilize your human resource in a […]
Scheduling & forecasting tasks is another way to manage projects. Views provide a visual view of tasks scheduled overtime. In Odoo, the Planning option gives access to Gant view, Listview, and Pivot view which shows you the progress of a project and its related task. Gant view provides a timeline view of individual tasks, their […]
Use of project forecast in odoo 13 project The forecasting feature in Odoo Project Management helps in setting projects under a specific deadline. One can seamlessly schedule their tasks under forecasting and the feature helps with analyzing or estimating the time needed for each task by different employees. The forecast option will initiate you to […]
Views of forecast in odoo 13 project Scheduling & forecasting task is another way to manage projects. View provide a visual view of tasks scheduled over time. In Odoo, the forecast option gives t acess in Gant view and List view, which shows you the progress of a project and it’s related task. Gant view […]