Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]
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 CBMS Technologies, we’ll show you exactly how […]
Discover the powerful reporting tools available in Odoo 18 Payroll! This tutorial guides you through accessing various payroll reports, understanding key metrics like Net Wage and Gross Wage, and using different chart views for insightful analysis. Essential for HR and payroll professionals using Odoo. #Odoo18 #PayrollReporting #OdooPayrollTutorial #Odoo18NewFeatures #OdooTutorials #Odoo18Payroll #OdooERP #OdooTips #PayrollManagement #OdooReleaseDate #Odoo18PayrollSoftware […]
Discover the power of the new and improved Spreadsheet module in Odoo 18! In this video, we’ll walk you through how to organize, analyze, and visualize data directly inside Odoo—without needing external tools like Excel or Google Sheets. ✅ What you’ll learn: How to link real-time data from Sales, CRM, Accounting & more Create dynamic […]
This Odoo 18 tutorial explores the comprehensive employee reporting features. We’ll walk through: Accessing and navigating employee reports Understanding key HR metrics and KPIs Using filters, groups, and aggregations to customize reports Creating custom reports and dashboards Exporting reports in various formats Gives actionable insights into your workforce and improves HR efficiency. #Odoo18 #OdooEmployee #OdooTutorial […]
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
In Odoo 18, the Shop Floor module enhances the Manufacturing app by providing a visual interface for managing Manufacturing Orders (MOs) and Work Orders (WOs). It enables manufacturing employees to track time spent on tasks and streamlines the production process. Key Features of the Shop Floor Module: Visual Management of Orders: Offers a dashboard displaying […]
Analyze Your Referral Program with Odoo 18 Reporting This video shows you how to leverage the powerful reporting features within the Odoo 18 Referrals app to gain valuable insights into your employee referral program. Key Features: Track Referral Sources: Identify the most effective referral sources (e.g., employee referrals, social media, job boards). Analyze Hiring Outcomes: […]