How to Create Quality Leads Report in Odoo 18 CRM | Odoo 18 CRM Tutorials |Odoo 18 Functional Videos – CBMS Odoo ERP

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 […]

How to Create & Customize Expected Revenue Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 – CBMS Odoo ERP

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 […]

How Reporting Works in Odoo 18 Payroll | Odoo 18 Payroll Tutorials | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

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 […]

How to Create a Spreadsheet in Odoo 18 | Odoo 18 Documents Tutorials | Odoo 18 Features | Odoo 18 – CBMS Odoo ERP

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 […]

How to Manage Reporting in Odoo 18 Employee | How to Track Skills & Contracts Using Odoo 18 Employee – CBMS Odoo ERP

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 […]

Overview of Shopfloor in Odoo 18 | How to Manage Shopfloor in Odoo 18 | Odoo 18 Shop Floor Tutorials – CBMS Odoo ERP

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 […]

How to Manage Referral Reporting in Odoo 18 Referrals | Odoo 18 Referrals Tutorials | Odoo 18 Videos – CBMS Odoo ERP

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: […]