How to Manage Sales Team Reporting in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions. 1. Accessing Sales Team Reporting Navigate to: Sales Module → Reporting → Sales Teams 2. Key Features of Sales Team Reporting Dashboard View Overview of total […]

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 […]

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: […]

POS Reporting in Odoo 18 | How to Track Sales, Trends, Analyze Customer Behavior | Odoo 18 Reporting – CBMS Odoo ERP

“Unlock the power of your Point of Sale data with Odoo 18! 📈 This video dives deep into the robust reporting features of Odoo POS, revealing valuable insights into your sales performance. 📊 Learn how to analyze sales trends, track top-selling products, identify peak hours, and better understand your customer behaviour. ✨ With insightful reports […]

How to Manage Reporting in Events of Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date | Odoo 18 – CBMS Odoo ERP

Odoo 18: Powerful Reporting for Event Management Odoo’s Event module offers robust reporting tools to help you analyze event performance and make data-driven decisions. With detailed reports on attendee registrations, revenue, and other key metrics, you can optimize your event planning and execution. Key Reporting Features: Attendee Reports: Track attendee demographics, registration sources, and ticket […]

Loan Management in Odoo 18 Accounting | New Loan Management Feature in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]

What is PLM Reporting (ECO) in Odoo 17 | Reporting Section of Odoo 17 PLM |Engineering Change Orders – CBMS Odoo ERP

Product Lifecycle Management (PLM) reporting, specifically Engineering Change Orders (ECOs), in Odoo 17 is a powerful feature that enables businesses to effectively manage and track changes to products, bills of materials, and documentation. This module streamlines the change management process, ensuring that all stakeholders are informed and aligned throughout the product lifecycle. What are the […]

Financial reports | Odoo Accounting – CBMS Odoo ERP

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at  In this video, learn how to navigate financial reports in Odoo.  Need more information about Odoo apps?  Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at  #Financial […]

Getting started | Odoo Accounting – CBMS Odoo ERP

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at  In this video, learn about the Odoo Accounting interface and basic accounting concepts necessary to follow this series. Need more information about Odoo apps?  Discover Odoo, schedule a demo, or start your own Odoo revolution […]