How To Maximize Sales Performance using Odoo 18 Diverse views in sales module

One of the key aspects contributing to efficient sales management is the variety of views available in the Odoo 18 Sales module. In this slide, we'll explore how Odoo 18 enables businesses to maximize sales insights through its Kanban, List, Pivot, Graphical, and Calendar views.

1. How To Maximize Sales Performance using Odoo 18 Diverse views in sales module Enterprise

2. Enterprise Introduction One of the key aspects contributing to efficient sales management is the variety of views available in the Odoo 18 Sales module. In this slide, we'll explore how Odoo 18 enables businesses to maximize sales insights through its Kanban, List, Pivot, Graphical, and Calendar views. These diverse views provide sales teams with flexible and intuitive ways to analyze data, track performance, and manage their workflows effectively.

3. Enterprise List View The List view in Odoo 18 provides a structured, tabular format for reviewing sales records, ideal for filtering and sorting data efficiently. It's especially useful for managing and analyzing large volumes of sales data.

4. Enterprise Key Features: * Efficient sorting and filtering options for data exploration: The List view allows users to sort and filter data based on various fields, such as customer name, order date, salesperson, and more. This capability enables sales teams to quickly find and analyze specific information, making it easier to identify trends and make data-driven decisions.

5. Enterprise * Export functionality for generating custom reports: The List view includes an export feature that allows users to export data into formats like CSV or Excel. This functionality is invaluable for creating custom reports, sharing information with stakeholders, and performing further analysis outside of Odoo.

6. Enterprise * Ability to display a wide range of fields for detailed insights: The List view can display a comprehensive set of fields, providing users with detailed insights into each sales record. This level of detail is essential for thorough analysis and informed decision-making. It displays Number, Creation Date, Customer, Website, Salesperson, Activities, Company, Total, and Status details of the sales orders.

7. Enterprise Kanban View The Kanban view in Odoo 18 presents sales data in a visually appealing and highly interactive manner. It allows users to organize opportunities, leads, or sales orders into customizable columns, representing different stages of the sales pipeline. Each card on the Kanban board provides at-a-glance information about a specific sales record, such as the customer name, expected revenue, and activities icon.

8. Enterprise Key Features: * Quick access to essential details without navigating away from the view: Each card on the Kanban board provides critical information at a glance. Users can see the customer's name, expected revenue, sales order number, and other essential details without needing to click through multiple screens. This immediate visibility ensures that sales reps have all the necessary information to make informed decisions quickly. * Color-coded cards for better visual differentiation: Color-coding cards based on various criteria, such as sales order or quotation, help users quickly identify the status and importance of each sales opportunity. This visual differentiation ensures that high-priority deals receive the attention they deserve.

9. Enterprise Calendar View This view presents sales events, meetings, and deadlines in a calendar format, providing a chronological overview of the sales team's schedule. Users can easily navigate through dates, assign tasks, and monitor upcoming activities to ensure timely follow-ups with clients.

10. Enterprise Key Features: * Color-coded events for quick identification of priorities: Color-coded events make it easy to identify priorities at a glance. Users can assign different colors to events based on their status, ensuring that high-priority activities receive the necessary attention. * Integration with other Odoo modules for a unified calendar experience: The Calendar view integrates with other Odoo modules, providing a unified calendar experience. * Option to switch between day, week, and month views for better planning: Users can switch between day, week, and month views to get a better overview of their schedule. This flexibility allows users to plan their activities effectively and ensure that all tasks are completed on time.

11. Enterprise * Improved Event Details Pop-up: Clicking on an event opens a redesigned pop-up window that provides more detailed information about the event. The pop-up includes sales order number, date, next activity, customer, total, and payment terms, allowing users to access all relevant information without leaving the Calendar view.

12. Enterprise Pivot View The Pivot view in Odoo 18 takes sales analytics to the next level by allowing users to create multidimensional reports. This view enables businesses to analyze sales data from various perspectives, facilitating a deeper understanding of performance metrics.

13. Enterprise Key Features: * Flexible arrangement of rows and columns for customized reporting: The Pivot view allows users to arrange data in rows and columns based on their specific needs. This flexibility enables businesses to create customized reports that highlight the most relevant information for their analysis. * Dynamic updating of pivot tables based on user interactions: The Pivot view's dynamic updating feature ensures that any changes made to the pivot table are immediately reflected in the data. This real-time interactivity allows users to explore different scenarios and gain insights quickly.

14. Enterprise * Multiple Measures for advanced reporting: Users can convert pivot tables into various formats, making it easy to understand the sales reports using the appropriate measures from the Pivot view. This functionality is essential for presenting findings and supporting decision-making processes.

15. Enterprise Graphical View Visualizing sales data is crucial for quick comprehension and informed decision-making. Odoo 18 ' s Graphical view provides an array of charting options, including bar charts, pie charts, and line graphs. This view transforms complex sales data into visually appealing representations.

16. Enterprise Key Features: * Variety of chart types for diverse data representation: The Graphical view offers multiple chart types, including bar charts, pie charts, line graphs, and more. This variety ensures that users can choose the most appropriate visual representation for their data. * Interactive elements for exploring data points in real-time: Interactive elements, such as tooltips and drill-down capabilities, allow users to explore data points in real-time. This interactivity enhances the user experience and provides deeper insights into the data. * Customizable axes and data series for personalized visuals: Users can customize the axes and data series to create personalized visuals that highlight the most important information. This customization ensures that the charts are tailored to the specific needs of the business.

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