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Marketing Campaigns in Odoo CRM

We have developed the following features at Pragmatic for Marketing campaign in Odoo CRM and sales analysis reports to increase the business of companies.

  • Create location master for contacts
  • Provision of setting targets against the location including fields like – Customer ID, Target Code, Location, Period, Amount etc.
  • Sales Analysis report for Target Vs Achieved Sales
  • Customer Follow Up feature

How to analyse sales reports and optimize it:

As a manager, User needs to constantly monitor their team’s performance in order to take accurate and relevant decisions for the company. Reporting section of Odoo Sales is very important which supports to provide a better understanding of where is the company’s strengths, weaknesses and opportunities are, It shows trends and forecasts for key metrics such as the number of opportunities and their expected revenue over time , the length of sales cycle for a given product or service or close rate by team.

Beyond these obvious tracking sales funnel metrics, there are some other KPIs that can be valuable to the company when it comes to judging sales funnel success which are mentioned below:

Review pipelines

User can have access to their sales funnel performance from the Sales module, by clicking on Sales ‣ Reports ‣ Pipeline analysis. By default, the report groups all their opportunities by stage (learn more on how to create and customize stage by reading Set up and organize user sales pipeline) and expected revenues for the current month. This report is just perfect for the Sales Manager to periodically review the sales pipeline with the relevant sales teams. Simply by accessing this basic report, user can get a quick overview of their actual sales performance.

User can add an additional informative data to their report by clicking on the measures icon, such as :

  • Expected revenue.
  • Overpassed deadline.
  • Delay to assign (the average time between lead creation and lead assignment).
  • Delay to close (average time between lead assignment and close).
  • The number of interactions per opportunity etc.

Tip

By clicking on the + and – icons, it can be drill up and down report in order to change the way the information is displayed. For example, if User want to see the expected revenues of my Direct Sales team, they need to click on the + icon on the vertical axis then on Sales Team.

Depending on the data user want to highlight, they may need to display reports in a more visual view. Odoo CRM allows user to transform their report in just a click thanks to 3 graph views : Pie Chart, Bar Chart and Line Chart. These views are accessible through the icons highlighted on the screenshot below.

Customize reports

User can easily customize their analysis reports depending on the KPIs (see Odoo CRM Terminologies) user want to access. To do so, Advanced search view option is available over clicking on the magnifying glass icon at the end of the search bar button. This function allows to highlight only selected data on the report. The filters option is very useful in order to display some categories of opportunities, while the Group by option improves the readability of the reports according to user needs. User can filter and group by any existing field from the Odoo CRM, making it customization flexible and powerful.

Tip

User can save and reuse any customized filter by clicking on Favorites from the Advanced search view and then on Save current search. The saved filter will then be accessible from the Favorites menu.

Here are a few examples of customized reports that user can use to monitor their sales’ performances :

Evaluate the current pipeline of each of the Sales person

From the pipeline analysis report, make sure that the Expected revenue option is selected under the Measures drop-down list. Then, use the + and – icons and add Salesperson and Stage to the vertical axis, and filter the desired salesperson. Then click on the graph view icon to display a visual representation of the salespeople by stage. This custom report allows user to easily overview the sales activities of their salespeople.

Forecast monthly revenue by sales team

In order to predict monthly revenue and to estimate the short-term performances of the teams, user need to work with two important metrics : the expected revenue and the expected closing.

From the pipeline analysis report, make sure that the Expected revenue option is selected under the Measures drop-down list. Then click on the + icon from the vertical axis and select Sales team. Then, on the horizontal axis, click on the + icon and select Expected closing.

Location Master:

User can create different locations in location master:

Target Master:

User can create different target codes and add specific locations to that code.
User can assign time range for particular target code. Then user can assign specific employees as salesperson to that code and can set target amount for the same.

Target vs Achieved:

This option will presents a graphical representation of comparison between set target and achieved target. User has to just select the target code and they will get the comparison of the total target vs achieved target and also comparison between different sales persons related to that target code.

Customer Follow up Feature:-

Creation of Customer Type:

Configuration of Grace days for follow up:

In configuration->Grace period for existing and new customer. User can create different customer types and their respective grace periods. This types will reflect in contact form where they can select customer type for customers. Follow up days are assigned as per selection of customers.

Customer Type Selection:

User can select different customer type as per requirement. User can also select customer as existing customer or not from the check box.

Follow up status:

User can select different follow up status for different customer from drop down menu.

Selection of different Geographical location:

Geographical location can be set for every customer. It’s very important as for sales analysis reports like target vs achieved this location plays crucial role.

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