What are Forecast Reports in Odoo 18 CRM

What are Forecast Reports in Odoo 18 CRM

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  Forecast Report InOdoo 18 CRM Enterprise
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  Enterprise Introduction If you areutilizing the Odoo CRM module, you will understand how important it is to maintain track of your sales pipeline. What about projecting future sales...? This is where the really powerful forecast reports come in. Let's look at the CRM forecast report's step-by-step approach in further detail.
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  Enterprise First, open theOdoo CRM module. Then select Forecast from the Reporting Menu.
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  Enterprise This is theCRM's forecasting pipeline. By default, you will see the assigned opportunities that are expected to close within the next four months.
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  Enterprise Some opportunities arecategorized as None. That means that opportunities do not have a set closing date. We can easily drag them to any month. Then the expected closing date will be the last day of the month.
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  Enterprise The changes inthe expected closing date will also update the Prorated Revenue of the month.
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  Enterprise The Prorated Revenueis calculated by formula: the expected revenue is multiplied by the probability of the opportunity.
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  Enterprise When we groupthe opportunities by month, it will take the sum of the product of the expected revenue and the probability of the opportunity and display in the pipeline.
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  Enterprise By default, theopportunities are classified by month, but we can quickly change the grouping options using the toggle search panel. There are various grouping choices, including year, quarter, month, week, and day.
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  Enterprise The Kanban viewprovides an overall insight into the opportunities, but Odoo also offers other views such as Graph, Pivot, and List.
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  Enterprise This is theGraph View. We can change the measure of the graph, insert it into a spreadsheet, and choose from various graph options such as bar, line, and pie.
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  Enterprise This is thePivot view.
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  Enterprise This is thelist view.
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  Enterprise Conclusion So, that ishow you explore and use the Odoo CRM Forecast. The tool is essential for any sales team trying get a clear picture of their future opportunities and create accurate sales forecasts.
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  For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com