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Adds a lead line in the lead/opportunity model in odoo

Project description

Beta License: LGPL-3 OCA/crm Translate me on Weblate Try me on Runbot

This module allows the user to link multiple products, product categories or product templates to a lead or an opportunity in order to be able to do a product demand forecasting taking into account the leads and opportunities defined in odoo. Included in the product line there are two computed fields, the planned revenue and expected revenue. On one hand, the planned revenue is computed as the selling price times the quantity. On the other hand, the expected revenue takes into account the probability of the opportunity and is computed as the planned revenue times the probability.

The module also includes a reporting section where the user can easily see in a pivot and graph view the relationship between products, stage of the lead/opportunity and the planned or expected revenue for that product.

Table of contents

Configuration

To configure this module to be available for the Leads the user needs to activate the Leads option in CRM settings

Usage

  • Go to menu CRM > Lead and create or edit a Lead adding all the products associated to it.
  • Go to menu CRM > My Pipeline and create or edit an Opportunity adding all the products associated to it.
  • Go to menu CRM > Reporting > Pipeline by Product to run the report that relates product to planned and expected revenue per stage

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Eficent

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Project details


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