Through the Opportunities Analysis, Sales --> Reporting, you can keep track of your sales funnel. The analysis report gives you instant access to your opportunities displaying information such as expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is perfect for the Sales Manager to periodically review the sales pipeline with the salesteams concerned.
The powerful Advanced Search View allows you to customize your analysis reports by using Extended Filters and Group by features.
With Extended filters, you can select specific options to filter your opportunities. For example, when you select a partner here, only opportunities related to that specific partner will be displayed.
You can also filter the information of an opportunity according to the Group by features. Suppose you want to analyse your opportunities by campaign and by salesman. When you open the Opportunities Analysis screen, you will notice that the opportunities are by default grouped by salesman (see Salesman button in the Group by area).
Since you want to group by Campaign first, click the Salesman button to unselect it. Just click the Campaign button, then click Salesman to get the report you want.
Some examples of how you could use the Opportunities Analysis report to analyse your opportunities in various ways.
- Customers with Open Opportunities:
- Closed Opportunities:
- Opportunity Sources:
- Opportunity Pipeline:
- Opportunities by Category:
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Graph
You can also display the Opportunities Analysis screen as a graph.
OpenERP dashboards are dynamic and allow you to edit or drill-down. Dashboards may be composed of several view types, such as List, Form, Graph view.
When you click the Sales button in the web version (to open the business application, so in the top bar), automatically the Sales Dashboard will appear. You can also access this dashboard from the Sales --> Reporting --> Dashboard. This dashboard gives you more information about your own sales activities, such as your Open Opportunities and your Quotations. This dashboard is prefiltered according to the OpenERP user who opens it. Each user can also choose a dashboard that will be opened when he starts OpenERP.
The Sales Manager Dashboard is a powerful tool to have an overview of quotations, sales by month, sales per customer, per salesman or per product in the last 90 days.
The Statistics Dashboard shows the Opportunities by Category and by Stage, as well as the planned revenue per stage and user. Clicking one of the stages in the graph will allow you to drill down to the details of such an opportunity. So no need to go through several screens to find what you need.
