[IMP] CRM: Pipeline Analysis refresh#17124
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theRealThagomizer
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Welcome back, @larm-odoo! As a present, I got you a near total rewrite of a CRM page. Enjoy! ^_^; |
larm-odoo
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larm-odoo
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Sorry for the amount of itme toreview this, but this was a BEAST. There are 2 big issues ot be resolved in this- the first onem is, there is a lot of "basics" information which does not belong in a specific app reporting doc. Example - how to use the filters, how to change views, sharing reports, etc. All that type of info should be rmeoved, and instead, add a link to the reporting doc (I put it in one of my ocmments). Second, a huge iimprovement for the customer would be to eliminate your tabs in the bottom half of the doc, and instead, list in their own sections use-cases reports that users woudl want to cretae. Then give step-by-step on how to cretae them, and in the intro for each, why you would/what value they have. Exampled: Social Media Leads - The CRM Pipeline report can be modified to show the origin of each leads. This can aid marketing teams in determining which campaign strategies were the most successful, and which should be reworked. To view leads by medium (or source, I don't know!) click.....
Also- for whatever reason, I could not view any lost leads in the rwport. I tried to lose a few in Runbot, and display the lost leads- I could never get that to show. So if you are, I woudl redo the iumage of the won.lost report so you can see some lost leads- right now it looks like everything was won, which is unlikely.
I left a LOT of feedback, so if you have any questions at all, please let me know!
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| The *CRM* app manages the sales pipeline as leads/opportunities move from stage to stage, | ||
| origination to sale (**Won**) or archival (**Lost**). | ||
| The *CRM* app manages the sales pipeline as leads/opportunities move from stage to stage, ultimately |
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| The *CRM* app manages the sales pipeline as leads/opportunities move from stage to stage, ultimately | |
| The *CRM* app manages the sales pipeline as leads and opportunities move from stage to stage, ultimately |
the slash just look s jarring to me, totally optional
| The *CRM* app manages the sales pipeline as leads/opportunities move from stage to stage, | ||
| origination to sale (**Won**) or archival (**Lost**). | ||
| The *CRM* app manages the sales pipeline as leads/opportunities move from stage to stage, ultimately | ||
| being either *Won* or *Lost*. |
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Since this feels more conceptual, I don't think we need the italics- it sounds like it could just be "won or lost". I know those are titles/names/tags in the app, but in the intro, I think it reads more like a description.
| After organizing the pipeline, use the search options and reports available on the *Pipeline | ||
| Analysis* page to gain insight into the effectiveness of the pipeline and its users. |
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| After organizing the pipeline, use the search options and reports available on the *Pipeline | |
| Analysis* page to gain insight into the effectiveness of the pipeline and its users. | |
| After organizing the pipeline, the search options and reports available on the *Pipeline | |
| Analysis* page can be used to gain insight into the effectiveness of the pipeline and its users. |
just optional rewording
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| To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> Reporting --> Pipeline`. | ||
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| .. image:: win_loss/reporting-tab-and-pipeline-view.png |
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This can be removed- when navigating, we don't need these types of images- they are too basic/understood by the reader.
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| .. _win_loss/pipeline: | ||
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| Navigate the pipeline analysis page |
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| Pipeline analysis report |
Just a suggestion
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| .. _win_loss/win_loss: | ||
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| Win/Loss reports |
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I'm a bit ocnfused because in the first seciton of this, you are showing everything by stage, then all open or closed - so it' snot a win.loss treport, it's a report of all leads organized by stage - is that correct? If it was a true 'won/loss' report, wouldn't you just select the filters for 'Won' and for 'Lost'? I htink this title needs to be omdified, or the report or text below modified to reflect the reports. This could be called 'total leads by stage', for example.
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| After :ref:`creating a win/loss report <win_loss/win_loss>`, consider using the options below to |
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| After :ref:`creating a win/loss report <win_loss/win_loss>`, consider using the options below to | |
| The :ref:`creating a win/loss report <win_loss/win_loss>` can be further modified to present different information. |
| A sales manager might group wins and losses by salesperson, or sales team, to see who has the | ||
| best conversion rate. Or, a marketing team might group by sources, or medium, to determine where | ||
| their advertising has been most successful. | ||
| customize the report for different needs. For example, a sales manager might find it useful to group |
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| customize the report for different needs. For example, a sales manager might find it useful to group | |
| or example, a sales manager might find it useful to group |
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| .. _win_loss/save_reports: | ||
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| Save and share reports |
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This whole section is more 'basics' info, and can be deleted
| wins and losses by salesperson or sales team to see who has the best conversion rate. A marketing | ||
| team might group by sources or medium to determine where their advertising has been most successful. | ||
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| .. tabs:: |
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This section would be best if each specific report was listed in a section, not a tab, with the steps to view that particular information.
Example:
Wins/Losses from social media campaigns, etc.
You have the building block ideas in the tabs, they should be pulled out into separate rpeorts.
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Thanks for the thorough review, @larm-odoo! I've got a couple smaller tasks I'm trying to wrap up today, but I'll give this my full attention Monday morning. I knew with a doc this size there was apt to be a lot of feedback (and I was working on it so long, I could tell that it was all starting to blur together in my mind), so I appreciate the in-depth look! |
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This PR started out as a small lift to remove references to the Comparison view from the documentation, but I saw that the page was about 2 years out of date, so I took it upon myself to give it a big refresh.
This 19.0 PR can be FWP up to master.