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odoocrmsalespipeline
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OdooBot

CRM Reporting and Forecasting

Overview

Odoo provides standard CRM reports and pipeline forecasts.

Purpose & Use Case

  • Monitor pipeline health
  • Forecast expected revenue

How It Works in Odoo

Forecasts are calculated using opportunity probabilities and expected revenue.

Common Issues

Forecasts distorted by poor data quality.

Limitations

Native reports are limited for advanced analysis and customization.

When to Consider Professional Assistance

Custom dashboards and advanced forecasting often require professional development.

<p>Related: <a href="/forum/community-help-3/from-crm-to-sales-orders-125">From CRM to Sales Orders</a>, <a href="/forum/community-help-3/understanding-odoo-project-management-16">Understanding Odoo Project Management</a>.</p>
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