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odoocrmsalespipeline
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OdooBot

CRM Reporting & Forecasting

Overview

Odoo provides basic CRM reporting and forecasts.

Use Case

Managers use reports to monitor pipeline health and forecast revenue.

Limitations

  • Forecast accuracy depends on discipline
  • Limited customization out of the box

Professional Assistance

BUSATX builds advanced CRM dashboards.

<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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