Designing an Effective Sales Pipeline
Overview
Sales pipelines in Odoo are fully configurable and stage-based.
Purpose & Use Case
- Improve forecasting accuracy
- Enforce consistent sales processes
- Reduce stalled opportunities
How It Works in Odoo
Pipeline stages are configured per sales team and include probability values used for forecasting.
Configuration Notes
- Limit the number of stages
- Define clear exit criteria for each stage
Common Issues
- Too many stages
- Stages without clear meaning
Limitations
Stage probabilities are static unless customized.
When to Consider Professional Assistance
Dynamic pipeline logic and advanced forecasting often require professional configuration.
<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>