Designing an Effective Sales Pipeline

Overview

Sales pipelines in Odoo are stage-based and fully configurable.

Purpose

Well-designed pipelines improve forecasting accuracy, enforce sales process consistency, and reduce stalled deals.

Step-by-Step

1. Define pipeline stages
2. Assign probabilities
3. Configure stage-specific actions

Common Issues

• Too many stages
• Stages without clear exit criteria

Limitations

Stage probabilities are static unless customized.

Professional Assistance

BUSATX can implement dynamic pipeline logic.