cybrosys

Unlock the power of data-driven sales management with this comprehensive functional guide to Pipeline Analysis in Odoo 20 CRM. Managing a sales pipeline is only half the equation—true business growth comes from analysing performance trends, identifying bottlenecks, and optimising your team's closing strategies. In this video, we walk you through how to navigate Odoo 20’s advanced CRM reporting tools to gain deep visibility into your sales pipeline, revenue forecasts, and team productivity. We explore the full suite of interactive reporting views, showing you how to switch between visual graph charts, flexible pivot matrices, cohort timelines, and detailed record lists. You will learn how to measure essential metrics such as expected revenue, prorated earnings, average days to assign, days to convert, and overall sales cycle length. We also demonstrate how to apply pre-built and custom search filters to segment data by salesperson, regional team, lead source, marketing campaign, and loss reasons. Finally, we walk you through building custom sales performance reports step-by-step—including how to generate a comprehensive Win/Loss report to evaluate conversion rates across each stage of your sales funnel. Learn how to save your reporting layouts and integrate live data into Odoo Spreadsheets for continuous management tracking. Be sure to subscribe to the channel for more hands-on Odoo 20 functional tutorials, and drop any questions or specific reporting requests in the comments below! Download Mobo Apps now: Available now on the Google Play Store and Apple App Store. Android: https://play.google.com/store/apps/dev?id=7163004064816759344&pli=1 iOS: https://apps.apple.com/in/developer/cybrosys-technologies/id1805306445 Connect With Us: ————————————— ➡️ Website: https://www.cybrosys.com/ ➡️ Email: info@cybrosys.com ➡️ Twitter: https://x.com/Cybrosys ➡️ LinkedIn: https://www.linkedin.com/company/cybrosys/ ➡️ Facebook: https://www.facebook.com/cybrosystechnologies/ ➡️ Instagram: https://www.instagram.com/cybrosystech/ ➡️ Pinterest: https://www.pinterest.com/cybrosys/