This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.



Through the Opportunities Analysis, Reporting ‣ Sales, you can keep track of your sales funnel. The analysis report gives you instant access to your opportunities displaying information such as planned revenue, probable revenue, overpassed deadline or the number of interactions per opportunity. This report is perfect for the Sales Manager to periodically review the sales pipeline with the salesteams concerned.


Sales Funnel Review

在视图右上角强大的 搜索框(Advanced Search View) 中,你可以通过过滤,分组等功能实现您需要的简单的分析报表。

你可在选择不同的过滤项进行商机的过滤查询。例如,你可以在输入框中输入合作伙伴的名字,然后选择下拉列表中的该 客户 ,就可以将商机按选择的客户进行过滤显示。

You can also filter the information of an opportunity according to the Group by features. Suppose you want to analyse your opportunities by campaign and by salesperson. When you open the Opportunities Analysis screen, you will notice that the opportunities are by default grouped by salesperson (see Salesperson button in the Group by area).

Since you want to group by Campaign first, click the Salesman button to uncheck it. Just click the Campaign button, then click Salesperson to get the report you want.


Opportunities Analysis

Some examples of how you could use the Opportunities Analysis report to analyse your opportunities in various ways.

    1. Customers with Open Opportunities:

      Group by Partner, check the Open to provide a list with the customer names and the number of draft / open opportunities.

    1. Closed Opportunities:

      Check the Closed on filters, then group by State, then by Stage to display a list of closed opportunities divided by stage (lost and won).

    1. Opportunity Sources:

      The number of opportunities can be displayed by closing date and sales stage, including Planned Revenue. Select only the Closed opportunities, group by Date, then by Stage to obtain this view.

    1. Opportunity Pipeline:

      To get an idea of what your salesperson's pipeline is like (or sales team), including the planned sales volume, select the Open and group by Salesman (or Sales Team).

    1. Opportunities by Category:

      Click the Graph button in the Opportunities screen to display the report as a Graph.



You can also display the Opportunities Analysis screen as a graph.