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* Reporting ** *** * 报表 ** *** The Reporting feature offered by Odoo is one of the most advantageous features available in any ERP system that help ......
Reporting
报表
The Reporting feature offered by Odoo is one of the most advantageous features available in any ERP system that helps us to understand the overall performance of a module. Using the Reporting menu in the CRM module, you can effectively analyze the CRM operations on a daily, monthly, and yearly basis. The result gleaned through such reports will be helpful to take necessary actions to enhance the productivity of the company better than in earlier times. Odoo offers the reporting of Dashboard, Forcast, Pipeline, Leads, Activities, Partnerships, and Lead Generation views.
Odoo提供的报表功能是任何ERP系统中最有利的功能之一，它可以帮助我们了解模块的整体性能。使用CRM模块中的Reporting菜单，您可以有效地分析CRM的日、月、年运行情况。通过这些报告收集的结果将有助于采取必要的行动，以提高公司的生产力比以前更好。Odoo提供仪表板、预测、管道、潜在客户、活动、合作伙伴和潜在客户生成视图的报告。
Forecast
预测
The reports of the upcoming revenues can be analyzed with the help of the Forecast reporting feature available in the Odoo CRM module.
在Odoo CRM模块中提供的预测报告功能的帮助下，可以分析即将到来的收入报告。
This platform can be viewed in Kanban, Graph, Pivot, and List views. Using suitable measures, groups, and filters, you can improve the forecast reports.
这个平台可以在看板、图、枢轴和列表视图中查看。使用合适的度量、组和过滤器，您可以改进预测报告。
The Kanban view will provide the forecast report for each month separately. You can observe the prorated revenue of each month in this view.
看板视图将分别提供每个月的预测报告。您可以在这个视图中观察每个月的按比例收入。
Pipeline Analysis
渠道应力分析
The analysis of all pipeline activities can be observed using the Pipeline Analysis option available under the Reporting menu of the Odoo CRM module.
可以使用Odoo CRM模块的报告菜单下的渠道选项来观察所有渠道活动的分析。
Leads Analysis
线索分析
The reports of all leads generated through various platforms can be examined using the Leads reporting platform in the Odoo CRM module. Using the advanced reporting tools, you can effectively analyze the leads in the module and take suitable decisions to improve the lead generation operations.
通过各种平台生成的所有潜在客户报告可以使用Odoo CRM模块中的潜在客户报告平台进行检查。使用先进的报告工具，您可以有效地分析模块中的潜在客户，并采取适当的决策来改进潜在客户生成操作。
Activities
活动
The Activities option in the Reporting menu will help you to get the reports of all scheduled as well as completed activities in the Odoo CRM module.
报告菜单中的活动选项将帮助您获得Odoo CRM模块中所有已安排和已完成活动的报告。
Partnerships
合作关系
The Partnerships Analysis platform available under the Reporting menu will display the graphical representation of the financial turnover with your partner. You can also generate reports of the opportunities generated with the help of partners using the corresponding option from the Measures .
报告菜单下可用的合作伙伴分析平台将显示与合作伙伴的财务周转的图形表示。您还可以使用措施中的相应选项生成在合作伙伴帮助下生成的机会报告。
The efficient Odoo CRM module will assist you in managing leads from the time of generation from various mediums to conversion to successful sales orders. If you are searching for a dedicated software solution for the management of leads and opportunities, then Odoo CRM is the best solution for your business.
高效的Odoo CRM模块将帮助您管理从各种媒介生成到转换为成功销售订单的潜在客户。如果您正在寻找一个专门的软件解决方案来管理潜在客户和机会，那么Odoo CRM是您业务的最佳解决方案。
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