Denis Vermylen (dve)
eed8a34686
Functional
==========
Sales teams become sales channels. Their dashboard cards now include a graph
displaying customizable data for managers (comparable to those in accounting).
By default, you now have the following sales channels (non-demo):
Direct Sales (with installation of crm or sale)
Sales Channel type: Sales
Works same as before, what's changed is:
- their cards display one big button directing to the start of their
workflow
- the links on the right-hand side have been reworked, and are only
displayed when there is at least one item requiring attention.
- 'More' tab remains unchanged.
Website (with installation of website_sale)
Sales Channel type: Website
Differences lies in the links displayed in the dashboard card:
- it displays abandoned carts, awaiting payments and payments to capture
Default Channel linked to all sales made from the eCommerce.
Point of Sale (with installation of sale and point_of_sale
-> auto-installs pos_sale)
Sales Channel type: Point of Sale
Linked to pos.configs and their pos.sessions and pos.orders.
- only links to their linked pos.config dashboard and open sessions
- can't use opportunities, lead or invoicing and can only display
pos.order data in the graph.
Default Channel linked to the default pos.config.
Technical
=========
- Add a channel type: sales, pos, website that have different actions/settings
- Add a graphs to the kanban cards in the sales/crm dashboard, configurable in
the form view in the new dashboard page.
- Rename sales teams to sales channels, rename and add default and demo sales
channels
- Change dashboard links depending on the channel type and add a related
computed fields on crm.team
- Rename strings and improve channel form view.
- Leads are now checked by default once activated for 'sales' type channels
- Disable checking "leads" without using "opportunities".
- Hide invoicing and invoicing target depending on channel type.
- Move currency_id to sales_team
72 lines
3.3 KiB
HTML
72 lines
3.3 KiB
HTML
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<h2 class="oe_slogan">Odoo Dashboard</h2>
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<h3 class="oe_slogan">Keep your eyes on your whole business analysis</h3>
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="board_sc_00.png">
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<section class="oe_container oe_dark">
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<h2 class="oe_slogan">Get the indicators of your company's well-being at a glance</h2>
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<h3 class="oe_slogan">Gather all your Odoo reports in one app</h3>
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<p class="oe_mt32">
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After creating reports in each Odoo app, you can choose to make them as Favorite and adding those on your 'Dashboard'. Odoo Dashboard is the reporting module that gathers all your favorite graphs and tabs in one place. You company has no secret for you anymore, all your important figures are in front of you.
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<div class="oe_span6">
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<img class="oe_picture oe_screenshot" src="board_sc_01.png">
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<section class="oe_container oe_dark">
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<h2 class="oe_slogan">Statistics about your data</h2>
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<h3 class="oe_slogan">Generate graphs and charts in just a click</h3>
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<div class="oe_span6">
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<div class="oe_row_img oe_centered">
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<img class="oe_picture oe_screenshot" src="board_sc_02.png">
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<div class="oe_span6">
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<p class="oe_mt32">
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In each Odoo App, you can create detailed reports and graphs in any format you like without the need of an external program. Get statistics on any numbers in your company, from fuel costs in projects all the way to revenues in sales channels, and with inventory, and everything in between.
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</section>
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<section class="oe_container oe_dark">
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<h2 class="oe_slogan">The information you need the way you need it</h2>
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<h3 class="oe_slogan">Filter all results to fit your field of research</h3>
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<div class="oe_span12">
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<p class="oe_mt32">
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In each Odoo app, you'll need to create a report. In the reports you can filter and group each analysis using built-in filters, and create custom filters to gather only the information you are looking for. Save the filters you created in your favorites to access them anytime in just a click either from the concerned app, or in comparison with you other reports in the Odoo Dashboard app.
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</section>
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<section class="oe_container oe_dark">
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<h2 class="oe_slogan">Track the process</h2>
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<h3 class="oe_slogan">Keep track of all your important data</h3>
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<div class="oe_span12">
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<p class="oe_mt32">
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Track the process of each activity, from projects to reports and invoices, and get statistical information on all topics, in a simple and clear tabular chart. Get a clear overview of your whole activity and be ready for new challenges.
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</section>
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