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Viin CRM Sankey View
by Viindoo
| Technical name | viin_crm_sankey |
| License | OPL-1 |
| Website | https://viindoo.com |
| Read description for | v 16.0 v 17.0 v 18.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viin Map View Viin CRM Viin Web Dashboard Viindoo Base Multilingual Tracking Viin Cohort View Sankey View |
Demo video: Viin CRM Sankey View
What it does
- Provide the Sankey view on the opportunity.
- Provide the Sankey view on report
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Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_crm_sankey.
- Press Install.
How to work with the Viin CRM Sankey View module
Concepts
A Sankey chart is a type of diagram that shows the relationship between sources and destinations. It allows us to see the transition from source to destination with a level of similarity or difference. Sources and destinations are connected by visual relationships to quantities or proportions represented by columns, colors, or widths.
A Sankey chart represents processes and the relationships between resources, data, or information. It is useful for some fields such as business, accounting, economics or project management. This module will help you visualize data of opportunities/leads on a Sankey chart view, following the stages configured in CRM.
Use the Sankey chart in the CRM app
1. Provide the Sankey view on the opportunity
Navigate to CRM > Sales, the system adds a Sankey chart view that allows users to see the number of conversion opportunities.
2. Provide the Sankey view on report
Navigate to CRM > Reporting > Conversion Analysis, the system adds a Sankey chart reporting view that allows users to view the number of conversions of opportunities and leads.
In the Display section, you can choose the information displayed on the chart by checking.
For example, here is an example of a Sankey chart image where you can confirm the number of conversions from the opportunity to other stages following the opportunity care process.
Here, you can understand the indicators as follows:
- All(0/9): The total of the input leads.
- Lead(9/9): The total of leads of the total of leads are moved to the next stages. As an example, out of the total of 9 leads, 3 leads are in the New stage and 6 leads are converted to Opportunity.
- Opportunity(6/6): The total of opportunities that move from leads of the total of opportunities move to the next stages.
- New(9/5): The total of opportunities move from leads and the total of new leads of the total of qualified opportunities and leads move to the next stages.
- Qualified(3/2): The total of opportunities/leads move from the New stage of the total of opportunities taken care of move from Qualified to Proposition.
- Proposition(3/2): The total of opportunities taken care of move from Qualified to Proposition of the total of won opportunities move from Proposition to Won.
- Won(2/0): The total of opportunities are marked as Win.
- Lost(1/0): The total of leads move from the New to Lost status.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.