Viin Sale Sankey
by Viindoo
| Technical name | viin_sale_sankey |
| License | OPL-1 |
| Website | https://viindoo.com |
| Read description for | v 16.0 |
| Required Apps | Discuss (mail) Invoicing (account) |
| Included Dependencies | Viindoo Base Multilingual Tracking Sankey View |
What it does
In the Sales app, Quotations and Sales Orders are in two different interfaces. For many enterprises that have a long sales cycle, tracking the customer's journey from quotation, negotiation to closing is very important. This application uses Sankey diagrams to aggregate and visualize that journey on a single interface, showing volatility, thereby calculating the conversion rate through each stage.
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Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_sale_sankey.
- Press Install.
How to use Viindoo Sale Sankey
Sankey chart on the Quotations view
Navigate to Sales > Orders > Quotations, and select the Sankey View icon.
Here, the system provides the Sankey graph view. You can understand the information in the image above as follows:
- Initiation (0/11): The total number of created quotations, and sales orders (11).
- Quotation 8/4: Number of quotations that haven't been sent to the customer (8)/Number of unsent quotations that have been moved to another stage (4).
- Quotation Sent (3/3): Number of quotations sent to the customer via email (3)/Number of sent quotations that have been moved to another stage (3).
- Sales Orders (5/2): Number of sales orders (5)/Number of sales orders that have been moved to another stage (2).
- Cancelled (4/0): Number of canceled sales orders, and quotations.
Sankey chart on the Sales orders view
Similarly, you can view the Sankey chart on the Sales Orders view by navigating to Sales > Orders > Sales Orders, and pressing the Sankey icon.
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).
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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.