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Pipeline Analysis

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Understanding how the pipeline is performing helps a sales team spot bottlenecks and forecast revenue. This guide covers how to use Pipeline Analysis reporting in Odoo CRM.

How to access Pipeline Analysis

  1. Open the CRM app.
  2. Click Reporting in the top menu.
  3. Select Pipeline.

The dashboard shows a bar graph of leads over the past year, grouped by pipeline stage and colour-coded by month.

How to filter and group the report

Use the search bar to apply filters such as My Pipeline, Opportunities or Leads, Won, Lost, Active or Inactive, and date fields such as Date Created, Expected Closing or Date Closed. Click Add Custom Filter for more specific conditions, such as country or lead source.

To organise the data further, click the arrow next to the search bar, select Add Custom Group, and choose a field such as Salesperson, Medium or Stage.

How to build a win/loss report

  1. Go to CRM > Reporting > Pipeline.
  2. Click the arrow next to the search bar, and under Group By, choose Stage.
  3. Under Filters, click Add Custom Filter and add two rules: Active is set and Active is not set.

This shows which opportunities were won or lost, grouped by pipeline stage. Group further by salesperson, source or sales team, and adjust the Created On date to compare different periods.

How to save and share a report

  1. Click the arrow next to the search bar and choose Save current search under Favorites.
  2. Name the report, tick Default filter if it should apply automatically, and tick Shared to make it available to others.
  3. Click Save.

Reports can also be inserted into a spreadsheet in the Documents app, or added to a dashboard.

Tips

  • Use the Graph view for visual comparisons and the Pivot view for detailed breakdowns.
  • Review and update filters regularly to keep insights current.

Frequently asked questions

Where do I find pipeline reporting in Odoo CRM?

Under CRM > Reporting > Pipeline, which opens a graph of opportunities grouped by stage.

Can I build a win/loss report?

Yes, group by Stage and add custom filters for Active is set and Active is not set to compare won and lost opportunities.

Can a report be shared with the rest of the team?

Yes, save it under Favorites and tick Shared when saving.

Need help?

Need help building pipeline reports in Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.

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