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CRM and Sales Report on Email(DSR)

by
Odoo

$ 27.54

v 15.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 148
Technical Name gts_daily_email_report
LicenseAGPL-3
Websitehttp://www.geotechnosoft.com
Versions 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 148
Technical Name gts_daily_email_report
LicenseAGPL-3
Websitehttp://www.geotechnosoft.com
Versions 15.0
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DAILY SALES ANALYSIS REPORT BY EMAIL

This module helps management to track progress of Daily Sales Activities

Features

  • Helps management to track progress of Daily Sales Activities.
  • Report directly in inbox at the end of the day.
  • Lead / Opportunity Won and Lost Report.
  • Quotation report.
  • Sale Order report.

Screenshots

Assign "Daily EOD Report" Access group to the management users.

  • Go to the menu - Settings -> Users & Companies -> Users

    • Adjust the timing of the cron "EOD Report by Email".

  • This can be done in Settings -> Technical --> Automation --> Scheduled Actions

    • Adjust the timing of the cron "EOD Report by Email"

    Now you will receive analysis report in your email inbox daily.

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    www.geotechnosoft.com info@geotechnosoft.com sauravkumar2000

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