| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 1007 |
| Technical Name |
oe_customer_retention_analytics |
| License | OPL-1 |
| Website | https://www.oaklandmena.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 1007 |
| Technical Name |
oe_customer_retention_analytics |
| License | OPL-1 |
| Website | https://www.oaklandmena.com/ |
User Guide for Customer Retention Analytics Module
This guide explains the configuration, usage, and management of Customer Retention Analytics in your Odoo system.
1. Module Overview
The Customer Retention Analytics module identifies customers who are slowly disengaging by tracking recent activity in quotations, sales orders, CRM interactions, invoices, and payments. Your team gets clear retention segments â Active, At Risk, Dormant, and Lost â and can start re-engagement before revenue is impacted.
2. Configuration
To configure the Customer Retention Analytics module:
- Install the Customer Retention Analytics module.
- Open the module and go to the Configuration menu.
- Set No Quotation Days, No Sales Order Days, and No CRM Activity Days based on your business rules.
- Define status thresholds for At Risk, Dormant, and Lost classification.
- Save the configuration. Each company can maintain its own retention values in multi-company setups.
3. Refreshing & Reviewing Retention Data
- Click the Refresh action (or wait for the scheduled cron) to calculate and update retention profiles.
- Open the Dashboard to view total customers and segmentation counts at a glance.
- Use chart visuals on the dashboard to identify where follow-up effort is needed first.
- Drill down into the Customer List to inspect last activity date, days since activity, and inactivity flags per customer.
4. Reporting & Export
- PDF Export: Generate full-detail retention reports for management review meetings.
- Excel Export: Export segmented customer data for sales re-engagement planning and audit records.
- Filtering: Filter and group records by retention status, salesperson, or date range for daily operational follow-up.
5. Compatibility
- Odoo 19 Community: Supported
- Odoo 19 Enterprise: Supported
- Odoo.sh: Supported
- Multi-company: Supported
Frequently Asked Questions
1. What is the purpose of this module?
This module identifies customers who are slowly disengaging by tracking
recent activity across quotations, sales orders, CRM interactions,
invoices, and payments. It segments them into Active, At Risk, Dormant,
and Lost so your team can re-engage before revenue is impacted.
2. Does this module auto-create customer profiles?
Yes. Initial retention data can be prepared during installation and is
refreshed automatically by the scheduled cron action, or manually on
demand.
3. Can I tune retention logic per company?
Yes. Each company can maintain its own retention configuration values
including no-quotation days, no-sales-order days, and status
thresholds.
4. How are customers classified into retention segments?
Customers are classified as Active, At
Risk, Dormant, or Lost based
on the inactivity thresholds you define in Configuration (days without
quotation, sales order, or CRM activity).
5. Can I export retention data for meetings?
Yes. Full customer detail is exportable in both PDF and
Excel formats â useful for management reviews,
re-engagement planning, and audit/reporting records.
6. Is the retention data refreshed automatically?
Yes. A daily scheduled cron keeps retention data updated automatically.
You can also trigger a manual refresh at any time.
7. Can I filter customers by salesperson?
Yes. The customer list supports filtering and grouping by retention
status, salesperson, and date range for daily operational follow-up.
8. Which Odoo versions are supported?
The module supports Odoo 19 Community, Odoo 19 Enterprise, and Odoo.sh
with full multi-company compatibility.
Module Support & SLA
For any support related to this Odoo module, please contact us at
info@odooerp.ae
Our standard response time (SLA) for support queries is between 12 to 48 hours.
Our standard response time (SLA) for support queries is between 12 to 48 hours.
+971 54 289 8664
Email Us
Odoo Proprietary License v1.0 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.
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