| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 529 |
| Technical Name |
sim_lost_sale_recovery |
| License | LGPL-3 |
| Website | https://simbeez.com/ |
Lost Sales Recovery for Odoo
Transform how your sales teams track, analyze, and learn from missed opportunities with the Lost Sale
Recovery module. This powerful Odoo sales enhancement tool is designed to provide actionable insights
into why deals fail, helping you secure future revenue. By introducing a streamlined wizard and
comprehensive tracking system natively into your quoting workflow, this app guarantees your sales team
can effortlessly log detailed loss reasons without abandoning their primary tasks.
This module is a cornerstone for continuous sales optimization. Instead of vague tracking methods or
ignoring cancelled quotes, this tool is specifically engineered for business leaders who want to perform
granular, line-by-line analyses of lost sales.
Experience an Odoo usability improvement that promotes accountability and continuous learning. With one
simple Log Lost Sale button, you secure a highly detailed audit log detailing lost quantities, missed
revenue, and exact reasons per product line. It's about more than just a cancelled status; it's about
creating a robust, data-first sales management Odoo environment that scales with your market needs.
Key Features
One-Click Wizard Workflow:
Log a lost sale and capture custom cancellation reasons directly from a Quotation effortlessly.
Missed Revenue Tracking:
The system securely calculates the exact potential revenue lost per line (Quantity * Unit Price) for deep analytical reporting.
Detailed Parameter Logging:
The module instantly captures who lost the sale, what the exact date was, and which company logged it.
Intelligent Pivot Analytics:
Benefit from dedicated pivot and graph views on the Lost Sale Analysis dashboard to measure team and product failures at a glance.
Set Up
Install the Lost Sales Recovery for Odoo app from the Odoo App Store
Work Flow
A user creates and negotiates a standard Quotation (Sale Order) in draft or sent status.
The customer declines the offer. The user clicks the native Log Lost Sale button at the top of the order form.
A wizard popup instantly loads. The user selects an appropriate cancellation reason from a drop-down
master list.
The user clicks Save. The module extracts every product line, calculating lost revenue and saving these
to the isolated Loss Analysis database.
The original quotation is instantly and automatically moved to the Cancelled status to keep the pipeline clean.
Managers can review the Lost Sales Analysis menu to analyze pivoted charts on exactly where revenue was lost over time.
Frequently Asked Questions (FAQs)
No, the system strictly allows logging lost sales only for quotations in the draft or sent stages to maintain secure financial accounting integrity.
No. The Log Lost Sale wizard is Plug and Play. Once the reason is logged, the module automatically enforces a cancellation on the parent quotation instantly.
Not at all. The module is lightweight and optimized to work seamlessly alongside standard Odoo sales structures without replacing essential CRM native states.
GET YOUR CUSTOM DEMO
Copy Link : https://simbeez.com/contact/
OR
Simbeez Odoo Services
Odoo Implementation
Odoo Community Apps
Odoo Support & Maintenance
Odoo Customization
Odoo Integration Services
Odoo Developer Outsourcing
Please log in to comment on this module