Viin CRM Sankey View
by Viindoo
| Lines of Code | 591 |
| Technical name | viin_crm_sankey |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_crm_sankey |
| Read description for | v 15.0 v 16.0 v 18.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viin Map View Viin CRM Viindoo Base Multilingual Tracking Sankey View Viin Cohort View |
See where the pipeline actually leaks
A Sankey view of lead conversion: how many opportunities moved from each stage to the next, and how many stopped.
Viin CRM Sankey View (technical name viin_crm_sankey) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager, team leader, management, analyst.
At a Glance
The facts of Viin CRM Sankey View, version 0.1, in one place. Published by Viindoo.
How It Works
One view.
The pipeline as flows
Each band is the opportunities that moved from one stage to the next - and the gap is where they stopped.
The pipeline it reads
Nothing changes about how opportunities are worked.
What You Get
A Sankey view of lead and opportunity conversion
Flows drawn from the stage changes the records recorded
Available on the pipeline action and as its own analysis
Filters and groupings from the standard search view
No configuration
Reads the pipeline you already work
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
The pipeline
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Opportunities created directly in a stage have no transition to draw.
Value analysis is the standard pipeline report.
It shows where - the conversation about why is still yours.
The same records, drawn differently.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Viin CRM Sankey View?
Sales manager
Sees the stage where deals stop, not just how many are in it.
Team leader
Compares the conversion of two teams on one picture.
Management
Gets a funnel that reflects movement rather than a snapshot.
Analyst
Filters the same view to a period, a source or a team.
Frequently Asked Questions
What does Viin CRM Sankey View do?
A Sankey view of lead conversion: how many opportunities moved from each stage to the next, and how many stopped.
What does Viin CRM Sankey View not do?
It needs stage history. Opportunities created directly in a stage have no transition to draw. It counts opportunities, not revenue. Value analysis is the standard pipeline report. It does not explain why. It shows where - the conversation about why is still yours. It is a view, not a new model. The same records, drawn differently.
Who is Viin CRM Sankey View for?
Sales manager: Sees the stage where deals stop, not just how many are in it. Team leader: Compares the conversion of two teams on one picture. Management: Gets a funnel that reflects movement rather than a snapshot. Analyst: Filters the same view to a period, a source or a team.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_crm, viin_web_sankey. Odoo installs them with it.
How do I set it up?
One view.
What works well with it?
CRM extensions (viin_crm): The pipeline layer underneath. Sales Sankey (viin_sale_sankey): The same picture for orders. Sales Teams Advanced (to_sales_team_advanced): Regions and teams to filter the flows by.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_crm_sankey; pre-sales questions go to sales@viindoo.com.
See Viin CRM Sankey View in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_crm_sankey.crm_lead_conversion_analysis
Need help with Viin CRM Sankey View?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1 - Latest on the 17.0 line
- The Sankey view is added to the pipeline action as well as its own analysis menu.
Installation
- Navigate to Apps.
- Search with keyword viin_crm_sankey.
- Press Install.
How to work with the Viin CRM Sankey View module
Concepts
A Sankey chart is a type of diagram that shows the relationship between sources and destinations. It allows us to see the transition from source to destination with a level of similarity or difference. Sources and destinations are connected by visual relationships to quantities or proportions represented by columns, colors, or widths.
A Sankey chart represents processes and the relationships between resources, data, or information. It is useful for some fields such as business, accounting, economics or project management. This module will help you visualize data of opportunities/leads on a Sankey chart view, following the stages configured in CRM.
Use the Sankey chart in the CRM app
1. Provide the Sankey view on the opportunity
Navigate to CRM > Sales, the system adds a Sankey chart view that allows users to see the number of conversion opportunities.
2. Provide the Sankey view on report
Navigate to CRM > Reporting > Conversion Analysis, the system adds a Sankey chart reporting view that allows users to view the number of conversions of opportunities and leads.
In the Display section, you can choose the information displayed on the chart by checking.
For example, here is an example of a Sankey chart image where you can confirm the number of conversions from the opportunity to other stages following the opportunity care process.
Here, you can understand the indicators as follows:
- All(0/9): The total of the input leads.
- Lead(9/9): The total of leads of the total of leads are moved to the next stages. As an example, out of the total of 9 leads, 3 leads are in the New stage and 6 leads are converted to Opportunity.
- Opportunity(6/6): The total of opportunities that move from leads of the total of opportunities move to the next stages.
- New(9/5): The total of opportunities move from leads and the total of new leads of the total of qualified opportunities and leads move to the next stages.
- Qualified(3/2): The total of opportunities/leads move from the New stage of the total of opportunities taken care of move from Qualified to Proposition.
- Proposition(3/2): The total of opportunities taken care of move from Qualified to Proposition of the total of won opportunities move from Proposition to Won.
- Won(2/0): The total of opportunities are marked as Win.
- Lost(1/0): The total of leads move from the New to Lost status.
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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