Viin Sale Sankey
by Viindoo
| Lines of Code | 417 |
| Technical name | viin_sale_sankey |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_sale_sankey |
| Read description for | v 15.0 v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Viindoo Base Multilingual Tracking Sankey View |
See where orders stop moving
A Sankey view over sales orders: how many quotations became orders, and where the rest stopped.
Viin Sale Sankey (technical name viin_sale_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 Sale Sankey, version 0.1, in one place. Published by Viindoo.
How It Works
One view.
Orders as flows
Each band is the orders that moved from one state to the next.
The orders themselves
Nothing changes about how orders are made or confirmed.
What You Get
A Sankey view on the sales order list
Flows between order states
Standard filters and groupings apply
Reads the orders you already have
No configuration
Complements the CRM pipeline Sankey
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.
Sales orders
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.
Revenue analysis is the sales report.
The conversation about why is still yours.
The same records, drawn differently.
Orders created straight into a state have no flow to draw.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Viin Sale Sankey?
Sales manager
Sees where quotations stop becoming orders.
Team leader
Compares two teams' conversion on one picture.
Management
Reads the process rather than four totals.
Analyst
Filters the same view by period, team or customer.
Frequently Asked Questions
What does Viin Sale Sankey do?
A Sankey view over sales orders: how many quotations became orders, and where the rest stopped.
What does Viin Sale Sankey not do?
It counts orders, not value. Revenue analysis is the sales report. It shows where, not why. The conversation about why is still yours. It is a view. The same records, drawn differently. Needs state history to be interesting. Orders created straight into a state have no flow to draw.
Who is Viin Sale Sankey for?
Sales manager: Sees where quotations stop becoming orders. Team leader: Compares two teams' conversion on one picture. Management: Reads the process rather than four totals. Analyst: Filters the same view by period, team or customer.
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: sale, viin_web_sankey. Odoo installs them with it.
How do I set it up?
One view.
What works well with it?
CRM Sankey (viin_crm_sankey): The same picture for the pipeline. Sales figures (viin_sale): The figures behind the flows. Cohort View (viin_web_cohort): The other analysis view for Community.
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_sale_sankey; pre-sales questions go to sales@viindoo.com.
See Viin Sale Sankey in Action
Live demo: v17demo-int.viindoo.com/web#action=sale.action_orders
Need help with Viin Sale Sankey?
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 sales order action.
Installation
- Navigate to Apps.
- Search with keyword viin_sale_sankey.
- Press Install.
How to use Viindoo Sale Sankey
Sankey chart on the Quotations view
Navigate to Sales > Orders > Quotations, and select the Sankey View icon.
Here, the system provides the Sankey graph view. You can understand the information in the image above as follows:
- Initiation (0/11): The total number of created quotations, and sales orders (11).
- Quotation 8/4: Number of quotations that haven't been sent to the customer (8)/Number of unsent quotations that have been moved to another stage (4).
- Quotation Sent (3/3): Number of quotations sent to the customer via email (3)/Number of sent quotations that have been moved to another stage (3).
- Sales Orders (5/2): Number of sales orders (5)/Number of sales orders that have been moved to another stage (2).
- Cancelled (4/0): Number of canceled sales orders, and quotations.
Sankey chart on the Sales orders view
Similarly, you can view the Sankey chart on the Sales Orders view by navigating to Sales > Orders > Sales Orders, and pressing the Sankey icon.
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.
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