How To Create An Openerp Crom Crom Dashboard Report For Openerpa Crom

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1 Business Intelligence for OpenERP CRM Add Bar graphs, Charts, Pie charts, Dashboard to provide high level analytical view of OpenERP CRM data using Jasper dashboards. Alway's We heard that Csutomer's would like to see dashbords in CRM. We have provided easy solution which integrate OpenERP Jasper reports in CRM. CRM Jasper reports are internally focused system which helps management and sales Team for tracking of sales opportunities and the analysis of sales funnel. CRM Jasper Report solution to be effective for moment of current information availability to management and sales persons. We have integrated OpenERP and Jasper report. Jasper Reports is one of the most popular and most used open source reporting engine in the industry today. CRM Jasper reports provides solution to capture Yearly, monthly and Quarterly Target details, booking revenue, Regionwise Sales Funnel details. With the powerful charting and dashboard capabilities of Jasper Dashboard reports in CRM, it is very easy for Management and Executive's to analyse data. Below is List of the some Dashboard's created using Jasper : Target By Users and Sales teams. Booking revenue by Users and Sales Team. Sales dashbord for Sales Person (provide's actual assign and actual achieved target) Monthly Review (Lead Generation, Opportunity Dashbaord, Opportunity closure) Sales funnel - Pie Chart for Category and sub-categary.

2 OERP Sales CRM- Jasper dashbord Features - Understand the performance of each Sales user and team's - Target details, Booking revenue details, Sales Pipeline etc. Sales Manager can analyse sales Representatives Performance Sales Team Effectiveness. Leads Creation and Percentage Won. Contributions of top Orders Opportunity pipeline - stage wise details. Categorrwise Opportunity details. Interpreate information for Reporting manager or management take corrective actions. Below are some of the dashboard report screenshots : Above screen shows the menu for Jasper report. Below shown are Screenshots for Jasper dashboards created

3 Above screen shows Dashboards for Opportunities by category, Opportunities by stage, Opportunities by user's. These dashboards help users to determine the efficiency of your sales team or organisations business. The different parameters and key indicator provides sales key performance and helps to Reporting manager or management to take corrective actions where is required.

4 1. Target By users : Dashboard Target by user provides data, which data user can easily analysed and compare. For Reporting manager this report can easily provides target estimated & target achived by his/her sub ordinates. 2. Target By Sales Team

5 User can analysed sales team wise Target estimated and target achieved. 3. Booking Revenue by users and Sales Team

6 Booking Revenue by Sales Team : Booking Revenue by Users and Sales team dashboard provides New Stage opportunity details. This dashboard helps to keep track on Booking revenue so that user can plan next action to convert opportunity to won. 4. Revenue by Sales Representative Sales representative dashboard Helps to analyse Sales Revenue by sales representative Actual target, Estimated target, Commutative Expected target and Commutative Achieved target. Reporting manger get informed about the sales representative targets and plan next action. 5. Monthly Review - a. Lead Generation Dashboard

7 We can analyse Leads created, Leads won ( ie Opportunity closed ) and Percentage of opportunity Won. User can analysed Leads or opportunity created for year or month and percentage of Lead WON is provide ratio which provides effective conversion ratio. This report gives a great base for standard Sales Metrics for sales representative.

8 b. Opportunities Dashboard Sales Persons Opportunities in satge III ( Proposal submission) and Opportunities in stage IV ( Won stage) analysed using above Dashboard.

9 c. Order Closure Above dashboard helps to analyse Opportunities created for particular user and differentiate in each stage ie New stage, Proposal stage, Negotiation stage, Won stage and Lost stage. As opportunity stages are key part of sales processs and we can track details in each stage using opportunity dashboard. 6. Sales Funnel a. Sales Personwise Sales funnel details

10 Above dashboard provide details for Sales Person Vijendra for Months 10/2011 and 09/2011, Similarly way we can analyse monthwise details for other users. 7. Key Performance Indicator Kep performance indicator report provides Quarterly monthwise details for each Parameter we have provided.kpi report provides Details by different parameters( Revenue, Order booking, Top 5 order )..

11 8. Pie Chart for Sub Category Above Dashboards and reports provides more visibility and insight details into sales teams and individuals performance.