Pipeline & Forecasting

Keeping Your Pipeline Current

What the stages mean, when to move an opportunity, what leadership sees when they pull the forecast. (coming soon)

Stage Definitions

What qualifies an opportunity for each stage. When to mark expected close date. When to update expected revenue. (coming soon)

Weighted Pipeline Value

How Odoo calculates the weighted value leadership reviews. What your stage probability means for the forecast. (coming soon)

Won / Lost

When and how to mark opportunities. Why it matters for close rate reporting. (coming soon)