You can generate the custom reports using advanced filters, and group by options. Once you generate the required reports, you can save them using Favorites | Save current search:
If you are able to generate the reports for your KPIs to track, you succeed in the implementation of the Odoo CRM. If not, check the detailed process of working with sales pipe in the Generate and qualify leads, convert to opportunity, and follow-ups, recipe in , Traceability - Marketing Campaign to Order and Cash.
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