When I think of my proposal, the % probability that each will be accepted is a very important metric. Using that probability I can build my expected revenue for the year.
I don’t see this option in Dolibarr. Is it possible to add such probability as a metric attach to proposal?
is it possible for you to describe a method to calculate that probability ?
Or is it a text field you manually type data into? If so, you should look into Complementary Attributes on your proposals
It is an input from the sales person related to “how likely” he thinks the deal will close.
The input is not the problem. I found out how to add custom fields (complementary attribute). But that does not really help.
The purpose of having a probability attached with every single numbers in the proposals it to build a probability weighted pipeline.
A table that looks like this:
Client Gross amount Probability Expected amount
CorpABC 5000 25% 1000
CorpXYZ 10000 50% 2000
Total 15000 3000
The Complementary Attributes does not allow to do analytics as far as I can see.
I am comparing Dolibarr and Odoo, and this is almost the only thing for which I like Odoo more.
no it wont, each Complementary Attributes is just a field. While you can make calculations in a computed field I don’t think it can make a graph.
If you want it I would suggest you file a feature request at Dolibarrs github page
If you need it I would suggest that you pay someone to build the feature either build into Dolibarr, as a free included module or possibly as a paid module at the DoliStore.com
Either way I think you need to describe the feature a little more detailed. Is the graph for each customer or is the graph across all customers, or multiple customers, …
Also, is this prediction actually bringing value to your business? If you reward sales for being accurate with their prediction, then sales will shift their focus to being accurate which can both mean that they reduce the price to make it more certain that the customer accepts because that would increase being more accurate, and it could also mean they dial up the persuation, possibly promising more to the customer than can be delivered, and that could in the long run hurt the relation with the customer.
