A Sankey chart is a type of diagram that shows the relationship between sources and destinations. It allows us to see the transition from source to destination with a level of similarity or difference. Sources and destinations are connected by visual relationships to quantities or proportions represented by columns, colors, or widths.
A Sankey chart represents processes and the relationships between resources, data, or information. It is useful for some fields such as business, accounting, economics or project management. This module will help you visualize data of opportunities/leads on a Sankey chart view, following the stages configured in CRM.
Use the Sankey chart in the CRM app
1. Provide the Sankey view on the opportunity
Navigate to CRM > Sales, the system adds a Sankey chart view that allows users to see the number of conversion opportunities.
2. Provide the Sankey view on report
Navigate to CRM > Reporting > Conversion Analysis, the system adds a Sankey chart reporting view that allows users to view the number of conversions of opportunities and leads.
In the Display section, you can choose the information displayed on the chart by checking.
For example, here is an example of a Sankey chart image where you can confirm the number of conversions from the opportunity to other stages following the opportunity care process.
Here, you can understand the indicators as follows:
All(0/9): The total of the input leads.
Lead(9/9): The total of leads of the total of leads are moved to the next stages. As an example, out of the total of 9 leads, 3 leads are in the New stage and 6 leads are converted to Opportunity.
Opportunity(6/6): The total of opportunities that move from leads of the total of opportunities move to the next stages.
New(9/5): The total of opportunities move from leads and the total of new leads of the total of qualified opportunities and leads move to the next stages.
Qualified(3/2): The total of opportunities/leads move from the New stage of the total of opportunities taken care of move from Qualified to Proposition.
Proposition(3/2): The total of opportunities taken care of move from Qualified to Proposition of the total of won opportunities move from Proposition to Won.
Won(2/0): The total of opportunities are marked as Win.
Lost(1/0): The total of leads move from the New to Lost status.
This software and associated files (the "Software") may only be
(executed, modified, executed after modifications) if you have
valid license from the authors, typically via Odoo Apps,
or if you
received a written agreement from the authors of the
Software (see the
You may develop Odoo modules that use the Software as a library
by depending on it, importing it and using its
copying any source code or material from the
Software. You may distribute
those modules under the license of your
choice, provided that this
is compatible with the terms of
the Odoo Proprietary License (For
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
all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
FITNESS FOR A PARTICULAR PURPOSE AND
NONINFRINGEMENT. IN NO EVENT
AUTHORS OR COPYRIGHT HOLDERS
BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN
ACTION OF CONTRACT, TORT OR OTHERWISE,
FROM, OUT OF OR IN
CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE