Catalog / Chatboo / Sales pipeline
Chatboo skill · /pipeline

Sales pipeline

A page over the open CRM opportunities: key figures, funnel by stage, weighted forecast by expected close month, each salesperson's pipeline, the win rate of the last 12 months, and stalled deals (no stage change in 21 days, or stalled_days=…). Narrow it with team=… or salesperson=….

At a glance

Command /pipeline
Argument team=… salesperson=… stalled_days=21
Odoo 14.0 · 15.0 · 16.0 · 17.0 · 18.0 · 19.0 · 20.0

How skills work

A skill is a procedure written once, in code. Type / in the chat and pick one, or ask in your own words: each skill also answers to its own phrases.

  • Almost free. The figures come from code, not from the AI. A skill with no arguments, or with named ones (months=6), calls no AI. Arguments in your own words (the last two years) take one very short call, and the same words are remembered the next time. Only two cases spend real tokens: the report of /financial-health, and a photo or a scan in /bill-draft.
  • It asks for what is missing. The skill asks in the chat; /top-sales asks one question at a time. If your next message is about something else, the skill lets go and the chat carries on.
  • It only reads. Skill code runs in a read-only box, with the rights of the person who asks, in the active company. A skill that proposes a record opens its form; only Save writes.
  • Each one its own screen. A chart, cards you can move around the chat, or a full page.
  • Yours too. A good answer can be saved as a new skill from the chat. The ones in the module are examples to build your own from; each client's own are written by their consultant.