Sales Pipeline

Dear Dolibarr Developers and users. This is a suggestion made some time ago that i believe would be of great advantage. I am a novice here so i don’t know if there is already a way to accomplish this thats way i am post it here, if there is, can some one please let me know how to do it.

From Vincenzo:
Since Dolibarr is a CRM and ERP, my suggest is to create a module for Sales Pipeline management, where the different opportunities can be scored properly, usually different status are linked with sales probability:

Contact = 20%
Quotation = 40%
Interest = 60%
Contract Negotiation = 80%
Close = 100%

for example. Typically all CRM allows to manage different stage for sales and visualize the Sales Funnel as well as to create a Forecast based on volume multiplied probability.

1 Like

Any help on this? Love the overall product and a module like this would make it a top business product !!! I bet someone has thought about this before.

Maybe someone has done it already ?
you may look on dolistore for workflow
or “restock” which takes in account the importance of each step of the sale to put an average %age and define a re stocking level.

Maybe you can ask and pay him to adapt to what you wish.

Maybe someone has done it already ?
you may look on dolistore for workflow
or “restock” which takes in account the importance of each step of the sale to put an average %age and define a re stocking level.

Maybe you can ask and pay him to adapt to what you wish.
He’s named Deferance
https://www.dolistore.com/en/products-services-or-stock/353-restock--determination-of-quantities-to-order-and-creation-of-supplier-orders.html?search_query=restock&results=1

Maybe someone has done it already ?
you may look on dolistore for workflow
or “restock” which takes in account the importance of each step of the sale to put an average %age and define a re stocking level.

Maybe you can ask and pay him to adapt to what you wish.
He’s named Defrance
https://www.dolistore.com/en/products-services-or-stock/353-restock--determination-of-quantities-to-order-and-creation-of-supplier-orders.html?search_query=restock&results=1

I believe that in 3.8 under projects there us a functions that could help. Also restock does not exist.

it exists, did you even look ?
https://www.dolistore.com/en/products-services-or-stock/353-restock--determination-of-quantities-to-order-and-creation-of-supplier-orders.html?search_query=restock&results=1

here is a screenshot of the config page with %age of importance on states.

A Sales Funnel could be handled within the Third Party Module.

Selection_722.png

Best regards

1 Like

Thanks a lot but for what i what i want to achieve this will not do. It will be nice if I could see what my sales forecast value would be in say 3 months at 80% this gives me some expectation of coming business. I think this should be in the Third Party Module.

Much regards
Nando

Sorry mate the links only works when used form the forum. found the app but i don’t think is the right way of doing it. Anyway thanks a lot for your help.
Nando

Hello,

i am currently making a tender for a pipeline module.

I’ve got some budgets… if your need is still of actuality, maybe we could discuss it to see if we can share the investissement ?

you can contact us over our website (synexta.fr)