Hello all,
I am not familiar with marketing but have been in discussion with marketing experts lately in my company to get them on our new Odoo setup. As an outsider, the way Odoo handles a lost CRM lead seems a little counter-intuitive. It seems that being lost is not a stage, but a sort of separate state that a crm_lead can be in. The win/loss analysis custom search in the Odoo docs... doesn't show lost leads? Is all this normal? Anyways, I am inclined to think it would be more intuitive for Lost to be a stage, so that it shows up in all the figures.
While I am here, have others implemented some basic marketing figures in Odoo, like showing visualizations and simple percentages for conversion rates, churn rates, using Studio, Spreadsheets, or a custom extension? I've been looking into how to do this, and am considering just running Metabase too with read only access to the DB, getting some visualizations, especially a funnel chart, going for the marketing team in Metabase, and embedding Metabase in an iframe in Odoo to keep the user experience centralized.
