Daily Sales Analysis Report by Email

Features

Helps management to track progress of Daily Sales Activities.
Report directly in inbox at the end of the day.
Lead / Opportunity Won and Lost Report.
Quotation report.
Sale Order report.

Screenshots

Assign "Daily EOD Report" Access group to the management users.

Go to the menu - Settings -> Users & Companies -> Users

Adjust the timing of the cron "EOD Report by Email".

This can be done in Settings -> Technical --> Automation --> Scheduled Actions

Adjust the timing of the cron "EOD Report by Email"

Now you will receive analysis report in your email inbox daily.

in Our blog

Manager April 8, 2024

Share this post

Our blogs

What i can do?

Unleash the Power of Your Odoo Data with the Intelligent Odoo AI Agent!

Imagine a seamless, intuitive interaction with your ERP system – where data works for you, not the other way around. Our Odoo AI Agent transforms your experience, making complex tasks effortless and insights immediate.

Here's how it elevates your Odoo journey:

Speak Your Mind, Get Your Data: Forget rigid commands! Simply ask your queries in natural language, just as you would a colleague. Our AI agent comprehends your intent and delivers the exact data you need, effortlessly and instantly.
Real-time Analytics, Right Now: Gain a competitive edge with lightning-fast, real-time analytics. No more waiting for reports; your critical business insights are delivered on demand, empowering agile decision-making.
Tailored to Your Unique Business: Our agent isn't a one-size-fits-all solution. It boasts the remarkable ability to be trained for your custom modules and proprietary workflows, ensuring it understands the nuances of your business processes perfectly.
Intelligent Security, Built-In: Rest assured, your data remains secure. The AI agent metyiculously respects the access rights of each user, ensuring that sensitive information is only revealed to authorized personnel.
Contextual & Compliant Responses: Experience intelligent, relevant responses. Our agent is designed to provide answers strictly based on data from allowed modules and designated companies only, maintaining data integrity and compliance at all times.
Effortless Data Entry & Record Creation: Revolutionize your daily tasks! With just a simple command, the agent can instantly handle data entry, creating new records, contacts, sales orders, and more, dramatically reducing manual effort and accelerating your operational flow.
Seamless Task Management: Delegate instantly! The agent empowers you to create, assign, and manage tasks by just asking, ensuring nothing falls through the cracks and your teams stay productive.
Seamless Voice Interaction: Step into the future of ERP interaction! Our agent fully supports voice mode – just speak your query, and it will deliver the answer, freeing your hands and enhancing your productivity wherever you are.

The Odoo AI Agent isn't just a feature; it's your smart, secure, and always-on business partner, empowering you to work smarter, faster, and more effectively than ever before.

Start with the customer – find out what they want and give it to them.

The Game-Changer: Powered by Your Choice of World-Class AI

What truly sets the Odoo AI Agent apart is its incredible flexibility and future-proof design. This module isn't locked into a single AI provider. Instead, it seamlessly integrates with and leverages the power of both Gemini and OpenAI APIs!

This means you get to choose the AI engine that best fits your needs, taking advantage of the latest advancements from industry leaders. Whether you prefer the robust capabilities of OpenAI or the innovative power of Gemini, our Odoo AI Agent is ready to plug in and perform.

Unbeatable Value: Buy Once, Use Forever!

Perhaps the most compelling benefit? The Odoo AI Agent module offers unparalleled value. This isn't a subscription service with hidden fees or recurring monthly charges.

You just need to buy it once!

That's right. Purchase the module, configure your preferred Gemini or OpenAI API key (which you acquire directly from the respective providers), and you're set. You can then use the Odoo AI Agent for a lifetime! No annual renewals for the module itself, no surprising recurring costs from us. This makes it an incredibly cost-effective investment in future-proofing your Odoo operations.

Simple Setup, Immediate Impact

Getting started is a breeze. Once purchased, a straightforward configuration process allows you to input your chosen API key from Gemini or OpenAI. Within minutes, your Odoo environment will be transformed by the power of conversational AI.

Invest in intelligence that pays dividends for years to come. The Odoo AI Agent is more than just a module; it's your permanent gateway to smarter, faster, and more efficient business management.

Intelligent Security: Built on Odoo's Foundations

Rest assured, your data remains impeccably secure. The Odoo AI Agent is designed with your security as a top priority:

Respects Odoo's Default Access Rights: This module seamlessly integrates with and strictly adheres to Odoo's native user access rights. Your data and automation are safeguarded because the AI agent will only access and act upon information that the logged-in user is authorized to see or modify.
Contextual & Compliant Responses: The AI agent meticulously respects individual user permissions, ensuring that sensitive information is only revealed to authorized personnel. It provides answers strictly based on data from allowed modules and designated companies only, maintaining data integrity and compliance at all times.

Buy Now

Follow us