Hero
Territory mapping
Opportunity to production
Numbers
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CTA
Sell & design01 of 15 · Sales manager
The opportunity already knows where the site is and what happens next.
Pipeline and activities are Odoo’s, and they are good. What is ours is everything that tells a salesperson where a job actually is — the territory it falls in, the survey that has been booked, and the production run it turned into.
01Territory mapping
Territory is a shape on a map, not a column in a spreadsheet
- A territory is a centre point, a radius and a boundary, drawn on the map
- Partner count, opportunity count and revenue computed inside it
- Radius search from any address, and assignment to a team in one action
- Maps on the partner, the lead and the order, with no API key to buy
02Opportunity to production
The opportunity shows the whole route to production
- Opportunity → pre-quote survey → quotation → won → production survey → production, on the record
- Survey status as its own tab, so nobody rings the technical office to ask
- A technical project created from the opportunity, with the tasks already attached
- WhatsApp messages against the record rather than on somebody’s phone
What this desk watches
The numbers on the wall
No dashboard of its own. The survey and workload tiles on the Technical control tower are where a sales manager looks, and Odoo’s own pipeline reporting covers the rest.
Opportunities by stage
Revenue inside a territory
Surveys booked against opportunities won
What it produces
01A qualified opportunity with the site located
02A territory with its own revenue figure
03A technical project, opened automatically
