Understanding Metrics

Metrics are values that help you measure progress and can be a powerful way of linking your employees to goals.

When you create a workflow in Odoo, its visual content already shows metrics in a graph form and in numbers.

Let’s consider the example below:

Metrics in Odoo Marketing Automation

The Target - business object - is Lead/Opportunity and was narrowed down to the ones whose Tag Name contain the description “Product”, and have an email address set.

A total number of 20 records match the criteria.

Metrics in Odoo Marketing Automation

Out of those 20 records, 25 have become participants, in other words, they have matched the criteria.

Metrics in Odoo Marketing Automation

Every time the system runs, updating numbers and triggering actions, it will look at the Target model and check if new records have been added or modified, keeping the flow up-to-date.

Note

The filter here is applied to all activities. Leads that lose the tag in the meantime will be excluded from later activities.

Records is a real-time number, therefore while the workflow is running, changes in opportunity records can be made - delete, add, adjustment - updating the number of records, but not changing the number of participants, as the metric will not exclude opportunities that have been set as participants before. It will just add new ones. For this reason, the number of Records can be different from the number of Participants.

Tip

You can also have filters applied to activities individually, under Domain. A useful feature to specify an individual filter that will only be performed if the records satisfied both filters, the activity and its domain one.

Example: for an activity sending an SMS, you could make sure a phone number is set to avoid triggering a SMS that would never be sent and crash.

Success is the number of times the searching for participants - that match the filter(s) of that activity - was performed successfully in relation to the total number of participants.

If a participant does not match the conditions, it will be added to Rejected.

Metrics in Odoo Marketing Automation

Hovering over the graph, you can see the number of successful and rejected participants, per day, for the last 15 days.

Note

Every time a new record is added to the Target model, it will be automatically added to the workflow, and, it will start the workflow from the beginning (parent action).

in Dokumentasi odoo

Deviati Nur Istiqomah

15 November, 2022

Understanding Metrics

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