Sales and Profitability Tracking

Deliverable: Configured system for sales tracking and profitability analysis.

Stakeholder: Accounting, Sales?

Details:

Configure Odoo to track sales by product, month, and account.
- Currently, pulls account info from HubSpot
- Webhooks are unidirectional (from HubSpot > Odoo)
Implement mechanisms to monitor gross profit margins and analyze profitability metrics.
- Run reports over time for specific products
Need product order history
- Ideally in HubSpot but minimally in Odoo
- Generate report
- Contacts > Orders
- Push Odoo data to HubSpot (e.g., Order Info, Last Order) - https://github.com/LegerePharm/Legere/issues/17

Questions:

LegerePharm / Legere