Odoo Experience 2022

We participated as an exhibitor and also represented our talk on "Grow your Company and Invest safely thanks to our Cash Forecasting module " at Odoo Experience 2022, the 3-day-long conference to learn more about Odoo's best practices, development, functional capabilities, and business growth from around the world. The newest version of Odoo was unveiled at this event. With the aim of providing an extensive learning platform, the event hosted 100+ Exhibitors, 10,000+ participants, and 200+ insightful talks from inspiring and highly skilled speakers we were one of them, making it an ideal platform for infinite Networking Opportunities, building connections and much more. Have a glance to our talk introducing our new solution that promises the sustainable growth of your Business.

Odoo Consulting

Customer journey with Setu

Our one of customer love to share their journey with us, we help them to build complex structure in area of accounting, inventory, sale, purchase, HR, E-commerce and advance reporting.Also did migrate from older version to newer version

- Thomas Rosenwirth (Chief Operating Officer)
Grupo Marvelsa

Grow your company and invest safely thanks to our cash forecasting module

Business Demo Community Talk

Location: Mezzanine 500 - 10/12/22, 5:30 PM - 10/12/22, 6:00 PM (+0530) (30 minutes)

How much cash does your business possess?

Whether you are a business owner, planning multiple strategies for sustainable growth, expanding business units, or managing business processes. This is, naturally, one of the first questions that arise to mind.

In this talk, we'll show you how to nurture your business with the Cash Flow Forecasting Module. We will also demonstrate how our solution works.

This module accomplishes a complete analysis of cash movements within a business and does statistical, mathematical, and analytical calculations through which you can have complete insight over:

  • Opening Balance
  • Incoming Cash
  • Outgoing Cash
  • Closing Balance

Not only past and present months but also upcoming months, which helps you to make necessary decisions and plan investment strategies for the growth of your business.

Key Features:

  • Smart Dashboard analysis
    • Anticipate future cash expenses, and cash income
    • Compare and analyze:
      • Forecasted CASH-IN and CASH-OUT of all months
      • The forecasted value with the actual value, for each forecast type of CASH IN and CASH OUT
  • Categorize your cash forecast by defining a category for each income and expenditures
  • Evaluate Business liquidity position by defining cash forecast type for each income and expenditures
  • Get the real value for each cash forecast type and compare it with forecasted value
  • Link your existing chart of accounts with the Cash Forecast type
  • Quick create Cash Forecast type from Chart of Accounts
  • Automated / manual Cash Forecast calculation for Income and Expenditures
  • Add possible growth in the forecasting and create future forecasting
  • Control Cash Forecast by adding the start date and end date in the forecasting type
  • Control Cash Forecast by defining the duration of Cash Forecast creation
  • Cash Forecast analysis report
    • Evaluate your business’ liquidity position through a single view of IN-Flow over OUT-Flow
    • All CASH-IN and CASH-OUT categories and their Types
    • Opening Balance at beginning of each month
    • Closing balance after considering all Cash Forecast types of CASH-IN and CASH-OUT
  • Cash In analysis report
    • Evaluate your business’ cash income
    • Track, compare and analyze the forecasted value of all Cash In category and their type
  • Cash Out analysis report
    • Evaluate your business’ cash expenditures
    • Track, compare and analyze the forecasted value of all Cash Out category and their Type

The goal of this talk is to familiarize and introduce you with a potential solution along with the advantages and perks that the cash flow forecast solution in Odoo provides to entrepreneurs.

Value to the audience:

It aids entrepreneurs, and business owners of small scale, medium scale, or huge industrialist to have a complete insight of cash movement considering every aspect that ultimately leads to optimum profit by making important business decisions, which ultimately contributes to the growth and expansion of their business.

Target Audience:

Business owners and entrepreneurs concerned about the health of their businesses.

Meet Us

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MR Viraj Joshi

Managing Director
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MR Ashish Gangajaliya

Managing Director & CTO
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MR Udit Ramani

Project Manager
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MR Vivek Pabari

Project Manager

Explore Recency Frequency Monetization (RFM)

RFM analysis is a data driven customer behaviour segmentation technique. RFM stands for recency, frequency, and monetary value. RFM is a method used for analysing customer value. As you can gauge, RFM analysis is a handy method to find your best customers, understand their behaviour and then run targeted email / marketing campaigns to increase sales, satisfaction and customer lifetime value.

RFM analysis increases eCommerce sales. It enables personalised marketing, increases engagement, and allows you to create specific, relevant offers to the right groups of customers. RFM analysis allows marketers to target specific clusters of customers with communications that are much more relevant for their particular behaviour – and thus generate much higher rates of response, plus increased loyalty and customer lifetime value.

RFM Analysis, our solution helps you to run targeted email / marketing campaigns to increase sales, satisfaction and customer lifetime value. With our solution you can easily bifurcate your customers by RFM segments which gives you a clear idea about your marketing strategy.

KEY FEATURES

Smart dashboard to track all activities

Heart of the solution from where user can track all the activities of RFM Analysis with smart navigation

RFM analysis uses smart technique to segmentize your customers base in a meaningful way to use in a marketing activities

Easily create & track mailing activities from the RFM segment, separate mailing by each RFM segment

Track leads by RFM segment which helps you to focus on specific leads according to importance of RFM segment

Track sales quotations by RFM segment which helps you to focus on specific sales according to importance of RFM segment

Track sales orders & revenue by RFM segment which helps you to analyse your business

Track total customers base by each RFM segment, how many customers are there in each segment.

Compare business growth by analysing customer engagement through yearly RFM segmentation report

Auto update customer segment by running RFM segmentation process through the scheduler action.

Marketing tips enables personalized marketing, increases engagement, and allows you to create specific, relevant offers to the right groups of customers.