Read only
Building a report changes nothing in your systems.
HomeUse casesSales forecast from history
Sales forecast from history
A forecast of the next months by customer group or product line, from your own sales history and open orders.
On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Finance & accounting, Sales & customer service
Industries: Any industry
Sales forecast from historyOdoo + Excel
Sample dataForecast next quarter by product line.
You get a forecast table with the method and its limits stated.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Collects the dataReads invoiced sales and open orders on the schedule you set, read only.
- Builds the reportPrepares a forecast table with the method and its limits stated.
- Delivers it to youPosts it where you work. Sharing it with anyone else is your call.
SYSTEMS IT CONNECTS
Works with what you use.
- Odoo
- Excel
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Traceable figures
Every number traces to its source.
You choose who sees it
Delivery goes to you; sharing is your decision.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.