Odoo Functional Consultant (CRM + Reporting + Helpdesk) Must-Have Skill Set (Short checklist) Strong Odoo: CRM, Sales pipeline, Lead management, Helpdesk/Tickets, Portal Odoo Studio (fields, automations, views) + security/roles Reporting: Odoo Dashboards / Pivot / Spreadsheet / custom KPIs Cohort + retention logic (either inside Odoo or via BI integration) Data model design: segments/personas/partners/source taxonomy Integration awareness (WhatsApp/email/forms/ads sources) even if via manual import first Need an Odoo expert to implement full business lifecycle SOP inside Odoo: lead capture (inbound/outbound/retargeting), qualification with reason codes, activation rules retention/churn and cohort reporting (Month 1–12), usage reporting, and CX helpdesk ticketing with SLA + detailed ticket types. Deliver executive dashboards with drill-down by source/channel/partner/persona/segment and monthly/quarterly reporting. Must be able to configure pipelines, automations, fields, dashboards, and reporting. 1) Core Deliverables (What the freelancer must build) A) Lead Management (Inbound / Outbound / Retargeting) Capture leads from multiple sources (website, paid ads, WhatsApp, email, portal sign-ups, partners, events, lists). Standardize lead source taxonomy: Source Type (Inbound/Outbound/Retargeting) + Channel + Partner + Segment/Persona. Track Lead → Qualified Lead conversion and performance by source/channel/partner/segment. B) Qualification + Activation Workflow Define pipeline stages and automation for: Lead → Qualified Lead (QL) → Account Created → Wallet Charged (≥100 SAR) → Activated → Retained → Churned Add Not Qualified reason codes (standard dropdown list) and activation drop-off reasons. Track time metrics: Lead created → qualified Account created → first wallet charge Activation within first 30 days C) Wallet Revenue + Retention Analytics Enforce/track business rule: Activation requires wallet charge ≥100 SAR. Build retention logic: Retained = active consecutive months Churned = previously active, inactive current month Exclude newly activated from churn calc Deliver cohort retention curve Month 1–12 based on first-wallet-charge cohort. Metrics: monthly recharge users, 3/6/12-month sustaining users, avg wallet value, quarterly totals. D) Shipping / Labels Usage Reporting Track and report: Total labels per month Avg labels per merchant Label growth after first wallet charge Labels by segment/persona and by cohort Merchant grouping rules (A–E: Micro/Enterprise/Corporate/Marketplaces/Gov). E) Persona & Segment Performance Dashboards showing leads/QLs/activated/wallet/retention/churn by persona + segment. F) CX Ticketing Setup + Reporting Implement ticketing flow (statuses, SLA tracking, reopen logic). Configure detailed ticket types + sub-types (shipment issues, COD, returns, courier complaints, pricing, etc.). Reporting: Tickets per account / per active merchant Ticket mix by type/sub-type SLA compliance, reopen rate Relationship of tickets vs wallet recharge and vs label usage G) Executive Dashboards + Drill-Down Tech-ready dashboard pack including: Funnel conversion at every stage Partner ecosystem contribution Wallet revenue + cohorts Shipping growth CX impact on revenue/retention Full drill-down to merchant/account level Monthly + quarterly comparisons