MECA
Move Every Card to Action
Your visual sales pipeline. Drag a deal to its next stage, and never leave a card without a next action.
The MECA rule: every card on the board has a dated next step.
- Read the board. Each column is a stage in your sales process; a tall column is where deals are piling up.
- Give every card a next action. Red = overdue, amber = due today, grey = no next step. Clear the red and grey cards first — they are the ones that stall.
- Move it forward. Drag a card into the next stage the moment its step is done; the change saves to Odoo instantly.
Activity-based selling
The next action on every open deal. Clear what's overdue and due today, then chase the deals with no next step scheduled — the ones most likely to stall.
Overdue
Due today
No next step
Weighted forecast
Open opportunities by expected close month, gross and weighted by win probability. Deals with no expected close date are flagged as unscheduled.
Expected close by month
Win performance
Deals won in the selected closed period, the conversion shape of the open pipeline, and a breakdown by salesperson.
Pipeline funnel — open deals by stage
By salesperson
| Salesperson | Open deals | Open value | Weighted | Won (period) |
|---|
Drag a card to a new stage to update it in Odoo instantly. Weighted value multiplies each deal's expected revenue by its win probability. Activities and stage changes are written live under your own access rights.
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