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[IMP] ecommerce: update performance management page
task-5904682 closes odoo/documentation#16715 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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@@ -2,37 +2,39 @@
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Performance management
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======================
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Odoo integrates a variety of tools to analyze and improve the performance of your e-commerce
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website.
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Odoo provides robust tools to :ref:`monitor and analyze <ecommerce/performance/data-monitoring>`
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your e-commerce's performance and :ref:`optimize <ecommerce/performance/email_queue>` the processing
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of order confirmation emails during high-traffic periods.
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.. seealso::
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- :ref:`analytics/plausible`
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- :ref:`analytics/google-analytics`
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- :doc:`../website/structure/seo`
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.. _ecommerce/performance/data-monitoring:
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Data monitoring
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===============
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**Website** allows monitoring and analysis of the sales performance of your e-commerce. To access
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the **reporting view**, go to :menuselection:`Website --> Reporting --> eCommerce`. This dashboard
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helps you monitor everything related to sales, such as sales performance per product, category, day,
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etc.
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The eCommerce reporting view allows you to monitor and analyze the performance of your online sales.
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To access it, go to :menuselection:`Website --> Reporting --> eCommerce`. The :guilabel:`eCommerce
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Dashboard` helps monitor everything related to the online shop, e.g., sales performance by product
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or category. By default, the graph shows data for :guilabel:`Confirmed Orders` and the current
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month.
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.. image:: performance/reporting.png
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:align: center
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:alt: Performance reporting of e-commerce
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Click the :guilabel:`Measures` :icon:`fa-caret-down` button to select the metric to analyze, such as
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:guilabel:`Discount %`, :guilabel:`Qty Invoiced`, :guilabel:`Untaxed Total` (default), or
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:guilabel:`Volume`. You can also switch between :ref:`pivot <studio/views/reporting/pivot>` and
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:ref:`graph <studio/views/reporting/graph>` views, and create a spreadsheet by clicking
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:guilabel:`Insert in Spreadsheet`.
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By clicking :guilabel:`Measures`, you can select the type of measurement used, such as:
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.. image:: performance/ecommerce-report.png
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:alt: Example of the e-commerce report view.
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- :guilabel:`Margin`;
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- :guilabel:`Qty Invoiced`;
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- :guilabel:`Untaxed Total`;
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- :guilabel:`Volume`;
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- ...
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Other options include **multiple views (Pivot, etc.), comparison** by periods or years, and directly
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:guilabel:`insert in spreadsheet`, etc.
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Analytics
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=========
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It is possible to link your Odoo website with :ref:`analytics/plausible` and
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:ref:`analytics/google-analytics`.
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.. seealso::
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- :doc:`/applications/productivity/dashboards`
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- :doc:`/applications/essentials/search`
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- :doc:`/applications/essentials/reporting`
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.. _ecommerce/performance/email_queue:
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@@ -49,13 +51,14 @@ which sends queued emails as soon as possible.
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To enable asynchronous email sending:
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#. Enable the :doc:`developer mode </applications/general/developer_mode>`.
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#. Go to :menuselection:`Settings --> Technical --> System Parameters` and set the
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:guilabel:`sale.async_emails` system parameter to `True`.
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#. Go to :menuselection:`Settings --> Technical --> Scheduled Actions` and ensure that the
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:guilabel:`Sales: Send pending emails` scheduled action is enabled.
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#. Enable the :ref:`developer-mode`.
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#. Open the Settings app and go to :menuselection:`Settings --> Technical --> System Parameters`.
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#. Search for the :guilabel:`sale.async_emails` system parameter, set its :guilabel:`Value` to
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`True`, and click :guilabel:`Save`.
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#. Navigate to :menuselection:`Settings --> Technical --> Scheduled Actions`.
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#. Select the :guilabel:`Sales: Send pending emails` scheduled action.
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#. Ensure the :guilabel:`Active` switch is enabled.
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.. caution::
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Enabling this feature may delay order confirmation and invoice emails by a few minutes. It is
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recommended only for high-traffic websites, as it can introduce unnecessary delays for e-commerce
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websites with moderate traffic.
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This configuration is recommended only for high-traffic websites, as it may introduce unnecessary
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delays for order confirmation and invoice emails on websites with moderate traffic.
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