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67 changes: 35 additions & 32 deletions content/applications/websites/ecommerce/performance.rst
Original file line number Diff line number Diff line change
Expand Up @@ -2,37 +2,39 @@
Performance management
======================

Odoo integrates a variety of tools to analyze and improve the performance of your e-commerce
website.
Odoo provides robust tools to :ref:`monitor and analyze <ecommerce/performance/data-monitoring>`
your e-commerce's performance and :ref:`optimize <ecommerce/performance/email_queue>` the processing
of order confirmation emails during high-traffic periods.

Data monitoring
===============

**Website** allows monitoring and analysis of the sales performance of your e-commerce. To access
the **reporting view**, go to :menuselection:`Website --> Reporting --> eCommerce`. This dashboard
helps you monitor everything related to sales, such as sales performance per product, category, day,
etc.
.. seealso::
- :ref:`analytics/plausible`
- :ref:`analytics/google-analytics`
- :doc:`../website/structure/seo`

.. image:: performance/reporting.png
:align: center
:alt: Performance reporting of e-commerce
.. _ecommerce/performance/data-monitoring:

By clicking :guilabel:`Measures`, you can select the type of measurement used, such as:
Data monitoring
===============

- :guilabel:`Margin`;
- :guilabel:`Qty Invoiced`;
- :guilabel:`Untaxed Total`;
- :guilabel:`Volume`;
- ...
The eCommerce reporting view allows you to monitor and analyze the performance of your online sales.
To access it, go to :menuselection:`Website --> Reporting --> eCommerce`. The :guilabel:`eCommerce
Dashboard` helps monitor everything related to the online shop, e.g., sales performance by product
or category. By default, the graph shows data for :guilabel:`Confirmed Orders` and the current
month.

Other options include **multiple views (Pivot, etc.), comparison** by periods or years, and directly
:guilabel:`insert in spreadsheet`, etc.
Click the :guilabel:`Untaxed Total` :icon:`fa-caret-down` button (default) to select the metric to
analyze, such as :guilabel:`Discount %`, :guilabel:`Margin`, :guilabel:`Qty Invoiced`, or
:guilabel:`Volume`. You can also switch between :ref:`pivot <studio/views/reporting/pivot>` and
:ref:`graph <studio/views/reporting/graph>` views, and create a spreadsheet by clicking
:guilabel:`Insert in Spreadsheet`.

Analytics
=========
.. image:: performance/ecommerce-dashboard.png
:alt: Example of the e-commerce report view.

It is possible to link your Odoo website with :ref:`analytics/plausible` and
:ref:`analytics/google-analytics`.
.. seealso::
- :doc:`/applications/productivity/dashboards`
- :doc:`/applications/essentials/search`
- :doc:`/applications/essentials/reporting`

.. _ecommerce/performance/email_queue:

Expand All @@ -49,13 +51,14 @@ which sends queued emails as soon as possible.

To enable asynchronous email sending:

#. Enable the :doc:`developer mode </applications/general/developer_mode>`.
#. Go to :menuselection:`Settings --> Technical --> System Parameters` and set the
:guilabel:`sale.async_emails` system parameter to `True`.
#. Go to :menuselection:`Settings --> Technical --> Scheduled Actions` and ensure that the
:guilabel:`Sales: Send pending emails` scheduled action is enabled.
#. Enable the :ref:`developer-mode`.
#. Open the Settings app and go to :menuselection:`Settings --> Technical --> System Parameters`.
#. Search for the :guilabel:`sale.async_emails` system parameter, set its :guilabel:`Value` to
`True`, and click :guilabel:`Save`.
#. Navigate to :menuselection:`Settings --> Technical --> Scheduled Actions`.
#. Select the :guilabel:`Sales: Send pending emails` scheduled action.
#. Ensure the :guilabel:`Active` switch is enabled.

.. caution::
Enabling this feature may delay order confirmation and invoice emails by a few minutes. It is
recommended only for high-traffic websites, as it can introduce unnecessary delays for e-commerce
websites with moderate traffic.
This configuration is recommended only for high-traffic websites, as it may introduce unnecessary
delays for order confirmation and invoice emails on websites with moderate traffic.
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