Customer Intelligence Scoring System
Overview
The Customer Intelligence Scoring System (CISS) is a smart Odoo extension designed to help businesses evaluate customer engagement and loyalty. By analyzing recent sales orders and complaint data, it assigns a real-time score and loyalty label to each customer. These insights are displayed in a dedicated “Customer Score” tab, making it easy for sales and CRM teams to prioritize key clients. The scoring runs automatically on a daily schedule, ensuring up-to-date insights, and also supports generating customer scorecard reports when needed.
Hot Features
◆ Customer Score Automation
◆ Daily Score Update
◆ Loyalty Label Assignment
◆ PDF Scorecard Report
◆ Complaint-Based Scoring
◆ Complaint-Linked Orders
Features
◆ Automatically calculates customer scores based on sales and complaints.
◆ Assigns easy-to-understand loyalty levels like Loyal, Engaged, or At Risk.
◆ Updates customer scores daily using a scheduled cron job and also allows manual updates when needed.
◆ Displays customer score with a progress bar in the customer form.
◆ Tracks complaints linked to each sale order.
◆ Provides clear views for order count, value, and complaints in last 30 days.
◆ Helps identify loyal, regular, and risky customers easily.
◆ Generates formatted PDF scorecard reports on demand.
Customer Intelligence Scoring System
- A new "Customer Score" tab added to the Partner form view. Shows score, loyalty label, order count, value, complaints, and last update date — with a progress bar.
- The "Calculate Score Now" button inside the Customer Score tab on the Partner form view. This button lets users manually trigger score recalculation for the selected customer, based on their recent order activity and complaints. Ideal for testing or updating scores on-demand, without waiting for the daily cron job.
- A new "Customer Complaints" tab added to the Sale Orders form view. It lists complaint records linked to the sale order with subject, description, date, and priority.
- Complaints tab in the customer form, listing all related issues with subject, description, date, and priority.
- Generates PDF scorecards for selected customers via the "Print Customer Scorecard" action. Clicking on this action will open a wizard.
- The user can generate the customer score report for any specific period by selecting the date range in the below popup.
- A scorecard PDF report is generated for the customer, which includes scores, labels, activity summary, and complaint impact. This report is sorted by score.
- The scheduled action that automatically runs daily to recalculate customer scores in the background.
