销售订单报表
sale.order
["name","partner_id","date_order","amount_total","state","user_id"]
{"name":"订单号","partner_id":"客户","date_order":"下单日期","amount_total":"金额","state":"状态","user_id":"销售员"}
date_order desc
5
=","description":"查询起始日期"},{"name":"date_to","label":"结束日期","type":"date","domain_field":"date_order","op":"<=","description":"查询截止日期"}]]]>
当用户查询销售订单列表或销售业绩时使用此模板。支持按日期范围筛选。
10
销售线索报表
crm.lead
["name","partner_name","expected_revenue","probability","stage_id","create_date","user_id"]
{"name":"线索名称","partner_name":"客户","expected_revenue":"预期收入","probability":"赢单率","stage_id":"阶段","create_date":"创建时间","user_id":"负责人"}
create_date desc
6
当用户查询销售线索列表或销售管道时使用此模板。
20