diff --git a/addons/crm/crm_case_section_view.xml b/addons/crm/crm_case_section_view.xml
index bc066db0a7a..c98be7c7cbc 100644
--- a/addons/crm/crm_case_section_view.xml
+++ b/addons/crm/crm_case_section_view.xml
@@ -65,9 +65,9 @@
Leads Analysis
crm.lead.report
- form
- {"search_default_month":1}
- tree,graph
+
+ {"search_default_month":1, "col_group_by":["user_id"]}
+ graph
[('type','=', 'lead'),('section_id', '=', active_id)]
Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.
@@ -75,9 +75,9 @@
Opportunities Analysis
crm.lead.report
- form
- {"search_default_month":1}
- tree,graph
+
+ {"search_default_month":1, "col_group_by":["user_id"]}
+ graph
[('type','=', 'opportunity'), ('section_id', '=', active_id)]
Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline.
diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml
index f25cfa1f4b1..e4fc55425f2 100644
--- a/addons/crm/report/crm_lead_report_view.xml
+++ b/addons/crm/report/crm_lead_report_view.xml
@@ -84,7 +84,7 @@
+ domain="[]" context="{'group_by':'create_date:month'}" name="month"/>
diff --git a/addons/sale_crm/sale_crm_view.xml b/addons/sale_crm/sale_crm_view.xml
index 8c3c98c3f97..06057e256c4 100644
--- a/addons/sale_crm/sale_crm_view.xml
+++ b/addons/sale_crm/sale_crm_view.xml
@@ -214,8 +214,7 @@
Quotations Analysis
sale.report
- form
- tree,graph
+ graph
[('state','=','draft'),('section_id', '=', active_id)]
{'search_default_order_month':1}
This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.
@@ -224,8 +223,7 @@
Sales Analysis
sale.report
- form
- tree,graph
+ graph
[('state','not in',('draft','sent','cancel')),('section_id', '=', active_id)]
{'search_default_order_month':1}
This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.
@@ -234,8 +232,7 @@
Invoices Analysis
account.invoice.report
- form
- tree,graph
+ graph
[('section_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]
{'search_default_month':1}
From this report, you can have an overview of the amount invoiced to your customer. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.