diff --git a/addons/crm/board_crm_view.xml b/addons/crm/board_crm_view.xml index fd6b95d81f9..51c1650a8ad 100644 --- a/addons/crm/board_crm_view.xml +++ b/addons/crm/board_crm_view.xml @@ -1,113 +1,26 @@ - - - Opportunities - crm.lead - tree - - - - - - - - - - - - + - My Open Opportunities + My Opportunities crm.lead - form - tree,form - [('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')] - {'default_user_id': uid, 'default_type': 'opportunity'} - - - tree - - - - - - form - - + [('user_id','=',uid),('type', '=', 'opportunity'),('state','not in',('cancel','done'))] + - - crm.lead.report.graph - crm.lead.report - graph - - - - - - - - - Planned Revenue By Stage - crm.lead.report - form - graph,tree,form - - [('user_id','=',uid), ('type', '=', 'opportunity'), ('state','in',('draft','open','done','pending')), '!', '&', ('state', '=', 'done'), ('date_closed','>=',datetime.date.today().strftime('%Y-%m-01'))] - {'search_default_Stage':1} - - - - Sales Dashboard Form - board.board - form - -
- - - - - - - - -
-
-
- - CRM - board.board - form - form - menu - + + + New Leads + crm.lead + tree + [('user_id','=',uid),('state','=','draft'),('type','=','lead')] + - - Opportunities By Categories - Graph - crm.lead.report - graph - - - - - - - - - Opportunities By Categories - crm.lead.report - form - graph,tree,form - - [('state', 'not in', ('done', 'cancel')), ('type', '=', 'opportunity')] - {'search_default_Category':1} - - + Opportunities By Stage - Graph crm.lead.report @@ -118,7 +31,9 @@ - + + + Opportunities By Stage crm.lead.report @@ -129,28 +44,42 @@ {'search_default_Stage':1} + Opportunities By Stage Per User - Graph crm.lead.report graph - + + + Planned Revenue By User and Stage crm.lead.report form graph,tree,form - [('state','!=','cancel')] + [('state','!=','cancel'),('opening_date','>',datetime.date.today().strftime("%Y-%m-%d"))] {'search_default_Stage':1} + + + Meetings + crm.meeting + calendar,tree,form,gantt + + {"calendar_default_user_id":uid} + [('state','=','open'),('date','>',datetime.date.today().strftime("%Y-%m-%d %H:%M:%S"))] + + + CRM - Statistical Dashboard Form board.board @@ -159,29 +88,35 @@
- - + + + +
+ + - CRM Manager + CRM Dashboard board.board form form menu - +