From aabc1445abc2325a87917cfb7ffc4eaba537227f Mon Sep 17 00:00:00 2001 From: Haresh Shyara Date: Thu, 19 Oct 2017 15:33:51 +0200 Subject: [PATCH] [IMP] crm: add and remove some filters in crm - Removed 'Leads By Salesperson', 'Team Activities' filters in Pipeline Analysis. - Renamed 'Opportunities Won Per Team' to 'Won by Channel'. - Added Opport to Closed Today, This Week, This Month filters in Pipeline. - Renamed 'Expected Revenue by Team' to 'Expected Revenue by Channel'. - Renamed 'Won By Country' to 'Won by Country' --- .../report/crm_opportunity_report_views.xml | 18 +++--------------- addons/crm/views/crm_lead_views.xml | 15 +++++++++++++++ 2 files changed, 18 insertions(+), 15 deletions(-) diff --git a/addons/crm/report/crm_opportunity_report_views.xml b/addons/crm/report/crm_opportunity_report_views.xml index 36312e6cec7..6728604b8d8 100644 --- a/addons/crm/report/crm_opportunity_report_views.xml +++ b/addons/crm/report/crm_opportunity_report_views.xml @@ -58,37 +58,25 @@ {'group_by': ['date_closed:month'],'col_group_by': ['create_date:month'], 'measures': ['__count']} - Opportunities Won Per Team + Won by Channel crm.opportunity.report [('probability', '=', 100)] {'group_by': ['team_id'], 'col_group_by': ['date_last_stage_update:month'], 'measures': ['expected revenue']} - - Leads By Salespersons - crm.opportunity.report - - {'col_group_by': ['create_date:month'], 'group_by': ['user_id'], 'measures': ['__count']} - - Won By Country + Won by Country crm.opportunity.report [('probability', '=', 100)] {'col_group_by': ['create_date:month'], 'group_by': ['country_id']} - Expected Revenue by Team + Expected Revenue by Channel crm.opportunity.report {'group_by': ['create_date:month', 'team_id'], 'measures': ['expected_revenue', '__count']} - - Team Activities - crm.opportunity.report - - {'group_by': ['team_id'], 'measures': ['nbr_activities']} - diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml index 9df981d08d9..60e7c350c70 100644 --- a/addons/crm/views/crm_lead_views.xml +++ b/addons/crm/views/crm_lead_views.xml @@ -642,6 +642,21 @@ + + + +