diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml index 7aee5dcc1bf..dac2d005690 100644 --- a/addons/crm/crm_lead_menu.xml +++ b/addons/crm/crm_lead_menu.xml @@ -33,7 +33,7 @@ Opportunities crm.lead - kanban,tree,graph,form,calendar + kanban,tree,graph,pivot,form,calendar [('type','=','opportunity')] { 'stage_type': 'opportunity', @@ -41,7 +41,6 @@ 'default_user_id': uid } -

diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 99e8ab17cb9..bd8659adb92 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -216,6 +216,18 @@ + + + Opportunities + crm.lead + + + + + + + + Opportunities diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml index 15d1e976db3..93c1321103b 100644 --- a/addons/crm/report/crm_lead_report_view.xml +++ b/addons/crm/report/crm_lead_report_view.xml @@ -10,7 +10,6 @@ - @@ -27,6 +26,19 @@ + + crm.lead.report.pivot + crm.lead.report + + + + + + + + + + Long Term Revenue @@ -112,11 +124,17 @@ Leads Analysis crm.lead.report form - graph + pivot,graph {} [] 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. + + + pivot + + + graph diff --git a/addons/crm/report/crm_opportunity_report_view.xml b/addons/crm/report/crm_opportunity_report_view.xml index 936ac8c245d..40147ea8fc2 100644 --- a/addons/crm/report/crm_opportunity_report_view.xml +++ b/addons/crm/report/crm_opportunity_report_view.xml @@ -2,15 +2,28 @@ + + + crm.opportunity.report.pivot + crm.opportunity.report + + + + + + + + + + crm.opportunity.report.graph crm.opportunity.report - - + - + @@ -105,7 +118,7 @@ Opportunities Analysis crm.opportunity.report form - graph + pivot,graph {'search_default_opportunity': 1} 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. @@ -115,6 +128,12 @@ + + + pivot + + + diff --git a/addons/crm/report/crm_phonecall_report_view.xml b/addons/crm/report/crm_phonecall_report_view.xml index b6461714542..33d8c8dfbdd 100644 --- a/addons/crm/report/crm_phonecall_report_view.xml +++ b/addons/crm/report/crm_phonecall_report_view.xml @@ -2,17 +2,30 @@ - + - - crm.phonecall.report.graph + + crm.phonecall.report.pivot crm.phonecall.report - + + + + + + + + crm.phonecall.report.graph + crm.phonecall.report + + + + + @@ -83,9 +96,8 @@ Phone Calls Analysis crm.phonecall.report form - graph + pivot,graph {'group_by_no_leaf':1,'group_by':[]} - From this report, you can analyse the performance of your sales team, based on their phone calls. You can group or filter the information according to several criteria and drill down the information, by adding more groups in the report. @@ -97,6 +109,13 @@ + + + pivot + + + + + + + + crm.claim.report.pivot + crm.claim.report + + + + + + + + + crm.claim.report.graph crm.claim.report - - - + + + @@ -68,20 +82,12 @@ Claims Analysis crm.claim.report form - graph + pivot,graph {"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]} - Have a general overview of all claims processed in the system by sorting them with specific criteria. - - - graph - - - - diff --git a/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml b/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml index 8fa29e5d9f3..09fbd12962f 100644 --- a/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml +++ b/addons/crm_helpdesk/report/crm_helpdesk_report_view.xml @@ -2,16 +2,30 @@ + + + + crm.helpdesk.report.pivot + crm.helpdesk.report + + + + + + + + + + crm.helpdesk.report.graph crm.helpdesk.report - - - + + @@ -60,20 +74,12 @@ Helpdesk Analysis crm.helpdesk.report form - graph + pivot,graph {"search_default_year":1,"search_default_User":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]} - Have a general overview of all support requests by sorting them with specific criteria such as the processing time, number of requests answered, emails sent and costs. - - - graph - - - - diff --git a/addons/crm_partner_assign/report/crm_lead_report_view.xml b/addons/crm_partner_assign/report/crm_lead_report_view.xml index 23c01ec68c6..2ead1beb06f 100644 --- a/addons/crm_partner_assign/report/crm_lead_report_view.xml +++ b/addons/crm_partner_assign/report/crm_lead_report_view.xml @@ -36,17 +36,31 @@ + + + + crm.lead.assign.pivot + crm.lead.report.assign + + + + + + + + + + crm.lead.assign.graph crm.lead.report.assign - - - + + + - @@ -58,17 +72,10 @@ crm.lead.report.assign form {'default_type': 'opportunity', 'group_by_no_leaf':1,'group_by':[]} - graph + pivot,graph [('type', '=', 'opportunity')] - - - graph - - - -