@@ -387,9 +388,12 @@
+
+ Won
+ 100
+ 1
+ 80
+ opportunity
+
+
+ (4, ref('stage_lead5')), (4, ref('stage_lead6'))]"/>
diff --git a/addons/crm/report/crm_activity_report_view.xml b/addons/crm/report/crm_activity_report_view.xml
index 93defa46ae7..71678ae2278 100644
--- a/addons/crm/report/crm_activity_report_view.xml
+++ b/addons/crm/report/crm_activity_report_view.xml
@@ -60,7 +60,7 @@
+ parent="base.menu_sale_report" action="crm_activity_report_action" sequence="7"/>
diff --git a/addons/crm/report/crm_opportunity_report.py b/addons/crm/report/crm_opportunity_report.py
index 8a4e2f473bf..d9ad74c3e16 100644
--- a/addons/crm/report/crm_opportunity_report.py
+++ b/addons/crm/report/crm_opportunity_report.py
@@ -19,7 +19,7 @@ class crm_opportunity_report(osv.Model):
'opening_date': fields.datetime('Assignation Date', readonly=True),
'date_closed': fields.datetime('Close Date', readonly=True),
'date_last_stage_update': fields.datetime('Last Stage Update', readonly=True),
- 'active': fields.boolean('Archived', readonly=True),
+ 'active': fields.boolean('Active', readonly=True),
# durations
'delay_open': fields.float('Delay to Assign',digits=(16,2),readonly=True, group_operator="avg",help="Number of Days to open the case"),
@@ -56,9 +56,7 @@ class crm_opportunity_report(osv.Model):
c.date_deadline,
c.date_open as opening_date,
c.date_closed as date_closed,
-
c.date_last_stage_update as date_last_stage_update,
-
c.user_id,
c.probability,
c.stage_id,
diff --git a/addons/crm/report/crm_opportunity_report_view.xml b/addons/crm/report/crm_opportunity_report_view.xml
index feac7edcb68..ab6f1cecce8 100644
--- a/addons/crm/report/crm_opportunity_report_view.xml
+++ b/addons/crm/report/crm_opportunity_report_view.xml
@@ -7,7 +7,7 @@
crm.opportunity.report.pivotcrm.opportunity.report
-
+
@@ -15,6 +15,18 @@
+
+ crm.lead.report.pivot
+ crm.opportunity.report
+
+
+
+
+
+
+
+
+
crm.opportunity.report.graph
@@ -69,6 +81,11 @@
crm.opportunity.report
+
+
+
@@ -86,7 +103,6 @@
-
@@ -114,28 +130,41 @@
- Pipeline Analysis
+ Pipelinecrm.opportunity.reportformpivot,graph
- [('active', 'in', [True,False])]
- {'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.
-
-
-
- graph
-
-
+ ['|', ('active', '=', False), ('active', '=', True)]
+ {}
+ {'search_default_opportunity': True, 'search_default_current': True}
+ Pipeline 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.
-
-
- pivot
-
-
+
+
+ pivot
+
+
+ parent="base.menu_sale_report" action="action_report_crm_opportunity" sequence="6"/>
+
+
+ Leads
+ crm.opportunity.report
+ form
+ pivot,graph
+ ['|', ('active', '=', False), ('active', '=', True)]
+ This report analyses the source of your leads (including those converted into opportunities).
+
+
+
+ pivot
+
+
+
+
+
diff --git a/addons/crm/sales_team_view.xml b/addons/crm/sales_team_view.xml
index 8e0eea16827..8d66b1dc5de 100644
--- a/addons/crm/sales_team_view.xml
+++ b/addons/crm/sales_team_view.xml
@@ -65,7 +65,7 @@
crm.opportunity.report{"search_default_month":1}graph,pivot
- [('type','=', 'lead'),('team_id', '=', active_id)]
+ [('type','=', 'lead'),('team_id', '=', active_id), '|', ('active','=',True), ('active','=',False)]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.
@@ -73,7 +73,7 @@
Pipeline Analysiscrm.opportunity.reportgraph,pivot
- [('type','=', 'opportunity'), ('team_id', '=', active_id)]
+ [('type','=', 'opportunity'), ('team_id', '=', active_id), '|', ('active','=',True), ('active','=',False)]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/static/src/css/crm.css b/addons/crm/static/src/css/crm.css
index f9cbe46b289..7bd86ea9a26 100644
--- a/addons/crm/static/src/css/crm.css
+++ b/addons/crm/static/src/css/crm.css
@@ -1,4 +1,19 @@
@charset "utf-8";
.openerp .oe_margin_top_8 {
- margin-top: 8px;
+ margin-top: 8px;
+}
+
+.openerp .oe_crm_lost {
+ background-color: red;
+ color: white;
+ float: right;
+ padding: 8px 20px;
+ font-weight: bold;
+}
+.openerp .oe_crm_won {
+ background-color: green;
+ color: white;
+ float: right;
+ padding: 8px 20px;
+ font-weight: bold;
}