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odoo_source/addons/crm/board_crm_view.xml
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<?xml version="1.0"?>
<openerp>
<data>
<record model="board.note.type" id="note_crm_type">
<field name="name">CRM Configuration</field>
</record>
<record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
<field name="name">crm.opportunity.user.graph1</field>
<field name="model">crm.lead.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Opportunities by User and Section" type="bar">
<field name="stage_id"/>
<field name="nbr" operator="+"/>
<field name="user_id" group="True"/>
</graph>
</field>
</record>
<record id="view_report_crm_oppor_graph" model="ir.ui.view">
<field name="name">crm.lead.report.graph</field>
<field name="model">crm.lead.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph orientation="vertical" string="Opportunity Analysis" type="bar">
<field name="stage_id"/>
<field name="planned_revenue" operator="+"/>
</graph>
</field>
</record>
<record model="ir.actions.act_window" id="act_my_oppor">
<field name="res_model">crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
<field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
</record>
<record model="ir.actions.act_window" id="act_my_meetings">
<field name="res_model">crm.meeting</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
<field name="domain">[('user_id','=',uid),('state','!=','cancel'),('date','ilike',time.strftime("%Y-%m"))]</field>
</record>
<record model="ir.actions.act_window" id="act_my_oppor_stage">
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_report_crm_oppor_graph"/>
<field name="domain">['&amp;', '&amp;', ('user_id','=',uid), ('type', '=', 'opportunity'), '!' , '&amp;', ('state', '=', 'done'), ('date_closed','&gt;',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
</record>
<record model="ir.actions.act_window" id="act_sales_pipeline">
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_opportunity_user_graph1"/>
<field name="domain">['&amp;', ('state', '=', 'done') , '&amp;', ('create_date','&gt;',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
</record>
<record model="ir.ui.view" id="board_crm_form">
<field name="name">CRM - Dashboard Form</field>
<field name="model">board.board</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Connecting Dashboard">
<hpaned>
<child1>
<action
string="My Open Opportunities"
name="%(act_my_oppor)d"
colspan="4"
height="150"
width="510"/>
<action
string="My Meetings"
name="%(act_my_meetings)d"
height="150"
colspan="4"/>
</child1>
<child2>
<action
string="Planned Revenues by Stage"
name="%(act_my_oppor_stage)d"
colspan="4"/>
<action
string="Win/Lost Ratio for the Last Year"
name="%(act_sales_pipeline)d"
colspan="4"/>
</child2>
</hpaned>
</form>
</field>
</record>
<record model="ir.actions.act_window" id="open_board_crm">
<field name="name">CRM Dashboard</field>
<field name="res_model">board.board</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="usage">menu</field>
<field name="view_id" ref="board_crm_form"/>
</record>
<menuitem icon="terp-graph" id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
<menuitem
name="Connecting Dashboard" parent="board.menu_dasboard"
action="open_board_crm"
sequence="1"
id="menu_board_crm" icon="terp-graph"/>
</data>
</openerp>