[Enhancement] Improvement to the sales pipeline

[chdecultot]

Hi,

The current CRM in ERPNext is lacking the possibility to see a proper sales pipeline taking into account the following data:

• A prospective sales amount
• A percentage of realization of this opportunity
• Different sales stages

In order to solve this issue, my proposal is the following:

1. Add the above fields in the opportunity DocType:
   

2. Add two new charts reports in the sales funnel page (basic reports in most CRM systems):

The first chart provides a quick view of all opportunities by stage and compounded amount (amount set in the opportunity x probability of realization)

The second gives an overview of all opportunities by source.

I have also added a filter by company for the sales funnel, as it was missing.

Please let me know if you have comment/feedback. I'll be happy to improve this PR.

Best regards,

Charles-Henri

[rmehta]

Convert Sales Stage into a doctype (don't forget to add default fixtures both for install and also via a patch)

[rmehta]

Convert this into a master too!

[chdecultot]

Hi @rmehta,

Thanks for your review.
I just created a new doctype called "Sales Stage" and the corresponding fixtures/patch.

Let me know if you see any additional improvement.

Have a nice day!

[codingCoffee]

@chdecultot thanks for the PR, but please check for indentation fixes henceforth :)

Ref:
https://github.com/chdecultot/erpnext/blob/a69fdb1aa37615d8661e0328be03ddc74c09ea1c/erpnext/setup/setup_wizard/operations/install_fixtures.py#L323

[chdecultot]

Oh my apologies... 😯

[adityahase]

@chdecultot Why so much duplication in erpnext/erpnext/selling/page/sales_funnel/sales_funnel.js ?

[chdecultot]

Hi @adityahase,

No particular reason except that I should have made cleaner code...