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crm_opportunity_report_views.xml
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crm_opportunity_report_views.xml
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Opportunities by user and team pivot View -->
<record id="crm_opportunity_report_view_pivot" model="ir.ui.view">
<field name="name">crm.opportunity.report.pivot</field>
<field name="model">crm.lead</field>
<field name="priority">60</field>
<field name="arch" type="xml">
<pivot string="Pipeline Analysis" disable_linking="True">
<field name="create_date" interval="month" type="col"/>
<field name="stage_id" type="row"/>
<field name="expected_revenue" type="measure"/>
</pivot>
</field>
</record>
<record id="crm_opportunity_report_view_pivot_lead" model="ir.ui.view">
<field name="name">crm.opportunity.report.view.pivot.lead</field>
<field name="model">crm.lead</field>
<field name="priority">60</field>
<field name="arch" type="xml">
<pivot string="Leads Analysis" disable_linking="True">
<field name="create_date" interval="month" type="row"/>
<field name="team_id" type="col"/>
</pivot>
</field>
</record>
<!-- Opportunities by user and team Graph View -->
<record id="crm_opportunity_report_view_graph" model="ir.ui.view">
<field name="name">crm.opportunity.report.graph</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<graph string="Pipeline Analysis" stacked="True">
<field name="stage_id" type="row"/>
<field name="date_deadline" type="row" interval="month"/>
<field name="expected_revenue" type="measure"/>
</graph>
</field>
</record>
<record id="crm_opportunity_report_view_graph_lead" model="ir.ui.view">
<field name="name">crm.opportunity.report.graph.lead</field>
<field name="model">crm.lead</field>
<field name="priority">20</field>
<field name="arch" type="xml">
<graph string="Leads Analysis" stacked="True">
<field name="create_date" interval="month" type="col"/>
<field name="team_id" type="col"/>
</graph>
</field>
</record>
<!-- Custom reports (aka filters) -->
<record id="filter_opportunity_opportunities_cohort" model="ir.filters">
<field name="name">Opportunities Cohort</field>
<field name="model_id">crm.lead</field>
<field name="domain">[('probability', '=', 100)]</field>
<field name="user_id" eval="False"/>
<field name="context">{'group_by': ['date_closed:month'],'col_group_by': ['create_date:month'], 'measures': ['__count__']}</field>
</record>
<record id="filter_opportunity_opportunities_won_per_team" model="ir.filters">
<field name="name">Won by Channel</field>
<field name="model_id">crm.lead</field>
<field name="domain">[('probability', '=', 100)]</field>
<field name="user_id" eval="False"/>
<field name="context">{'group_by': ['team_id'], 'col_group_by': ['date_last_stage_update:month'], 'measures': ['expected_revenue']}</field>
</record>
<record id="filter_opportunity_country" model="ir.filters">
<field name="name">Won by Country</field>
<field name="model_id">crm.lead</field>
<field name="user_id" eval="False"/>
<field name="domain">[('probability', '=', 100)]</field>
<field name="context">{'col_group_by': ['create_date:month'], 'group_by': ['country_id']}</field>
</record>
<record id="filter_opportunity_expected_revenue" model="ir.filters">
<field name="name">Expected Revenue by Channel</field>
<field name="model_id">crm.lead</field>
<field name="user_id" eval="False"/>
<field name="context">{'group_by': ['create_date:month', 'team_id'], 'measures': ['expected_revenue', '__count__']}</field>
</record>
<!-- Opportunities by user and team Search View -->
<record id="crm_opportunity_report_view_search" model="ir.ui.view">
<field name="name">crm.lead.search</field>
<field name="model">crm.lead</field>
<field name="priority">32</field>
<field name="arch" type="xml">
<search string="Opportunities Analysis">
<filter string="My Opportunities" name="my"
domain="[('user_id', '=', uid)]"/>
<separator/>
<filter name="lead" string="Lead" domain="[('type','=', 'lead')]" help="Show only lead"/>
<filter name="opportunity" string="Opportunity" domain="[('type','=','opportunity')]" help="Show only opportunity"/>
<separator/>
<filter string="Won" name="won"
domain="[('probability', '=', 100)]"/>
<filter string="Lost" name="lost"
domain="[('probability', '=', 0), ('active', '=', False)]"/>
<field name="team_id" context="{'invisible_team': False}"/>
<field name="user_id" string="Salesperson"/>
<separator/>
<filter string="This Month" name="this_month" domain="[('date_closed', '>=', context_today().strftime('%%Y-%%m-01'))]"/>
<filter string="Last Month" name="last_month" domain="['&', ('date_closed', '>=', (context_today() - relativedelta(months=1)).strftime('%%Y-%%m-01')), ('date_closed', '<', context_today().strftime('%%Y-%%m-01'))]"/>
<separator/>
<filter string="Current" name="current" domain="[('active', '=', True)]"/>
<filter string="Archived" name="archived" domain="[('active', '=', False)]"/>
<group expand="0" string="Extended Filters">
<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
<field name="stage_id" widget="selection" domain="['|', ('team_id', '=', False), ('team_id', '=', 'team_id')]"/>
<field name="campaign_id" widget="selection"/>
<field name="medium_id" widget="selection"/>
<field name="source_id" widget="selection"/>
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
<newline/>
<field name="create_date"/>
<field name="date_open"/>
<field name="date_closed"/>
</group>
<group expand="1" string="Group By">
<filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}" />
<filter string="Sales Channel" name="saleschannel" context="{'group_by':'team_id'}"/>
<filter string="City" name="city" context="{'group_by':'city'}" />
<filter string="Country" name="country" context="{'group_by':'country_id'}" />
<filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
<filter string="Stage" name="stage" context="{'group_by':'stage_id'}"/>
<separator orientation="vertical" />
<filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/>
<filter string="Expected Closing" context="{'group_by':'date_deadline:month'}" name="date_deadline"/>
<filter string="Conversion Date" context="{'group_by':'date_conversion:month'}" name="conversion_date" help="Conversion Date from Lead to Opportunity"/>
<filter string="Lost Reason" name="lostreason" context="{'group_by':'lost_reason'}"/>
</group>
</search>
</field>
</record>
<record id="crm_opportunity_report_action" model="ir.actions.act_window">
<field name="name">Pipeline Analysis</field>
<field name="res_model">crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">pivot,graph,tree,form</field>
<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
<field name="context">{'search_default_opportunity': True, 'search_default_current': True}</field>
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph')}),
(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot')})]"/>
<field name="help">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.</field>
</record>
<menuitem id="crm_opportunity_report_menu" name="Pipeline"
parent="crm_menu_report" action="crm_opportunity_report_action" sequence="5"/>
<record id="crm_opportunity_report_action_graph" model="ir.actions.act_window">
<field name="name">Pipeline Analysis</field>
<field name="res_model">crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">graph,pivot,tree,form</field>
<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
<field name="context">{'search_default_opportunity': True, 'search_default_current': True}</field>
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph')}),
(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot')})]"/>
<field name="help">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 periodically review the pipeline
with the the sales channel.</field>
</record>
<record id="crm_opportunity_report_action_lead" model="ir.actions.act_window">
<field name="name">Leads Analysis</field>
<field name="res_model">crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">pivot,graph,tree,form</field>
<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
<field name="context">{'search_default_current': True, 'search_default_archived': True}</field>
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph_lead')}),
(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot_lead')})]"/>
<field name="help">This report analyses the source of your leads.</field>
</record>
<menuitem
id="crm_opportunity_report_menu_lead"
name="Leads"
parent="crm_menu_report"
action="crm_opportunity_report_action_lead"
groups="crm.group_use_lead"
sequence="1"/>
</odoo>