4 <record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
5 <field name="name">crm.opportunity.user.graph1</field>
6 <field name="model">crm.lead.report</field>
7 <field name="type">graph</field>
8 <field name="arch" type="xml">
9 <graph string="Opportunities by User and Team" type="bar">
10 <field name="stage_id"/>
11 <field name="nbr" operator="+"/>
12 <field name="user_id" group="True"/>
17 <record id="view_report_crm_oppor_graph" model="ir.ui.view">
18 <field name="name">crm.lead.report.graph</field>
19 <field name="model">crm.lead.report</field>
20 <field name="type">graph</field>
21 <field name="arch" type="xml">
22 <graph orientation="vertical" string="Opportunity Analysis" type="bar">
23 <field name="stage_id"/>
24 <field name="planned_revenue" operator="+"/>
29 <record model="ir.ui.view" id="crm_case_my_open_oppor">
30 <field name="name">Opportunities</field>
31 <field name="model">crm.lead</field>
32 <field name="type">tree</field>
33 <field name="arch" type="xml">
34 <tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
35 <field name="name" string="Opportunity"/>
36 <field name="partner_id" string="Customer"/>
37 <field name="stage_id"/>
38 <button name="stage_previous" string="Previous Stage"
39 states="open,pending" type="object" icon="gtk-go-back" />
40 <button name="stage_next" string="Next Stage"
41 states="open,pending" type="object"
42 icon="gtk-go-forward" />
43 <field name="planned_revenue" sum="Total of Planned Revenue"/>
44 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
45 <field name="date_deadline" invisible="1"/>
47 <button name="case_open" string="Open"
48 states="draft,pending" type="object"
49 icon="gtk-go-forward" />
50 <button name="case_pending" string="Pending"
51 states="open,draft" type="object"
52 icon="gtk-media-pause" />
53 <button name="case_mark_lost" string="Lost"
54 states="open,pending" type="object"
56 <button name="case_close" string="Won"
57 states="open,draft,pending" type="object"
63 <record model="ir.actions.act_window" id="act_my_oppor">
64 <field name="name">My Open Opportunities</field>
65 <field name="res_model">crm.lead</field>
66 <field name="view_type">form</field>
67 <field name="view_mode">tree,form</field>
68 <field name="domain">[('user_id','=',uid),('state','=','open'), ('type', '=', 'opportunity')]</field>
71 <record model="ir.actions.act_window.view" id="act_my_oppor_tree_view">
72 <field name="sequence" eval="1"/>
73 <field name="view_mode">tree</field>
74 <field name="view_id" ref="crm_case_my_open_oppor"/>
75 <field name="act_window_id" ref="act_my_oppor"/>
78 <record model="ir.actions.act_window.view" id="act_my_oppor_form_view">
79 <field name="sequence" eval="2"/>
80 <field name="view_mode">form</field>
81 <field name="view_id" ref="crm_case_form_view_oppor"/>
82 <field name="act_window_id" ref="act_my_oppor"/>
85 <record model="ir.actions.act_window" id="act_my_meetings">
86 <field name="name">My Meetings</field>
87 <field name="res_model">crm.meeting</field>
88 <field name="view_type">form</field>
89 <field name="view_mode">tree,form</field>
90 <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
91 <field name="domain">[('user_id','=',uid),('state','not in',('cancel','done'))]</field>
94 <record model="ir.actions.act_window" id="act_my_oppor_stage">
95 <field name="name">Planned Revenue By Stage</field>
96 <field name="res_model">crm.lead.report</field>
97 <field name="view_type">form</field>
98 <field name="view_mode">graph,tree,form</field>
99 <field name="view_id" ref="view_report_crm_oppor_graph"/>
100 <field name="domain">['&', '&', ('user_id','=',uid), ('type', '=', 'opportunity'), '!' , '&', ('state', '=', 'done'), ('date_closed','>',(datetime.date.today()-datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]</field>
101 <field name="context">{'search_default_Stage':1}</field>
104 <record model="ir.actions.act_window" id="act_sales_pipeline">
105 <field name="name">My Win/Lost Ratio for The Last Year</field>
106 <field name="res_model">crm.lead.report</field>
107 <field name="view_type">form</field>
108 <field name="view_mode">graph,tree,form</field>
109 <field name="view_id" ref="view_crm_opportunity_user_graph1"/>
110 <field name="domain">['&', ('user_id', '=', uid),'&', ('state', '=', 'done') , '&', ('create_date','>',(datetime.date.today()-datetime.timedelta(days=365)).strftime('%Y-%m-%d')), ('type', '=', 'opportunity')]</field>
113 <record model="ir.ui.view" id="board_crm_form">
114 <field name="name">Sales Dashboard Form</field>
115 <field name="model">board.board</field>
116 <field name="type">form</field>
117 <field name="arch" type="xml">
118 <form string="Sales Dashboard">
122 string="My Open Opportunities"
123 name="%(act_my_oppor)d"
126 groups="base.group_sale_salesman,base.group_sale_manager"
130 name="%(act_my_meetings)d"
136 string="My Planned Revenues by Stage"
137 name="%(act_my_oppor_stage)d"
138 groups="base.group_sale_salesman,base.group_sale_manager"
141 string="My Win/Lost Ratio for the Last Year"
142 name="%(act_sales_pipeline)d"
143 groups="base.group_sale_salesman,base.group_sale_manager"
150 <record model="ir.actions.act_window" id="open_board_crm">
151 <field name="name">Sales Dashboard</field>
152 <field name="res_model">board.board</field>
153 <field name="view_type">form</field>
154 <field name="view_mode">form</field>
155 <field name="usage">menu</field>
156 <field name="view_id" ref="board_crm_form"/>
158 <menuitem id="board.menu_dasboard" name="Dashboard" sequence="0" parent="base.next_id_64"/>
160 name="Sales Dashboard" parent="board.menu_dasboard"
161 action="open_board_crm"
163 id="menu_board_crm" icon="terp-graph"
164 groups="base.group_sale_salesman"/>
166 <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" action="open_board_crm"/>