5 <record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
6 <field name="name">Opportunities By Stage - Graph</field>
7 <field name="model">crm.lead.report</field>
8 <field name="arch" type="xml">
9 <graph string="Opportunities By Stage" type="area">
10 <field name="stage_id"/>
11 <field name="nbr" operator="+"/>
16 <record model="ir.actions.act_window" id="act_opportunity_stage">
17 <field name="name">Opportunities By Stage</field>
18 <field name="res_model">crm.lead.report</field>
19 <field name="view_type">form</field>
20 <field name="view_mode">graph,tree,form</field>
21 <field name="view_id" ref="view_crm_opportunity_stage_graph"/>
22 <!-- avoid done / cancelled -->
23 <field name="domain">['|',
24 '!', '&', ('probability', '=', 100), ('stage_id.on_change', '=', 1),
25 '!', '&', ('probability', '=', 0), ('stage_id.sequence', '!=', 1),
26 ('type', '=', 'opportunity')]</field>
27 <field name="context">{'search_default_Stage':1}</field>
30 <!--Planned Revenue By User line graph-->
31 <record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
32 <field name="name">Opportunities By Stage Per User - Graph</field>
33 <field name="model">crm.lead.report</field>
34 <field name="arch" type="xml">
35 <graph string="Opportunities By Stage" type="line">
36 <field name="stage_id"/>
37 <field name="planned_revenue" operator="+"/>
38 <field name="user_id" group="True"/>
43 <!--Planned Revenue By User line graph action-->
44 <record model="ir.actions.act_window" id="act_oppor_stage_user">
45 <field name="name">Planned Revenue By User and Stage</field>
46 <field name="res_model">crm.lead.report</field>
47 <field name="view_type">form</field>
48 <field name="view_mode">graph,tree,form</field>
49 <field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
50 <!-- avoid cancelled -->
51 <field name="domain">['!', '&', ('probability', '=', 0), ('stage_id.sequence', '!=', 1)]</field>
52 <field name="context">{'search_default_user': 1, 'search_default_Stage': 1}</field>
55 <record model="ir.ui.view" id="board_crm_statistical_form">
56 <field name="name">CRM - Statistical Dashboard Form</field>
57 <field name="model">board.board</field>
58 <field name="arch" type="xml">
59 <form string="Statistics Dashboard" version="7.0">
62 <action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
65 <action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
72 <record model="ir.actions.act_window" id="open_board_statistical_dash">
73 <field name="name">CRM</field>
74 <field name="res_model">board.board</field>
75 <field name="view_type">form</field>
76 <field name="view_mode">form</field>
77 <field name="usage">menu</field>
78 <field name="view_id" ref="board_crm_statistical_form"/>
82 id="menu_board_statistics_dash"
83 parent="base.menu_reporting_dashboard"
84 action="open_board_statistical_dash"
86 groups="base.group_sale_manager"/>