crm.opportunity.report.pivot
crm.opportunity.report
crm.opportunity.report.view.pivot.lead
crm.opportunity.report
crm.opportunity.report.graph
crm.opportunity.report
crm.opportunity.report.graph.lead
crm.opportunity.report
Opportunities Cohort
crm.opportunity.report
[('probability', '=', 100)]
{'group_by': ['date_closed:month'],'col_group_by': ['create_date:month'], 'measures': ['__count']}
Opportunities Won Per Team
crm.opportunity.report
[('probability', '=', 100)]
{'group_by': ['team_id'], 'col_group_by': ['date_last_stage_update:month'], 'measures': ['expected revenue']}
Leads By Salespersons
crm.opportunity.report
{'col_group_by': ['create_date:month'], 'group_by': ['user_id'], 'measures': ['__count']}
Won By Country
crm.opportunity.report
[('probability', '=', 100)]
{'col_group_by': ['create_date:month'], 'group_by': ['country_id']}
Expected Revenue by Team
crm.opportunity.report
{'group_by': ['create_date:month', 'team_id'], 'measures': ['expected_revenue', '__count']}
Team Activities
crm.opportunity.report
{'group_by': ['team_id'], 'measures': ['nbr_activities']}
crm.opportunity.report.select
crm.opportunity.report
Pipeline Analysis
crm.opportunity.report
form
pivot,graph
{'search_default_opportunity': True, 'search_default_current': True, 'active_test': True, 'search_default_my': True, 'search_default_archived': True}
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.
Pipeline Analysis
crm.opportunity.report
form
graph,pivot
{'search_default_opportunity': True, 'search_default_current': True, 'active_test': True, 'search_default_my': True}
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.
Leads Analysis
crm.opportunity.report
form
pivot,graph
{'search_default_current': True, 'active_test': True, 'search_default_lead': True}
This report analyses the source of your leads.