204 lines
12 KiB
XML
204 lines
12 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<flectra>
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<!-- Opportunities by user and team pivot View -->
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<record id="crm_opportunity_report_view_pivot" model="ir.ui.view">
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<field name="name">crm.opportunity.report.pivot</field>
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<field name="model">crm.opportunity.report</field>
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<field name="arch" type="xml">
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<pivot string="Pipeline Analysis" disable_linking="True">
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<field name="create_date" interval="month" type="col"/>
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<field name="stage_id" type="row"/>
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<field name="expected_revenue" type="measure"/>
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</pivot>
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</field>
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</record>
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<record id="crm_opportunity_report_view_pivot_lead" model="ir.ui.view">
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<field name="name">crm.opportunity.report.view.pivot.lead</field>
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<field name="model">crm.opportunity.report</field>
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<field name="arch" type="xml">
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<pivot string="Leads Analysis" disable_linking="True">
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<field name="create_date" interval="month" type="row"/>
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<field name="team_id" type="col"/>
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</pivot>
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</field>
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</record>
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<!-- Opportunities by user and team Graph View -->
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<record id="crm_opportunity_report_view_graph" model="ir.ui.view">
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<field name="name">crm.opportunity.report.graph</field>
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<field name="model">crm.opportunity.report</field>
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<field name="arch" type="xml">
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<graph string="Pipeline Analysis" stacked="True">
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<field name="stage_id" type="row"/>
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<field name="date_deadline" type="row" interval="month"/>
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<field name="expected_revenue" type="measure"/>
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</graph>
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</field>
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</record>
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<record id="crm_opportunity_report_view_graph_lead" model="ir.ui.view">
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<field name="name">crm.opportunity.report.graph.lead</field>
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<field name="model">crm.opportunity.report</field>
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<field name="arch" type="xml">
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<graph string="Leads Analysis" stacked="True">
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<field name="create_date" interval="month" type="col"/>
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<field name="team_id" type="col"/>
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</graph>
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</field>
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</record>
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<!-- Custom reports (aka filters) -->
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<record id="filter_opportunity_opportunities_cohort" model="ir.filters">
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<field name="name">Opportunities Cohort</field>
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<field name="model_id">crm.opportunity.report</field>
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<field name="domain">[('probability', '=', 100)]</field>
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<field name="user_id" eval="False"/>
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<field name="context">{'group_by': ['date_closed:month'],'col_group_by': ['create_date:month'], 'measures': ['__count__']}</field>
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</record>
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<record id="filter_opportunity_opportunities_won_per_team" model="ir.filters">
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<field name="name">Opportunities Won Per Team</field>
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<field name="model_id">crm.opportunity.report</field>
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<field name="domain">[('probability', '=', 100)]</field>
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<field name="user_id" eval="False"/>
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<field name="context">{'group_by': ['team_id'], 'col_group_by': ['date_last_stage_update:month'], 'measures': ['expected_revenue']}</field>
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</record>
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<record id="filter_opportunity_salesperson" model="ir.filters">
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<field name="name">Leads By Salespersons</field>
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<field name="model_id">crm.opportunity.report</field>
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<field name="user_id" eval="False"/>
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<field name="context">{'col_group_by': ['create_date:month'], 'group_by': ['user_id'], 'measures': ['__count__']}</field>
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</record>
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<record id="filter_opportunity_country" model="ir.filters">
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<field name="name">Won By Country</field>
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<field name="model_id">crm.opportunity.report</field>
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<field name="user_id" eval="False"/>
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<field name="domain">[('probability', '=', 100)]</field>
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<field name="context">{'col_group_by': ['create_date:month'], 'group_by': ['country_id']}</field>
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</record>
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<record id="filter_opportunity_expected_revenue" model="ir.filters">
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<field name="name">Expected Revenue by Team</field>
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<field name="model_id">crm.opportunity.report</field>
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<field name="user_id" eval="False"/>
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<field name="context">{'group_by': ['create_date:month', 'team_id'], 'measures': ['expected_revenue', '__count__']}</field>
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</record>
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<record id="ir_filters_crm_opportunity_report_next_action" model="ir.filters">
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<field name="name">Team Activities</field>
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<field name="model_id">crm.opportunity.report</field>
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<field name="user_id" eval="False"/>
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<field name="context">{'group_by': ['team_id'], 'measures': ['nbr_activities']}</field>
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</record>
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<!-- Opportunities by user and team Search View -->
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<record id="crm_opportunity_report_view_search" model="ir.ui.view">
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<field name="name">crm.opportunity.report.select</field>
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<field name="model">crm.opportunity.report</field>
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<field name="arch" type="xml">
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<search string="Opportunities Analysis">
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<filter string="My Opportunities" name="my"
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domain="[('user_id', '=', uid)]"/>
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<separator/>
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<filter name="lead" string="Lead" domain="[('type','=', 'lead')]" help="Show only lead"/>
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<filter name="opportunity" string="Opportunity" domain="[('type','=','opportunity')]" help="Show only opportunity"/>
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<separator/>
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<filter string="Won" name="won"
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domain="[('probability', '=', 100)]"/>
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<filter string="Lost" name="lost"
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domain="[('probability', '=', 0), ('active', '=', False)]"/>
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<field name="team_id" context="{'invisible_team': False}"/>
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<field name="user_id" string="Salesperson"/>
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<separator/>
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<filter string="This Month" name="this_month" domain="[('date_closed', '>=', context_today().strftime('%%Y-%%m-01'))]"/>
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<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'))]"/>
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<separator/>
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<filter string="Current" name="current" domain="[('active', '=', True)]"/>
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<filter string="Archived" name="archived" domain="[('active', '=', False)]"/>
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<group expand="0" string="Extended Filters">
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<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
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<field name="stage_id" widget="selection" domain="['|', ('team_id', '=', False), ('team_id', '=', 'team_id')]"/>
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<field name="campaign_id" widget="selection"/>
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<field name="medium_id" widget="selection"/>
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<field name="source_id" widget="selection"/>
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<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
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<newline/>
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<field name="create_date"/>
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<field name="opening_date"/>
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<field name="date_closed"/>
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</group>
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<group expand="1" string="Group By">
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<filter string="Salesperson" context="{'group_by':'user_id'}" />
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<filter string="Sales Channel" context="{'group_by':'team_id'}"/>
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<filter string="City" context="{'group_by':'city'}" />
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<filter string="Country" context="{'group_by':'country_id'}" />
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<filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<filter string="Stage" context="{'group_by':'stage_id'}"/>
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<separator orientation="vertical" />
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<filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
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<filter string="Expected Closing" context="{'group_by':'date_deadline:month'}" name="date_deadline" help="Expiration Closing Month"/>
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<filter string="Conversion Date" context="{'group_by':'date_conversion:month'}" name="conversion_date" help="Conversion Date from Lead to Opportunity"/>
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<filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="crm_opportunity_report_action" model="ir.actions.act_window">
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<field name="name">Pipeline Analysis</field>
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<field name="res_model">crm.opportunity.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">pivot,graph</field>
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<field name="context">{'search_default_opportunity': True, 'search_default_current': True, 'active_test': True, 'search_default_my': True, 'search_default_archived': True}</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph')}),
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(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot')})]"/>
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<field name="help">Pipeline Analysis gives you an instant access to
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your opportunities with information such as the expected revenue, planned cost,
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missed deadlines or the number of interactions per opportunity. This report is
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mainly used by the sales manager in order to do the periodic review with the
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teams of the sales pipeline.</field>
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</record>
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<menuitem id="crm_opportunity_report_menu" name="Pipeline"
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parent="crm_menu_report" action="crm_opportunity_report_action" sequence="5"/>
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<record id="crm_opportunity_report_action_graph" model="ir.actions.act_window">
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<field name="name">Pipeline Analysis</field>
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<field name="res_model">crm.opportunity.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,pivot</field>
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<field name="context">{'search_default_opportunity': True, 'search_default_current': True, 'active_test': True, 'search_default_my': True}</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph')}),
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(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot')})]"/>
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<field name="help">Pipeline Analysis gives you an instant access to
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your opportunities with information such as the expected revenue, planned cost,
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missed deadlines or the number of interactions per opportunity. This report is
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mainly used by the sales manager in order to periodically review the pipeline
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with the the sales channel.</field>
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</record>
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<record id="crm_opportunity_report_action_lead" model="ir.actions.act_window">
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<field name="name">Leads Analysis</field>
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<field name="res_model">crm.opportunity.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">pivot,graph</field>
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<field name="context">{'search_default_current': True, 'active_test': True, 'search_default_lead': True}</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'graph', 'view_id': ref('crm_opportunity_report_view_graph_lead')}),
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(0, 0, {'view_mode': 'pivot', 'view_id': ref('crm_opportunity_report_view_pivot_lead')})]"/>
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<field name="help">This report analyses the source of your leads.</field>
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</record>
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<menuitem
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id="crm_opportunity_report_menu_lead"
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name="Leads"
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parent="crm_menu_report"
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action="crm_opportunity_report_action_lead"
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groups="crm.group_use_lead"
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sequence="1"/>
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</flectra>
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