2008-08-24 14:45:43 +00:00
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<?xml version="1.0"?>
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2008-09-10 17:56:00 +00:00
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<openerp>
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2010-09-21 16:39:51 +00:00
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<data>
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2012-06-07 07:10:52 +00:00
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<!-- CRM dashboard -->
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2012-04-30 02:17:03 +00:00
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<record model="ir.ui.view" id="view_crm_opportunity_stage_graph">
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<field name="name">Opportunities By Stage - Graph</field>
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<field name="model">crm.lead.report</field>
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<field name="arch" type="xml">
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2012-08-04 18:46:05 +00:00
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<graph string="Opportunities By Stage" type="area">
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2012-04-30 02:17:03 +00:00
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<field name="stage_id"/>
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<field name="nbr" operator="+"/>
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</graph>
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</field>
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2012-06-07 07:10:52 +00:00
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</record>
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2012-06-06 06:26:53 +00:00
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2012-04-30 02:17:03 +00:00
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<record model="ir.actions.act_window" id="act_opportunity_stage">
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<field name="name">Opportunities By Stage</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,tree,form</field>
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<field name="view_id" ref="view_crm_opportunity_stage_graph"/>
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2013-07-16 15:10:03 +00:00
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<!-- avoid done / cancelled -->
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2013-10-21 11:34:52 +00:00
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<field name="domain">['&', ('stage_id.closed', '=', False), ('type', '=', 'opportunity')]</field>
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2012-04-30 02:17:03 +00:00
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<field name="context">{'search_default_Stage':1}</field>
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</record>
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2012-06-05 11:53:15 +00:00
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<!--Planned Revenue By User line graph-->
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2012-04-30 02:17:03 +00:00
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<record model="ir.ui.view" id="view_crm_opportunity_user_stage_graph">
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<field name="name">Opportunities By Stage Per User - Graph</field>
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<field name="model">crm.lead.report</field>
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<field name="arch" type="xml">
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2012-06-05 11:53:15 +00:00
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<graph string="Opportunities By Stage" type="line">
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2012-04-30 02:17:03 +00:00
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<field name="stage_id"/>
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<field name="planned_revenue" operator="+"/>
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<field name="user_id" group="True"/>
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</graph>
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</field>
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</record>
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2012-06-06 06:26:53 +00:00
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2012-06-05 11:53:15 +00:00
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<!--Planned Revenue By User line graph action-->
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2012-04-30 02:17:03 +00:00
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<record model="ir.actions.act_window" id="act_oppor_stage_user">
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<field name="name">Planned Revenue By User and Stage</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">graph,tree,form</field>
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<field name="view_id" ref="view_crm_opportunity_user_stage_graph"/>
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2013-07-16 15:10:03 +00:00
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<!-- avoid cancelled -->
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2013-10-21 11:34:52 +00:00
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<field name="domain">['|', ('stage_id.closed', '=', False), ('stage_id.probability', '=', 100)]</field>
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2013-07-16 15:10:03 +00:00
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<field name="context">{'search_default_user': 1, 'search_default_Stage': 1}</field>
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2012-04-30 02:17:03 +00:00
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</record>
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<record model="ir.ui.view" id="board_crm_statistical_form">
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<field name="name">CRM - Statistical Dashboard Form</field>
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<field name="model">board.board</field>
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<field name="arch" type="xml">
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2012-06-11 09:07:01 +00:00
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<form string="Statistics Dashboard" version="7.0">
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2012-04-30 02:17:03 +00:00
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<board style="1-1">
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<column>
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2012-09-06 15:23:03 +00:00
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<action string="Planned Revenue by Stage and User" name="%(act_oppor_stage_user)d"/>
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2012-04-30 02:17:03 +00:00
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</column>
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<column>
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2012-06-05 11:53:15 +00:00
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<action string="Opportunities by Stage" name="%(act_opportunity_stage)d"/>
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2012-04-30 02:17:03 +00:00
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</column>
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</board>
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</form>
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</field>
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</record>
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2012-06-06 06:26:53 +00:00
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2012-04-30 02:17:03 +00:00
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<record model="ir.actions.act_window" id="open_board_statistical_dash">
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2012-06-11 09:08:52 +00:00
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<field name="name">CRM</field>
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2012-04-30 02:17:03 +00:00
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<field name="res_model">board.board</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="usage">menu</field>
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<field name="view_id" ref="board_crm_statistical_form"/>
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</record>
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2012-06-06 06:26:53 +00:00
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<menuitem
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2012-04-30 02:17:03 +00:00
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id="menu_board_statistics_dash"
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parent="base.menu_reporting_dashboard"
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action="open_board_statistical_dash"
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2012-06-08 07:17:08 +00:00
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sequence="10"
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2012-04-30 02:17:03 +00:00
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groups="base.group_sale_manager"/>
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2010-04-23 07:24:58 +00:00
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</data>
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2010-10-12 07:06:02 +00:00
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</openerp>
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