odoo/addons/board_crm/board_crm_view.xml

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<?xml version="1.0"?>
<openerp>
<data>
<record model="board.note.type" id="note_crm_type">
<field name="name">CRM Configuration</field>
</record>
<record model="ir.ui.view" id="view_crm_opportunity_user_graph1">
<field name="name">crm.opportunity.user.graph1</field>
<field name="model">crm.opportunity.report</field>
<field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Opportunities by User and Section" type="pie">
<field name="state"/>
<field name="nbr" operator="+"/>
</graph>
</field>
</record>
<record model="ir.actions.act_window" id="act_my_leads">
<field name="res_model">crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm.crm_case_tree_view_leads"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<record model="ir.actions.act_window" id="act_my_meetings">
<field name="res_model">crm.meeting</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm.crm_case_tree_view_meet"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<act_window name="My Cases"
domain="[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]"
res_model="crm.case"
view_type="form"
view_mode="tree,form"
id="act_my_cases"/>
<record model="ir.actions.act_window" id="act_my_leads_stage">
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_lead_stage_graph1"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<record model="ir.actions.act_window" id="act_sales_pipeline">
<field name="res_model">crm.opportunity.report</field>
<field name="view_type">form</field>
<field name="view_mode">graph,tree,form</field>
<field name="view_id" ref="view_crm_opportunity_user_graph1"/>
<field name="domain">[('user_id','=',uid),('state','!=','pending'),('state','!=','cancel')]</field>
</record>
<record model="ir.ui.view" id="board_crm_form">
<field name="name">CRM - Dashboard Form</field>
<field name="model">board.board</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Connecting Dashboard">
<hpaned>
<child1>
<action
string="My Leads"
name="%(act_my_leads)d"
colspan="4"
height="150"
width="510"/>
<action
string="My Meetings"
name="%(act_my_meetings)d"
height="150"
colspan="4"/>
<action
string="My Cases"
name="%(act_my_cases)d"
colspan="4"
height="200"/>
</child1>
<child2>
<action
string="My Leads By Stage"
name="%(act_my_leads_stage)d"
colspan="4"/>
<action
string="My Sales Pipeline"
name="%(act_sales_pipeline)d"
colspan="4"/>
</child2>
</hpaned>
</form>
</field>
</record>
<record model="ir.actions.act_window" id="open_board_crm">
<field name="name">CRM Dashboard</field>
<field name="res_model">board.board</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="usage">menu</field>
<field name="view_id" ref="board_crm_form"/>
</record>
<menuitem
name="Connecting Dashboard" parent="menu_board_crm_config"
action="open_board_crm"
sequence="1"
id="menu_board_crm" icon="terp-graph"/>
</data>
</openerp>