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[IMP]sale:improvement analysis report 

bzr revid: kbh@tinyerp.com-20111110060302-stiq4agxsz60a47l
This commit is contained in:
Khushboo Bhatt (Open ERP) 2011-11-10 11:33:02 +05:30
parent 90e75a3920
commit bfa03e3e82
2 changed files with 18 additions and 19 deletions
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26
addons/crm/report/crm_lead_report_view.xml
View File

@ -72,6 +72,17 @@
<field name="arch" type="xml">
<search string="Leads Analysis">
<group>
<filter string=" Year " icon="terp-go-year" name="year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Leads/Opportunities created in current year"/>
<separator orientation="vertical" />
<filter string=" Month " icon="terp-go-month" name="this_month"
domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
help="Leads/Opportunities created in current month"/>
<filter icon="terp-go-month" string=" Month-1 "
domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
help="Leads/Opportunities created in last month"/>
<separator orientation="vertical" />
<filter icon="terp-personal"
name="lead"
string="Lead"
@ -83,18 +94,7 @@
domain="[('type','=','opportunity')]"
help="Show only opportunity"/>
<separator orientation="vertical" />
<filter string=" Year " icon="terp-go-year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Leads/Opportunities created in current year"/>
<separator orientation="vertical" />
<filter string=" Month " icon="terp-go-month" name="this_month"
domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
help="Leads/Opportunities created in current month"/>
<filter icon="terp-go-month" string=" Month-1 "
domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
help="Leads/Opportunities created in last month"/>
<separator orientation="vertical" />
<filter icon="terp-check"
string="New"
domain="[('state','=','draft')]"
@ -221,7 +221,7 @@
<field name="name">Leads Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{'search_default_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}</field>
<field name="context">{'search_default_year': 1,'search_default_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="domain">[]</field>
<field name="help">Leads Analysis allows you to check different CRM related information. Check for treatment delays, number of responses given and emails sent. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
@ -243,7 +243,7 @@
<field name="name">Opportunities Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{"search_default_opportunity":1,"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="context">{"search_default_year":1,"search_default_opportunity":1,"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="help">Opportunities 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.</field>
</record>

11
addons/crm/report/crm_phonecall_report_view.xml
View File

@ -52,15 +52,14 @@
<field name="arch" type="xml">
<search string="Search">
<group>
<filter string=" Year " icon="terp-go-year"
<filter string=" Year " icon="terp-go-year" name="year"
domain="[('create_date','&lt;=', time.strftime('%%Y-%%m-%%d')),('create_date','&gt;=',time.strftime('%%Y-01-01'))]"
help="Phone calls made in current year"/>
<filter string=" Month " icon="terp-go-month" name="This Month"
<separator orientation="vertical" />
<filter string=" Month " icon="terp-go-month" name="This Month"
domain="[('create_date','&lt;=',(datetime.date.today()+relativedelta(day=31)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today()-relativedelta(day=1)).strftime('%%Y-%%m-%%d'))]"
help="Phone calls made in current month"/>
<filter icon="terp-go-month" string=" Month-1 "
<filter icon="terp-go-month" string=" Month-1 "
domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
help="Phone calls made in last month"/>
<separator orientation="vertical" />
@ -135,7 +134,7 @@
<field name="res_model">crm.phonecall.report</field>
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="context">{"search_default_year":1,"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_phonecall_tree"/>
<field name="search_view_id" ref="view_report_crm_phonecall_filter"/>
<field name="help">From this report, you can analyse the performance of your sales team, based on their phone calls. You can group or filter the information according to several criteria and drill down the information, by adding more groups in the report.</field>