Total Invoiced sum True [('state','!=','cancel'),('user_id','=',user.id),('type','=','out_invoice')] New Leads Based on the creation date count leads [('user_id','=',user.id), '|', ('type', '=', 'lead'), ('type', '=', 'opportunity')] Time to Qualify a Lead The average number of days to open the case (lower than) sum lower days [('user_id','=',user.id),('type', '=', 'lead')] Days to Close a Deal The average number of days to close the case (lower than) sum lower days [('user_id','=',user.id)] Logged Calls Log a certain number of calls to reach this goal count calls [('user_id','=',user.id),('state','=','done')] New Opportunities Based on the opening date count opportunities [('user_id','=',user.id),('type','=','opportunity')] New Sales Orders Based on the creation date count orders [('user_id','=',user.id),('state','not in',('draft', 'sent', 'cancel'))] Paid Sales Orders Based on the invoice date count orders [('state','=','paid'),('user_id','=',user.id),('type','=','out_invoice')] Total Paid Sales Orders Based on the invoice date count True [('state','=','paid'),('user_id','=',user.id),('type','=','out_invoice')] Customer Refunds Refund the least customers (lower than) count lower invoices [('state','!=','cancel'),('user_id','=',user.id),('type','=','out_refund')] Total Customer Refunds The total refunded value is a negative value. Validated when higher (min refunded). sum higher True [('state','!=','cancel'),('user_id','=',user.id),('type','=','out_refund')] Monthly Sales Targets monthly board weekly The following message contains the current progress of the sale team based on several criterias. The progress is reinitialised each month and shared weekly. Lead Acquisition monthly progressbar weekly The following message contains the current progress of the marketing team based on several criterias. The progress is reinitialised each month and shared weekly. 20000 7 1 15 2 5 3