diff --git a/data.xml b/data.xml
index fa323da..cba496c 100644
--- a/data.xml
+++ b/data.xml
@@ -14,6 +14,19 @@
lower
[('user_id','=', user.id),('state','in', ['done'])]
+
+ Average payment time [ALL]
+
+
+ days
+ avg
+ progress
+
+
+
+ lower
+ [('state','in', ['done'])]
+
Average deal time
@@ -27,6 +40,19 @@
lower
[('user_id','=', user.id), ('sales_funnel_type', 'in', ['won']), ('date_closed', '!=', False)]
+
+ Average deal time [ALL]
+
+
+ days
+ avg
+ progress
+
+
+
+ lower
+ [('sales_funnel_type', 'in', ['won']), ('date_closed', '!=', False)]
+
Oldest lead
@@ -39,6 +65,18 @@
+
+ Oldest lead [ALL]
+
+
+ days
+ max
+ progress
+ lower
+ [('sales_funnel_type', '=', 'lead')]
+
+
+
Oldest Opportunity
@@ -51,6 +89,18 @@
+
+ Oldest Opportunity [ALL]
+
+
+ days
+ max
+ progress
+ lower
+ ['|', ('sales_funnel_type', '=', 'quotation'),('sales_funnel_type', '=', 'negotiation')]
+
+
+
Personal comission
@@ -99,15 +149,33 @@ else:
+
+ dashboard_accountant
+
+ Shows dashboard to accountant
+
+
+ dashboard_sales_managment
+
+ Shows sales management dashboard
+
+
+ dashboard_managment
+
+ Shows management dashboard. It includes: sales management + accountant dashboard + EXTRA
+
+
+
dashboard_sales_person
Shows dashboard to salesperson
-
- dashboard_managment
+
+
+ dashboard_admin
- Shows management dashboard
+ Shows admin dashboard
@@ -121,24 +189,35 @@ else:
-
- Sent invoices
+
+ Outstanding sale orders [ALL]
+
+ [('state', 'in', ['progress', 'manual'])]
+
+ ${record.partner_id.name}, ${record.date_order}]]>
+
+ list
+
+
+
+
+ Sent invoices [ALL]
- [('user_id', '=', user.id),('type', 'in', ['out_invoice']),('state','in',['open'])]
+ [('type', 'in', ['out_invoice']),('state','in',['open'])]
${record.partner_id.name}, ${record.date_invoice}]]>
-
+
list
-
- Received invoices
+
+ Received invoices [ALL]
- [('user_id', '=', user.id),('type', 'in', ['in_invoice']),('state','in',['open'])]
+ [('type', 'in', ['in_invoice']),('state','in',['open'])]
${record.partner_id.name}, ${record.date_invoice}]]>
-
+
list
@@ -148,7 +227,18 @@ else:
[('user_id', '=', user.id),('state', 'not in', ['cancel'])]
${record.partner_id.name}, ${record.date}]]>
-
+
+ list
+ 10
+ date DESC
+
+
+
+ Calls [ALL]
+
+ [('user_id', '=', user.id),('state', 'not in', ['cancel'])]
+ ${record.partner_id.name}, ${record.date}]]>
+
list
10
date DESC
@@ -160,7 +250,19 @@ else:
[('partner_ids', 'in', [user.partner_id.id])]
-
+
+ list
+ 10
+ start_datetime DESC
+
+
+
+
+ Meetings [ALL]
+
+ [('partner_ids', 'in', [user.partner_id.id])]
+
+
list
10
start_datetime DESC
@@ -178,6 +280,17 @@ else:
[('sales_funnel_type', 'in', ['won'])]
+
+ Conversion Rate [ALL]
+
+ [('sales_funnel_type', 'in', ['won', 'lost'])]
+
+ funnel
+
+
+ [('sales_funnel_type', 'in', ['won'])]
+
+
Sales contributed