From 2f7ee1999ca22c2801117097c236e29d2aa8ffbb Mon Sep 17 00:00:00 2001 From: Ivan Yelizariev Date: Wed, 28 Jan 2015 14:14:16 +0200 Subject: [PATCH] [IMP] new groups + new "ALL" blocks --- data.xml | 139 +++++++++++++++++++++++++++++++++++++++++++++++++------ 1 file changed, 126 insertions(+), 13 deletions(-) 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