Replies: 4 comments
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You would need to create one Query (in the Queries tab) per sales person that fetches data from crm.lead. Then create sum KPIs for each sales team. Then use these KPIs in your budget. If you have a limited number of Sales persons it should work. |
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@sbidoul Thank you for the answer! That was exactly my idea but cannot find crm.lead in the Model dropdown. I was testing this with http://3337645-11-0-68080b.runbot1.odoo-community.org/web?debug=1#id=34&view_type=form&model=mis.report |
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That's strange, there is no filter in that drop down IIRC. |
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@sbidoul Haha, because CRM module is not installed :) Sorry! |
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Hi,
Can I budget sales opportunities with these modules (and how)?
I'd like to have the actuals from the opportunity and then compare those to budget per sales person (divided into sales teams) per month.
PS. Thank you for the great work!
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