Total Invoiced
sum
True
[('state','!=','cancel'),('move_type','=','out_invoice')]
True
user.id
New Leads
Based on the creation date
count
leads
['|', ('type', '=', 'lead'), ('type', '=', 'opportunity')]
True
user.id
Time to Qualify a Lead
The average number of days to open the case (lower than)
sum
lower
days
[('type', '=', 'lead')]
True
user.id
Days to Close a Deal
The average number of days to close the case (lower than)
sum
lower
days
[]
True
user.id
New Opportunities
Based on the opening date
count
opportunities
[('type','=','opportunity')]
True
user.id
New Sales Orders
Based on the creation date
count
orders
[('state','not in',('draft', 'sent', 'cancel'))]
True
user.id
Paid Sales Orders
Based on the invoice date
count
orders
[('payment_state','in',('paid', 'in_payment')),('move_type','=','out_invoice')]
True
user.id
Total Paid Sales Orders
Based on the invoice date
count
True
[('payment_state','in',('paid', 'in_payment')),('move_type','=','out_invoice')]
True
user.id
Customer Credit Notes
Add credit note to the least customers (lower than)
count
lower
invoices
[('state','!=','cancel'),('move_type','=','out_refund')]
True
user.id
Total Customer Credit Notes
The total credit note value is negative. Validated when higher (min credit note value).
sum
higher
True
[('state','!=','cancel'),('move_type','=','out_refund')]
True
user.id
Monthly Sales Targets
monthly
ranking
weekly
Lead Acquisition
monthly
ranking
weekly
20000
7
1
15
2
5
3