| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Website Builder (website) • Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) |
| Lines of code | 441 |
| Technical Name |
pipeline_report |
| Website | http://www.pptssolutions.com |
| Versions | 11.0 12.0 10.0 13.0 14.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Website Builder (website) • Calendar (calendar) • Contacts Directory (contacts) • Discuss (mail) |
| Lines of code | 441 |
| Technical Name |
pipeline_report |
| Website | http://www.pptssolutions.com |
| Versions | 11.0 12.0 10.0 13.0 14.0 15.0 |
Pipeline Report
This module is used to view the excel report and preview report for all the salespersons.
Step 1:
Click on Settings->Users.Check the boolean if the user is a Salesperson.
Step 2:
Click CRM->Pipeline Report.A wizard will pop up.
Step 3:
Select the salespersons and their stages needed.Click preview button to view the preview report and click generate report button to view the report in excel.
Step 4:
The Preview report as follows.
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