Features :
- Adding a timesheet on opportunity on different stages shows the time on each stage.
- Analytic account is selected from the sales team if set and if not set it takes the global one.
- Filter by: Is Opportunity.
- Group by: Opportunity and Stage.
Process:
- Install Lead Timesheet module:
- After installing the module, "Lead Timesheet" will be added to the opportunity Form View under the new tab "presales Timesheet", it displays all monetary fields from the timesheet Form, allowing users to seamlessly record their timesheets directly on the associated opportunities.
- Any timesheet entry logged by a member of the sales team will automatically be associated with the analytic account. By linking the sales team to the project.
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Configure the project to implement CRM Timesheet from Settings -> CRM.
If the analytic account is not set it takes the global one. - In the Timesheet Module, you can Group by: "Opportunity & stage" to view the recorded timesheet at every opportunity.
- In the Timesheet Module, you can filter whether the timesheet line is an opportunity or not by using the "Is Opportunity" filter.
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