| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 82 |
| Technical Name |
eg_crm_lead_progress |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 82 |
| Technical Name |
eg_crm_lead_progress |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
Lead Progress Based on Stage
Easily monitor your CRM leads with a dynamic progress bar that updates automatically based on the leadâs stage. Enhance sales visibility, performance tracking, and forecasting.
Features
Screenshots
Support
Service
Features
Dynamic Lead Progress Bar
Displays a visual progress bar inside each lead or opportunity form. Progress is calculated automatically based on the stage the lead is currently in. Helps sales users instantly understand where a lead stands in the sales pipeline.
Stage-Based Progress Calculation
Each stage in the CRM pipeline can be assigned a specific percentage value (e.g., New = 10%, Qualified = 40%, Won = 100%). As the lead moves through stages, the progress bar updates accordingly.
Customizable Progress Mapping
Admins or managers can configure custom progress percentages per stage from settings or stage form.
Automatic Real-Time Updates
The module automatically updates the progress bar when a leadâs stage changes no manual refresh required. Ensures data accuracy and real-time visibility across the CRM system.
Screenshot
1) Assign Percentage In Leads Stages
2) Admin Assigns Percentage in Stage
3) Progress Bar in Lead Kanban View
Here, lead progress is assigned based on their stages. As you can see, leads in the "New" stage have 10% progress, leads in the "Qualified" stage have 40%, leads in the "Proposition" stage have 70%, and leads in the "Won" stage have 100% progress on the progress bar.
4) Progress bar In List View
5) Progress Bar In Form View
User Guide
Teams
team@inkerp.com
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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