CRM Lead & Opportunity Excel Export
Standard Odoo CRM export includes all fields and no stage filtering. This module adds a dedicated Export to Excel wizard for CRM leads with customizable date range and stage filters, producing a clean Excel report ready for analysis or sharing.
Overview
The CRM Lead & Opportunity Excel Export module adds a dedicated wizard
to the Odoo CRM app that lets sales managers and CRM administrators export leads and
opportunities to a properly formatted .xlsx file directly from the
CRM → Leads / Opportunities menu. Instead of relying on the generic
Odoo export tool â which dumps every field with no stage-based filtering â this module gives
you a purpose-built form to choose a date range and one or more pipeline stages before
generating the report.
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Key Features
- One-Click Excel Export â Export CRM leads and opportunities to Excel directly from the CRM menu, no manual filtering setup required.
- Date Range Filter â Export leads created or updated within a specific date range for period-based pipeline reporting (weekly, monthly, quarterly).
- Stage Filter â Filter by pipeline stage before exporting â pull only Qualified, Proposal, Won, or any specific stage.
- Comprehensive Lead Data â Includes opportunity name, customer, contact, email, phone, city, state, country, salesperson, sales team, priority, expected closing date, medium, source, and stage.
- Well-Formatted Output â The generated Excel file has styled headers and column widths, so it's ready to share or print without manual cleanup.
- Robust Error Handling â Leads with missing or incomplete data (no email, no city, no contact) are exported gracefully without breaking the file.
Real-World Use Cases
Weekly pipeline reporting: A sales manager opens the CRM export wizard every Monday morning, sets the date range to the previous week, and generates an Excel report of new leads for the sales team meeting â without touching the CRM's filter/group-by UI.
Stage-based handover: A CRM administrator filters leads at the "Proposal" stage and exports them to Excel to hand over to the finance team for quotation follow-up, without exposing the full pipeline.
Quarterly analysis: A sales operations user exports all opportunities in a given quarter to Excel and feeds the file into a pivot table or BI tool for win/loss analysis by source and medium.
Data audits: Before a CRM data cleanup, an admin exports leads with incomplete contact information (using the stage/date filters as a rough scope) to review and correct records offline.
How It Works
Menu: CRM → Leads / Opportunities
New Export menu added to the CRM app after installation:
CRM Lead Export Wizard â select date range and stage:
Generated Excel report of CRM leads:
Installation & Configuration
- Go to Apps, remove the "Apps" filter, and search for "CRM Lead & Opportunity Excel Export".
- Click Install. The module depends on the standard CRM app, which must already be installed.
- Open the CRM app and go to Leads or Pipeline â you will see a new Export to Excel menu item.
- Click it to open the export wizard, then set the Date Range (from/to) and select one or more Stages to filter by. Leave fields blank to export all records.
- Click Export â the wizard generates and downloads a formatted
.xlsxfile with the matching leads/opportunities. - No further configuration, cron jobs, or settings are required â access follows the standard CRM security groups already assigned to your users.
Why This Module Matters
Odoo's built-in generic export requires manually picking fields every time and does not offer a quick way to scope by pipeline stage or date range â it's a general-purpose tool, not a CRM reporting tool. This module removes that friction: the fields are pre-selected for CRM reporting, the filters map directly to how sales teams think about their pipeline (by stage and by period), and the output is formatted for immediate use rather than a raw data dump. For teams that export pipeline data regularly â weekly, monthly, or per stage-gate review â this turns a multi-step manual task into a single wizard action.
Who Is This For
Sales managers, CRM administrators, and sales operations users on Odoo who need to regularly extract pipeline data â leads, opportunities, contact details, and stage information â into Excel for reporting, external analysis, or handover to other teams/departments. Suitable for businesses running their pipeline in Odoo CRM who do not want to build custom reports or rely on manual field-by-field export configuration each time.
Compatibility
| Editions | Community & Enterprise |
| Platforms | Odoo.sh, On-Premise |
| Odoo Online (SaaS) | Not supported |
| Dependencies | Odoo CRM app |
| License | OPL-1 |
Frequently Asked Questions
- Can I export both leads and opportunities together?
- Yes â the export includes all CRM records (leads and opportunities) matching your filters. No separate export is needed for each type.
- Does the export include won and lost opportunities?
- Yes â by default the export includes all stages. Use the stage filter to restrict the export to active pipeline stages only if needed.
- How many records can it export at once?
- The module handles large exports efficiently. For very large datasets (thousands of records), generating the file may take a little longer.
- Is this compatible with the Odoo Community edition?
- Yes â compatible with Community and Enterprise editions on Odoo.sh and On-Premise. It requires the CRM module and is not available on Odoo Online (SaaS).
- Does it modify my existing CRM data or views?
- No â the module only adds a new export wizard and menu item. It does not alter existing CRM leads, fields, or views.
Website: www.nimmutechnologies.com
Email: subashmca2017@gmail.com
We aim to respond to all support requests within 1-2 business days.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 182 |
| Technical Name |
crm_lead_export_xlsx |
| License | OPL-1 |
| Website | https://www.nimmutechnologies.com |
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