FEB 27: [ADD] Initial commit 'crm_dashboard'

crm_dashboard/README.rst

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+.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg
+    :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+
+CRM Dashboard
+==============
+* Visual report of CRM through Dashboard.
+
+Configuration
+=============
+* No additional configurations needed
+
+Company
+-------
+* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
+
+License
+-------
+Affero General Public License, Version 3 (AGPL v3).
+(https://www.gnu.org/licenses/agpl-3.0-standalone.html)
+
+Credits
+-------
+Developer: (V17) Mruthul Raj,
+           (V18) Raneesha,
+Contact:odoo@cybrosys.com
+
+Contacts
+--------
+* Mail Contact : odoo@cybrosys.com
+* Website : https://cybrosys.com
+
+Bug Tracker
+-----------
+Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported.
+
+Maintainer
+==========
+.. image:: https://cybrosys.com/images/logo.png
+   :target: https://cybrosys.com
+
+This module is maintained by Cybrosys Technologies.
+For support and more information, please visit `Our Website <https://cybrosys.com/>`__
+
+Further information
+===================
+HTML Description: `<static/description/index.html>`__

crm_dashboard/__init__.py

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+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author:  Raneesha (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+from . import models

crm_dashboard/__manifest__.py

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+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author:  Raneesha (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+{
+    'name': "CRM Dashboard",
+    'version': '18.0.1.0.0',
+    'category': 'Extra Tools',
+    'summary': """Get a visual report of CRM through a Dashboard in CRM """,
+    'description': """CRM dashboard module brings a multipurpose graphical
+     dashboard for CRM module and making the relationship management 
+     better and easier""",
+    'author': 'Cybrosys Techno Solutions',
+    'company': 'Cybrosys Techno Solutions',
+    'maintainer': 'Cybrosys Techno Solutions',
+    'website': "https://www.cybrosys.com",
+    'depends': ['crm', 'sale_management'],
+    'data': ['views/crm_dashboard_views.xml',
+             'views/res_users_views.xml',
+             'views/utm_campaign_views.xml',
+             'views/crm_team_views.xml',
+             ],
+    'assets': {
+        'web.assets_backend': [
+            'https://cdnjs.cloudflare.com/ajax/libs/Chart.js/4.4.0/chart.umd.min.js',
+            'crm_dashboard/static/src/css/style.css',
+            'crm_dashboard/static/src/js/crm_dashboard.js',
+            'crm_dashboard/static/src/xml/dashboard_templates.xml',
+        ],
+    },
+    'images': ['static/description/banner.png'],
+    'license': 'AGPL-3',
+    'installable': True,
+    'application': False,
+    'auto_install': False,
+}

crm_dashboard/doc/RELEASE_NOTES.md

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+## Module <crm_dashboard>
+
+#### 07.01.2025
+#### Version 18.0.1.0.0
+#### ADD
+- Initial commit for CRM Dashboard

crm_dashboard/models/__init__.py

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+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author:  Raneesha (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+from . import crm_lead
+from . import crm_team
+from . import res_user
+from . import sale_order
+from . import utm_campaign

crm_dashboard/models/crm_lead.py

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+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author:  Raneesha (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+import calendar
+from dateutil.relativedelta import relativedelta
+from odoo import api, fields, models
+from odoo.tools.safe_eval import datetime
+
+
+def get_period_start_date(period):
+    """Returns the start date for the given period"""
+    today = datetime.datetime.now()
+
+    if period == 'month':
+        start_date = today.replace(day=1)
+    elif period == 'quarter':
+        current_month = today.month
+        start_month = ((current_month - 1) // 3) * 3 + 1
+        start_date = today.replace(month=start_month, day=1)
+    elif period == 'year':
+        start_date = today.replace(month=1, day=1)
+    elif period == 'week':
+        start_date = today - datetime.timedelta(days=today.weekday())
+    else:
+        raise ValueError("Invalid period specified")
+
+    return start_date.date()
+
+
+class CRMLead(models.Model):
+    """Extends crm.lead for adding more functions in it"""
+    _inherit = 'crm.lead'
+
+    @api.model
+    def get_data(self, period):
+        """Returns data to the dashboard tiles"""
+        period_days = get_period_start_date(period)
+
+        crm_model = self.search([('create_date', '>=', period_days)])
+
+        lead_count = 0
+        opportunity_count = 0
+        win_count = 0
+        active_lead_count = 0
+        active_opportunity_count = 0
+        won_opportunity_count = 0
+        total_seconds = 0
+        expected_revenue = 0
+        revenue = 0
+        unassigned_leads = 0
+
+        for record in crm_model:
+            if record.type == 'lead':
+                lead_count += 1
+                if not record.user_id:
+                    unassigned_leads += 1
+
+            if record.type == 'opportunity':
+                opportunity_count += 1
+                expected_revenue += record.expected_revenue
+                if record.active:
+                    if record.probability == 0:
+                        active_opportunity_count += 1
+                    elif record.probability == 100:
+                        won_opportunity_count += 1
+                        if record.stage_id.is_won:
+                            revenue += record.expected_revenue
+
+            if record.active:
+                if record.probability == 0:
+                    active_lead_count += 1
+                elif record.probability == 100:
+                    win_count += 1
+
+            if record.date_conversion:
+                total_seconds += (
+                        record.date_conversion - record.create_date).seconds
+
+        win_ratio = win_count / active_lead_count if active_lead_count else 0
+        opportunity_ratio = won_opportunity_count / active_opportunity_count if active_opportunity_count else 0
+        avg_close_time = round(total_seconds / len(crm_model.filtered(
+            lambda l: l.date_conversion))) if total_seconds else 0
+
+        return {
+            'leads': lead_count,
+            'opportunities': opportunity_count,
+            'exp_revenue': expected_revenue,
+            'revenue': revenue,
+            'win_ratio': win_ratio,
+            'opportunity_ratio': opportunity_ratio,
+            'avg_close_time': avg_close_time,
+            'unassigned_leads': unassigned_leads,
+        }
+
+    @api.model
+    def get_lead_stage_data(self, period):
+        """funnel chart"""
+        period_days = get_period_start_date(period)
+        crm_model = self.search([('create_date', '>=', period_days)])
+        stage_lead_count = {}
+
+        for lead in crm_model:
+            stage_name = lead.stage_id.name
+            if stage_name in stage_lead_count:
+                stage_lead_count[stage_name] += 1
+            else:
+                stage_lead_count[stage_name] = 1
+
+        # Convert the dictionary into lists for stages and their counts
+        crm_stages = list(stage_lead_count.keys())
+        lead_count = list(stage_lead_count.values())
+
+        # Return the data in the expected format
+        return [lead_count, crm_stages]
+
+    @api.model
+    def get_lead_by_month(self):
+        """pie chart"""
+        month_count = []
+        month_value = []
+        for rec in self.search([]):
+            month = rec.create_date.month
+            if month not in month_value:
+                month_value.append(month)
+            month_count.append(month)
+        month_val = [{'label': calendar.month_name[month],
+                      'value': month_count.count(month)} for month in
+                     month_value]
+        names = [record['label'] for record in month_val]
+        counts = [record['value'] for record in month_val]
+        month = [counts, names]
+        return month
+
+    @api.model
+    def get_crm_activities(self, period):
+        """Sales Activity Pie"""
+        start_date = get_period_start_date(period)
+        self._cr.execute('''
+               SELECT mail_activity_type.name, COUNT(*) 
+               FROM mail_activity 
+               INNER JOIN mail_activity_type 
+                   ON mail_activity.activity_type_id = mail_activity_type.id
+               INNER JOIN crm_lead 
+                   ON mail_activity.res_id = crm_lead.id 
+                   AND mail_activity.res_model = 'crm.lead'
+               WHERE crm_lead.create_date >= %s
+               GROUP BY mail_activity_type.name
+           ''', (start_date,))
+        data = self._cr.dictfetchall()
+        names = [record['name']['en_US'] for record in data]
+        counts = [record['count'] for record in data]
+        return [counts, names]
+
+    @api.model
+    def get_the_campaign_pie(self, period):
+        """Leads Group By Campaign Pie"""
+        start_date = get_period_start_date(period)
+        self._cr.execute('''SELECT campaign_id, COUNT(*),
+                               (SELECT name FROM utm_campaign 
+                                WHERE utm_campaign.id = crm_lead.campaign_id)
+                               FROM crm_lead WHERE create_date >= %s AND campaign_id IS NOT NULL GROUP BY
+                                campaign_id''', (start_date,))
+        data = self._cr.dictfetchall()
+        names = [record.get('name') for record in data]
+        counts = [record.get('count') for record in data]
+        final = [counts, names]
+        return final
+
+    @api.model
+    def get_the_source_pie(self, period):
+        """Leads Group By Source Pie"""
+        start_date = get_period_start_date(period)
+        self._cr.execute('''SELECT source_id, COUNT(*),
+                                (SELECT name FROM utm_source 
+                                 WHERE utm_source.id = crm_lead.source_id)
+                                FROM crm_lead WHERE create_date >= %s AND source_id IS NOT NULL GROUP BY 
+                                source_id''', (start_date,))
+        data = self._cr.dictfetchall()
+        names = [record.get('name') for record in data]
+        counts = [record.get('count') for record in data]
+        final = [counts, names]
+        return final
+
+    @api.model
+    def get_the_medium_pie(self, period):
+        """Leads Group By Medium Pie"""
+        start_date = get_period_start_date(period)
+        self._cr.execute('''SELECT medium_id, COUNT(*),
+                                (SELECT name FROM utm_medium 
+                                 WHERE utm_medium.id = crm_lead.medium_id)
+                                FROM crm_lead WHERE create_date >= %s AND medium_id IS NOT NULL GROUP BY medium_id''',
+                         (start_date,))
+        data = self._cr.dictfetchall()
+        names = [record.get('name') for record in data]
+        counts = [record.get('count') for record in data]
+        final = [counts, names]
+        return final
+
+    @api.model
+    def get_total_lost_crm(self, period):
+        """Lost Opportunity or Lead Graph"""
+        month_dict = {}
+
+        # Format the start date to be used in the SQL query
+        start_date = get_period_start_date(period)
+
+        if period == 'year':
+            num_months = 12
+        elif period == 'quarter':
+            num_months = 3
+        else:
+            num_months = 1
+
+            # Initialize the dictionary with month names and counts
+        for i in range(num_months):
+            current_month = start_date + relativedelta(months=i)
+            month_name = current_month.strftime('%B')
+            month_dict[month_name] = 0
+
+            # Execute the SQL query to count lost opportunities
+        self._cr.execute('''SELECT TO_CHAR(create_date, 'Month') AS month, 
+                                       COUNT(id) 
+                                FROM crm_lead
+                                WHERE probability = 0 
+                                  AND active = FALSE 
+                                  AND create_date >= %s
+                                GROUP BY TO_CHAR(create_date, 'Month')
+                                ORDER BY TO_CHAR(create_date, 'Month')''',
+                         (start_date,))
+
+        data = self._cr.dictfetchall()
+
+        # Update month_dict with the results from the query
+        for rec in data:
+            month_name = rec[
+                'month'].strip()  # Strip the month name to remove extra spaces
+            if month_name in month_dict:
+                month_dict[month_name] = rec['count']
+
+        result = {
+            'month': list(month_dict.keys()),
+            'count': list(month_dict.values())
+        }
+
+        return result
+
+    @api.model
+    def get_upcoming_events(self):
+        """Upcoming Activities Table"""
+        today = fields.date.today()
+        session_user_id = self.env.uid
+        self._cr.execute('''select mail_activity.activity_type_id,
+            mail_activity.date_deadline, mail_activity.summary,
+            mail_activity.res_name,(SELECT mail_activity_type.name
+            FROM mail_activity_type WHERE mail_activity_type.id = 
+            mail_activity.activity_type_id), mail_activity.user_id FROM 
+            mail_activity WHERE res_model = 'crm.lead' AND 
+            mail_activity.date_deadline >= '%s' and user_id = %s GROUP BY 
+            mail_activity.activity_type_id, mail_activity.date_deadline,
+            mail_activity.summary,mail_activity.res_name,mail_activity.user_id
+            order by mail_activity.date_deadline asc''' % (
+        today, session_user_id))
+        data = self._cr.fetchall()
+        events = [[record[0], record[1], record[2], record[3],
+                   record[4] if record[4] else '',
+                   self.env['res.users'].browse(record[5]).name if record[
+                       5] else ''
+                   ] for record in data]
+        return {
+            'event': events,
+            'cur_lang': self.env.context.get('lang')
+        }
+
+    @api.model
+    def total_revenue_by_sales(self, period):
+        """Total expected revenue and count Pie"""
+        session_user_id = self.env.uid
+        start_date = get_period_start_date(period)
+        # SQL query template
+        query_template = """
+            SELECT sum(expected_revenue) as revenue 
+            FROM crm_lead 
+            WHERE user_id = %s 
+            AND type = 'opportunity' 
+            AND active = %s 
+            {conditions}
+        """
+
+        # Query conditions for different cases
+        conditions = [
+            "",  # Active opportunities
+            "AND stage_id = '4'",  # Won opportunities
+            "AND probability = '0'",  # Lost opportunities
+        ]
+
+        # Active status for each condition
+        active_status = ['true', 'false', 'false']
+
+        # Fetch total revenue for each condition
+        revenues = []
+        for cond, active in zip(conditions, active_status):
+            self._cr.execute(query_template.format(conditions=cond),
+                             (session_user_id, active))
+            revenue = self._cr.fetchone()[0] or 0
+            revenues.append(revenue)
+
+        # Calculate expected revenue without won
+        exp_revenue_without_won = revenues[0] - revenues[1]
+
+        # Prepare the data for the pie chart
+        revenue_pie_count = [exp_revenue_without_won, revenues[1], revenues[2]]
+        revenue_pie_title = ['Expected without Won', 'Won', 'Lost']
+
+        return [revenue_pie_count, revenue_pie_title]
+
+
+    @api.model
+    def get_top_sp_revenue(self,period):
+        """Top 10 Salesperson revenue Table"""
+        user = self.env.user
+        start_date = get_period_start_date(period)
+        self._cr.execute('''SELECT user_id, id, expected_revenue, name, company_id
+                                    FROM crm_lead 
+                                    WHERE create_date >= '%s' AND expected_revenue IS NOT NULL AND user_id = %s
+                                    GROUP BY user_id, id 
+                                    ORDER BY expected_revenue DESC 
+                                    LIMIT 10''' % (start_date,user.id,))
+        data1 = self._cr.fetchall()
+        top_revenue = [
+            [self.env['res.users'].browse(rec[0]).name, rec[1], rec[2],
+             rec[3], self.env['res.company'].browse(rec[4]).currency_id.symbol]
+            for rec in data1]
+        return {'top_revenue': top_revenue}
+
+    @api.model
+    def get_top_country_revenue(self, period):
+        """Top 10 Country Wise Revenue - Heat Map"""
+        company_id = self.env.company.id
+        self._cr.execute('''SELECT country_id, sum(expected_revenue)
+                                FROM crm_lead 
+                                WHERE expected_revenue IS NOT NULL 
+                                AND country_id IS NOT NULL
+                                GROUP BY country_id 
+                                ORDER BY sum(expected_revenue) DESC 
+                                LIMIT 10''')
+        data1 = self._cr.fetchall()
+        country_revenue = [[self.env['res.country'].browse(rec[0]).name,
+                            rec[1], self.env['res.company'].browse(
+                company_id).currency_id.symbol] for rec in data1]
+        return {'country_revenue': country_revenue}
+
+    @api.model
+    def get_top_country_count(self, period):
+        """Top 10 Country Wise Count - Heat Map"""
+        self._cr.execute('''SELECT country_id, COUNT(*) 
+                                FROM crm_lead 
+                                WHERE country_id IS NOT NULL 
+                                GROUP BY country_id 
+                                ORDER BY COUNT(*) DESC 
+                                LIMIT 10''')
+        data1 = self._cr.fetchall()
+        country_count = [[self.env['res.country'].browse(rec[0]).name, rec[1]]
+                         for rec in data1]
+        return {'country_count': country_count}
+
+    @api.model
+    def get_recent_activities(self, kwargs):
+        """Recent Activities Table"""
+        today = fields.Date.today()
+        recent_week = today - relativedelta(days=7)
+        current_user_id = self.env.user.id  # Get the current logged-in user's ID
+        # Check if the current user is an administrator
+        is_admin = self.env.user.has_group('base.group_system')
+        # Build the SQL query with or without user filtering based on role
+        if is_admin:
+            self._cr.execute('''
+                    SELECT mail_activity.activity_type_id,
+                           mail_activity.date_deadline,
+                           mail_activity.summary,
+                           mail_activity.res_name,
+                           (SELECT mail_activity_type.name
+                            FROM mail_activity_type
+                            WHERE mail_activity_type.id = mail_activity.activity_type_id),
+                           mail_activity.user_id
+                    FROM mail_activity
+                    WHERE res_model = 'crm.lead'
+                      AND mail_activity.date_deadline BETWEEN %s AND %s
+                    GROUP BY mail_activity.activity_type_id,
+                             mail_activity.date_deadline,
+                             mail_activity.summary,
+                             mail_activity.res_name,
+                             mail_activity.user_id
+                    ORDER BY mail_activity.date_deadline DESC
+                ''', (recent_week, today))
+        else:
+            self._cr.execute('''
+                    SELECT mail_activity.activity_type_id,
+                           mail_activity.date_deadline,
+                           mail_activity.summary,
+                           mail_activity.res_name,
+                           (SELECT mail_activity_type.name
+                            FROM mail_activity_type
+                            WHERE mail_activity_type.id = mail_activity.activity_type_id),
+                           mail_activity.user_id
+                    FROM mail_activity
+                    WHERE res_model = 'crm.lead'
+                      AND mail_activity.date_deadline BETWEEN %s AND %s
+                      AND mail_activity.user_id = %s
+                    GROUP BY mail_activity.activity_type_id,
+                             mail_activity.date_deadline,
+                             mail_activity.summary,
+                             mail_activity.res_name,
+                             mail_activity.user_id
+                    ORDER BY mail_activity.date_deadline DESC
+                ''', (recent_week, today, current_user_id))
+
+        data = self._cr.fetchall()
+        activities = [
+            [*record[:5], self.env['res.users'].browse(record[5]).name] for
+            record in data]
+        return {'activities': activities}

crm_dashboard/models/crm_team.py

@@ -0,0 +1,34 @@
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author:  Raneesha (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import fields, models
+
+
+class CRMSalesTeam(models.Model):
+    """CRMSalesTeam model extends the base crm.team model to add a field,
+    crm_lead_state_id, which represents the default CRM Lead stage for
+    leads associated with this sales team.
+   """
+    _inherit = 'crm.team'
+
+    crm_lead_state_id = fields.Many2one("crm.stage", string="CRM Lead",
+                                        store=True,
+                                        help="CRM Lead stage for leads "
+                                             "associated with this sales team.")

crm_dashboard/models/res_user.py

@@ -0,0 +1,30 @@
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author:  Raneesha (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import fields, models
+
+
+class ResUser(models.Model):
+    """ResUser model extends the base res. Users model to add a field 'sales'
+    that represents the target for the salesperson."""
+    _inherit = 'res.users'
+
+    sales = fields.Float(string="Target", help="The target value for the "
+                                               "salesperson.")

crm_dashboard/models/sale_order.py

@@ -0,0 +1,35 @@
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author:  Raneesha (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import models
+
+
+class SalesOrder(models.Model):
+    """Extends sale order for overriding action confirm function"""
+    _inherit = 'sale.order'
+
+    def action_confirm(self):
+        """Override the action_confirm method to change CRM Stage.
+        Returns:
+            dict: A dictionary containing the result of the original
+            action_confirm method."""
+        res = super(SalesOrder, self).action_confirm()
+        self.opportunity_id.stage_id = self.team_id.crm_lead_state_id
+        return res

crm_dashboard/models/utm_campaign.py

@@ -0,0 +1,63 @@
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#
+#    Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author:  Raneesha (odoo@cybrosys.com)
+#
+#    You can modify it under the terms of the GNU AFFERO
+#    GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
+#
+#    You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
+#    (AGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import fields, models
+
+
+class CampaignSmartButton(models.Model):
+    """Extends the UTM Campaign model with a Smart Button to calculate and
+    display the Win Loss Ratio."""
+    _inherit = 'utm.campaign'
+
+    total_ratio = fields.Float(compute='_compute_ratio',
+                               help="Total lead ratio")
+
+    def get_ratio(self):
+        """Open the Win Loss Ratio window upon clicking the Smart Button.
+       Returns:
+           dict: A dictionary specifying the action to be taken upon button
+           click."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Win Loss Ratio',
+            'view_mode': 'kanban',
+            'res_model': 'crm.lead',
+            'domain': [['user_id', '=', self.env.uid], "|",
+                       "&", ["active", "=", True], ["probability", '=', 100],
+                       "&", ["active", "=", False], ["probability", '=', 0]
+                       ],
+            'context': "{'create': False,'records_draggable': False}"
+        }
+
+    def _compute_ratio(self):
+        """Compute the Win Loss Ratio based on CRM lead statistics."""
+        total_won = self.env['crm.lead'].search_count(
+            [('active', '=', True), ('probability', '=', 100),
+             ('user_id', '=', self.env.uid)])
+        total_lose = self.env['crm.lead'].search_count(
+            [('active', '=', False), ('probability', '=', 0),
+             ('user_id', '=', self.env.uid)])
+
+        if total_lose == 0:
+            ratio = 0
+        else:
+            ratio = round(total_won / total_lose, 2)
+        self.total_ratio = ratio

crm_dashboard/static/description/assets/icons/arrows-repeat.svg

@@ -0,0 +1,10 @@
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+</g>
+<defs>
+<clipPath id="clip0_48_838">
+<rect width="34" height="34" fill="white"/>
+</clipPath>
+</defs>
+</svg>

crm_dashboard/static/description/assets/icons/banner-bg.svg

@@ -0,0 +1,9 @@
+<svg width="1228" height="268" viewBox="0 0 1228 268" fill="none" xmlns="http://www.w3.org/2000/svg">
+<path d="M0 0H1228V252C1228 260.837 1220.84 268 1212 268H16C7.16347 268 0 260.837 0 252V0Z" fill="url(#paint0_linear_15_2077)"/>
+<defs>
+<linearGradient id="paint0_linear_15_2077" x1="613.495" y1="-14" x2="613.495" y2="268" gradientUnits="userSpaceOnUse">
+<stop stop-color="#D7BFFF" stop-opacity="0"/>
+<stop offset="1" stop-color="#D3D0DA" stop-opacity="0.5"/>
+</linearGradient>
+</defs>
+</svg>

crm_dashboard/static/description/assets/icons/banner-call.svg

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+</g>
+</svg>

crm_dashboard/static/description/assets/icons/banner-mail.svg

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+</g>
+</svg>

crm_dashboard/static/description/assets/icons/brand-pair.svg

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@@ -0,0 +1,10 @@
+<svg width="36" height="36" viewBox="0 0 36 36" fill="none" xmlns="http://www.w3.org/2000/svg">
+<g clip-path="url(#clip0_48_827)">
+<path d="M34.5195 5.66404L27.6225 12.561C26.451 13.7325 24.552 13.7325 23.3805 12.561C22.209 11.3895 22.209 9.49054 23.3805 8.31904L30.258 1.43854L29.82 1.21654C28.227 0.408035 26.52 -0.00146484 24.7485 -0.00146484C18.5445 -0.00146484 13.4985 5.04454 13.4985 11.2485C13.4985 12.687 13.7655 14.0775 14.295 15.399L1.37699 28.3185C-0.375012 30.0735 -0.375012 32.9265 1.37699 34.6815C2.25449 35.559 3.40649 35.997 4.55849 35.997C5.71049 35.997 6.86399 35.559 7.74149 34.6815L20.688 21.735C21.9855 22.2435 23.3475 22.5 24.75 22.5C30.954 22.5 36 17.454 36 11.25C36 9.43804 35.5755 7.70104 34.7385 6.08704L34.5195 5.66404Z" fill="white"/>
+</g>
+<defs>
+<clipPath id="clip0_48_827">
+<rect width="36" height="36" fill="white"/>
+</clipPath>
+</defs>
+</svg>

crm_dashboard/static/src/css/style.css

@@ -0,0 +1,295 @@
+/* Dashboard Main Section Styles */
+.dashboard_main_section {
+    padding-top: 2rem;
+    padding-bottom: 1rem;
+    background-color: #f8f9fa;
+}
+
+.section-header {
+    font-size: 1.5rem;
+    font-weight: bold;
+    color: #343a40;
+}
+
+/* Period Selection Styles */
+#period_selection {
+    margin-top: 1rem;
+    width: 100%;
+    height: 38px;
+    border: 1px solid #ced4da;
+    border-radius: 0.25rem;
+    background-color: #fff;
+    color: #495057;
+    font-size: 1rem;
+    line-height: 1.5;
+    padding: 0.375rem 1.75rem 0.375rem 0.75rem;
+    appearance: none;
+    -webkit-appearance: none;
+    -moz-appearance: none;
+    background-image: url("data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 4 5'%3E%3Cpath fill='%23343a40' d='M2 0L0 2h4zm0 5L0 3h4z'/%3E%3C/svg%3E");
+    background-repeat: no-repeat;
+    background-position: right 0.75rem center;
+    background-size: 16px 12px;
+}
+
+#period_selection:focus {
+    outline: none;
+    box-shadow: 0 0 0 0.2rem rgba(0, 123, 255, 0.25);
+}
+
+/* Responsive Styles */
+@media (max-width: 767px) {
+    .section-header {
+        font-size: 1.25rem;
+    }
+
+    #period_selection {
+        margin-top: 0.5rem;
+        height: 32px;
+        font-size: 0.875rem;
+        padding: 0.25rem 1.5rem 0.25rem 0.5rem;
+    }
+}
+
+/* Dashboard Card Section Styles */
+.dashboard_card_section {
+    padding-top: 1rem;
+    padding-bottom: 2rem;
+}
+
+/* Dashboard Card Styles */
+.dashboard-card {
+    position: relative;
+    margin-bottom: 1rem;
+    padding: 1rem;
+    border-radius: 0.5rem;
+    box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+    background-color: #fff;
+    transition: transform 0.2s ease-in-out, box-shadow 0.2s ease-in-out;
+}
+
+.dashboard-card:hover {
+    transform: translateY(-4px);
+    box-shadow: 0 6px 12px rgba(0, 0, 0, 0.15);
+}
+
+.dashboard-card__icon-container {
+    width: 3rem;
+    height: 3rem;
+    font-size: 1.5rem;
+    color: #797979;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    border-radius: 50%;
+    background-color: #f0f0f0;
+}
+
+.dashboard-card__details {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    flex: 1;
+    padding-left: 1rem;
+}
+
+.dashboard-card__details h3,
+.dashboard-card__details h4 {
+    margin-bottom: 0;
+    color: #333;
+}
+
+.dashboard-card__details h3 {
+    font-size: 1.25rem;
+}
+
+.dashboard-card__details h4 {
+    font-size: 1rem;
+    color: #666;
+}
+
+/* Specific Card Styles */
+.card-shadow {
+    box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+}
+
+.bg-mauve-light {
+    background-color: #f9f7ff;
+}
+
+.text-mauve {
+    color: #7c4dff;
+}
+
+/* Responsive Styles */
+@media (max-width: 767px) {
+    .dashboard-card {
+        padding: 0.75rem;
+    }
+
+    .dashboard-card__icon-container {
+        width: 2.5rem;
+        height: 2.5rem;
+        font-size: 1.25rem;
+    }
+
+    .dashboard-card__details h3 {
+        font-size: 1rem;
+    }
+
+    .dashboard-card__details h4 {
+        font-size: 0.875rem;
+    }
+}
+/* Modern Minimalistic Kanban Card Style */
+/* Card Layout: Date as the Main Element */
+.upcoming_activities_div .chart-container {
+    padding: 20px;
+    background-color: #ffffff;
+    border-radius: 12px;
+    box-shadow: 0 2px 8px rgba(0, 0, 0, 0.05);
+}
+
+.upcoming_activities_div h3 {
+    margin-bottom: 20px;
+    font-weight: 600;
+    font-size: 18px;
+    color: #444;
+}
+
+.recent_activity_div h3 {
+    margin-bottom: 20px;
+    font-weight: 600;
+    font-size: 18px;
+    color: #444;
+}
+.recent_activity_div .chart-container {
+    padding: 20px;
+    background-color: #ffffff;
+    border-radius: 12px;
+    box-shadow: 0 2px 8px rgba(0, 0, 0, 0.05);
+}
+
+.top_sp_revenue_div .chart-container {
+    padding: 20px;
+    background-color: #ffffff;
+    border-radius: 12px;
+    box-shadow: 0 2px 8px rgba(0, 0, 0, 0.05);
+}
+.top_sp_revenue_div h3 {
+    margin-bottom: 20px;
+    font-weight: 600;
+    font-size: 18px;
+    color: #444;
+}
+.top_country_revenue_div .chart-container {
+    padding: 20px;
+    background-color: #ffffff;
+    border-radius: 12px;
+    box-shadow: 0 2px 8px rgba(0, 0, 0, 0.05);
+}
+.top_country_revenue_div h3 {
+    margin-bottom: 20px;
+    font-weight: 600;
+    font-size: 18px;
+    color: #444;
+}
+.top_country_count_div .chart-container {
+    padding: 20px;
+    background-color: #ffffff;
+    border-radius: 12px;
+    box-shadow: 0 2px 8px rgba(0, 0, 0, 0.05);
+}
+.top_country_count_div h3 {
+    margin-bottom: 20px;
+    font-weight: 600;
+    font-size: 18px;
+    color: #444;
+}
+.crm_scroll_table {
+    overflow-y: auto;
+    max-height: 530px;
+}
+
+.items-table {
+    display: flex;
+    flex-direction: column;
+    gap: 15px;
+}
+
+.item-container {
+    display: flex;
+    flex-direction: column;
+}
+
+.item-header {
+    display: flex;
+    align-items: center;
+    padding: 15px;
+    background-color: #f7f7f7;
+    border-radius: 10px;
+    box-shadow: 0 2px 4px rgba(0, 0, 0, 0.08);
+    transition: box-shadow 0.3s ease;
+}
+
+.item-header:hover {
+    box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);
+}
+
+.date-container {
+    flex-shrink: 0;
+    background-color: #4c8bf5;
+    color: #ffffff;
+    font-size: 16px;
+    font-weight: 700;
+    padding: 10px;
+    border-radius: 8px;
+    text-align: center;
+    margin-right: 20px;
+    min-width: 70px;
+    display: flex;
+    flex-direction: column;
+    align-items: center;
+}
+
+.date-container .day {
+    font-size: 24px;
+    font-weight: 800;
+}
+
+.date-container .month {
+    font-size: 14px;
+}
+
+.item-content {
+    flex-grow: 1;
+    display: flex;
+    flex-direction: column;
+}
+
+.item-content .item-title {
+    font-size: 18px;
+    font-weight: 600;
+    color: #333;
+    margin-bottom: 5px;
+}
+
+.item-content .item-summary {
+    font-size: 14px;
+    color: #666;
+    margin-bottom: 3px;
+}
+
+.item-content .item-extra {
+    font-size: 13px;
+    color: #888;
+}
+h2 {
+    padding: 8px;
+}
+canvas{
+    padding-bottom: 9px;
+}
+#in_ex_body_hide{
+    background: white;
+}

crm_dashboard/static/src/js/crm_dashboard.js

@@ -0,0 +1,560 @@
+/** @odoo-module **/
+import {registry} from "@web/core/registry";
+import {Component} from "@odoo/owl";
+import {onWillStart, onMounted, useState, useRef, useEffect} from "@odoo/owl";
+import {useService} from "@web/core/utils/hooks";
+
+export class CrmDashboard extends Component {
+    setup() {
+        super.setup(...arguments);
+        this.orm = useService("orm");
+        this.action = useService("action");
+        this.Leadstage = useRef('leads_stage')
+        this.LeadByMonth = useRef('leads_by_month')
+        this.CrmActivities = useRef('crm_activities')
+        this.LeadByCampaign = useRef('leads_campaign')
+        this.LeadByMedium = useRef('leads_medium')
+        this.LeadBySource = useRef('leads_source')
+        this.LostLead = useRef('leads_lost')
+        this.TotalRevenue = useRef('total_revenue')
+        this.state = useState({
+            period: 'month',
+            leads: null,
+            opportunities: null,
+            exp_revenue: null,
+            revenue: null,
+            win_ratio: null,
+            avg_close_time: null,
+            opportunity_ratio: null,
+            unassigned_leads: null,
+            charts: [],
+            upcoming_events: [],
+            current_lang: [],
+            top_sp_revenue: [],
+            country_count: [],
+            country_revenue: [],
+            recent_activities:[],
+
+        })
+        onWillStart(async () => {
+            await this.fetch_data();
+            await this.UpcomingEvents();
+            await this.TopSpRevenue();
+            await this.TopCountryRevenue();
+            await this.TopCountryCount();
+            await this.RecentActivities();
+            // Destroy existing chart if it exists
+
+        });
+
+        useEffect(() => {
+            if (this.state.charts.length > 0) {
+                this.state.charts.forEach(chart => {
+                    chart.destroy();
+                });
+            }
+            if (this.state.period) {
+                this.fetch_data();
+                this.render_leads_by_stage();
+                this.render_leads_by_month();
+                this.render_crm_activities();
+                this.render_lead_by_campaign();
+                this.render_lead_by_medium();
+                this.render_lead_by_source();
+                this.render_lost_lead();
+                this.render_total_revenue();
+            }
+        }, () => [this.state.period]);
+    }
+
+    async fetch_data() {
+        var self = this
+        var result = await this.orm.call('crm.lead', "get_data", [this.state.period])
+        this.state.leads = result['leads']
+        this.state.opportunities = result['opportunities']
+        this.state.exp_revenue = result['exp_revenue']
+        this.state.revenue = result['revenue']
+        this.state.win_ratio = result['win_ratio']
+        this.state.opportunity_ratio = result['opportunity_ratio']
+        this.state.avg_close_time = result['avg_close_time']
+        this.state.unassigned_leads = result['unassigned_leads']
+
+    }
+
+    async UpcomingEvents() {
+        var result = await this.orm.call('crm.lead', "get_upcoming_events", [])
+        this.state.upcoming_events = result['event']
+        this.state.current_lang = result['cur_lang']
+    }
+
+    async TopSpRevenue() {
+        var result = await this.orm.call('crm.lead', "get_top_sp_revenue", [this.state.period])
+        this.state.top_sp_revenue = result['top_revenue']
+        // this.state.current_lang = result['cur_lang']
+    }
+
+    async TopCountryCount() {
+        var result = await this.orm.call('crm.lead', "get_top_country_count", [this.state.period])
+        this.state.country_count = result['country_count']
+
+    }
+
+    async TopCountryRevenue() {
+        var result = await this.orm.call('crm.lead', "get_top_country_revenue", [this.state.period])
+        this.state.country_revenue = result['country_revenue']
+    }
+    async RecentActivities() {
+        var result = await this.orm.call('crm.lead', "get_recent_activities", [this.state.period])
+        this.state.recent_activities = result['activities']
+    }
+
+
+    SetPeriods() {
+        var today = new Date();
+        var start_date;
+
+        if (this.state.period == 'month') {
+            start_date = new Date(today.getFullYear(), today.getMonth(), 1); // Start of the month
+        } else if (this.state.period == 'year') {
+            start_date = new Date(today.getFullYear(), 0, 1); // Start of the year
+        } else if (this.state.period == 'quarter') {
+            var startMonth = Math.floor(today.getMonth() / 3) * 3; // Start month of the quarter
+            start_date = new Date(today.getFullYear(), startMonth, 1); // Start of the quarter
+        } else if (this.state.period == 'week') {
+            var dayOfWeek = today.getDay();
+            var diff = today.getDate() - dayOfWeek + (dayOfWeek === 0 ? -6 : 1); // Adjust when day is Sunday
+            start_date = new Date(today.setDate(diff)); // Start of the week (Monday)
+        }
+
+        return start_date.getFullYear() + '-' + (start_date.getMonth() + 1).toString().padStart(2, '0') + '-' + start_date.getDate().toString().padStart(2, '0');
+    }
+
+
+    OnChangePeriods() {
+
+    }
+
+    onClickLeads() {
+        var date = this.SetPeriods()
+        this.action.doAction({
+            type: "ir.actions.act_window",
+            name: "Leads",
+            res_model: 'crm.lead',
+            views: [[false, "kanban"], [false, "form"]],
+            target: "current",
+            domain: [['type', '=', 'lead'], ['create_date', '>=', date]]
+        });
+    }
+
+    onClickOpportunities() {
+        var date = this.SetPeriods()
+        this.action.doAction({
+            type: "ir.actions.act_window",
+            name: "Opportunities",
+            res_model: 'crm.lead',
+            views: [[false, "kanban"], [false, "form"]],
+            target: "current",
+            domain: [['type', '=', 'opportunity'], ['create_date', '>=', date]]
+        });
+    }
+
+    onClickExpRevenue() {
+        var date = this.SetPeriods()
+        this.action.doAction({
+            type: "ir.actions.act_window",
+            name: "Expense Revenue",
+            res_model: 'crm.lead',
+            views: [[false, "list"], [false, "form"]],
+            target: "current",
+            domain: [['type', '=', 'opportunity'], ['active', '=', true], ['create_date', '>=', date]]
+        });
+    }
+
+    onClickRevenue() {
+        var date = this.SetPeriods()
+        this.action.doAction({
+            type: "ir.actions.act_window",
+            name: "Revenue",
+            res_model: 'crm.lead',
+            views: [[false, "list"], [false, "form"]],
+            target: "current",
+            domain: [['type', '=', 'opportunity'], ['active', '=', true], ['stage_id', '=', 4], ['create_date', '>=', date]]
+        });
+    }
+
+    onClickUnAssignedLeads() {
+        var date = this.SetPeriods()
+        this.action.doAction({
+            type: "ir.actions.act_window",
+            name: "Unassigned Leads",
+            res_model: 'crm.lead',
+            views: [[false, "list"], [false, "form"]],
+            target: "current",
+            domain: [['user_id', '=', false], ['type', '=', 'lead'], ['create_date', '>=', date]]
+        });
+    }
+
+    async render_leads_by_stage() {
+
+        var self = this;
+        var ctx = this.Leadstage.el;
+        const arrays = await this.orm.call('crm.lead', "get_lead_stage_data", [this.state.period]);
+        const data = {
+            labels: arrays[1],
+            datasets: [{
+                label: 'Leads',
+                data: arrays[0],
+                backgroundColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+                borderColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+            }]
+        };
+
+        //create Chart class object
+        var chart = new Chart(ctx, {
+            type: 'polarArea',
+            data: data,
+
+            // options: options
+        });
+        this.state.charts.push(chart)
+    }
+
+    async render_leads_by_month() {
+
+        var self = this;
+        var ctx = this.LeadByMonth.el;
+        const arrays = await this.orm.call('crm.lead', "get_lead_by_month", []);
+        const data = {
+            labels: arrays[1],
+            datasets: [{
+                label: 'Leads',
+                data: arrays[0],
+                backgroundColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+                borderColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+            }]
+        };
+
+
+        //create Chart class object
+        var chart = new Chart(ctx, {
+            type: 'doughnut',
+            data: data,
+            // options: options
+        });
+        this.state.charts.push(chart)
+    }
+
+    async render_crm_activities() {
+
+        var self = this;
+        var ctx = this.CrmActivities.el;
+        const arrays = await this.orm.call('crm.lead', "get_crm_activities", [this.state.period]);
+        const data = {
+            labels: arrays[1],
+            datasets: [{
+                label: 'Activity',
+                data: arrays[0],
+                backgroundColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+                borderColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+            }]
+        };
+
+
+        //create Chart class object
+        var chart = new Chart(ctx, {
+            type: 'pie',
+            data: data,
+            // options: options
+        });
+        this.state.charts.push(chart)
+    }
+
+    async render_lead_by_campaign() {
+
+        var self = this;
+        var ctx = this.LeadByCampaign.el;
+        const arrays = await this.orm.call('crm.lead', "get_the_campaign_pie", [this.state.period]);
+        const data = {
+            labels: arrays[1],
+            datasets: [{
+                label: 'Activity',
+                data: arrays[0],
+                backgroundColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+                borderColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+            }]
+        };
+
+
+        //create Chart class object
+        var chart = new Chart(ctx, {
+            type: 'pie',
+            data: data,
+            // options: options
+        });
+        this.state.charts.push(chart)
+    }
+
+    async render_lead_by_medium() {
+
+        var self = this;
+        var ctx = this.LeadByMedium.el;
+        const arrays = await this.orm.call('crm.lead', "get_the_medium_pie", [this.state.period]);
+        const data = {
+            labels: arrays[1],
+            datasets: [{
+                label: 'Activity',
+                data: arrays[0],
+                backgroundColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+                borderColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+            }]
+        };
+
+
+        //create Chart class object
+        var chart = new Chart(ctx, {
+            type: 'pie',
+            data: data,
+            // options: options
+        });
+        this.state.charts.push(chart)
+    }
+
+    async render_lead_by_source() {
+
+        var self = this;
+        var ctx = this.LeadBySource.el;
+        const arrays = await this.orm.call('crm.lead', "get_the_source_pie", [this.state.period]);
+        const data = {
+            labels: arrays[1],
+            datasets: [{
+                label: 'Activity',
+                data: arrays[0],
+                backgroundColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+                borderColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+            }]
+        };
+
+
+        //create Chart class object
+        var chart = new Chart(ctx, {
+            type: 'pie',
+            data: data,
+            // options: options
+        });
+        this.state.charts.push(chart)
+    }
+
+    async render_lost_lead() {
+
+        var self = this;
+        var ctx = this.LostLead.el;
+        const arrays = await this.orm.call('crm.lead', "get_total_lost_crm", [this.state.period]);
+        const data = {
+            labels: arrays['month'],
+            datasets: [{
+                label: 'Activity',
+                data: arrays['count'],
+                backgroundColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+                borderColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+            }]
+        };
+
+
+        //create Chart class object
+        var chart = new Chart(ctx, {
+            type: 'bar',
+            data: data,
+            // options: options
+        });
+        this.state.charts.push(chart)
+    }
+
+    async render_total_revenue() {
+
+        var self = this;
+        var ctx = this.TotalRevenue.el;
+        const arrays = await this.orm.call('crm.lead', "total_revenue_by_sales", [this.state.period]);
+        const data = {
+            labels: arrays[1],
+            datasets: [{
+                label: 'Activity',
+                data: arrays[0],
+                backgroundColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+                borderColor: [
+                    "#003f5c",
+                    "#2f4b7c",
+                    "#f95d6a",
+                    "#665191",
+                    "#d45087",
+                    "#ff7c43",
+                    "#ffa600",
+                    "#a05195",
+                    "#6d5c16"
+                ],
+            }]
+        };
+
+
+        //create Chart class object
+        var chart = new Chart(ctx, {
+            type: 'pie',
+            data: data,
+            // options: options
+        });
+        this.state.charts.push(chart)
+    }
+}
+
+
+CrmDashboard.template = 'CrmDashboard'
+registry.category("actions").add("crm_dashboard", CrmDashboard)