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[FIX] Bug fixed 'crm_dashboard'

pull/298/head
Ajmal Cybro 4 years ago
parent
f1bdd48c2b
commit
da197228f9
3 changed files with 116 additions and 33 deletions
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  1. 2
      crm_dashboard/__manifest__.py
  2. 19
      crm_dashboard/models/crm_dashboard.py
  3. 128
      crm_dashboard/static/description/index.html

2
crm_dashboard/__manifest__.py
View File

@ -24,7 +24,7 @@
'description': """CRM Dashboard, Detailed Dashboard View for CRM, CRM, Dashboard, odoo14""", 'description': """CRM Dashboard, Detailed Dashboard View for CRM, CRM, Dashboard, odoo14""",
'summary': """Detailed Dashboard View for CRM""", 'summary': """Detailed Dashboard View for CRM""",
'category': 'Sales', 'category': 'Sales',
'version': '14.0.1.0.0', 'version': '14.0.1.0.1',
'author': 'Cybrosys Techno Solutions', 'author': 'Cybrosys Techno Solutions',
'company': 'Cybrosys Techno Solutions', 'company': 'Cybrosys Techno Solutions',
'maintainer': 'Cybrosys Techno Solutions', 'maintainer': 'Cybrosys Techno Solutions',

19
crm_dashboard/models/crm_dashboard.py
View File

@ -321,8 +321,8 @@ class CRMLead(models.Model):
"""Top 10 Deals Table""" """Top 10 Deals Table"""
self._cr.execute('''SELECT crm_lead.user_id,crm_lead.id,crm_lead.expected_revenue, self._cr.execute('''SELECT crm_lead.user_id,crm_lead.id,crm_lead.expected_revenue,
crm_lead.name,crm_lead.company_id, (SELECT crm_team.name FROM crm_team crm_lead.name,crm_lead.company_id, (SELECT crm_team.name FROM crm_team
WHERE crm_lead.team_id = crm_team.id) from crm_lead WHERE crm_lead.team_id = crm_team.id) from crm_lead where crm_lead.expected_revenue
where crm_lead.expected_revenue is not null GROUP BY crm_lead.user_id, is not null and crm_lead.type = 'opportunity' GROUP BY crm_lead.user_id,
crm_lead.id,crm_lead.expected_revenue,crm_lead.name,crm_lead.company_id crm_lead.id,crm_lead.expected_revenue,crm_lead.name,crm_lead.company_id
order by crm_lead.expected_revenue DESC limit 10''') order by crm_lead.expected_revenue DESC limit 10''')
data1 = self._cr.fetchall() data1 = self._cr.fetchall()
@ -349,10 +349,11 @@ class CRMLead(models.Model):
"""Monthly Goal Gauge""" """Monthly Goal Gauge"""
uid = request.session.uid uid = request.session.uid
leads = self.env['crm.lead'].search([('date_deadline', '!=', False), leads = self.env['crm.lead'].search([('date_deadline', '!=', False),
('user_id', '=', uid)]) ('user_id', '=', uid),
('type', '=', 'opportunity')])
leads_won = self.env['crm.lead'].search([('date_closed', '!=', False), leads_won = self.env['crm.lead'].search([('date_closed', '!=', False),
('stage_id', '=', 4), ('stage_id', '=', 4), ('user_id', '=', uid),
('user_id', '=', uid)]) ('type', '=', 'opportunity')])
currency_symbol = self.env.company.currency_id.symbol currency_symbol = self.env.company.currency_id.symbol
goals = [] goals = []
@ -371,7 +372,7 @@ class CRMLead(models.Model):
self.achievement_amount = achievement self.achievement_amount = achievement
percent = 0 percent = 0
if achievement != 0: if total != 0:
percent = (achievement * 100 / total) / 100 percent = (achievement * 100 / total) / 100
goals.append(achievement) goals.append(achievement)
@ -536,7 +537,11 @@ class CRMLead(models.Model):
if len(data) != 3: if len(data) != 3:
del data del data
else: else:
ratio = round(data[1] / data[2], 2) data[1] = 0
if data[2] == 0:
ratio = 0
else:
ratio = round(data[1] / data[2], 2)
data.append(str(ratio)) data.append(str(ratio))
country_wise_ratio.append(data) country_wise_ratio.append(data)

128
crm_dashboard/static/description/index.html
View File

@ -33,7 +33,7 @@
<p <p
style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #282F33 !important; font-size: 1.4rem !important; text-align: center !important;"> style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #282F33 !important; font-size: 1.4rem !important; text-align: center !important;">
Detailed Dashboard View for CRM. Detailed Dashboard View for CRM
</p> </p>
<img src="./assets/screenshots/hero.gif" class="img-responsive" width="100%" height="auto" /> <img src="./assets/screenshots/hero.gif" class="img-responsive" width="100%" height="auto" />
</div> </div>
@ -72,7 +72,22 @@
style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" /> style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 30px !important; margin-left: 0 !important; margin-bottom: 2rem !important;" />
<p class="mt-4" <p class="mt-4"
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important">
The CRM Dashboard module helps you to see the Overview of the CRM module and its functioning, moreover, the CRM Dashboard helps you to know the overview of the CRM beautifully. Here you can see all details related to CRM module operations such as Leads, Opportunities, Expected, and Total Revenue. Furthermore, we can view the different types of reports in the form of graphs according to the values and operations of CRM. The CRM Dashboard module helps you to see the Overview of the CRM module,
and it's functioning. The Odoo CRM module will provide a complete
over of the entire functional aspects of the Customer Relationship Management
operations which are conducted with Odoo CRM. Moreover, you will attain a clear
insight into the Leads, Opportunities, Expected, and Total Revenue.
The Dashboard can be viewed in two different formats one for the Admin and
another for the User. In the case of the Admin, the CRM Dashboard will provide
a complete insight on the operations of the CRM providing a complete insight
into the operations. Whereas in the case of the user they will only obtain
certain of the details which they have been providing authorization.
The user authorization differs based on their job role. For example,
a Sales person will not have the same dashboard as that of a Sales Manager.
<br />
Furthermore, we can view the different types of reports in the form of graphs
according to the values and operations of CRM providing the viewer with complete
insight into the real-time operations of the CRM operations of the company.
</p> </p>
</div> </div>
</div> </div>
@ -89,39 +104,52 @@
<div class="d-flex my-5" <div class="d-flex my-5"
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;">
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> <img src="assets/icons/check.png" width="24px" height="24px" class="mr-2">
<h3 style="font-size: 1.2rem !important;">Different views for user and admin.</h3> <h3 style="font-size: 1.2rem !important;">Dedicated Views for Users and Admins</h3>
</div> </div>
<div class="d-flex my-5" <div class="d-flex my-5"
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;">
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> <img src="assets/icons/check.png" width="24px" height="24px" class="mr-2">
<h3 style="font-size: 1.2rem !important;">Upcoming and recent activities.</h3> <h3 style="font-size: 1.2rem !important;">The users will have different authorization based on
the employment level</h3>
</div> </div>
<div class="d-flex my-5" <div class="d-flex my-5"
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;">
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> <img src="assets/icons/check.png" width="24px" height="24px" class="mr-2">
<h3 style="font-size: 1.2rem !important;">Year to date bar graph and target field in user <h3 style="font-size: 1.2rem !important;">Activity monitoring</h3>
settings.</h3> </div>
<div class="d-flex my-5"
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;">
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2">
<h3 style="font-size: 1.2rem !important;">Insight on Upcoming and Recent activities</h3>
</div> </div>
</div> </div>
<div class="col-sm-12 col-md-6"> <div class="col-sm-12 col-md-6">
<div class="d-flex my-5" <div class="d-flex my-5"
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;">
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> <img src="assets/icons/check.png" width="24px" height="24px" class="mr-2">
<h3 style="font-size: 1.2rem !important;">Lost reason analysis.</h3> <h3 style="font-size: 1.2rem !important;">Year to Date bar graphTarget Field in User Settings
</h3>
</div>
<div class="d-flex my-5"
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;">
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2">
<h3 style="font-size: 1.2rem !important;">Opportunity Lost reason management</h3>
</div> </div>
<div class="d-flex my-5" <div class="d-flex my-5"
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;">
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> <img src="assets/icons/check.png" width="24px" height="24px" class="mr-2">
<h3 style="font-size: 1.2rem !important;">View Top deals and monthly goal.</h3> <h3 style="font-size: 1.2rem !important;">Top deals and Monthly revenue goals</h3>
</div> </div>
<div class="d-flex my-5" <div class="d-flex my-5"
style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;"> style="padding-bottom: 1.3rem !important; border-bottom: 2px solid #f0f0f0;">
<img src="assets/icons/check.png" width="24px" height="24px" class="mr-2"> <img src="assets/icons/check.png" width="24px" height="24px" class="mr-2">
<h3 style="font-size: 1.2rem !important;">Clickable Dashboard Cards.</h3> <h3 style="font-size: 1.2rem !important;">Clickable Dashboard Cards</h3>
</div> </div>
</div> </div>
</div> </div>
@ -141,9 +169,16 @@
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> <div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;">
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" <img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2"
style="margin-top: 4px !important;"> style="margin-top: 4px !important;">
<h3 style="font-size: 1.2rem !important;">The Clickable Dashboard Card Helps with the Analysis of Records. <h3>Clickable Dashboard Cards</h3>
</h3>
</div> </div>
<p>
You can click on the respective Cards which will direct the users to the respective information
and aspects of the CRM operations with Odoo. Moreover, these Clickable Cards will act as a
navigation
icon within the CRM dashboard for the easiness of operations. Furthermore, these Clickable Cards
will
ensure that the configuration and the operations of the CRM dashboard are the way you need them.
</p>
<img src="assets/screenshots/screenshot-1.png" class="img-responsive img-thumbnail border"> <img src="assets/screenshots/screenshot-1.png" class="img-responsive img-thumbnail border">
</div> </div>
@ -151,10 +186,15 @@
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> <div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;">
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" <img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2"
style="margin-top: 4px !important;"> style="margin-top: 4px !important;">
<h3 style="font-size: 1.2rem !important;">Funnel chart and Year to Date chart helps to understand <h3>Target, Lead and Activity analysis</h3>
the target.
Also have the pie chart for lead Analysis by month and activity.</h3>
</div> </div>
<p>
A dedicated Funnel Chart provides you with complete insight into the Leads which are in operation.
The leads will be depicted as New, Qualified, Proposition, and Won. Moreover, the Year date target
will provide an insight into the goals which are achieved. The Donut graph based on the monthly
Lead operation will provide a clear picture of the monthly Lead operations. Additionally, the
Activity Donut graph will describe the activity analysis on the leads.
</p>
<img src="assets/screenshots/screenshot-2.png" class="img-responsive img-thumbnail border"> <img src="assets/screenshots/screenshot-2.png" class="img-responsive img-thumbnail border">
</div> </div>
@ -162,9 +202,13 @@
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> <div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;">
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" <img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2"
style="margin-top: 4px !important;"> style="margin-top: 4px !important;">
<h3 style="font-size: 1.2rem !important;">User Target for Year to Date.<br />Target: Settings>User <h3>Set up Individual user targets</h3>
Settings>Below the access right tab.</h3>
</div> </div>
<p>
With the CRM Dashboard configuration, you will be able to set the individual target amount for
the Leads to be acquired by a user for a period of time, which can be set as Date, Month or Year.
The Targets can be set under the Settings tab > User Settings > Below the access right tab.
</p>
<img src="assets/screenshots/screenshot-22.png" class="img-responsive img-thumbnail border"> <img src="assets/screenshots/screenshot-22.png" class="img-responsive img-thumbnail border">
</div> </div>
@ -172,10 +216,18 @@
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> <div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;">
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" <img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2"
style="margin-top: 4px !important;"> style="margin-top: 4px !important;">
<h3 style="font-size: 1.2rem !important;">Top Deals is listed and the Monthly goal gauge is helping <h3>A dedicated Listing of Top Deals and the Monthly Goal Gauge motivates users</h3>
to achieve the goals.
</h3>
</div> </div>
<p>
The Top Deals on the products and services will be listed out in a dedicated menu which helps
the users and the Salesperson to deal with the Leads and Opportunities with respect to it.
Moreover, this will be a useful tool in promoting the various deals instantly to the Leads
and the Opportunities.<br />
The Monthly Goal Gauges that are available will serve as a motivation booster for the Sales
team as well as the users to pursue on more leads to achieve the target. Additionally,
the Lead Groping analysis with the help of the graph in the form of Donut providing analysis
on Lead Groups by Medium, Campaign, and Source will be helpful for the business.
</p>
<img src="assets/screenshots/screenshot-3.png" class="img-responsive img-thumbnail border"> <img src="assets/screenshots/screenshot-3.png" class="img-responsive img-thumbnail border">
</div> </div>
@ -183,8 +235,16 @@
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> <div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;">
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" <img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2"
style="margin-top: 4px !important;"> style="margin-top: 4px !important;">
<h3 style="font-size: 1.2rem !important;">Upcoming activities and Total revenue by salesperson.</h3> <h3>Upcoming Activities and Total Revenue</h3>
</div> </div>
<p>
Activity management is vital for CRM operations and the CRM Dashboard will provide a dedicated
tab defining the upcoming activities. These tabs will be different for each user based on their
operations in the company. Moreover, the Admin will have a separate view of their own activities
having clearer insight into the operations.<br />
Furthermore, the Total Revenue of the respective Salesperson will be depicted in the form of
a graph providing the complete insight into the Revenue from the Leads which are being generated.
</p>
<img src="assets/screenshots/screenshot-4.png" class="img-responsive img-thumbnail border"> <img src="assets/screenshots/screenshot-4.png" class="img-responsive img-thumbnail border">
</div> </div>
@ -192,9 +252,16 @@
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> <div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;">
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" <img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2"
style="margin-top: 4px !important;"> style="margin-top: 4px !important;">
<h3 style="font-size: 1.2rem !important;">Sales person and country wise revenue and the country wise <h3>An informative Heat Map</h3>
count of opportunities in Heatmap.</h3>
</div> </div>
<p>
In the CRM Dashboard, you will obtain an informative heat map on the aspects of the Revenue
obtained based on the CRM operations. Here the Top Salesperson, as well as Top Country Revenues,
will be depicted with a color-coordinated Heat map providing clear insight on the financial
values of revenue which is being generated. Moreover, a detailed tab will provide the information
on the country-wise count on the opportunities which are being attained. The Country-wise count
is also depicted on a heat map.
</p>
<img src="assets/screenshots/screenshot-5.png" class="img-responsive img-thumbnail border"> <img src="assets/screenshots/screenshot-5.png" class="img-responsive img-thumbnail border">
</div> </div>
@ -202,9 +269,14 @@
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> <div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;">
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" <img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2"
style="margin-top: 4px !important;"> style="margin-top: 4px !important;">
<h3 style="font-size: 1.2rem !important;">Lost analysis graph, Recent activities and Top sales <h3>Lost Analysis, Recent Activities, and Top Salesperson.</h3>
person by invoice</h3>
</div> </div>
<p>
You will get an insight on the lost opportunities and Leads from the Lost Analysis Graph providing
a clearer insight based on year or month. The Recent Activities' description tab will provide
a complete insight on the Activities which have been scheduled and conducted recently in regard to
the Customer Relationship management operations on the pursuing of Leads and Opportunities.
</p>
<img src="assets/screenshots/screenshot-6.png" class="img-responsive img-thumbnail border"> <img src="assets/screenshots/screenshot-6.png" class="img-responsive img-thumbnail border">
</div> </div>
@ -212,8 +284,14 @@
<div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;"> <div class="d-flex mb-2" style="padding-bottom: 0.5rem !important;">
<img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2" <img src="assets/icons/chevron.png" width="20px" height="20px" class="mr-2"
style="margin-top: 4px !important;"> style="margin-top: 4px !important;">
<h3 style="font-size: 1.2rem !important;">Dashboard View for User.</h3> <h3>Dashboard View of the User</h3>
</div> </div>
<p>
As mentioned earlier there are dedicated views for the Admin as well as the User who has access
to the CRM Dashboard. The Following screenshot depicts the User view of the CRM Dashboard.
Here the information relating to the respective user and their operations will be only depicted
and the ones which the respective User has authorization to can be modified.
</p>
<img src="assets/screenshots/CRM-Dashboard-user.png" class="img-responsive img-thumbnail border"> <img src="assets/screenshots/CRM-Dashboard-user.png" class="img-responsive img-thumbnail border">
</div> </div>

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