Odoo Changelog — 2021-07-01

Thursday, July 1, 2021

1 change · master

New Features(1)

New functionality added to Odoo

[IMP] crm: add a forecast feature and use it for crm leads

Enterprisemastercrm_enterpriseHIGH

CRM reporting now includes a dedicated forecast view for opportunities, helping teams see expected short-term revenue based on anticipated closing dates. The enterprise update keeps forecast reports focused by hiding less relevant conversion-time measures in graph and pivot analysis.

Original PR description

### [IMP] `crm`: implement the forecast feature for opportunities
This is the enterprise part of the community commit with the same name.

#### Overview of the community commit
* Add a new submenu "Forecast" in "Reporting" for CRM

* The Forecast shows 4 views:
    1. Kanban
    2. Graph
    3. Pivot
    4. List

* Objective
    Shows the short term forecast for opportunities (crm_lead) based on their
    expected closing (date_deadline) and have an overview of the prorated
    revenues for each period (defaults to month).

* To keep the focus on the forecast, we update some fields from measure to set
  as invisible

#### What's in this commit

* For Graph and Pivot views:
    - set days_to_convert from "Measures" as invisible

Task-ID: 2243913
Community PR https://github.com/odoo/odoo/pull/69380

#crm#forecast#reporting#opportunities#sales