Employee opportunity pipeline

by
Odoo
v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 675
Download for v 11.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Employee Directory (hr)
• Calendar (calendar)
• Contacts Directory (contacts)
• Discuss (mail)
Lines of code 98
Technical Name employee_crm
LicenseAGPL-3
Websitehttp://www.asceticbs.com
Versions 12.0 13.0 15.0 14.0 9.0 10.0 8.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Employee Directory (hr)
• Calendar (calendar)
• Contacts Directory (contacts)
• Discuss (mail)
Lines of code 98
Technical Name employee_crm
LicenseAGPL-3
Websitehttp://www.asceticbs.com
Versions 12.0 13.0 15.0 14.0 9.0 10.0 8.0 11.0

Employee's opportunity Pipeline

  • It is very important to see right data at the right place for quick decision making. ERP can help you moveing to that direction through analysing the data and putting those where they are most relevant.
  • The human resource is the key sensitive assets of the organization. When we discuss and think about our people, we are curious to see their contribution to the organization quickly.
  • The effort towards filling the gap in Odoo to show employee's work, activity and contribution to each of the department, here is the gentle effort to prepare a module to access that information quickly with the employee information.
  • The security is within this module so that you can control to allow some users or not allow other users to see such opportunity pipeline right on the employee in Odoo.
  • The opportunity pipeline data which are shown on the employee are dynamic. The moment new opportunity added in the pipeline, while someone changes the Salesperson in the opportunity or while someone changes of the status of the opportunity, will be reflected real time on the employee opportunity pipeline.

    • The Kanban view of the employee looks as below.

    The form view of the employee looks as below. There is button 'Pipeline'. on the upper right
    side to see all the opportunities.

    From the Kanban view itself, you can click on the Pipeline data to go directly to see all the opportunities of that employee. The button 'Pipeline' on the form view gives the same result

    Once you installed this module, you can configure the user by giving access 'See opportunity on employee'. That user can see the opportunity pipeline with stages on the employee kanban and form view.

    Make sure the employee should have configured with the proper related user.

    Need help?

    Contact this module maintainer for any question, need support or request for the new feature :
    * Riken Bhorania +91 9427425799, riken.bhorania, riken.bhorania@asceticbs.com
    * Bhaumin Chorera +91 8530000384, bhaumin.chorera, bhaumin.chorera@asceticbs.com

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