Ir al contenido
Menú
Se marcó esta pregunta
1 Responder
3775 Vistas

Is it based on the "Expected Close Date" field in CRM then you miss the target date or is it something else? 

Avatar
Descartar
Mejor respuesta

If the lead had an "Expected Closing" date (deadline), report how many days past this date the lead was eventually closed.

"How well are Salespeople meeting their close deadlines (if any)?"


How can you discover this answer yourself?


1. Review the Field (Fields Menu in Developer Mode):


2. Open the Python files in the models folder of the module (this one is defined in crm_lead.py - we normally name the files are the model they apply to).


3. Look for the field definition:

days_exceeding_closing = fields.Float('Exceeded Closing Days', compute='_compute_days_exceeding_closing', store=True)

In this case there is a compute method which defines the value, so you can review that code in the same file.

Avatar
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
1
jul 24
1184
2
ene 25
873
1
oct 24
1117
0
jun 24
1199
2
feb 23
2087