472 lines
18 KiB
JSON
472 lines
18 KiB
JSON
{
|
|
"version": "18.4.14",
|
|
"sheets": [
|
|
{
|
|
"id": "Sheet1",
|
|
"name": "Dashboard",
|
|
"colNumber": 7,
|
|
"rowNumber": 82,
|
|
"rows": {
|
|
"6": { "size": 40 },
|
|
"22": { "size": 40 },
|
|
"23": { "size": 40 },
|
|
"24": { "size": 28 },
|
|
"25": { "size": 28 },
|
|
"26": { "size": 28 },
|
|
"27": { "size": 28 },
|
|
"28": { "size": 28 },
|
|
"29": { "size": 28 },
|
|
"30": { "size": 28 },
|
|
"31": { "size": 28 },
|
|
"32": { "size": 28 },
|
|
"33": { "size": 28 },
|
|
"35": { "size": 40 },
|
|
"36": { "size": 40 },
|
|
"37": { "size": 28 },
|
|
"38": { "size": 28 },
|
|
"39": { "size": 28 },
|
|
"40": { "size": 28 },
|
|
"41": { "size": 28 },
|
|
"42": { "size": 28 },
|
|
"43": { "size": 28 },
|
|
"44": { "size": 28 },
|
|
"45": { "size": 28 },
|
|
"46": { "size": 28 },
|
|
"48": { "size": 40 },
|
|
"49": { "size": 40 },
|
|
"50": { "size": 28 },
|
|
"51": { "size": 28 },
|
|
"52": { "size": 28 },
|
|
"53": { "size": 28 },
|
|
"54": { "size": 28 },
|
|
"55": { "size": 28 },
|
|
"56": { "size": 28 },
|
|
"57": { "size": 28 },
|
|
"58": { "size": 28 },
|
|
"59": { "size": 28 },
|
|
"61": { "size": 40 },
|
|
"62": { "size": 40 },
|
|
"63": { "size": 28 },
|
|
"64": { "size": 28 },
|
|
"65": { "size": 28 },
|
|
"66": { "size": 28 },
|
|
"67": { "size": 28 },
|
|
"68": { "size": 28 },
|
|
"69": { "size": 28 },
|
|
"70": { "size": 28 },
|
|
"71": { "size": 28 },
|
|
"72": { "size": 28 }
|
|
},
|
|
"cols": {
|
|
"0": { "size": 275 },
|
|
"1": { "size": 100 },
|
|
"2": { "size": 100 },
|
|
"3": { "size": 50 },
|
|
"4": { "size": 275 },
|
|
"5": { "size": 100 },
|
|
"6": { "size": 100 }
|
|
},
|
|
"merges": [],
|
|
"cells": {
|
|
"A7": "[Leads by Month](odoo://view/{\"viewType\":\"graph\",\"action\":{\"domain\":[[\"type\",\"=\",\"opportunity\"]],\"context\":{\"group_by\":[\"create_date:month\"],\"graph_measure\":\"__count\",\"graph_mode\":\"bar\",\"graph_groupbys\":[\"create_date:month\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\",\"positional\":true})",
|
|
"A23": "[Top Countries](odoo://view/{\"viewType\":\"pivot\",\"action\":{\"domain\":[\"&\",\"|\",[\"active\",\"=\",true],[\"active\",\"=\",false],[\"country_id\",\"!=\",false]],\"context\":{\"group_by\":[\"country_id\"],\"pivot_measures\":[\"__count\",\"prorated_revenue\"],\"pivot_column_groupby\":[],\"pivot_row_groupby\":[\"country_id\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\"})",
|
|
"A24": "=_t(\"Country\")",
|
|
"A36": "[Top Lost Reasons](odoo://view/{\"viewType\":\"pivot\",\"action\":{\"domain\":[\"&\",\"|\",[\"active\",\"=\",true],[\"active\",\"=\",false],\"&\",\"&\",[\"active\",\"=\",false],[\"probability\",\"=\",0],[\"lost_reason_id\",\"!=\",false]],\"context\":{\"group_by\":[\"lost_reason_id\"],\"pivot_measures\":[\"__count\",\"expected_revenue\"],\"pivot_column_groupby\":[],\"pivot_row_groupby\":[\"lost_reason_id\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\"})",
|
|
"A37": "=_t(\"Lost Reason\")",
|
|
"A49": "[Top Campaigns](odoo://view/{\"viewType\":\"pivot\",\"action\":{\"domain\":[\"&\",\"|\",[\"active\",\"=\",true],[\"active\",\"=\",false],[\"campaign_id\",\"!=\",false]],\"context\":{\"group_by\":[\"campaign_id\"],\"pivot_measures\":[\"__count\",\"prorated_revenue\"],\"pivot_column_groupby\":[],\"pivot_row_groupby\":[\"campaign_id\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\"})",
|
|
"A50": "=_t(\"Campaign\")",
|
|
"A62": "[Top Sales Teams](odoo://view/{\"viewType\":\"pivot\",\"action\":{\"domain\":[\"&\",\"|\",[\"active\",\"=\",true],[\"active\",\"=\",false],[\"team_id\",\"!=\",false]],\"context\":{\"group_by\":[\"team_id\"],\"pivot_measures\":[\"__count\",\"prorated_revenue\"],\"pivot_column_groupby\":[],\"pivot_row_groupby\":[\"team_id\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\"})",
|
|
"A63": "=_t(\"Sales Team\")",
|
|
"B24": "=_t(\"# Leads\")",
|
|
"B37": "=_t(\"# Leads\")",
|
|
"B50": "=_t(\"# Leads\")",
|
|
"B63": "=_t(\"# Leads\")",
|
|
"C24": "=_t(\"Revenue\")",
|
|
"C37": "=_t(\"Revenue\")",
|
|
"C50": "=_t(\"Revenue\")",
|
|
"C63": "=_t(\"Revenue\")",
|
|
"E23": "[Top Tags](odoo://view/{\"viewType\":\"pivot\",\"action\":{\"domain\":[\"&\",\"|\",[\"active\",\"=\",true],[\"active\",\"=\",false],[\"tag_ids\",\"!=\",false]],\"context\":{\"group_by\":[\"tag_ids\"],\"pivot_measures\":[\"__count\",\"prorated_revenue\"],\"pivot_column_groupby\":[],\"pivot_row_groupby\":[\"tag_ids\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\"})",
|
|
"E24": "=_t(\"Tag\")",
|
|
"E36": "[Top Mediums](odoo://view/{\"viewType\":\"pivot\",\"action\":{\"domain\":[\"&\",\"|\",[\"active\",\"=\",true],[\"active\",\"=\",false],[\"medium_id\",\"!=\",false]],\"context\":{\"group_by\":[\"medium_id\"],\"pivot_measures\":[\"__count\",\"prorated_revenue\"],\"pivot_column_groupby\":[],\"pivot_row_groupby\":[\"medium_id\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\"})",
|
|
"E37": "=_t(\"Medium\")",
|
|
"E49": "[Top Sources](odoo://view/{\"viewType\":\"pivot\",\"action\":{\"domain\":[\"&\",\"|\",[\"active\",\"=\",true],[\"active\",\"=\",false],[\"source_id\",\"!=\",false]],\"context\":{\"group_by\":[\"source_id\"],\"pivot_measures\":[\"__count\",\"prorated_revenue\"],\"pivot_column_groupby\":[],\"pivot_row_groupby\":[\"source_id\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\"})",
|
|
"E50": "=_t(\"Source\")",
|
|
"E62": "[Top Salespeople](odoo://view/{\"viewType\":\"pivot\",\"action\":{\"domain\":[\"&\",\"|\",[\"active\",\"=\",true],[\"active\",\"=\",false],[\"user_id\",\"!=\",false]],\"context\":{\"group_by\":[\"user_id\"],\"pivot_measures\":[\"__count\",\"prorated_revenue\"],\"pivot_column_groupby\":[],\"pivot_row_groupby\":[\"user_id\"]},\"modelName\":\"crm.lead\",\"views\":[[false,\"kanban\"],[false,\"list\"],[false,\"calendar\"],[false,\"pivot\"],[false,\"graph\"],[false,\"map\"],[false,\"form\"],[false,\"activity\"],[false,\"search\"]]},\"threshold\":0,\"name\":\"Pipeline\"})",
|
|
"E63": "=_t(\"Salesperson\")",
|
|
"F24": "=_t(\"# Leads\")",
|
|
"F37": "=_t(\"# Leads\")",
|
|
"F50": "=_t(\"# Leads\")",
|
|
"F63": "=_t(\"# Leads\")",
|
|
"G24": "=_t(\"Revenue\")",
|
|
"G37": "=_t(\"Revenue\")",
|
|
"G50": "=_t(\"Revenue\")",
|
|
"G63": "=_t(\"Revenue\")"
|
|
},
|
|
"styles": {
|
|
"A7": 1,
|
|
"A23": 1,
|
|
"A36": 1,
|
|
"A49": 1,
|
|
"A62": 1,
|
|
"E23": 1,
|
|
"E36": 1,
|
|
"E49": 1,
|
|
"E62": 1,
|
|
"A24": 2,
|
|
"A37": 2,
|
|
"A50": 2,
|
|
"A63": 2,
|
|
"E24": 2,
|
|
"E37": 2,
|
|
"E50": 2,
|
|
"E63": 2,
|
|
"B24:C24": 3,
|
|
"B37:C37": 3,
|
|
"B50:C50": 3,
|
|
"B63:C63": 3,
|
|
"F24:G24": 3,
|
|
"F37:G37": 3,
|
|
"F50:G50": 3,
|
|
"F63:G63": 3
|
|
},
|
|
"formats": {},
|
|
"borders": {
|
|
"A23:C23": 1,
|
|
"A36:C36": 1,
|
|
"A49:C49": 1,
|
|
"A62:C62": 1,
|
|
"A7:G7": 1,
|
|
"E23:G23": 1,
|
|
"E36:G36": 1,
|
|
"E49:G49": 1,
|
|
"E62:G62": 1,
|
|
"A24:C24": 2,
|
|
"A37:C37": 2,
|
|
"A50:C50": 2,
|
|
"A63:C63": 2,
|
|
"A8:G8": 2,
|
|
"E24:G24": 2,
|
|
"E37:G37": 2,
|
|
"E50:G50": 2,
|
|
"E63:G63": 2,
|
|
"A25:C25": 3,
|
|
"A38:C38": 3,
|
|
"A51:C51": 3,
|
|
"A64:C64": 3,
|
|
"E25:G25": 3,
|
|
"E38:G38": 3,
|
|
"E51:G51": 3,
|
|
"E64:G64": 3,
|
|
"A26:C34": 4,
|
|
"A39:C47": 4,
|
|
"A52:C60": 4,
|
|
"A65:C73": 4,
|
|
"E26:G34": 4,
|
|
"E39:G47": 4,
|
|
"E52:G60": 4,
|
|
"E65:G73": 4,
|
|
"A35:C35": 5,
|
|
"A48:C48": 5,
|
|
"A61:C61": 5,
|
|
"A74:C74": 5,
|
|
"E35:G35": 5,
|
|
"E48:G48": 5,
|
|
"E61:G61": 5,
|
|
"E74:G74": 5
|
|
},
|
|
"conditionalFormats": [],
|
|
"dataValidationRules": [],
|
|
"figures": [
|
|
{
|
|
"id": "26d0db83-eced-423a-83ba-143e890a458b",
|
|
"width": 192,
|
|
"height": 103,
|
|
"tag": "chart",
|
|
"data": {
|
|
"baselineColorDown": "#DC6965",
|
|
"baselineColorUp": "#00A04A",
|
|
"baselineMode": "text",
|
|
"title": { "text": "Close Rate", "color": "#434343", "bold": true },
|
|
"type": "scorecard",
|
|
"background": "#EFF6FF",
|
|
"baseline": "Data!E4",
|
|
"baselineDescr": { "text": "last period" },
|
|
"keyValue": "Data!D4",
|
|
"humanize": false
|
|
},
|
|
"offset": { "x": 0, "y": 12 },
|
|
"col": 0,
|
|
"row": 0
|
|
},
|
|
{
|
|
"id": "1a364b24-21a0-41fe-8bd3-061efa4f1b1f",
|
|
"width": 192,
|
|
"height": 103,
|
|
"tag": "chart",
|
|
"data": {
|
|
"baselineColorDown": "#DC6965",
|
|
"baselineColorUp": "#00A04A",
|
|
"baselineMode": "percentage",
|
|
"title": { "text": "Average Deal Size", "color": "#434343", "bold": true },
|
|
"type": "scorecard",
|
|
"background": "#FFF7ED",
|
|
"baseline": "Data!E5",
|
|
"baselineDescr": { "text": "since last period" },
|
|
"keyValue": "Data!D5",
|
|
"humanize": false
|
|
},
|
|
"offset": { "x": 202, "y": 12 },
|
|
"col": 0,
|
|
"row": 0
|
|
},
|
|
{
|
|
"id": "070e9913-f280-47fd-99c5-d0675a9e2cc2",
|
|
"width": 192,
|
|
"height": 102,
|
|
"tag": "chart",
|
|
"data": {
|
|
"baselineColorDown": "#DC6965",
|
|
"baselineColorUp": "#00A04A",
|
|
"baselineMode": "percentage",
|
|
"title": { "text": "Revenue", "bold": true, "color": "#434343" },
|
|
"type": "scorecard",
|
|
"background": "#FFF7ED",
|
|
"baseline": "Data!E6",
|
|
"baselineDescr": { "text": "since last period" },
|
|
"keyValue": "Data!D6",
|
|
"humanize": false
|
|
},
|
|
"offset": { "x": 404, "y": 13 },
|
|
"col": 0,
|
|
"row": 0
|
|
},
|
|
{
|
|
"id": "9cd65dd7-0333-4fa3-bc21-fa53de78dfbf",
|
|
"width": 192,
|
|
"height": 102,
|
|
"tag": "chart",
|
|
"data": {
|
|
"baselineColorDown": "#DC6965",
|
|
"baselineColorUp": "#00A04A",
|
|
"baselineMode": "text",
|
|
"title": { "text": "Days to Win", "color": "#434343", "bold": true },
|
|
"type": "scorecard",
|
|
"background": "#FEF2F2",
|
|
"baseline": "Data!E9",
|
|
"baselineDescr": { "text": "last period" },
|
|
"keyValue": "Data!D9",
|
|
"humanize": false
|
|
},
|
|
"offset": { "x": 605, "y": 13 },
|
|
"col": 0,
|
|
"row": 0
|
|
},
|
|
{
|
|
"id": "8c6ddf6e-2c14-4e32-9499-1b3608f05d1b",
|
|
"width": 192,
|
|
"height": 102,
|
|
"tag": "chart",
|
|
"data": {
|
|
"baselineColorDown": "#DC6965",
|
|
"baselineColorUp": "#00A04A",
|
|
"baselineMode": "text",
|
|
"title": { "text": "Days to Assign", "color": "#434343", "bold": true },
|
|
"type": "scorecard",
|
|
"background": "#FEF2F2",
|
|
"baseline": "Data!E10",
|
|
"baselineDescr": { "text": "last period" },
|
|
"keyValue": "Data!D10",
|
|
"humanize": false
|
|
},
|
|
"offset": { "x": 808, "y": 13 },
|
|
"col": 0,
|
|
"row": 0
|
|
},
|
|
{
|
|
"id": "d3bbedda-3228-4e32-96d8-c7f7d1c886d7",
|
|
"width": 1000,
|
|
"height": 343,
|
|
"tag": "chart",
|
|
"data": {
|
|
"type": "line",
|
|
"dataSetsHaveTitle": false,
|
|
"dataSets": [
|
|
{ "dataRange": "Data!B13:B19", "yAxisId": "y" }
|
|
],
|
|
"legendPosition": "none",
|
|
"labelRange": "Data!A13:A19",
|
|
"title": {},
|
|
"labelsAsText": true,
|
|
"stacked": false,
|
|
"aggregated": false,
|
|
"cumulative": true,
|
|
"fillArea": true
|
|
},
|
|
"offset": { "x": 0, "y": 177.26953125 },
|
|
"col": 0,
|
|
"row": 0
|
|
}
|
|
],
|
|
"tables": [],
|
|
"areGridLinesVisible": true,
|
|
"isVisible": true,
|
|
"headerGroups": {
|
|
"ROW": [],
|
|
"COL": []
|
|
},
|
|
"comments": {}
|
|
},
|
|
{
|
|
"id": "d5999256-9e45-4b90-bce8-511f03087dfa",
|
|
"name": "Data",
|
|
"colNumber": 26,
|
|
"rowNumber": 104,
|
|
"rows": {},
|
|
"cols": {},
|
|
"merges": [],
|
|
"cells": {
|
|
"A1": "=_t(\"KPI\")",
|
|
"A2": "=_t(\"Won leads\")",
|
|
"A3": "=_t(\"Total leads\")",
|
|
"A4": "=_t(\"Close rate\")",
|
|
"A5": "=_t(\"Average deal size\")",
|
|
"A6": "=_t(\"Revenue\")",
|
|
"A7": "=_t(\"Total days to win\")",
|
|
"A8": "=_t(\"Total days to assign\")",
|
|
"A9": "=_t(\"Days to win\")",
|
|
"A10": "=_t(\"Days to assign\")",
|
|
"A13": "=EDATE(TODAY(), -6)",
|
|
"A14": "=EDATE(TODAY(), -5)",
|
|
"A15": "=EDATE(TODAY(), -4)",
|
|
"A16": "=EDATE(TODAY(), -3)",
|
|
"A17": "=EDATE(TODAY(), -2)",
|
|
"A18": "=EDATE(TODAY(), -1)",
|
|
"A19": "=EDATE(TODAY(),)",
|
|
"B1": "=_t(\"Current period\")",
|
|
"B2": "3",
|
|
"B3": "45",
|
|
"B4": "=IFERROR(B2/B3)",
|
|
"B5": "=IFERROR(B6/B2)",
|
|
"B6": "23846.59",
|
|
"B7": "12",
|
|
"B8": "381",
|
|
"B9": "=IFERROR(B7/B2)",
|
|
"B10": "=IFERROR(B8/B3)",
|
|
"B13": "70",
|
|
"B14": "28",
|
|
"B15": "61",
|
|
"B16": "66",
|
|
"B17": "10",
|
|
"B18": "12",
|
|
"B19": "52",
|
|
"C1": "=_t(\"Previous period\")",
|
|
"C3": "0",
|
|
"C4": "0.6734",
|
|
"C5": "4556",
|
|
"C6": "567823",
|
|
"C9": "3",
|
|
"C10": "5",
|
|
"D1": "=_t(\"Current period\")",
|
|
"D2": "=B2",
|
|
"D3": "=B3",
|
|
"D4": "=B4",
|
|
"D5": "=B5",
|
|
"D6": "=B6",
|
|
"D7": "12",
|
|
"D8": "381",
|
|
"D9": "=_t(\"4 days\")",
|
|
"D10": "=_t(\"8.5 days\")",
|
|
"E1": "=_t(\"Previous period\")",
|
|
"E2": "=C2",
|
|
"E3": "=C3",
|
|
"E4": "=C4",
|
|
"E5": "=C5",
|
|
"E6": "=C6",
|
|
"E9": "=C9",
|
|
"E10": "=C10"
|
|
},
|
|
"styles": { "A1:A10": 4, "B1:E1": 4, "B2:B5": 5, "B7:B10": 5, "C2:E10": 5 },
|
|
"formats": {
|
|
"A13:A19": 1,
|
|
"B2:B3": 2,
|
|
"C3": 2,
|
|
"E9:E10": 2,
|
|
"B4:C4": 3,
|
|
"B6:E6": 4,
|
|
"B7:B8": 5,
|
|
"D7:D8": 5
|
|
},
|
|
"borders": {},
|
|
"conditionalFormats": [],
|
|
"dataValidationRules": [],
|
|
"figures": [],
|
|
"tables": [],
|
|
"areGridLinesVisible": true,
|
|
"isVisible": true,
|
|
"headerGroups": {
|
|
"ROW": [],
|
|
"COL": []
|
|
},
|
|
"comments": {}
|
|
}
|
|
],
|
|
"styles": {
|
|
"1": { "textColor": "#01666b", "bold": true, "fontSize": 16 },
|
|
"2": { "bold": true, "textColor": "#434343", "fontSize": 11 },
|
|
"3": {
|
|
"bold": true,
|
|
"textColor": "#434343",
|
|
"fontSize": 11,
|
|
"align": "center"
|
|
},
|
|
"4": { "bold": true, "fillColor": "#f8f9fa" },
|
|
"5": { "fillColor": "#f8f9fa" }
|
|
},
|
|
"formats": {
|
|
"1": "mmmm yyyy",
|
|
"2": "0",
|
|
"3": "0.00%",
|
|
"4": "[$$]#,##0",
|
|
"5": "#,##0.00"
|
|
},
|
|
"borders": {
|
|
"1": {
|
|
"bottom": { "style": "thin", "color": "#CCCCCC" }
|
|
},
|
|
"2": {
|
|
"top": { "style": "thin", "color": "#CCCCCC" }
|
|
},
|
|
"3": {
|
|
"bottom": { "style": "thick", "color": "#FFFFFF" }
|
|
},
|
|
"4": {
|
|
"top": { "style": "thick", "color": "#FFFFFF" },
|
|
"bottom": { "style": "thick", "color": "#FFFFFF" }
|
|
},
|
|
"5": {
|
|
"top": { "style": "thick", "color": "#FFFFFF" }
|
|
}
|
|
},
|
|
"revisionId": "START_REVISION",
|
|
"uniqueFigureIds": true,
|
|
"settings": {
|
|
"locale": {
|
|
"name": "English (US)",
|
|
"code": "en_US",
|
|
"thousandsSeparator": ",",
|
|
"decimalSeparator": ".",
|
|
"dateFormat": "mm/dd/yyyy",
|
|
"timeFormat": "hh:mm:ss",
|
|
"formulaArgSeparator": ",",
|
|
"weekStart": 7
|
|
}
|
|
},
|
|
"pivots": {},
|
|
"pivotNextId": 15,
|
|
"customTableStyles": {},
|
|
"globalFilters": [],
|
|
"lists": {},
|
|
"listNextId": 1,
|
|
"chartOdooMenusReferences": {}
|
|
}
|