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Employee opportunity pipeline in Odoo

  • 11 August 2017
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It is very important to see right data at the right place for quick decision making. 
ERP can help you move to that direction through analysing the data and putting those where 
they are needed.

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 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.


 

Feel free to contact me to discuss more.

If you have any question, you can contact:
* Email: riken.bhorania@asceticbs.com * Skype: riken.bhorania
* Email: bhaumin.chorera@asceticbs.com * Skype: bhaumin.chorera