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CRM Stage History & Pipeline Aging — A build-to-order Odoo module that records every stage transition on your opportunities,  — 1/1مثالی پیش منظر

A build-to-order Odoo module that records every stage transition on your opportunities,

measures how long deals sit in each stage, and surfaces stuck and aging pipeline so sales managers can act before deals go cold.

ECOSIRE builds, installs, and supports it after you request a quotation.

CRM Stage History & Pipeline Aging کیا ہے؟

A build-to-order Odoo module that records every stage transition on your opportunities, measures how long deals sit in each stage, and surfaces stuck and aging pipeline so sales managers can act before deals go cold. ECOSIRE builds, installs, and supports it after you request a quotation. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

اہم خصوصیات

Immutable `crm.stage.history` model logging one row per stage transition with `stage_from`, `stage_to`, `user_id`, `date_entered`, `date_left`
Stored computed `duration_hours` per stage segment via `@api.depends`, so cycle-time is queryable in pivot/graph views
Capture hardened across all entry paths: `write()` override on `crm.lead` plus a base-automation fallback so kanban drags and `XML-RPC`/`JSON-RPC` updates are never missed
Stored, indexed `days_in_current_stage` and `total_pipeline_age` fields for fast filtering and grouping at scale
Per-stage configurable aging threshold added to `crm.stage`, driving a computed `is_stuck` boolean
Nightly `ir.cron` scheduled action that recomputes stuck flags and can fire stuck-deal notifications to owners and managers
Kanban and list view decorations (`decoration-danger`/`decoration-warning`) that color deals by age band
Pivot and graph views on stage history for average days-per-stage, per-salesperson, and per-team cycle-time analysis
Filterable Pipeline Aging dashboard with saved filters (e.g. stuck >21 days, aging by stage, by team)
Scheduled QWeb PDF aging report, exportable and emailable via `mail` templates
Proper security layer: `ir.model.access.csv` plus `record rules` so reps see own history, managers see team history
Optional one-time historical back-fill that reconstructs prior stage durations from existing chatter/audit trail where data exists
Aging fields exposed over the standard API for Power BI, external dashboards, or an `app.ecosire.com` read-only mirror
Compatible with Odoo `17.0`, `18.0`, `19.0` on both Community and Enterprise, with Community-safe view fallbacks

آرڈر پر تیار، مکمل طور پر آپ کے لیے

خود سیٹ اپ کی ضرورت نہیں — ایک کام کرنے والی ایپ جو ECOSIRE بناتا، انسٹال اور سپورٹ کرتا ہے۔

  1. 1

    آپ آرڈر دیتے ہیں

    ایک بار کی تعمیر کی قیمت سے آغاز کریں۔ آغاز پر ہم آپ کے ساتھ مل کر دائرہ کار طے کرتے ہیں۔

  2. 2

    ہم بناتے اور انسٹال کرتے ہیں

    ECOSIRE اسے آپ کے Odoo پر بناتا، ترتیب دیتا اور انسٹال کرتا ہے۔

  3. 3

    لائیو + معاونت

    آپ تقریباً ایک کاروباری ہفتے میں لائیو ہو جاتے ہیں، گو لائیو کے بعد دو ہفتوں کی معاونت کے ساتھ۔ ہمارے فراہم کردہ کوڈ کی خرابیاں مفت درست کی جاتی ہیں۔

تکنیکی تفصیلات

Odoo ہم آہنگی
Odoo 17, Odoo 18, Odoo 19
ایڈیشنز
Enterprise اور Community
لائسنس
لائسنس کی تصدیق درکار ہے
Python کی ضرورت
Python 3.10+
ڈیٹابیس
PostgreSQL 12+

اس مصنوع کے بارے میں

Most sales managers running Odoo can see where an opportunity sits today, but not how it got there or how long it has been rotting in a stage. Odoo core stores only the current stage_id on crm.lead, and while the kanban tracks date_last_stage_update, it silently overwrites on every move — so the history of who moved what, when, and how long each stage actually took is lost. The mail.thread chatter logs stage changes as free-text messages, but you cannot report, filter, or sum durations from a chatter feed. The result: no reliable answer to "which deals have been stuck in Proposal for over 21 days?", no per-stage cycle-time analysis, and no early warning when pipeline goes stale.

We build a dedicated Odoo module that captures a durable, queryable stage-transition ledger and turns it into pipeline-aging intelligence. A new model (e.g. crm.stage.history) records one immutable row per stage change — lead_id, stage_from, stage_to, user_id, date_entered, date_left, and a stored computed duration_hours — written from an override of write() on crm.lead (and via an automated action / base automation fallback so bulk kanban drags and RPC updates are also captured). On crm.lead itself we add stored, indexed compute fields via @api.depends: days_in_current_stage, total_pipeline_age, is_stuck (a boolean driven by a configurable per-stage aging threshold you set on crm.stage), and last_stage_change. Because the aging fields are stored and indexed, they filter and group fast even on tens of thousands of leads, and a scheduled action (ir.cron) recomputes "stuck" flags nightly and can trigger the notifications you want.

On top of that data we build the reporting and UX: a crm.stage.history list/pivot/graph view for cycle-time analysis (average days per stage, per salesperson, per team), kanban and list decorations that visually flag stuck deals, a "Pipeline Aging" filterable dashboard, and a QWeb PDF aging report you can schedule or export. Security is done properly — ir.model.access.csv for the new model plus record rules so salespeople see only their own history while managers see the team's, matching your existing CRM access model. Everything is exposed over the standard XML-RPC/JSON-RPC API so BI tools or app.ecosire.com mirrors can read the aging data. The module targets Odoo 17.0, 18.0, and 19.0, works on both Community and Enterprise (Enterprise-only niceties like dashboard studio widgets are used only where present, with a Community-safe view fallback), and ships with a clean __manifest__.py declaring dependencies on crm alone so it drops into any CRM install.

Because this is build-to-order, nothing is downloaded from a marketplace — ECOSIRE scopes it to your stages, thresholds, and reporting needs on a short call, then builds, tests on a staging copy of your database, and installs it. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company pipelines, historical back-fill of stage durations from existing chatter/audit data, deeper BI or external-dashboard integrations, and heavier data-migration volume increase the quoted scope. You get a fixed quote after the scoping call, not a surprise invoice.

What you get

  • Installable, commented source code for your Odoo major version (17.0, 18.0, or 19.0) with a clean `__manifest__.py`
  • Installation and configuration on your environment, including per-stage aging thresholds and notification recipients
  • Technical documentation: data model, compute logic, `ir.cron` schedule, security rules, and API field reference
  • End-user guide plus a live training session for sales managers and admins
  • UAT on a staging copy of your database with a documented rollback plan before production install
  • Post-go-live support window for defect fixes and configuration tuning
  • Git repository handover with full commit history and tagged release
  • Optional historical stage-duration back-fill run and validation report (when in scope)

Who this is for

Sales Manager / Head of Revenue

Needs to know which deals are stalling and where the pipeline leaks. Wants per-stage cycle times, stuck-deal alerts, and an aging dashboard they can act on in the weekly pipeline review instead of eyeballing kanban.

CRM / Odoo Administrator

Owns the CRM configuration and wants a maintainable module that respects existing access rules, installs cleanly across Community or Enterprise, and does not fork core `crm` behavior in fragile ways.

RevOps / Sales Operations Analyst

Builds the reporting and forecasts. Needs clean, queryable stage-duration data over the API to feed Power BI or external dashboards, plus reliable capture across bulk and RPC-driven stage moves.

Business Owner / Managing Director

Wants an honest, at-a-glance read on how fast deals move and whether the team is sitting on aging opportunities, delivered as a scheduled PDF without logging into Odoo daily.

How CRM Stage History & Pipeline Aging Compares

CriterionECOSIRECustom BuildCompetitorOdoo نیٹو
Stage transition historyImmutable per-transition ledger with from/to, owner, and timestampsPossible, but depends on your developer's design and timeOften a generic audit log, not CRM-awareOnly current stage stored; history overwritten
Stage duration & cycle timeStored computed duration per segment, pivot-readyBuildable if specified up frontSometimes shown, rarely reportable per stageNot available as a queryable metric
Stuck / aging deal alertsConfigurable per-stage thresholds + nightly cron notificationsRequires you to design the rules and schedulerFixed or limited thresholdsNone
Capture across bulk & API moveswrite() override plus base-automation fallback covers all pathsEasy to miss RPC/bulk paths without careVaries; often single-path onlyNot applicable
Fit to your stages & processScoped to your pipeline before we buildFully bespoke, at full bespoke costGeneric; you adapt to its assumptionsGeneric core behavior
Security modelDedicated access rights + record rules matching your CRMDepends on developer diligenceGeneric access, may over-shareStandard CRM rules only
Support & code ownershipSupport window, git handover, you own the sourceTied to whoever built itVendor-dependent, license-boundNo dedicated support for this need
Odoo 17/18/19 & Community/EnterpriseBuilt for your exact version, both editionsWhatever you scope and pay to maintainMay lag new versions or need re-purchaseEdition/version dependent, feature absent

Frequently Asked Questions about CRM Stage History & Pipeline Aging

How long does delivery take?

This is a build-to-order module, not an instant download. After a short scoping call to confirm your stages, aging thresholds, and reporting needs, typical delivery is one working week from confirmed scope — including a build, testing on a staging copy of your database, UAT, and production install.

How does pricing and scoping work?

Pricing starts from $999 as an indicative from-price for a single-company base scope. The final number depends on drivers like multi-company pipelines, historical data back-fill, BI/external-dashboard integrations, and migration volume. You get a fixed written quote after the scoping call — never a surprise invoice.

What about support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and configuration tuning, plus full git repository handover so you own the code. We can also quote an ongoing support and version-upgrade retainer if you want us to maintain it across future Odoo releases.

Will it capture stage changes made by bulk kanban drags or the API?

Yes. Capture is hardened across all entry paths — a `write()` override on `crm.lead` plus a base-automation fallback — so single edits, bulk kanban drags, imports, and `XML-RPC`/`JSON-RPC` updates all record a history row. That is a key gap in relying on chatter alone.

Does it work on Odoo Community, or only Enterprise?

It works on both. The core stage-history ledger, aging fields, security, and QWeb reports are Community-safe. Enterprise-only conveniences (such as certain dashboard widgets) are used only where present, with a Community-compatible view fallback. We build for Odoo 17.0, 18.0, and 19.0.

Can it back-fill history for deals that already exist?

Where the underlying data exists in your chatter or audit trail, we can run a one-time historical back-fill to reconstruct prior stage durations and validate the results. The volume and data quality of that history is one of the scope drivers reflected in your quote.

How is data security handled for the new model?

Properly. The new `crm.stage.history` model ships with `ir.model.access.csv` access rights and `record rules` that mirror your existing CRM visibility — salespeople see their own history, managers see the team's — so aging data never leaks across the access boundaries you already enforce.

آرڈر پر تیار
Creditsafe Connector for Odoo
قیمت کا تخمینہ طلب کریں

CRM Stage History & Pipeline Aging

A build-to-order Odoo module that records every stage transition on your opportunities, measures how long deals sit in each stage, and surfaces stuck and aging pipeline so sales managers can act before deals go cold. ECOSIRE builds, installs, and supports it after you request a quotation.

  • Immutable `crm.stage.history` model logging one row per stage transition with `stage_from`, `stage_to`, `user_id`, `date_entered`, `date_left`
  • Stored computed `duration_hours` per stage segment via `@api.depends`, so cycle-time is queryable in pivot/graph views
  • Capture hardened across all entry paths: `write()` override on `crm.lead` plus a base-automation fallback so kanban drags and `XML-RPC`/`JSON-RPC` updates are never missed
  • Stored, indexed `days_in_current_stage` and `total_pipeline_age` fields for fast filtering and grouping at scale

قیمت کا تخمینہ طلب کریں

ہمیں CRM Stage History & Pipeline Aging کے لیے اپنی ضروریات بتائیں اور ہم آپ کو قیمتیں، لائسنس کے اختیارات اور ایک مخصوص تجویز بھیجیں گے — عام طور پر ایک کاروباری دن میں۔

ابھی کوئی ادائیگی نہیں۔ یہ ہماری ٹیم کو قیمت کی درخواست بھیجتا ہے — ہم قیمت اور اگلے اقدامات کے ساتھ ای میل کے ذریعے رابطہ کریں گے۔