Sankey View
by Viindoo
| Lines of Code | 1022 |
| Technical name | viin_web_sankey |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_web_sankey?force_show=1 |
| Read description for | v 15.0 v 16.0 v 18.0 |
| Required Apps | Discuss (mail) |
| Included Dependencies | Viindoo Base Multilingual Tracking |
| Extensions | Viin Sale Sankey Viin CRM Sankey View Viin HR Recruitment Sankey View |
A view type that shows where the flow goes
The Sankey diagram as a real Odoo view type: any model with a from-stage and a to-stage can be read as a flow.
Sankey View (technical name viin_web_sankey) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager, management, analyst, developer.
At a Glance
The facts of Sankey View, version 0.1, in one place. Published by Viindoo.
How It Works
Two screens.
The CRM funnel
Volume moving between stages - the width is the count.
And on sales orders
The same view type on a different model, from the view switcher.
What You Get
Sankey as a first-class Odoo view type
Declared in XML like any other view
Same filters, grouping and search panel
Conversion rate between stages
Works on any model with a stage transition
CRM and Sales reports ship in the bridge modules
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Sales orders in Sankey view
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
A pipeline whose records never changed stage is a straight line.
Figures come from the model behind it.
Export the underlying data or screenshot the view.
Group to the level you actually discuss.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Sankey View?
Sales manager
Sees where the pipeline loses volume.
Management
Reads a funnel without a slide.
Analyst
Points the view at any flow they model.
Developer
Adds a Sankey report in a view definition.
Frequently Asked Questions
What does Sankey View do?
The Sankey diagram as a real Odoo view type: any model with a from-stage and a to-stage can be read as a flow.
What does Sankey View not do?
It needs history to draw. A pipeline whose records never changed stage is a straight line. It is a view, not a report engine. Figures come from the model behind it. It does not print. Export the underlying data or screenshot the view. Very many stages get crowded. Group to the level you actually discuss.
Who is Sankey View for?
Sales manager: Sees where the pipeline loses volume. Management: Reads a funnel without a slide. Analyst: Points the view at any flow they model. Developer: Adds a Sankey report in a view definition.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: web, viin_mail_tracking. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
CRM Sankey (viin_crm_sankey): The lead conversion report. Sales Sankey (viin_sale_sankey): Quotation to order flow. CRM extensions (viin_crm): The cycle-time fields behind the funnel.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_web_sankey; pre-sales questions go to sales@viindoo.com.
See Sankey View in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_crm_sankey.crm_lead_conversion_analysis
Need help with Sankey View?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1 - Latest on the 17.0 line
- The Sankey view is rewritten for the 17.0 web client and its view switcher.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
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