Custom KPIs for Digest Emails | Getting Started – CBMS Odoo ERP

Custom KPIs for Digest Emails | Getting Started – CBMS Odoo ERP

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In this video, learn how to create custom KPIs and implement them in your periodic digest emails with Odoo Studio!

0:00 – Intro
0:53 – Digest Email Backend
1:51 – Create a Custom KPI Field
3:37 – Models, Fields, and Code
6:21 – Demo
8:24 – Conclusion

**Check out more Odoo tutorials**
– Studio playlist:

**App documentation**
– Digest Emails:

**See what Odoo can do for you!**

– Schedule a demo:

– Start a free trial:

The code we are using today (note: angled brackets are not allowed in youtube so make sure you replace the words AND the dashes below with the actual symbols for ‘greater than or equal to’):

self._calculate_company_based_kpi(“crm.lead”,
“x_studio_kpi_big_opportunities_value”,
date_field=”create_date”,
additional_domain=[
(‘type’, ‘=’, ‘opportunity’),
(‘expected_revenue’, ‘greater-than-or-equal’, 10000),
])

#Custom #KPIs #Digest #Emails #Started

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