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CRM Revenue

CRM Revenue

licenseLGPL-3 Version16.0, 18.0, 19.0 Community Enterprise Odoo.sh packageDACH authorEquitania Software GmbH supportsupport@equitania.de

Expected revenue that adds up from real lines.

CRM Revenue

The expected revenue of an opportunity is usually a number someone typed — a guess that nobody can take apart later. This module lets you enter the individual positions instead and computes the total from them, so the forecast can be explained line by line.

Only with ownERP

The help for this module is findable — for people and for AI

Two help pages in German and English, shipped inside the module. With Help Docs installed you search them in full text — and an AI assistant reads the same content through a machine-readable module card.

A person searches
CRM Leads
Revenue Lines in CRM Leads
This module adds a new tab called "Revenue Timeframes" to every CRM lead or opportunity. You can enter as many revenue line items as needed, each with a monetary amount, two date …
Revenue Analysis
There you can edit the line in the Revenue Timeframes tab. Return to the analysis using the browser back button or the breadcrumb navigation. For more information about the lead form …
An assistant asks
eq.helper.doc.get_capability_card(
  "eq_crm_revenue")
Returns the models, fields, methods and permission rules of CRM Revenue in a form an assistant can act on — instead of guessing them from screenshots.
“What is the expected revenue computed from?” — answered from the module card, not from training data.

Full-text search and module card come from Help Docs (eq_helper). This module ships the content — no extra configuration.

Features

Positions instead of a guess

Each expected item is entered with its own value; the opportunity total follows automatically and changes when a line does.

A forecast you can defend

In the pipeline review the question „how does that figure come about?“ has an answer that does not depend on who entered it.

Frequently Asked Questions

Which Odoo editions are supported?

The module runs on Odoo Community and Odoo Enterprise, version 19.0 — self-hosted or on Odoo.sh. Odoo Online, the hosted SaaS edition, does not accept apps from the store, so no third-party module can run there.

Which other modules does it require?

It requires base_setup, crm. Odoo resolves and installs these dependencies itself when you install the module.

Under which license is the module published?

The module is published under the LGPL-3 open-source license.

Will it keep working after an Odoo update?

Yes, within 19.0.x. A move to the next major Odoo version is delivered as a new module version.

Where do I get support?

Write to support@equitania.de or use our support portal at support.equitania.de.

Can I see the module in action first?

We do not run a public demo instance. Write to support@equitania.deand we will walk you through it.

Support · Kontakt

We are happy to support you · Wir unterstützen Sie gerne.

Equitania Software GmbH ownERP
Equitania Software GmbH
Weiherstraße 13
75173 Pforzheim
Deutschland · Germany
Telefon: +49 7231 16 604 0
Telefax: +49 7231 16 604 200
Homepage: www.ownerp.com · odoo2fast.report
Support: support.equitania.de
E-Mail: support@equitania.de

EN · All information on this page is provided for product description purposes only and is not legally binding. It constitutes neither a guarantee of quality nor an assurance of any particular scope of functions, fitness for a particular purpose or specific results; only the contractual agreements and the scope of delivery of the version actually installed are authoritative. Screenshots show example configurations.