This module allows the user to link multiple products, product categories or product templates to a lead or an opportunity in order to be able to do a product demand forecasting taking into account the leads and opportunities defined in Odoo.
Included in the product line there are two computed fields, the expected revenue and prorated revenue. On one hand, the expected revenue is computed as the selling price times the quantity. On the other hand, the prorated revenue takes into account the probability of the opportunity and is computed as the planned revenue times the probability.
The module also includes a reporting section where the user can easily see in a pivot and graph view the relationship between products, stage of the lead/opportunity and the expected or prorated revenue for that product.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Add product lines to leads and opportunities in CRM, with expected and probability-weighted revenue per product, plus a Pipeline by product report with pivot, graph and list views.
This module lets salespeople attach a list of products to a lead or opportunity. On the CRM lead/opportunity form a new "Products" page contains an editable list where each line records a product, its category, product template, description, quantity, unit price, unit of measure and currency.
- When a product is chosen, its category, template, sales price and unit of measure are filled in automatically; changing the category, template or unit of measure updates the line accordingly.
- Each line shows an Expected revenue (quantity times unit price) and a Prorated revenue (expected revenue multiplied by the opportunity probability). The lead's own expected revenue is recalculated from the sum of its product lines, and this total is carried over when a lead is converted into an opportunity.
A new reporting menu "Pipeline by product" appears under the CRM reporting menu. It opens the Pipeline by Product Analysis report, available as pivot, graph and list views, where users can analyse expected and prorated revenue by product, stage, salesperson, team, country, campaign, lost reason and dates. Filters include My Opportunities, Lead, Opportunity, Open, Won and Lost, with grouping options for salesperson, team, stage, country, company and several dates.
Depends on
Menus it adds
Models and fields (3)
- crm.lead · extends an existing modellead_line_ids (Lead Lines)
- crm.lead.line · new modelname (Description), uom_id (Unit of Measure), lead_id (Lead), price_unit, product_id (Product), category_id (Product Category), product_qty (Product Quantity), product_tmpl_id (Product Template), company_currency (Currency), expected_revenue (Expected revenue), prorated_revenue (Prorated revenue)
- crm.product.report · new modelname (Lead Name), type, active, team_id, user_id, stage_id, date_open (Open Date), company_id, country_id, partner_id, product_id, campaign_id, category_id, create_date, date_closed (Closed Date), probability, product_qty (Product Quantity), partner_name (Contact Name), date_deadline (Deadline Date), lost_reason_id, date_conversion (Conversion Date), product_tmpl_id, expected_revenue, prorated_revenue
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 5 confirmed, 4 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/crm.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0To configure this module to be available for the Leads the user needs to activate the Leads option in CRM settings
Usage
Source · Odoo 18.0- Go to menu CRM \> Lead and create or edit a Lead adding all the products associated to it.
- Go to menu CRM \> My Pipeline and create or edit an Opportunity adding all the products associated to it.
- Go to menu CRM \> Reporting \> Pipeline by Product to run the report that relates product to expected and prorated revenue per stage
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.