Sales Funnel not showing updated Opportunities

Sabine · February 24, 2016, 1:03pm

Hello,
I have converted a few leads into opportunities but it is not represented in the sales funnel.
After refreshing several times, opportunities still show 0 in the sales funnel.
What am I doing wrong?
Status is open and I also added items.

Many thanks for your help.

Sabine

Sangram · February 24, 2016, 1:13pm

@Sabine
After converting Lead to Opportunity Save the Doc.
Then reload the Opportunity Doc you will found converted Opportunities.

And for creating Sales Order you have to convert Lead to Customer.

shraddha · February 24, 2016, 1:26pm

Hi @Sabine
Actually, i am also facing same issue.
Opportunity showing zero on report.

Sabine · February 24, 2016, 1:39pm

That is clear, that is working ok, but the report “sales funnel” in the module “selling” is not working.

Sangram · February 24, 2016, 1:52pm

There is issue in Sales funnel report. Opportunity is always in Draft state

github.com

frappe/erpnext/blob/develop/erpnext/selling/page/sales_funnel/sales_funnel.py#L20


      
          from erpnext.accounts.report.utils import convert
          
          

          
def validate_filters(from_date, to_date, company):
          	if from_date and to_date and (from_date >= to_date):
          		frappe.throw(_("To Date must be greater than From Date"))
          
          
	if not company:
          		frappe.throw(_("Please Select a Company"))
          
          

          
@frappe.whitelist()
          def get_funnel_data(from_date, to_date, company):
          	validate_filters(from_date, to_date, company)
          
          
	active_leads = frappe.db.sql(
          		"""select count(*) from `tabLead`
          		where (date(`creation`) between %s and %s)
          		and company=%s""",
          		(from_date, to_date, company),
          	)[0][0]

we will send Pull Request to fix issue.

Thanks.
Sangram Patil
New Indictrans Technologies Pvt Ltd