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.
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.
Actually, i am also facing same issue.
Opportunity showing zero on report.
That is clear, that is working ok, but the report “sales funnel” in the module “selling” is not working.
There is issue in Sales funnel report. Opportunity is always in Draft state
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"))
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)
(from_date, to_date, company),
we will send Pull Request to fix issue.
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