Zig — the sales agent in my four-agent Odoo setup — owns crm.lead.
Every quarter, instead of a rep manually exporting stages into a spreadsheet and someone else turning that into
a deck, Zig assembles the whole QBR narrative straight from the live pipeline: what moved, what stalled, and
what's actually likely to close next quarter.
The classic QBR prep: someone opens the CRM Kanban view, screenshots each stage, pastes them into PowerPoint, and manually tallies win rate from memory or a half-updated spreadsheet. By the time it's presented, three deals have already moved stages. The data was real once — at the moment of the screenshot.
crm.lead, every time.Not a snapshot — a comparison, computed from search_read on stage and expected revenue at two points in time.
Closed-won vs. closed-lost counts and dates, straight from the records — no manual tally, no rounding to "about 30%."
Leads with no stage change or logged activity past a threshold — the ones a QBR should flag, but a screenshot can't.
Pulled from the notes/tags logged at closed-lost, grouped into patterns — "price" vs. "timing" vs. "went with incumbent" — instead of one rep's memory of the quarter.
Weighted pipeline value by stage probability — a number, not a gut feel, and one Warren can drop straight into the cash flow projection.
execute_kw — the same live data the sales team is working in, not an export someone remembered to run.Every figure is read at prep time, not exported three days earlier and forgotten about.
A screenshot shows where a deal sits. It doesn't show how long it's been sitting there — Zig does.
Aggregating logged reasons beats "I think we lost a few on price this quarter."
The weighted forecast isn't a side output — it's the same number that lands in the next cash flow projection.
If your quarterly review still starts with a Kanban screenshot, I can set up the same pattern for your pipeline.
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