PATCH: Scale pipeline by probability

[insightfulsolutions]

This patch adds the ability to scale the sales pipeline (front page & dashboard) by probability i.e a $100k opportunity with 50% probability will show up as $50k in the pipeline.

Usage:

After installing the patch, click the edit link on the sales pipeline report. An additional option 'scale by probability' will appear. Ticking the option will multiply all amounts by their associated % (except Closed-Won - this always shows the full value ).

Installation:

Apply the patch to the root directory of your Sugar installation

patch < ScalePipeline.diff

Enjoy!

Rick

[bogey63]

Cool, this is, what i was waiting for a long time :-)

Thank you very much!

Juergen

[tcfcrm05]

Thanks for the patch. Seems to be the very rigth thing I was looking for.
Can you tell me how I can apply it using Ms-Windows systems, as the GNU Diffutils seem essentially to be written for Unix-like systems ?

[tcfcrm05]

Hi, insightfulsolutions,

Great job probably, BUT I'm not sure the attached file "ScalePipeline.251.diff.txt" is complete.
Particularly, if the enclosed elements modify the interface, allowing the user to choose the use of probability, the calculaltions are not made (amounts stay the same, whatever the use of probability is).
Sql calculations seem to be enclosed in "module/Opportunities/Charts.php". I suppose your complete patch should include modifications of this script too.
In the patch I've downloaded, they are not present.
Another reason why I suppose your patch is incomplete is that the "patch" routine (found on GnuWin32 site) terminates wtih an error.

Please check the patch file attached to your post and let me know...
You'll find attached the one I could download.

Regards,

Jean CORDIER

[insightfulsolutions]

Doh!

You are correct Jean - the patch is missing a file. I've attached the corrected version & also attached the full files.

Regards,

Rick

[tcfcrm05]

Hi, Rick,

Here we are !!
Maby thanks for the patch and the complete files.
It WORKS fine, BUT (sic..) only for Pipeline graphs (Dashboard and My Pipeline). The other dashboard graphs aren't updated and stay with the full values, not the scaled ones.
If this is right, do you intend to complete the work soon or shoud we address it as a feature extension request to Sugar Team ?

Regards,
Jean

[JStinson]

First, THANKS! Our sales team has been begging for this functionality. I included your patch and got the following error:

fopen(e89223fc-df39-0431-8846-41db17a8ae02_64c86d0b0_Retro_50090442_my_pipeline_ en_us_-8682009502005-03-242100-01-01_.xml): failed to open stream: Permission denied in /var/www/sugarcrm/modules/Opportunities/Charts.php on line 666.

This error replaced the cart on the homepage and the first chart on the dashboard. Any ideas? I look forward to hearing from you. Thanks again.
________
headshops

[insightfulsolutions]

I don't think I'm responsible for that error, although I did change the name of the cache file by adding an underscore. Can you check the permissions on the <sugar>/cache/xml directory? See http://www.sugarcrm.com/forums/showt...=5798#post5798

Rick

[insightfulsolutions]

My thinking at the time was that the other charts would not be particularly meaningful if you scaled them. I'm not sure where that line of thinking came from though - it doesn't seem to make much sense now . I'll plug the code in to the others if I get a chance next week.

Cheers,

Rick

Hi, Rick,

Here we are !!
Maby thanks for the patch and the complete files.
It WORKS fine, BUT (sic..) only for Pipeline graphs (Dashboard and My Pipeline). The other dashboard graphs aren't updated and stay with the full values, not the scaled ones.
If this is right, do you intend to complete the work soon or shoud we address it as a feature extension request to Sugar Team ?

Regards,
Jean

[insightfulsolutions]

Patch updated for 3.0.1b (Open Source & Pro ).

This functionality applies to all charts.

Usage:

After installing the patch, click the edit link on any chart. An additional option 'scale by probability' will appear. Ticking the option will multiply all amounts by their associated % (except Closed-Won - this always shows the full value ).

Installation:

Apply the patch to the root directory of your Sugar installation

patch -p1 < ScalePipeline.diff