Date Range Filter
Export leads and opportunities for any specific date range — month, quarter, or custom period.
Excel
Ready
Export
Export
Module Overview
Export Your CRM Pipeline to Excel
The CRM Lead & Opportunity Excel Export module allows you to easily export CRM leads and opportunities into a well-formatted Excel report. Users can filter records using date range and pipeline stage to generate customized reports for analysis, reporting, and business insights.
The exported report includes all key CRM fields — Opportunity, Customer, Contact Name, Email, Phone, City, State, Country, Salesperson, Sales Team, Priority, Deadline, Medium, Source, and Stage — ready for analysis or sharing with stakeholders.
What It Does
Key Features
Stage Filter
Filter leads and opportunities by their current pipeline stage for targeted reporting.
Comprehensive Data Export
Includes customer name, contact details, salesperson, sales team, priority, deadline, and pipeline stage.
Well Formatted Excel
Generated Excel files include proper column headers and professional formatting ready for presentation.
Error Handling
Robust error handling ensures smooth export operations even when data contains special characters or missing fields.
CRM Menu Integration
Export option is added directly to the CRM Leads/Opportunities menu for instant access without wizard navigation.
Simple Setup
How It Works
From installation to a downloadable Excel report — the module adds an export button directly in the CRM menu in just a few steps.
Get the Module
1. Install the module from Odoo Apps
2. Navigate to CRM → Leads or Opportunities
3. Click the Export to Excel button to open the export wizard
4. Select date range and optionally filter by pipeline stage
5. Generate the Excel report with one click
6. Download the formatted Excel file for reporting or sharing
Compatible with Odoo Community & Enterprise
Export Your CRM Pipeline Data?
Get the CRM Lead Excel Export module from Odoo Apps Store or contact us for customisation.
