Overview
Export Odoo 18 CRM leads and opportunities to Excel with date range and stage filters, built for sales managers and CRM administrators.
Supports v 18.0 — available directly on the Odoo Apps Store.
Description
Sales managers and CRM administrators often need pipeline data outside Odoo for reporting, analysis, or handover to other teams. The standard Odoo CRM export includes all fields with no way to filter by stage, which makes a focused CRM lead export to Excel difficult to produce quickly. This module adds a dedicated Export to Excel wizard for CRM leads and opportunities in Odoo 18, letting users apply date range and stage filters before generating a clean, formatted Excel file.
Key Features of the CRM Lead Excel Export
- One-click export of CRM leads and opportunities to Excel directly from the CRM menu in Odoo 18
- Date range filter to export leads created or updated within a specific period, useful for period-based pipeline reporting
- Stage filter to export only qualified leads, proposals, or any other specific pipeline stage
- Comprehensive lead data in each export, including opportunity name, customer, contact, email, phone, city, state, country, salesperson, team, priority, deadline, medium, source, and stage
- Well-formatted Excel output with proper headers and column styling, ready for immediate use
- Robust error handling that allows leads with incomplete data to be exported without breaking the process
How It Works
After installing the module, a new export option appears in the Odoo 18 CRM menu under Leads / Opportunities. Opening the CRM Lead Export Wizard allows the user to select a date range and a stage before generating the report. Once the filters are set, the module produces an Excel file containing the matching CRM leads and opportunities, formatted with headers and column styling for direct use.
Business Use Cases
This CRM lead export to Excel functionality is useful for sales managers who need to review pipeline activity for a specific period without manually filtering exported data afterward. CRM administrators can use the stage filter to isolate records at a particular pipeline stage, such as proposals or qualified leads, before sharing the file with other departments. Because the export includes both leads and opportunities together, teams do not need to run separate exports for each record type when preparing reports for internal reviews or external handover.
Frequently Asked Questions
Can I export both leads and opportunities together?
Yes, the export includes all CRM records — leads and opportunities — that match the selected filters. A separate export for each type is not required.
Does the export include won and lost opportunities?
By default, the export includes all stages. The stage filter can be used to restrict the CRM lead export to Excel to active pipeline stages only, if needed.
How many records can the export handle?
The module is designed to handle large exports efficiently. For very large datasets with thousands of records, generating the Excel file may take slightly longer.
Is this compatible with Odoo Community edition?
Yes, the module is compatible with Odoo 18.0 on both Community and Enterprise editions, on Odoo.sh and On-Premise platforms. It requires the CRM module and is not available for Odoo Online (SaaS).
What lead fields are included in the exported file?
The exported Excel file includes opportunity name, customer, contact, email, phone, city, state, country, salesperson, team, priority, deadline, medium, source, and stage for each record.
