Overview
CRM Lead & Opportunity Excel Export Export Odoo 18 CRM leads and opportunities to a formatted Excel file with date range and stage filters â in one click. Standard Odoo CRM export includes all fields and no stage filtering. This module adds a dedicated Export to Excel wizard for CRM leads with customizable date range and stage filters, producing a clean Excel report ready for analysis or sharing. Who is this for? Sales managers and CRM administrators using Odoo 18 who need to regularly export pipeline data â leads, opportunities, contact details, and stage info â to Excel for reporting, analysis, or handover to other teams. Works on Odoo.sh and On-Premise.
Supports v 18.0 — available directly on the Odoo Apps Store.
Description
CRM Lead & Opportunity Excel Export
Export Odoo 18 CRM leads and opportunities to a formatted Excel file with date range and stage filters — in one click.
Standard Odoo CRM export includes all fields and no stage filtering. This module adds a dedicated Export to Excel wizard for CRM leads with customizable date range and stage filters, producing a clean Excel report ready for analysis or sharing.
Who is this for?
Sales managers and CRM administrators using Odoo 18 who need to regularly export pipeline data — leads, opportunities, contact details, and stage info — to Excel for reporting, analysis, or handover to other teams. Works on Odoo.sh and On-Premise.
Key Features
One-Click Excel Export
Export CRM leads and opportunities to Excel directly from the CRM menu in Odoo 18
Date Range Filter
Export leads created or updated within a specific date range for period-based pipeline reporting
Stage Filter
Filter by pipeline stage before exporting — export only qualified leads, proposals, or any specific stage
Comprehensive Lead Data
All key lead fields included: opportunity name, customer, contact, email, phone, city, state, country, salesperson, team, priority, deadline, medium, source, and stage
Well-Formatted Output
Excel file is professionally formatted with proper headers and column styling for immediate use
Robust Error Handling
Handles leads with incomplete data gracefully without breaking the export
How it works
CRM → Leads / Opportunities
New Export Menu Added in Odoo 18 CRM after module installation:
CRM Lead Export Wizard — Select Date Range and Stage in Odoo 18:
Generated Excel Report of Odoo 18 CRM Leads:
Compatibility
Odoo Version
18.0
Editions
Community & Enterprise
Platforms
Odoo.sh, On-Premise
Odoo Online (SaaS)
Not supported
Frequently Asked Questions
Can I export both leads and opportunities together?
Yes — the export includes all CRM records (leads and opportunities) matching your filters. No separate export is needed for each type.
Does the export include won and lost opportunities?
Yes — by default the export includes all stages. Use the stage filter to restrict to active pipeline stages only if needed.
How many records can it export at once?
The module handles large exports efficiently. For very large datasets (thousands of records), the export may take a moment longer to generate.
Is this compatible with Odoo Community edition?
Yes — compatible with Odoo 18.0 Community and Enterprise on Odoo.sh and On-Premise. Requires the CRM module. Not available for Odoo Online (SaaS).
Contact me for Support, Customization, Implementation:
Website:
www.nimmutechnologies.com
Email:
subashmca2017@gmail.com
Telegram:
https://t.me/Chubbu007
