One of the most valuable insights for sales managers and CRM users is understanding how opportunities flow through the pipeline — who moved them, when, and in what sequence. Odoo’s standard CRM lacks visibility into historical stage movements, making it harder to audit, improve, or forecast sales processes.
The SME Pipeline Stage Change History feature solves this by logging and displaying every stage transition event for leads and opportunities. These logs help teams analyze performance, identify bottlenecks, and enforce process compliance — all within the CRM module.
Key Features & Benefits:
Full Audit Trail of Stage Transitions
- Every time a pipeline stage changes, the system logs:
- Previous Stage
- New Stage
- User who made the change
- Date and Time
“Stage Logs History” Tab on Opportunity Form
- A new tab called “Stage Logs History” is added next to the Extra Info tab
- Displays a chronological list of all stage changes for the opportunity
- Accessible to salespeople, managers, and auditors
Improves CRM Transparency
- Sales managers can quickly review movement trends and intervention points
- Helps identify when and where deals stall
- Aids in sales coaching and forecasting accuracy
Historical Record for Compliance or Review
- Provides a tamper-proof history of how the opportunity evolved
- Supports business auditing and sales team accountability
Real-Time Logging
- Works for both manual and automated stage changes
- Tracks user whether changes are made via UI or automation rules
Seamlessly Integrated into CRM Workflow
- Does not alter any core CRM behavior
- Fully compatible with Odoo’s native pipeline and kanban views
Example Use Case:
A sales manager is reviewing a lost opportunity and wants to understand how it progressed through the funnel. With Stage Logs History, they can see:
- Stage moved from New → Qualified by Alice on Jan 10
- Stage moved from Qualified → Proposal by Bob on Jan 15
- Stage moved from Proposal → Lost by Bob on Jan 20
This helps the manager determine where the opportunity faltered and if escalation or coaching is needed.
Summary:
The SME Pipeline Stage Change History module gives CRM teams a transparent timeline of opportunity stage changes, capturing who moved each deal, when, and where. It’s an essential audit and performance tool for sales operations, forecasting, and pipeline health management.
Ideal for sales teams that value accountability, historical tracking, and process improvement.
SME Pipeline Stage Change History