SugarCRM by default provides a Dashlet "My Closed Opportunities", which only gives you overview of Closed Won opportunity vs Total number of Opportunities and that too doesn't have a filter.
Lets create a new dashlet extending functionality a little more, where you can filter Opportunities by 'This month', 'This Year', etc. and give you in results "Closed Won" and "Closed Lost" numbers to easily compare.
Step 1: Create folder custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet.
Step 2: Create custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashlet.meta.php and write following code into it.
Step 3:Create custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashlet.php and write following code into it.
Step 4: Create custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashlet.tpl and write following code into it.
Step 5: Create custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashletOptions.tpl and write following code into it
Step 6: Create custom/Extension/modules/Opportunities/Ext/Language/en_us.<any_name>.php and write the following custom label into it.
Step 7: Do "Quick Repair And Rebuild" from admin.
Step 8: Add new dashlet on Home page titled as "Summary Opportunities".
Voila!! Hope this works out as easily as possible for you.
Feel free to drop your valuable comments.
Lets create a new dashlet extending functionality a little more, where you can filter Opportunities by 'This month', 'This Year', etc. and give you in results "Closed Won" and "Closed Lost" numbers to easily compare.
Step 1: Create folder custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet.
Step 2: Create custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashlet.meta.php and write following code into it.
<?php
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
global $app_strings;
$dashletMeta['MySummaryOpportunitiesDashlet'] = array('module' => 'Opportunities',
'title' => translate('LBL_MY_SUMMARY_OPPORTUNITIES', 'Opportunities'),
'description' => 'Indicate Opportunity On Closed Won and Closed Lost Sales Stage',
'category' => 'Module Views');
if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
global $app_strings;
$dashletMeta['MySummaryOpportunitiesDashlet'] = array('module' => 'Opportunities',
'title' => translate('LBL_MY_SUMMARY_OPPORTUNITIES', 'Opportunities'),
'description' => 'Indicate Opportunity On Closed Won and Closed Lost Sales Stage',
'category' => 'Module Views');
Step 3:Create custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashlet.php and write following code into it.
<?php
if (!defined('sugarEntry') || !sugarEntry)
die('Not A Valid Entry Point');
require_once('include/Dashlets/Dashlet.php');
class MySummaryOpportunitiesDashlet extends Dashlet {
var $height = '100'; // height of the pad
var $opportunitySelectedRange = array();
var $opportunityDateModifiedWhere = array();
protected $total_opportunities;
protected $total_opportunities_won;
protected $total_opportunities_lost;
/**
* Constructor
*
* @global string current language
* @param guid $id id for the current dashlet (assigned from Home module)
* @param array $def options saved for this dashlet
*/
function MySummaryOpportunitiesDashlet($id, $def) {
global $current_user, $app_strings, $app_list_strings,$app_strings,$current_language;
parent::Dashlet($id, $def);
if (empty($def['title']))
$this->title = translate('LBL_MY_SUMMARY_OPPORTUNITIES', 'Opportunities');
if (!empty($def['height'])) // set a default height if none is set
$this->height = $def['height'];
parent::Dashlet($id); // call parent constructor
$this->isConfigurable = true; // dashlet is configurable
$this->hasScript = false; // dashlet has javascript attached to it
$selectedOpportunityDateOption = array();
if (!empty($def['opportunity_date_range']))
$selectedOpportunityDateOption = $def['opportunity_date_range'];
$this->opportunityDateModifiedWhere = $selectedOpportunityDateOption;
//$home_mod_strings = return_module_language($current_language, 'Home');
$this->opportunitySelectedRange = $selectedOpportunityDateOption;
}
/**
* Displays the dashlet
*
* @return string html to display dashlet
*/
function display() {
require_once('modules/Administration/Administration.php');
$admin = new Administration();
$admin->retrieveSettings();
global $db, $current_language, $timedate,$current_user;
$mod_strings = return_module_language($current_language, 'Opportunities');
$ss = new Sugar_Smarty();
$opportunitySearchWhere = "";
if (!empty($this->opportunityDateModifiedWhere)) {
if($this->opportunityDateModifiedWhere == "TP_today")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get_day_begin();
$end = $oSugarDateTime->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_yesterday")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get("-1 day")->get_day_begin();
$end = $oSugarDateTime->get("-1 day")->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_tomorrow")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get("+1 day")->get_day_begin();
$end = $oSugarDateTime->get("+1 day")->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_this_month")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get_day_by_index_this_month(0)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, $begin->month, $begin->days_in_month)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_this_year")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year, 1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, 12, 31)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_last_30_days")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get("-29 days")->get_day_begin();
$end = $oSugarDateTime->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_last_7_days")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get("-6 days")->get_day_begin();
$end = $oSugarDateTime->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_last_month")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year, $oSugarDateTime->month-1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, $begin->month, $begin->days_in_month)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_last_year")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year-1, 1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, 12, 31)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_next_30_days")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get_day_begin();
$end = $oSugarDateTime->get("+29 days")->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_next_7_days")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get_day_begin();
$end = $oSugarDateTime->get("+6 days")->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_next_month")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year, $oSugarDateTime->month+1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, $begin->month, $begin->days_in_month)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_next_year")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year+1, 1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, 12, 31)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
}
$this->seedBean = new Opportunity();
$qry = "SELECT * from opportunities WHERE assigned_user_id = '" . $current_user->id . "' AND deleted=0".$opportunitySearchWhere;
$result = $this->seedBean->db->query($this->seedBean->create_list_count_query($qry));
$row = $this->seedBean->db->fetchByAssoc($result);
$this->total_opportunities = $row['c'];
$qry = "SELECT * from opportunities WHERE assigned_user_id = '" . $current_user->id . "' AND sales_stage = 'Closed Won' AND deleted=0".$opportunitySearchWhere;
$result = $this->seedBean->db->query($this->seedBean->create_list_count_query($qry));
$row = $this->seedBean->db->fetchByAssoc($result);
$this->total_opportunities_won = $row['c'];
$qry = "SELECT * from opportunities WHERE assigned_user_id = '" . $current_user->id . "' AND sales_stage = 'Closed LOST' AND deleted=0".$opportunitySearchWhere;
$result = $this->seedBean->db->query($this->seedBean->create_list_count_query($qry));
$row = $this->seedBean->db->fetchByAssoc($result);
$this->total_opportunities_lost = $row['c'];
$ss->assign('id', $this->id);
$ss->assign('height', $this->height);
$ss->assign('opportunitySelectedRange', $this->opportunitySelectedRange);
$ss->assign('lblTotalOpportunities', translate('LBL_TOTAL_OPPORTUNITIES', 'Opportunities'));
$ss->assign('lblClosedWonOpportunities', translate('LBL_CLOSED_WON_OPPORTUNITIES', 'Opportunities'));
$ss->assign('lblClosedLostOpportunities', translate('LBL_CLOSED_LOST_OPPORTUNITIES', 'Opportunities'));
$ss->assign('total_opportunities', $this->total_opportunities);
$ss->assign('total_opportunities_won', $this->total_opportunities_won);
$ss->assign('total_opportunities_lost', $this->total_opportunities_lost);
$str = $ss->fetch('custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashlet.tpl');
return parent::display($this->dashletStrings['LBL_DBLCLICK_HELP']) . $str; // return parent::display for title and such
}
function displayOptions() {
global $app_strings, $app_list_strings,$current_user,$current_language;
$ss = new Sugar_Smarty();
$ss->assign('saveLbl', $app_strings['LBL_SAVE_BUTTON_LABEL']);
$ss->assign('clearLbl', $app_strings['LBL_SAVE_BUTTON_LABEL']);
$ss->assign('title', translate('LBL_MY_SUMMARY_OPPORTUNITIES', 'Opportunities'));
$ss->assign('id', $this->id);
$home_mod_strings = return_module_language($current_language, 'Home');
$filterTypes = array('' => $app_strings['LBL_NONE'],
'TP_today' => $home_mod_strings['LBL_TODAY'],
'TP_yesterday' => $home_mod_strings['LBL_YESTERDAY'],
'TP_tomorrow' => $home_mod_strings['LBL_TOMORROW'],
'TP_this_month' => $home_mod_strings['LBL_THIS_MONTH'],
'TP_this_year' => $home_mod_strings['LBL_THIS_YEAR'],
'TP_last_30_days' => $home_mod_strings['LBL_LAST_30_DAYS'],
'TP_last_7_days' => $home_mod_strings['LBL_LAST_7_DAYS'],
'TP_last_month' => $home_mod_strings['LBL_LAST_MONTH'],
'TP_last_year' => $home_mod_strings['LBL_LAST_YEAR'],
'TP_next_30_days' => $home_mod_strings['LBL_NEXT_30_DAYS'],
'TP_next_7_days' => $home_mod_strings['LBL_NEXT_7_DAYS'],
'TP_next_month' => $home_mod_strings['LBL_NEXT_MONTH'],
'TP_next_year' => $home_mod_strings['LBL_NEXT_YEAR'],
);
$ss->assign('opportunitySelectedRange', get_select_options_with_id($filterTypes, $this->opportunitySelectedRange));
$ss->assign('opportunityDateModified', $app_strings['LBL_DATE_MODIFIED']);
return parent::displayOptions() . $ss->fetch('custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashletOptions.tpl');
}
function saveOptions($req) {
global $sugar_config, $timedate, $current_user, $theme;
$options = array();
$options['opportunity_date_range'] = $_REQUEST['opportunity_date_range'];
return $options;
}
}
if (!defined('sugarEntry') || !sugarEntry)
die('Not A Valid Entry Point');
require_once('include/Dashlets/Dashlet.php');
class MySummaryOpportunitiesDashlet extends Dashlet {
var $height = '100'; // height of the pad
var $opportunitySelectedRange = array();
var $opportunityDateModifiedWhere = array();
protected $total_opportunities;
protected $total_opportunities_won;
protected $total_opportunities_lost;
/**
* Constructor
*
* @global string current language
* @param guid $id id for the current dashlet (assigned from Home module)
* @param array $def options saved for this dashlet
*/
function MySummaryOpportunitiesDashlet($id, $def) {
global $current_user, $app_strings, $app_list_strings,$app_strings,$current_language;
parent::Dashlet($id, $def);
if (empty($def['title']))
$this->title = translate('LBL_MY_SUMMARY_OPPORTUNITIES', 'Opportunities');
if (!empty($def['height'])) // set a default height if none is set
$this->height = $def['height'];
parent::Dashlet($id); // call parent constructor
$this->isConfigurable = true; // dashlet is configurable
$this->hasScript = false; // dashlet has javascript attached to it
$selectedOpportunityDateOption = array();
if (!empty($def['opportunity_date_range']))
$selectedOpportunityDateOption = $def['opportunity_date_range'];
$this->opportunityDateModifiedWhere = $selectedOpportunityDateOption;
//$home_mod_strings = return_module_language($current_language, 'Home');
$this->opportunitySelectedRange = $selectedOpportunityDateOption;
}
/**
* Displays the dashlet
*
* @return string html to display dashlet
*/
function display() {
require_once('modules/Administration/Administration.php');
$admin = new Administration();
$admin->retrieveSettings();
global $db, $current_language, $timedate,$current_user;
$mod_strings = return_module_language($current_language, 'Opportunities');
$ss = new Sugar_Smarty();
$opportunitySearchWhere = "";
if (!empty($this->opportunityDateModifiedWhere)) {
if($this->opportunityDateModifiedWhere == "TP_today")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get_day_begin();
$end = $oSugarDateTime->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_yesterday")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get("-1 day")->get_day_begin();
$end = $oSugarDateTime->get("-1 day")->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_tomorrow")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get("+1 day")->get_day_begin();
$end = $oSugarDateTime->get("+1 day")->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_this_month")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get_day_by_index_this_month(0)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, $begin->month, $begin->days_in_month)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_this_year")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year, 1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, 12, 31)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_last_30_days")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get("-29 days")->get_day_begin();
$end = $oSugarDateTime->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_last_7_days")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get("-6 days")->get_day_begin();
$end = $oSugarDateTime->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_last_month")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year, $oSugarDateTime->month-1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, $begin->month, $begin->days_in_month)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_last_year")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year-1, 1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, 12, 31)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_next_30_days")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get_day_begin();
$end = $oSugarDateTime->get("+29 days")->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_next_7_days")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->get_day_begin();
$end = $oSugarDateTime->get("+6 days")->get_day_end();
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_next_month")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year, $oSugarDateTime->month+1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, $begin->month, $begin->days_in_month)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
else if($this->opportunityDateModifiedWhere == "TP_next_year")
{
$oSugarDateTime = new SugarDateTime();
$begin = $oSugarDateTime->setDate($oSugarDateTime->year+1, 1, 1)->setTime(0, 0, 0);
$end = clone($begin);
$end->setDate($begin->year, 12, 31)->setTime(23, 59, 59);
$opportunitySearchWhere .= " AND opportunities.date_modified >='".$begin->asDb()."' AND opportunities.date_modified <= '".$end->asDb()."'";
}
}
$this->seedBean = new Opportunity();
$qry = "SELECT * from opportunities WHERE assigned_user_id = '" . $current_user->id . "' AND deleted=0".$opportunitySearchWhere;
$result = $this->seedBean->db->query($this->seedBean->create_list_count_query($qry));
$row = $this->seedBean->db->fetchByAssoc($result);
$this->total_opportunities = $row['c'];
$qry = "SELECT * from opportunities WHERE assigned_user_id = '" . $current_user->id . "' AND sales_stage = 'Closed Won' AND deleted=0".$opportunitySearchWhere;
$result = $this->seedBean->db->query($this->seedBean->create_list_count_query($qry));
$row = $this->seedBean->db->fetchByAssoc($result);
$this->total_opportunities_won = $row['c'];
$qry = "SELECT * from opportunities WHERE assigned_user_id = '" . $current_user->id . "' AND sales_stage = 'Closed LOST' AND deleted=0".$opportunitySearchWhere;
$result = $this->seedBean->db->query($this->seedBean->create_list_count_query($qry));
$row = $this->seedBean->db->fetchByAssoc($result);
$this->total_opportunities_lost = $row['c'];
$ss->assign('id', $this->id);
$ss->assign('height', $this->height);
$ss->assign('opportunitySelectedRange', $this->opportunitySelectedRange);
$ss->assign('lblTotalOpportunities', translate('LBL_TOTAL_OPPORTUNITIES', 'Opportunities'));
$ss->assign('lblClosedWonOpportunities', translate('LBL_CLOSED_WON_OPPORTUNITIES', 'Opportunities'));
$ss->assign('lblClosedLostOpportunities', translate('LBL_CLOSED_LOST_OPPORTUNITIES', 'Opportunities'));
$ss->assign('total_opportunities', $this->total_opportunities);
$ss->assign('total_opportunities_won', $this->total_opportunities_won);
$ss->assign('total_opportunities_lost', $this->total_opportunities_lost);
$str = $ss->fetch('custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashlet.tpl');
return parent::display($this->dashletStrings['LBL_DBLCLICK_HELP']) . $str; // return parent::display for title and such
}
function displayOptions() {
global $app_strings, $app_list_strings,$current_user,$current_language;
$ss = new Sugar_Smarty();
$ss->assign('saveLbl', $app_strings['LBL_SAVE_BUTTON_LABEL']);
$ss->assign('clearLbl', $app_strings['LBL_SAVE_BUTTON_LABEL']);
$ss->assign('title', translate('LBL_MY_SUMMARY_OPPORTUNITIES', 'Opportunities'));
$ss->assign('id', $this->id);
$home_mod_strings = return_module_language($current_language, 'Home');
$filterTypes = array('' => $app_strings['LBL_NONE'],
'TP_today' => $home_mod_strings['LBL_TODAY'],
'TP_yesterday' => $home_mod_strings['LBL_YESTERDAY'],
'TP_tomorrow' => $home_mod_strings['LBL_TOMORROW'],
'TP_this_month' => $home_mod_strings['LBL_THIS_MONTH'],
'TP_this_year' => $home_mod_strings['LBL_THIS_YEAR'],
'TP_last_30_days' => $home_mod_strings['LBL_LAST_30_DAYS'],
'TP_last_7_days' => $home_mod_strings['LBL_LAST_7_DAYS'],
'TP_last_month' => $home_mod_strings['LBL_LAST_MONTH'],
'TP_last_year' => $home_mod_strings['LBL_LAST_YEAR'],
'TP_next_30_days' => $home_mod_strings['LBL_NEXT_30_DAYS'],
'TP_next_7_days' => $home_mod_strings['LBL_NEXT_7_DAYS'],
'TP_next_month' => $home_mod_strings['LBL_NEXT_MONTH'],
'TP_next_year' => $home_mod_strings['LBL_NEXT_YEAR'],
);
$ss->assign('opportunitySelectedRange', get_select_options_with_id($filterTypes, $this->opportunitySelectedRange));
$ss->assign('opportunityDateModified', $app_strings['LBL_DATE_MODIFIED']);
return parent::displayOptions() . $ss->fetch('custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashletOptions.tpl');
}
function saveOptions($req) {
global $sugar_config, $timedate, $current_user, $theme;
$options = array();
$options['opportunity_date_range'] = $_REQUEST['opportunity_date_range'];
return $options;
}
}
Step 4: Create custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashlet.tpl and write following code into it.
<div style="width:100%;vertical-align:middle;">
<table width="100%" border="0" align="center" class="list view" cellspacing="0" cellpadding="0">
<tr>
<th align="center">{$lblTotalOpportunities}</td>
<th align="center">{$lblClosedWonOpportunities}</td>
<th align="center">{$lblClosedLostOpportunities}</td>
</tr>
<tr class="oddListRowS1">
<td valign="top">{$total_opportunities}</td>
<td valign="top"><b>{$total_opportunities_won}</b></td>
<td valign="top"><b>{$total_opportunities_lost}</b></td>
</tr>
</table>
</div>
<table width="100%" border="0" align="center" class="list view" cellspacing="0" cellpadding="0">
<tr>
<th align="center">{$lblTotalOpportunities}</td>
<th align="center">{$lblClosedWonOpportunities}</td>
<th align="center">{$lblClosedLostOpportunities}</td>
</tr>
<tr class="oddListRowS1">
<td valign="top">{$total_opportunities}</td>
<td valign="top"><b>{$total_opportunities_won}</b></td>
<td valign="top"><b>{$total_opportunities_lost}</b></td>
</tr>
</table>
</div>
Step 5: Create custom/modules/Opportunities/Dashlets/MySummaryOpportunitiesDashlet/MySummaryOpportunitiesDashletOptions.tpl and write following code into it
<div>
<form name='configure_{$id}' action="index.php" method="post" onSubmit='return SUGAR.dashlets.postForm("configure_{$id}", SUGAR.mySugar.uncoverPage);'>
<input type='hidden' name='id' value='{$id}'>
<input type='hidden' name='module' value='Home'>
<input type='hidden' name='action' value='ConfigureDashlet'>
<input type='hidden' name='to_pdf' value='true'>
<input type='hidden' name='configure' value='true'>
<table width="100%" cellpadding="0" cellspacing="0" border="0" class="edit view" align="center">
<tr>
<td valign='top' nowrap class='dataLabel'>{$opportunityDateModified}</td>
<td valign='top' class='dataField'>
<select name="opportunity_date_range">{$opportunitySelectedRange}</select>
</td>
<td valign='top' nowrap class='dataLabel'> </td>
<td valign='top' class='dataField'> </td>
</tr>
<tr>
<td colspan='4' align='right'>
<input type='submit' class='button' value='{$saveLbl}'>
<input type="submit" onclick="SUGAR.searchForm.clear_form(this.form,['dashletTitle','displayRows','autoRefresh']);return false;" value="Clear" class="button">
</td>
</tr>
</table>
</form>
</div>
<form name='configure_{$id}' action="index.php" method="post" onSubmit='return SUGAR.dashlets.postForm("configure_{$id}", SUGAR.mySugar.uncoverPage);'>
<input type='hidden' name='id' value='{$id}'>
<input type='hidden' name='module' value='Home'>
<input type='hidden' name='action' value='ConfigureDashlet'>
<input type='hidden' name='to_pdf' value='true'>
<input type='hidden' name='configure' value='true'>
<table width="100%" cellpadding="0" cellspacing="0" border="0" class="edit view" align="center">
<tr>
<td valign='top' nowrap class='dataLabel'>{$opportunityDateModified}</td>
<td valign='top' class='dataField'>
<select name="opportunity_date_range">{$opportunitySelectedRange}</select>
</td>
<td valign='top' nowrap class='dataLabel'> </td>
<td valign='top' class='dataField'> </td>
</tr>
<tr>
<td colspan='4' align='right'>
<input type='submit' class='button' value='{$saveLbl}'>
<input type="submit" onclick="SUGAR.searchForm.clear_form(this.form,['dashletTitle','displayRows','autoRefresh']);return false;" value="Clear" class="button">
</td>
</tr>
</table>
</form>
</div>
Step 6: Create custom/Extension/modules/Opportunities/Ext/Language/en_us.<any_name>.php and write the following custom label into it.
$mod_strings['LBL_MY_SUMMARY_OPPORTUNITIES'] = "Summary Opportunities";
$mod_strings['LBL_CLOSED_LOST_OPPORTUNITIES'] = "Closed Lost Opportunities ";
$mod_strings['LBL_CLOSED_LOST_OPPORTUNITIES'] = "Closed Lost Opportunities ";
Step 7: Do "Quick Repair And Rebuild" from admin.
Step 8: Add new dashlet on Home page titled as "Summary Opportunities".
Voila!! Hope this works out as easily as possible for you.
Feel free to drop your valuable comments.