Hello again, sharing something I’ve been building for our own use that might be useful to others.
If you use Dolibarr’s project module to track leads and opportunities, you’ve probably noticed it does a decent job storing the data — status, probability, amount — but gives you very little at a glance. You open a project card and have to hunt around to understand where the deal actually is.
Lead Tracker adds a horizontal step-by-step progress bar to every project card that has “Follow opportunity” checked. It reads your existing lead status dictionary (the one under Home → Setup → Dictionary → Lead status) so there’s no new data to set up — it just creates a visual of what you’ve already configured.
The interesting part is how it decides which stage to highlight. Rather than just displaying whatever status field was last written, it checks the actual linked documents and works out the furthest stage the evidence supports and lights that up. So if someone validated a proposal but forgot to advance the status manually, the bar still shows the right thing.
On top of that it handles the automation side: when a proposal gets signed, an order validated, an invoice issued — it checks your configured conditions and advances the stage automatically. No manual clicking required.
There’s also an optional LTV-based amount tracking mode. While a deal is still in early stages it averages the value of open proposals. Once one gets accepted that becomes the figure. Validated orders supersede that, and invoices supersede orders. As multiple invoices come in over time they accumulate, so the lead amount ends up reflecting the true lifetime value of the account.
Everything is configurable per-stage — you choose which events qualify a lead for each stage, and you can opt in or out of the auto amount/percentage updates from the settings page. Nothing touches your data until you turn it on.
It’s built as a standard custom module, no core files modified. Should work on Dolibarr 14+ (we’re running it on 22).
Repo and release zip here: https://github.com/zacharymelo/leadtracker/releases/tag/v1.1.1
Happy to answer questions — still actively developing it so feedback welcome.
