Sales Reporting & Analytics

Go to Sales → Reporting → Sales Analysis (or Sales → Reporting → Orders).

This report aggregates data from all confirmed sales orders. The default view shows orders in a pivot table broken down by:

• Rows: Salesperson
• Columns: Order Month
• Measure: Untaxed Total

Use the Measures dropdown (top right) to switch the metric:

• Untaxed Total / Total Amount
• Quantity Ordered / Delivered
• Margin (requires margin feature enabled)
• Number of Orders

The power of Sales Analysis comes from combining dimensions. In pivot view:

Add row groups by clicking + Row: add Product, Product Category, Customer, Country, Sales Team, etc.

Drill down: Click any cell total to see the underlying orders.

Useful analyses:

• Revenue by Product Category this quarter — which categories drive the most revenue?
• Revenue by Customer sorted descending — who are your top 10 accounts?
• Orders by Country — where is your geography spread?
• Margin by Product — which products are most profitable?

Switch to Bar Chart or Line Chart view to visualise trends over time.

To compare this month to last month (or this year to last year):

1. Click the 🔍 Filters dropdown.
2. Select This Month (or your period).
3. Click Comparison → Previous Period.

Odoo shows two columns per group: current period and previous period, with percentage change.

This is the fastest way to answer “Is revenue up or down from last month?” with context by product and salesperson.

Not all orders in the report are invoiced — some may be in different stages. Use the Status filter to distinguish:

• Sales Order — confirmed, not yet fully invoiced
• Locked — invoiced and closed
• Cancelled — cancelled orders

Combine with the Invoice Status filter:

• Nothing to Invoice — order confirmed but invoicing not triggered yet
• To Invoice — delivered but not yet invoiced (revenue waiting)
• Fully Invoiced — complete

Filtering to “To Invoice” gives you a list of completed deliveries you haven’t billed yet — a critical revenue leak check.

Go to Sales → Reporting → Sales Analysis. Group by Sales Team, then add Salesperson as a sub-group.

This shows:

• Team total vs. individual contributions
• Which reps are above/below team average
• Month-over-month trends per rep

Add the Margin measure (if enabled) alongside Untaxed Total to see not just who sells the most, but who sells the most profitably.

For target tracking: Odoo doesn’t have built-in sales targets in the Sales module, but you can add them in CRM (see CRM → Reporting → Forecast) or via the Dashboards module.

Export to Excel/CSV: In pivot view, click the Export button (arrow icon). Odoo exports the exact pivot table — rows, columns, measures — to an Excel file.

Insert in Spreadsheet: Click Insert in Spreadsheet to create a live Odoo spreadsheet (similar to Google Sheets) that stays connected to your data and auto-refreshes.

Schedule email reports: From any report view, click Action → Favourite → Save then use Reporting → Schedule Reports (where available) to email a report to stakeholders on a weekly or monthly basis.