Odoo 16 Community Book

Sales Analysis

You can evaluate your company’s sales performance under the Reporting tab of the Sales module. You can also scale this obtained data for a specified period, which will benefit your company by enhancing productivity and overall sales performance. Based on these reports, you may enforce necessary adjustments to influence your business growth. The tracking of sales reports can be done on a daily, weekly, monthly, and yearly basis. Click on the Reporting tab to get the Sales Analysis window.

Click on ‘Measures’ and select the category you want to display on the graph from the dropdown list, as shown above. You can also switch the view from ‘Graph’ to ‘Pivot’ using the icon in the window’s top right corner. This view gives a tabular detailing of your sales report.

If you want to interchange the axes, click on the Flip axis icon. ‘Expand all’ allows you to expand the content of the records, whereas ‘Download xlsx’ exports your data to an Excel sheet. All these icons are highlighted above.

You can apply Filters to generate reports on Quotations and Sales Orders. If you click on ‘Order Date’ under Filters, you can obtain sales and quotations reports for a particular day, week, month, or year. Similarly, select ‘Add Custom Filter’ to customize your data.

Odoo 16 has provisions for viewing the reports in both Pivot and Graphical views. The Graphical view has three modes: Bar Chart, Line Chart, and Pie Chart. The sample images of each of these views are shown below.

Bar Chart

Line Chart

The Odoo 16 Sales module facilitates the smooth functioning of all sales-related activities in your company. Besides, it also acts as a unique system for micromanaging your quotations.