Odoo Sales Analytics: Pipeline KPIs and Built-in Reports

Odoo Sales Analytics: Pipeline KPIs and Built-in Reports#

Where to Find Sales Reports#

Sales → Reporting contains the main analytics views:

Switch between Pivot, Graph, and List views using the icons in the top right.

Key Sales KPIs to Track#

1. Revenue by Salesperson (month)

Sales → Reporting → Sales → Group By: Salesperson, then Month

Measure: Untaxed Amount. Add a filter for Order Date: this quarter.

2. Top Products by Revenue

Sales → Reporting → Sales → Group By: Product

Sort descending by Untaxed Amount. Add Filters → Last 12 months to see annual product performance.

3. Customer Ranking

Sales → Reporting → Sales → Group By: Customer

Shows which customers generate the most revenue. Combine with Invoiced report to see payment reliability.

4. Month-over-Month Growth

Sales → Reporting → Sales → Group By: Order Date (Month)

Switch to Graph view → Line chart. This shows revenue trend over time.

5. Average Order Value

In Pivot view: Measure → add Count (Orders) alongside Untaxed Amount. Divide total revenue by count to get AOV - or use the Dashboard to see it pre-calculated per salesperson.

Building a Sales Dashboard#

Home (main menu) → Add a section → New Block → Sales

Or from any report:

1. Apply your filters and group-by settings.
2. Click the Favorites → Save as Favorite button.
3. Check Use as Default and Share with all users (if needed).
4. Optionally click the star () to add to the home dashboard.

Pivot Table: Product × Customer Matrix#

Sales → Reporting → Sales → Pivot view

• Row Group By: Customer
• Column Group By: Product
• Measure: Untaxed Amount

This creates a cross-tab showing which customers buy which products - useful for cross-sell analysis.

Invoiced Report and Payment Performance#

Sales → Reporting → Invoiced

Filter by Invoice Date: this month to track invoicing velocity. Group by Customer to identify slow payers.

Export to Excel / Google Sheets#

From any pivot or list view:

1. Click the Download button (top right of pivot).
2. Opens in Excel with the same grouping and measure layout.

Sales Team Performance Report#

Sales → Configuration → Sales Teams → [Team] → Reporting

Each team has its own pipeline view. For a team overview:

Sales → Reporting → Sales → Group By: Sales Team

Track revenue contribution per team and set team-level targets.

Using Odoo Spreadsheet for Custom Dashboards#

Sales → Reporting → Sales → Pivot → Insert in Spreadsheet

This creates a live-connected spreadsheet (similar to Google Sheets with live Odoo data):

1. Data refreshes on demand.
2. Add your own formulas and charts.
3. Share with management without granting full Odoo access.

Spreadsheets: Documents → New → Spreadsheet → Insert Pivot

Setting Sales Targets#

Sales → Configuration → Sales Teams → [Team] → Targets

Set a monthly revenue target per team. The dashboard shows progress as a percentage against target.

Common Mistakes#

• Mixing Order Date and Invoice Date - Sales report uses Order Date (when confirmed); use the Invoiced report for cash/invoice basis analysis
• Including draft orders - filter by Status = Sale Order (not Draft or Cancelled) for accurate revenue figures
• Not filtering by date - large datasets without date filters make reports slow and hard to read; always apply a date range
• Confusing Untaxed vs. Total amount - use Untaxed Amount for revenue comparison (taxes vary by region); use Total Amount only for cash flow analysis
• Ignoring return orders - credit notes reduce invoiced amounts; make sure the Invoiced report shows net amounts by including credit notes in the filter