Sales Reports
| Lines of Code | 713 |
| Technical name | viin_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_sale |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Viindoo Base Viindoo Accounting Viin Cohort View |
The sales numbers Odoo computes but never shows
Days to confirm, amount paid, amount still owed - on the order and on the line - plus a sales analysis that can be read as a list, a graph or a pivot.
Sales Reports (technical name viin_sale) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager, credit control, analyst.
At a Glance
The facts of Sales Reports, version 0.2, in one place. Published by Viindoo.
Key Features
A sales order in Odoo knows what it is worth and whether it is invoiced. It does not know how long it took to be confirmed, how much of it has actually been paid, or how much is still outstanding - which are the three questions a sales manager asks about a quarter. This app computes them and stores them: days to confirm from quotation to order, amount paid and amount residual from the invoices behind it, a discount flag that is searchable, and the same figures per order line. On top sits a sales analysis that opens as a list, a graph or a pivot from its own menu.
As a graph
The same analysis in graph form.
How It Works
Two screens.
Read the orders as analysis
The same order data with the computed figures, ready to group by customer, period or salesperson.
Change the shape, not the data
List, graph and pivot are three menu entries on the same analysis - which is usually faster than rebuilding a filter.
The orders themselves
Nothing changes in how orders are made; the numbers appear on them.
What You Get
Days to confirm, stored on the order - the sales cycle as a number you can average
Amount paid and amount residual computed from the invoices, on the order and on each line
A searchable Has Discount flag, for finding the orders that were discounted
Sales analysis in list, graph and pivot from one menu
Everything stored, so it groups and filters without a custom report
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Sales analysis as a graph
Orders
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Everything here is measured from orders that exist.
An order with no invoice shows nothing paid, which is correct rather than optimistic.
Targets are the Sales Target app; this measures what happened.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Sales Reports?
Sales manager
Measures the cycle instead of estimating it.
Credit control
Sees what is still owed against the order, not only against the invoice.
Analyst
Pivots orders by any of those figures without writing SQL.
Frequently Asked Questions
What does Sales Reports do?
Days to confirm, amount paid, amount still owed - on the order and on the line - plus a sales analysis that can be read as a list, a graph or a pivot.
What does Sales Reports not do?
It is not a forecast. Everything here is measured from orders that exist. Paid amounts follow the invoices. An order with no invoice shows nothing paid, which is correct rather than optimistic. No commission or target logic. Targets are the Sales Target app; this measures what happened.
Who is Sales Reports for?
Sales manager: Measures the cycle instead of estimating it. Credit control: Sees what is still owed against the order, not only against the invoice. Analyst: Pivots orders by any of those figures without writing SQL.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: sale, viin_web_cohort, viin_account. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Sales Target (to_sales_target): The number these figures are measured against. Sales Teams Advanced (to_sales_team_advanced): Teams and regions to group the analysis by.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_sale; pre-sales questions go to sales@viindoo.com.
See Sales Reports in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_sale.sale_report_analysis_action
Need help with Sales Reports?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.2 - Latest on the 17.0 line
- Days to confirm, amount paid and amount residual are stored on the order and on the line.
- Has Discount is searchable.
- Sales analysis opens as list, graph or pivot from its own menu.
Installation
- Navigate to Apps;
- Search with keyword viin_sale;
- Press Install.
How to use this module
Instruction video: Sales Reports
Required concepts
A few concepts you need to know when using this module:
- Days to confirm: Auto-calculated by the system with the formula Days to confirm = Confirm date - Creation date.
- Creation date: The day that the order is created in the system, this is different from the Quotation date.
- Invoicing status:
- Fully invoiced: All the products in this sale order have been invoiced (invoiced quantity = quantity on the sale order).
- To invoice: A sale order that has any product with the invoiced quantity < the quantity on the sale order.
- Upselling Opportunity: A sale order with the Delivered quantity > the quantity on the sale order = Invoiced quantity. This means the upselling quantity hasn't been invoiced yet.
- Nothing to invoice: The remaining cases.
- Cohort report: Is used to analyze the behaviors of the groups that have the same features in their processes, thereby comparing these groups to find differences and prominent trends.
How to use
1. Adding more measurements and criteria for the reports
Navigate to Sales > Reporting > Sales:
- At the Measures will add the Days to confirmed criteria to help analysis, evaluation and measurement of closing time by salesperson, by product, etc.
- Add more criteria about Invoicing Status to analyze the invoice status of the sale order:
2. Add the Reporting/Dashboard report
Navigate to Sales > Reporting > Dashboard, you can view 4 types of reports on the same interface for visual analysis to come up with an effective sales strategy in here, including:
- Graph reports,
- Pivot reports,
- Cohort reports,
- Quick reports with chosen criteria
3. Add the Has Discount/No Discount on the Quotation/Sales order view
In some cases you will need to filter/group the sales orders that apply or don't apply discounts to help you analyze, you should use the Has discount/No discount filter:
You can find out more details on the sales report .
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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