Sales: Reporting

Purpose

The purpose of this documentation is to review the Reporting menu in the Sales application in Odoo 15.

Process

To get started, navigate to the Sales application.

Dashboard

Once there, click Reporting > dashboard. This brings you to the dashboard for all Sales Teams collectively. By default, in the search bar you will see two filters applied: Sales Orders, and Order Date for the current month. If you don't have any Sales Orders for the current month, or you would like to see all sales, remove the filters.


To see the Sales Analysis for individual sales teams, navigate to Orders > Sales Teams and click Sales Analysis on the team you wish to see.


As with all Odoo reports, you have the option to change what is displayed here a few different ways. For information on now to modify and customize reports, see the Odoo Navigation Overview documentation.

Sales

Once there, click Reporting > sales. This brings you to the Sales Analysis for all Sales Teams collectively.