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Sales And Products Performance Report

by
Odoo
v 16.0 Third Party 208
Download for v 16.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 512
Technical Name sales_product_performance_report
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 512
Technical Name sales_product_performance_report
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0
Enterprise
Community
Odoo sh

Sales And Products Performance Report

Performance Report Summary of Sales and Products

Explore This Module

Overview

Observing records without a dedicated report can be a daunting task, especially in the context of sales and product performance. Businesses often struggle to extract meaningful insights from a sheer volume of data scattered across various sources. Without a structured report, tracking sales trends, identifying top-performing products, or evaluating the success of marketing campaigns can be a time-consuming and error-prone process.

On the other hand, the Sales and Product Performance Report in Odoo brings a breath of fresh air to this challenge. It simplifies the task of record observation by presenting crucial data in an organized, visually appealing manner. With just a few clicks, businesses can access comprehensive sales and product performance metrics, allowing for quick and accurate decision-making. This report not only saves time but also reduces the likelihood of oversight or misinterpretation of data, enhancing the efficiency of sales analysis and strategic planning.

In essence, while observing records without a report can be cumbersome and prone to inaccuracies, the Sales and Product Performance Report in Odoo streamlines the process, making it remarkably easier to gain valuable insights and drive informed business decisions. It's an indispensable tool for businesses aiming to stay competitive and agile in today's data-driven marketplace.

Product Performance

Comprehensive Data Analysis
The Product Performance Report provides a comprehensive analysis of how each product in your inventory is performing. It offers insights into sales, revenues, quantities sold, and profitability for individual products.
Customizable Date Ranges
Users can set custom date ranges for the report, allowing them to analyze product performance over specific time periods. This flexibility is crucial for seasonal businesses and campaign analysis.
Product Filtering
Users can filter the report by product category, enabling them to focus on specific product groups or types. This is valuable for businesses with diverse product catalogs.
Exporting Data
Users can export the report data to various formats (e.g., Excel or CSV), making it convenient for sharing and further analysis outside the Odoo environment.
User-Friendly Interface
Odoo's user-friendly interface ensures that both technical and non-technical users can navigate and utilize the report effectively.
Identifying Opportunities
By analyzing the report, businesses can identify opportunities to promote top-performing products or make data-driven decisions about inventory management.
Cost Analysis
Some Product Performance Reports also include cost-related metrics, enabling businesses to evaluate profitability accurately.
Order View
Accessible View of Sale Orders That Done by the Products.

Screenshots

Access Product Performance Report from Reporting Menu

A Wizard for Redirect to Performance View with Filter Start and End Date

An Option to get Uptodate Records

Filter Report Based on Products and Category

View of Product Performance Report with Product, Category, Company, Warehouse, Revenue, On Hand Quantity, Total Orders

with Ordered Quantities, Delivered Quantities, Returned Quantities, Avg Price and Avg Quantity per Order

A Button for Redirect to Sale Orders that Done with this Products

The Sale Order View(Editable)

Sales Performance

Data-Driven Insights
These reports provide data-driven insights into sales team and salesperson performance. Businesses can make informed decisions based on concrete data rather than assumptions.
Performance Evaluation
They allow for the evaluation of sales teams and individual salespeople, helping identify top performers and areas that require improvement. This aids in performance reviews and incentive programs.
Revenue Analysis
Users can analyze revenue generated by each salesperson or team, helping identify sources of revenue and areas with growth potential.
Exporting Data
Users can export the report data to various formats (e.g., Excel or CSV), making it convenient for sharing and further analysis outside the Odoo environment.
User-Friendly Interface
Odoo's user-friendly interface ensures that both technical and non-technical users can navigate and utilize the report effectively.
Identifying Opportunities
By analyzing the report, businesses can identify opportunities to promote top-performing sales team and sales person or make data-driven decisions about sales department.
Customizable Filters
Reports often come with customizable filters, allowing users to focus on specific time periods, sales teams, salespeople, or other criteria.
Order View
Accessible View of Sale Orders That Done by the Sales Persons.

Screenshots

Access Sales Performance Report from Reporting Menu

A Wizard for Redirect to Performance View with Filter Start Date, End Date and Uptodate

Filter Report Based on Sales Team and Sales Person

View of Sales Performance Report with Sales Person, Sales Team, Company, Warehouse, Estimated Revenue, Net Revenue, Total Orders, Done Orders, Returned Orders, Avg Price and Overall Performance

An Optional Field for Order that Done without Sales Team

A Button for Redirect to Sale Orders that Done by Sales Persons

The Sale Order View(Editable)

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