Advanced Sales Margin Management & Analytics
by Jeremie Ndjoli https://www.linkedin.com/in/jeremie-ndjoli-39a550255/$ 47.82
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1408 |
| Technical Name |
sale_marge |
| License | OPL-1 |
| Website | https://www.linkedin.com/in/jeremie-ndjoli-39a550255/ |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1408 |
| Technical Name |
sale_marge |
| License | OPL-1 |
| Website | https://www.linkedin.com/in/jeremie-ndjoli-39a550255/ |
| Versions | 16.0 17.0 18.0 |
Advanced Sales Margin Management
Control your profit margins with automatic calculations and a powerful analytics dashboard.
Key Features
Everything you need to optimize your sales margins
Automatic Calculations
Margin in amount and percentage calculated automatically on each order line.
Overall Margin
Manage margins at the order level with automatic redistribution across lines.
Analytics Dashboard
View your KPIs: total margin, revenue, average percentage, and projects.
Interactive Charts
Margins over time, performance by sales rep, top projects via Chart.js.
Default Margin
Automatic application of a 35% margin on new products. Customizable.
Smart Validations
Automatic alerts for invalid margins or missing costs to avoid errors.
Discount Mgmt
Calculation of reduced margins taking into account discounts and promotions.
Performance
Analyze the performance of each rep: margin, orders, conversion rate.
Top Projects
Identify your most profitable projects with automatic ranking.
📸 Screenshots
See the interface in action
Analytics Dashboard
Comprehensive overview with real-time KPIs and interactive charts to track your performance instantly.
Line Margin Calculation
Automatic margin with validation and smart alerts directly on your sales order lines.
Evolution of Margins
Time visualization with customizable filters to understand your business trends over time.
Top Projects by Margin
Quickly identify your most profitable projects and focus your sales efforts where it matters.
Use Cases
Who is this module for?
SMEs & microbusinesses
Track your profitability without a dedicated accountant
Commercial Teams
Negotiate with confidence and visibility on margins
Commercial Directors
Manage your teams with precise and actionable KPIs
Management Controllers
Analyze profitability by product, customer, period, and project
E-commerce
Optimize your selling prices in real time
Service Companies
Monitor project profitability and resource allocation
Measurable Benefits
⚠️ Important: Module Requirements
This module requires an additional free module to function properly
📦 Required Module
Project - Quotation Link
This FREE module links sales orders to projects, enabling the margin tracking features.
✅ Easy installation (30 seconds)
📋 Installation Order
2. Then: Install "Advanced Sales Margin Management"
3. Done! Start tracking your margins
💡 Both modules are by Jeremie Ndjoli and work seamlessly together
Technical Details
Compatibility
✓ Multi-company compatible
✓ Multi-currency support
✓ Multi-language (FR/EN/ES)
Security
✓ Data validation
✓ Division by zero protection
✓ Error handling
📩 Contact Me
If you have any questions or need a specific customization for this module, please contact me directly:
🛠️ Custom Services available for your Odoo projects
Odoo Proprietary License v1.0 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). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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