Sales Analytics by Brand Region

Summary

A simple Odoo module that extends the product brand functionality to include basic sales analytics capabilities. This module integrates with Odoo's sales management system to provide brand-based analytics.

Description

This module enhances the standard product brand management in Odoo by adding basic analytical capabilities. It allows businesses to track sales performance by brand, providing insights for decision-making. The module integrates with Odoo's sales system, enabling basic financial tracking per brand.

Key Features

• Brand Management: Create and manage product brands with basic information like name, logo, and description.
• Sales Analysis by Brand: View sales reports grouped by brand to track performance and revenue.
• Invoice Analysis: Analyze invoices with brand-based grouping for better financial insights.
• Product Organization: Assign brands to products for better categorization and filtering.
• Simple Integration: Works seamlessly with Odoo's standard sales and accounting modules.
• Basic Reporting: Access brand-based reports in both sales and invoicing modules.
• User-Friendly Interface: Easy-to-use brand management and reporting interface.

Dependencies

• Odoo Modules: sale, accountant, sale_management

Installation

1. Download: Obtain the sales_analytics_by_brand_region module folder.
2. Place in Addons: Copy the sales_analytics_by_brand_region folder into your Odoo custom addons directory.
3. Update Apps List: Restart Odoo, activate developer mode, and go to Apps -> Update Apps List.
4. Install: Search for "sales_analytics" and click "Install".

Configuration

1. After installation, go to Sales > Configuration > Product Catalog > Brand Plan
2. Configure the Brand Plan:
   • Select an analytic plan for brand tracking
   • This plan will be used to categorize and track brand-related analytics
3. For each product brand:
   • Assign an analytic account from the configured brand plan
   • This will enable tracking of sales and financial data per brand

Usage

1. Brand Management:
   • Go to Sales > Configuration > Products > Product Brands
   • Create new brands by setting their logo, associating partners, and adding descriptions
   • Manage existing brands and their analytic account associations
   • View brand-specific product listings
2. Product Configuration:
   • Edit any product to assign it to a brand
   • The Brand field appears below the product's name
   • Products can be filtered and grouped by brand in product views
3. Sales Analytics:
   • Access sales reports through Sales > Reporting > Sales
   • Group by brand or add it as a dimension in the pivot view
4. Invoice Analysis:
   • Go to Accounting > Reporting > Management > Invoice Analysis
   • Group by brand or add it as a dimension in the pivot view

Important Notes

• Ensure proper configuration of analytic accounts before assigning them to brands
• Regular backup of analytic data is recommended
• Brand assignments should be consistent across the organization
• Consider data volume when setting up brand analytics

Technical Details

• The module extends the product.brand model to include analytic account integration, allowing for detailed financial tracking per brand.
• It implements custom methods for dynamic domain filtering of analytic accounts based on configured brand plans.
• The module enhances the sale.report model with brand-specific fields and grouping capabilities for comprehensive sales analytics.
• View inheritance is implemented to extend both form and list views of product brands:
  • Form view: Adds analytic account field in a new group after the main group
  • List view: Adds analytic account as an optional column after the partner field