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Salesperson Report
Empower sales team with actionable insights using the Sale Person Report app for Odoo. This module provides a comprehensive overview of each salespersonâs performance, helping managers track sales activities, revenue generation, and customer engagement with precision.
Features
Screenshots
Support
Service
Features
Salesperson Performance :
Get a clear snapshot of each salespersonâs activity, including total sales, quotations, and conversion rates. This helps managers identify top performers and areas needing support.
Customizable Report Filters :
Easily generate reports by selecting specific salespeople, date ranges, order states, and file names. Tailor insights to match business needs with just a few clicks.
Excel Export Functionality :
Download detailed reports in Excel format for offline analysis, sharing, or record-keeping. Perfect for meetings, audits, or performance reviews.
Screenshot
1) Sale Order View
Click the 'salesperson report' menu.
Navigation : Sales → Reporting → Salesperson Report
2) Sale Person Report Popuop View
When user click on 'Salesperson Report', a popup will appear where user can select the salesperson, start date, end date, order state, and file name.
3) Excel sales person report View
Generate the Salesperson Report in Excel format.
User Guide
Teams
team@inkerp.com
