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Odoo.sh
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| Odoo Apps Dependencies |
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| Lines of code | 493 |
| Technical Name |
sales_growth_report_omax |
| License | OPL-1 |
| Website | https://www.omaxinformatics.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Sales Growth Report
OMAX INFORMATICS
Overview
The Sales Growth Report is designed to provide a comprehensive analysis of a company's
sales performance and growth trends.
This module fully supports the multi-company feature, allowing users to analyze and
compare sales data across different companies within the same environment.
The report can be generated in both Excel and PDF formats, ensuring flexibility in
data sharing and presentation.
Users can filter the report data based on multiple criteria, including Date Range,
Company, Product, Salesperson, Sales Team, Product Category,
Customer, and Country.
If no filter criteria are selected, the system will automatically generate the report with data
from all available criteria, ensuring a complete overview without requiring manual selection.
The red line in the report indicates negative sales growth in both the PDF and Excel
reports.
For each selected filter, the report displays detailed metrics and growth comparisons, including
percentage change (%), enabling quick and accurate performance evaluation.
Key metrics presented in the report include:
- Sales Revenue
- Sales Revenue (Last Year Date - LYD)
- Sales Revenue (Year-To-Date - YTD)
- Revenue (Last Year - LY)
All metrics are calculated for the specific date range selected by the user, offering a precise
and
meaningful view of sales trends.
Features
- Comprehensive Sales Growth Analysis with detailed performance insights.
- Multi-Company Support to view and compare sales across different companies.
- Export reports in both Excel and PDF formats.
- Advanced filtering options by Date Range, Company, Product, Salesperson, Sales Team, Product Category, Customer, and Country.
- Displays key metrics such as Sales Revenue, Sales Revenue (LYD), Sales Revenue (YTD), and Revenue (LY).
- Automatic calculation of percentage growth/change (%).
- Dynamic date-based calculations for accurate year-over-year and period-to-date analysis.
How It Works
Sales Report
Sales → Reporting → Sales Growth Report Wizard
Sales Growth Report Wizard View
Sales Growth Report Wizard
-
Reporting Period:-
- Select the start and end dates for the reporting period. Company Selection:-
- Select the company for which you want to generate the sales report. You may also select multiple companies to generate a consolidated report across all selected companies. Report Type:-
- Choose the preferred format for the report, either Excel or PDF. Report Criteria:-
- Select the criteria for generating the report.
- Available criteria include Sales Team, Salesperson, Product Category, Product, Customer, and Country. Specific Filters:-
- Apply specific filters if you want to view only targeted information in the report.
- Each report criterion has dedicated fields, allowing you to filter and review only the relevant report data.
PDF Reports
→For this report, no specific criteria have been selected. As a result, the report will
include all available criteria, such as Sales Team, Salesperson, Product Category,
Product, Customer, and Country.
→For this report, we have selected Sales Team as the reporting criterion.
→Once Sales Team is selected, an additional field becomes available to choose a specific sales team domain.
→By selecting particular teams such as Sales or Pre-Sales, the report will display only the data related to those selected teams.
→Once Sales Team is selected, an additional field becomes available to choose a specific sales team domain.
→By selecting particular teams such as Sales or Pre-Sales, the report will display only the data related to those selected teams.
→For this report, we have selected Salesperson as the reporting criterion.
→Once Salesperson is selected, an additional field becomes available to choose a specific Salesperson domain.
→However, since no domain has been selected in this case, the report will include data for all available Salespersons.
→Once Salesperson is selected, an additional field becomes available to choose a specific Salesperson domain.
→However, since no domain has been selected in this case, the report will include data for all available Salespersons.
→For this report, we have selected Product Category as the reporting criterion.
→Once Product Category is selected, an additional field becomes available to choose a specific Product Category domain.
→However, since no domain has been selected in this case, the report will include data for all available Product Category.
→Once Product Category is selected, an additional field becomes available to choose a specific Product Category domain.
→However, since no domain has been selected in this case, the report will include data for all available Product Category.
→For this report, we have selected Product as the reporting criterion.
→Once Product is selected, an additional field becomes available to choose a specific Product domain.
→By selecting specific products such as White Board Pen, Customizable Desk, Large Cabinet, and others, the report will display only the data related to those selected products.
→Once Product is selected, an additional field becomes available to choose a specific Product domain.
→By selecting specific products such as White Board Pen, Customizable Desk, Large Cabinet, and others, the report will display only the data related to those selected products.
→For this report, we have selected Customer as the reporting criterion.
→Once Customer is selected, an additional field becomes available to choose a specific Customer domain.
→By selecting specific Customers such as Abigail , Anita and Azure, the report will display only the data related to those selected Customers.
→Once Customer is selected, an additional field becomes available to choose a specific Customer domain.
→By selecting specific Customers such as Abigail , Anita and Azure, the report will display only the data related to those selected Customers.
→For this report, we have selected Country as the reporting criterion.
→Once Country is selected, an additional field becomes available to choose a specific Country domain.
→By selecting specific Countries such as Spain , Italy , Portugal, Croatia and United States, the report will display only the data related to those selected Countries.
→Once Country is selected, an additional field becomes available to choose a specific Country domain.
→By selecting specific Countries such as Spain , Italy , Portugal, Croatia and United States, the report will display only the data related to those selected Countries.
Sales Growth Excel Report
→For this report, we have selected Report Type as the Excel Report.
→For this report, no specific criteria have been selected. As a result, the report will include all available criteria, such as Sales Team, Salesperson, Product Category, Product, Customer, and Country.
→For this report, no specific criteria have been selected. As a result, the report will include all available criteria, such as Sales Team, Salesperson, Product Category, Product, Customer, and Country.
→For this report, we have selected Sales Team as the reporting criterion.
→Once Sales Team is selected, an additional field becomes available to choose a specific sales team domain.
→By selecting particular teams such as Sales or Pre-Sales, the report will display only the data related to those selected teams.
→Once Sales Team is selected, an additional field becomes available to choose a specific sales team domain.
→By selecting particular teams such as Sales or Pre-Sales, the report will display only the data related to those selected teams.
→For this report, we have selected Salesperson as the reporting criterion.
→Once Salesperson is selected, an additional field becomes available to choose a specific Salesperson domain.
→However, since no domain has been selected in this case, the report will include data for all available Salespersons.
→Once Salesperson is selected, an additional field becomes available to choose a specific Salesperson domain.
→However, since no domain has been selected in this case, the report will include data for all available Salespersons.
→For this report, we have selected Product Category as the reporting criterion.
→Once Product Category is selected, an additional field becomes available to choose a specific Product Category domain.
→However, since no domain has been selected in this case, the report will include data for all available Product Category.
→Once Product Category is selected, an additional field becomes available to choose a specific Product Category domain.
→However, since no domain has been selected in this case, the report will include data for all available Product Category.
→For this report, we have selected Product as the reporting criterion.
→Once Product is selected, an additional field becomes available to choose a specific Product domain.
→By selecting specific products such as White Board Pen, Customizable Desk, Large Cabinet, and others, the report will display only the data related to those selected products.
→Once Product is selected, an additional field becomes available to choose a specific Product domain.
→By selecting specific products such as White Board Pen, Customizable Desk, Large Cabinet, and others, the report will display only the data related to those selected products.
→For this report, we have selected Customer as the reporting criterion.
→Once Customer is selected, an additional field becomes available to choose a specific Customer domain.
→By selecting specific Customers such as Abigail , Anita and Azure, the report will display only the data related to those selected Customers.
→Once Customer is selected, an additional field becomes available to choose a specific Customer domain.
→By selecting specific Customers such as Abigail , Anita and Azure, the report will display only the data related to those selected Customers.
→For this report, we have selected Country as the reporting criterion.
→Once Country is selected, an additional field becomes available to choose a specific Country domain.
→By selecting specific Countries such as Spain , Italy , Portugal, Croatia and United States, the report will display only the data related to those selected Countries.
→Once Country is selected, an additional field becomes available to choose a specific Country domain.
→By selecting specific Countries such as Spain , Italy , Portugal, Croatia and United States, the report will display only the data related to those selected Countries.
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OMAX INFORMATICS
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