| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 226 |
| Technical Name |
xpt_customer_stats |
| License | OPL-1 |
| Website | https://xpedyt.pl |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 226 |
| Technical Name |
xpt_customer_stats |
| License | OPL-1 |
| Website | https://xpedyt.pl |
Customer Stats
Key customer KPIs in a single popup — directly on the Sale Order and Partner form.
Overview
When a salesperson opens a sale order or a partner record, they often need to know how valuable this customer is, whether they have outstanding debt, and what they buy most often. Finding that information normally means switching between sales reports, accounting, and the partner history — and it still never appears all in one place.
Customer Stats solves this with a single click. A smart button on both the Sale Order form and the Partner form opens a popup that aggregates all relevant KPIs on the spot: revenue this year, all-time totals, last order, open quotations, overdue invoices, and the top 3 products by revenue.
One click from Sale Order or Partner
A Customer Stats smart button (bar-chart icon) is added to the button box on both the Sale Order form and the Customer / Partner form. Clicking it computes all statistics in real time and opens the stats popup without any page navigation.
- Available on every confirmed or draft sale order that has a partner selected.
- Available directly on the partner / customer form record.
- Lookup always uses the commercial partner (parent company), so orders placed by any contact under the same company are all included.
Sales KPIs — This Year and All Time
The popup shows two side-by-side groups of figures so the salesperson can compare the customer's recent activity with their lifetime value:
- Orders this year — number of confirmed orders since 1 January of the current year.
- Revenue this year — sum of untaxed amounts for those orders, in the company currency.
- Orders all time — total number of all confirmed orders ever placed.
- Revenue all time — sum of untaxed amounts across all confirmed orders.
Only orders in state Sale Order or Done are counted. Cancelled and draft orders are excluded.
Order status and overdue invoices
A second group of fields gives a quick health check on the customer's current status:
- Last order — a clickable link to the most recent confirmed sale order, with the date it was placed.
- Open quotations — the number of quotes still in draft or sent state, so the salesperson knows about pending offers before creating a new one.
- Overdue invoices — count and total outstanding amount of all posted invoices whose due date has already passed and which have not been fully paid. A non-zero value is an immediate flag to the salesperson.
Top 3 products by revenue
At the bottom of the popup a table lists the three products this customer has spent the most on across all confirmed orders. For each product it shows:
- Product name
- Total quantity sold across all orders
- Total revenue (sum of line subtotals, excluding taxes)
This gives the salesperson an instant picture of the customer's buying preferences and helps identify upsell or reorder opportunities without any manual reporting.
Company-wide aggregation
All lookups are based on the commercial partner (the top-level company record), not the specific contact that appears on each order. This means that if a company has multiple contacts — a purchasing manager, a billing address, a warehouse contact — orders placed by any of them are all aggregated together. The figures always reflect the full relationship with that company, regardless of which contact was used on each individual order.
Requirements
- Odoo 19
- Module dependencies:
sale_management,account
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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