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Pricelist: Default Pricelist
Pricelist: Default Pricelist
Sales Reports Pack: Quarterly Sales, Inside Sales, Sales & COGS, Customer Acquisition

Sales Reports Pack: Quarterly Sales, Inside Sales, Sales & COGS, Customer Acquisition

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The reports a sales director asks for every quarter, produced from Odoo's invoices and orders without exporting to spreadsheets.

What it does

  • Sales Report and Inside Sales Report: quarterly figures by salesperson, PDF and Excel from one wizard.
  • Sales & COGS report: revenue, cost of goods sold and margin per line for a period.
  • Customer Acquisition report by salesperson and year acquired: sales amount, invoiced, payments received and pipeline expected revenue.

How it is used

  1. Accounting or Sales › Reporting, pick the report and the period.
  2. Preview on screen, then PDF or Excel.

Who it is for

Sales management and finance.

Requirements: Odoo 19 Sales and Accounting.