How to Generate and Manage Sales Reports in Odoo 13?

When you are starting an enterprise, filling out the various positions of the organizational chart is the priority. But, on your road to expansion, a range of specialist jobs will pop up and sales is one of them. A sales team dedicates itself to selling the services/products of the company to its customers. When you have operationalized your sales team, connecting each salesperson to their team is the key. Generation and management of Odoo sales reports and the team are essential and Odoo’s sales team facilitates that.

For a manager, it is very important to regularly monitor the team’s performance for precise and appropriate decision-making. The Reporting section of Odoo sales has a great tool to analyze the strengths, weaknesses, and opportunities of a company by following the trends/forecasts of the key metrics. The length of the sales cycle, the close rate achieved by the sales team, etc are crucial sales funnel metrics that can be monitored by odoo reporting tools and are valuable to a company.

Pipeline Reviews

From the Sales module, one can easily access the sales funnel performance. Simply click on the Sales > Reports > Pipeline analysis. The report, by default, categorizes all the opportunities by stage along with the expected venues for the prevailing month. Sales managers can easily review the sales pipeline with this perfect report periodically. It provides a quick briefing of the actual sales performance to them. Extra data can also be added to the report by clicking on the measures icon.

Report Customizations

It is possible to customize the report analysis based on the KPIs that need to be accessed. Use the Advanced search view to highlight specifically selected data on the reports. The filters option can come in handy to illustrate the various categories of opportunities while the Group by option enhances the readability of the reports. You can try the Odoo treeview reports/ odoo listview reports to visualize the reports differently.

Evaluate Current Pipelines

To evaluate the current pipeline of each salesperson, ensure that Expected revenue has been selected(in the Measures drop-down list) from the pipeline analysis report. + and – icons can be utilized then to include Salesperson & Stage to the vertical axis. After precisely filtering the Salesperson, simply click on the graph view icon. It presents a visual representation of the salesperson & his/her sales activities in the form of a custom report.

Forecasting Monthly Revenue

Expected revenue and Expected closing are the two metrics that are used to forecast the short-term performance of the sales team and the monthly revenue. Ensure that Expected revenue has been selected(in the drop-down list under Measures) from the pipeline analysis report. From the vertical axis, simply click the + icon & choose the Sales team. Next, click the + icon on the horizontal axis and choose Expected closing.

Closing Thoughts

The sales performance report shows the number of leads that were assigned to the salespeople and how many of those leads were contacted. The odoo sales report tells you exactly where the leads are in the sales funnel which limits the possibility of slipping out on any lead. By examining the deals closed in the current quarter, month, etc the managers are better positioned to handle the businesses and foresee the future trends. To know more about managing reports and get the best professional report templates, you can contact the experts of Ksolves.

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