Sales Reports
| Lines of Code | 901 |
| Technical name | viin_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_sale |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Viindoo Base Viindoo Accounting Viin Cohort View |
Sales Reports
Advanced reports for sales application
Detailed and visualized sales reports will provide instant capture of sales performance, thereby supporting analyzing and building successful sales strategies to increase profits. In order to improve the quality of sales reports, Viindoo has built the module Sales Reports with more convenient features for administrators and businesses.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Provide more meaningful metrics and criteria for the analysis of sales reports in *Reporting/Sales* view
- Measures *Days To Confirm*: Support analysis and measurement of order closing productivity by calculating the number of days from order creation to order confirmation.
- Group By *Invoicing Status*: Support tracking and analyzing the invoicing status of sales orders.
- Fully invoiced: All sales orders have been invoiced.
- To invoice: The sales order has not yet been issued a full invoice.
- Upselling opportunity: The actual delivered quantity is more than the invoiced sales order quantity.
- Nothing to invoice: Remaining cases.
Add the *Reporting/Dashboard* for multiple reports displayed on the same view of the Sales app
- Provide an overview of sales activities with 4 types of customizable reports which are displayed on one view.
- Graph reports: column graph, line graph, pie graph.
- Pivot reports.
- Cohort reports.
- Quick reports with custom criteria: Customers, Orders, Total Sales, etc.
Add the default filter *Has Discount/No Discount* on the Quotations/Orders view
Add information about paid and unpaid amounts for sale order, sale order line and sales analysis reports
The feature allows quick sorting/filter the sales orders based on the criteria of Has Discount/ No Discount
Discount report for each employee
Closing time report
Invoicing status report
Dashboard Report
Days to confirm the measurement
Invoicing status criteria
See Sales Reports in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Sales Reports?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Changes log
We continuously improve this module. Recent updates from the official Viindoo repository:
- 2025-08-07 Improved Add product UOM fields and price unit to sale report.
- 2025-04-09 Improved Prepopulate columns to speedup installation.
- 2024-10-21 Improved Add amount paid & unpaid for sale order report.
Works Great With These Modules
Extend Sales Reports with complementary Viindoo apps:
Viin Opportunity to Quotation
CRM & Sales integration specific
Module viin_sale_crmRecurring Sale
Base module for recurring sale.
Module viin_sale_recurringViin Sale Sankey
Add Sankey view for Sale
Module viin_sale_sankeySale Subscriptions
This module offer functionality to customize subscription including setting up recurring periods, automatic payment reminder on new cycle, renew or upsell subscription
Module viin_sale_subscriptionSale Subscription Loyalty
Provide additional features to customize promotion programs for subscription
Module viin_sale_subscription_loyaltyWho Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
Installation
- Navigate to Apps;
- Search with keyword viin_sale;
- Press Install.
How to use this module
Instruction video: Sales Reports
Required concepts
A few concepts you need to know when using this module:
- Days to confirm: Auto-calculated by the system with the formula Days to confirm = Confirm date - Creation date.
- Creation date: The day that the order is created in the system, this is different from the Quotation date.
- Invoicing status:
- Fully invoiced: All the products in this sale order have been invoiced (invoiced quantity = quantity on the sale order).
- To invoice: A sale order that has any product with the invoiced quantity < the quantity on the sale order.
- Upselling Opportunity: A sale order with the Delivered quantity > the quantity on the sale order = Invoiced quantity. This means the upselling quantity hasn't been invoiced yet.
- Nothing to invoice: The remaining cases.
- Cohort report: Is used to analyze the behaviors of the groups that have the same features in their processes, thereby comparing these groups to find differences and prominent trends.
How to use
1. Adding more measurements and criteria for the reports
Navigate to Sales > Reporting > Sales:
- At the Measures will add the Days to confirmed criteria to help analysis, evaluation and measurement of closing time by salesperson, by product, etc.
- Add more criteria about Invoicing Status to analyze the invoice status of the sale order:
2. Add the Reporting/Dashboard report
Navigate to Sales > Reporting > Dashboard, you can view 4 types of reports on the same interface for visual analysis to come up with an effective sales strategy in here, including:
- Graph reports,
- Pivot reports,
- Cohort reports,
- Quick reports with chosen criteria
3. Add the Has Discount/No Discount on the Quotation/Sales order view
In some cases you will need to filter/group the sales orders that apply or don't apply discounts to help you analyze, you should use the Has discount/No discount filter:
You can find out more details on the sales report .
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