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Sale Report by Salesperson
The Sale Report by Salesperson app is designed to streamline the process of generating sales reports for managers in Odoo. By focusing on individual salespeople, it allows managers to filter and analyze sales performance over specific durations, helping to assess individual contributions.
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Features
Sales Report Generation
The app enables managers to easily generate sales reports based on specific salespeople and time frames. With a simple, intuitive interface, users can select a salesperson and a duration for the report.
Excel Report Export
Once the report is generated, users can view and export the results in an Excel format. This feature allows sales managers to quickly access a structured list of sales orders, sorted by salesperson and within the selected timeframe.
Screenshot
1.) Menu of Sale Report by Salesperson
The app’s menu offers easy access to the reporting function under the Sales module, allowing managers to quickly navigate to the "Sale Report By Salesperson" option.
Navigation : Sales → Reporting → Sale Report By Salesperson
2.) Form View of Generate Report Wizard
The form view simplifies the process of generating a report by enabling users to select the salesperson and time period.
3.) View of Excel Report
This view shows the generated sales report in an Excel format, displaying a detailed list of sales orders based on the selected criteria. This format is perfect for further analysis and sharing with others.
User Guide
