Dashboard
From
To
Revenue & Orders
Revenue (excl. tax)
?
Total sales revenue from invoiced orders in the selected period, excl. GST. Only orders with invoice_status = 'invoiced' are included — confirmed-but-not-yet-invoiced orders are excluded.
Table: sale.order
Field: amount_untaxed (excl. GST)
Formula: SUM(amount_untaxed) WHERE state IN ('sale','done') AND invoice_status = 'invoiced' AND date_order IN range
—
Avg. Order Value
?
The average dollar value of each invoiced order in the period, excl. GST. Only orders with invoice_status = 'invoiced' are included.
Table: sale.order
Field: amount_untaxed (excl. GST)
Formula: SUM(amount_untaxed) ÷ COUNT(id) WHERE state IN ('sale','done') AND invoice_status = 'invoiced'
—
Orders Received
?
All orders created in the period, regardless of whether they have been confirmed yet.
Table: sale.order
Formula: COUNT(id) WHERE create_date IN range AND state != 'cancel'
—
Orders Approved
?
Confirmed orders that have been invoiced in the selected period. Orders confirmed but not yet invoiced are excluded.
Table: sale.order
Formula: COUNT(id) WHERE state IN ('sale','done') AND invoice_status = 'invoiced' AND date_order IN range
—
Orders Completed
?
Orders that have been fully locked and closed in Odoo.
Table: sale.order
Formula: COUNT(id) WHERE state = 'done' AND date_order IN range
—
Orders by Type
?
Invoiced orders broken down by customer type — whether the buyer is an Agent, Owner, or Tenant. Only orders with invoice_status = 'invoiced' are included.
Table: sale.order
Formula: COUNT(id) WHERE state IN ('sale','done') AND invoice_status = 'invoiced' AND ordering_as = 'Agent' / 'Owner' / 'Tenant'
Agent —
Owner —
Tenant —
Customer Refunds
?
Credit notes issued to customers in the period — used as a proxy for returns and refunds. All values excl. GST.
Table: account.move
Field: amount_untaxed (excl. GST)
Formula: COUNT(id) + SUM(amount_untaxed) WHERE move_type = 'out_refund' AND invoice_date IN range
Count —
Total Value —
Analytics
Sales Revenue
?
Revenue from invoiced orders, grouped by the chosen period. Use the date presets on the right to independently control the chart range. All values excl. GST. Only orders with invoice_status = 'invoiced' are included.
Table: sale.order
Field: amount_untaxed (excl. GST)
Formula: SUM(amount_untaxed) WHERE invoice_status = 'invoiced' grouped by day / week / month
Top 10 Products
?
The highest-earning products by total revenue from invoiced order lines in the period, excl. GST. Only lines from orders with invoice_status = 'invoiced' are included.
Table: sale.order.line
Field: price_subtotal (excl. GST)
Formula: SUM(price_subtotal) WHERE order_id.invoice_status = 'invoiced' GROUP BY product_id ORDER BY revenue DESC LIMIT 10
Loading...
Top 10 Categories
?
Revenue and order count grouped by product category from invoiced order lines in the period, excl. GST. Only lines from orders with invoice_status = 'invoiced' are included.
Tables: sale.order.line, product.product
Field: price_subtotal (excl. GST)
Formula: SUM(price_subtotal) WHERE order_id.invoice_status = 'invoiced' GROUP BY product_id.categ_id ORDER BY revenue DESC LIMIT 10
Loading...
Top 10 Buildings / OCs
?
The customers with the most invoiced orders in the period — typically representing buildings or owners corporation accounts. Only orders with invoice_status = 'invoiced' are included. Revenue excl. GST.
Table: sale.order
Field: amount_untaxed (excl. GST)
Formula: COUNT(id) + SUM(amount_untaxed) WHERE invoice_status = 'invoiced' GROUP BY partner_id ORDER BY order count DESC LIMIT 10
Loading...
Top 10 Order Reasons
?
The most common reasons entered on invoiced orders in the period, by order count. Only orders with invoice_status = 'invoiced' are included.
Table: sale.order
Field: reasons_for_order (char)
Filter: state IN ('sale','done') AND invoice_status = 'invoiced'
Loading...