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Advanced Sales Reports — A build-to-order Odoo sales reporting engine that ECOSIRE designs, builds, installs, and supports fo — 1/1イメージプレビュー

A build-to-order Odoo sales reporting engine that ECOSIRE designs, builds, installs, and supports for you

— going beyond the standard pivot views with the metrics, groupings, and export formats your team actually reports on. Request a quotation and we build it to your confirmed scope.

Advanced Sales Reportsとは?

A build-to-order Odoo sales reporting engine that ECOSIRE designs, builds, installs, and supports for you — going beyond the standard pivot views with the metrics, groupings, and export formats your team actually reports on. Request a quotation and we build it to your confirmed scope. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

主な機能

Purpose-built report models (`models.Model`) with `@api.depends` computed KPI fields — margin, growth %, quota attainment, and derived ratios that recalculate correctly instead of being static exports
Optional read-only PostgreSQL SQL view backing for report models so pivots stay fast on large `sale.order` / `account.move.line` histories
Custom pivot, graph, list, and cohort views defined in XML/OWL with pre-configured measures, row/column groupings, and saved default filters
QWeb PDF board-pack reports with your branding, per-group subtotals, and page-break control for printable leadership packs
Scheduled delivery via `ir.cron` automated actions — email or file the report daily/weekly/monthly with no manual export
Row-level security through `ir.model.access.csv` plus record rules so reps see only their own deals while managers see the team roll-up
Multi-company aware aggregation that respects Odoo company boundaries and supports consolidated cross-company roll-ups when authorized
Win/loss and pipeline-velocity metrics sourced from `crm.lead` stage history and quotation-to-order conversion, joined to sales results
Salesperson and sales-team scoreboards normalized against configurable quota/target fields with attainment percentages
Margin and profitability reporting after cost — cost of goods, landed cost, and discount impact broken out per order line
Configurable dynamic filters and grouping dimensions (product category, customer segment, region, source, period) exposed in the search view
XML-RPC / JSON-RPC endpoints so external BI dashboards or a customer portal can pull the report data programmatically
Drill-through from summary KPI back to the underlying order lines so every figure is traceable and auditable
Built and regression-tested against Odoo 17.0, 18.0, and 19.0, with Community vs Enterprise feature parity handled per your edition

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

技術仕様

Odoo互換性
Odoo 17, Odoo 18, Odoo 19
エディション
Enterprise&Community
ライセンス
ライセンスの確認が必要です
Python要件
Python 3.10+
データベース
PostgreSQL 12+

この製品について

Most teams running Odoo hit the same wall: the native Sales Analysis view answers "how much did we sell," but not the questions leadership actually asks in the Monday meeting. You want margin after landed cost, salesperson performance normalized against quota, win/loss ratios by lead source, cohort retention on repeat customers, or a weekly commission preview — and Odoo's out-of-the-box sale.report pivot flattens most of that into a fixed set of pre-aggregated columns you cannot extend without SQL. People end up exporting to spreadsheets, rebuilding the same PivotTable every week, and quietly distrusting the numbers because nobody can trace them back to the order lines. That manual reconciliation is where hours leak and where reporting errors creep in.

Advanced Sales Reports is a made-to-order Odoo module that ECOSIRE designs and builds around the exact reporting your business runs on. Rather than bending the core, we author a dedicated reporting layer: purpose-built models.Model report models (often backed by a read-only SQL view for performance on large sale.order / account.move.line datasets), computed KPI fields declared with @api.depends so figures recalculate correctly, and a set of pivot, graph, list, and dashboard views defined in XML/OWL. Where you need a board pack, we ship QWeb PDF reports with your branding, subtotals, and grouping. Where you need numbers to land on their own, we wire scheduled ir.cron automated actions that email or file the report on a cadence, and expose it over the XML-RPC / JSON-RPC API when a BI tool or external portal needs to pull it.

Access is governed properly from day one. We define ir.model.access.csv entries plus record rules so a salesperson sees only their own pipeline while a manager sees the team roll-up, and we respect Odoo's multi-company boundaries so consolidated figures never leak across companies that should stay separate. The module is built and tested against Odoo 17.0, 18.0, and 19.0, and we account for Community vs Enterprise differences up front — for example, delivering equivalent dashboard and pivot experiences on Community where certain Enterprise-only widgets aren't available, so you're never sold a feature your edition can't run.

Because this is build-to-order, nothing ships until we agree on scope. We start with a short scoping call to capture your metrics, groupings, filters, security model, and edition, then confirm a fixed quote and a delivery plan. Typical delivery is one working week from confirmed scope, depending on the number of report models and integrations. You receive the installable module source, install and configuration on your environment, technical and user documentation, a training session, and a post-go-live support window. Pricing starts from $999 (indicative, single-company base scope); additional report models, multi-company consolidation, third-party BI or ERP integrations, and heavier historical-data migration increase the quoted scope. The from-price is indicative — your fixed quote is set after the scoping call.

得られるもの

  • Installable module source code for your Odoo edition and version (17.0 / 18.0 / 19.0)
  • Installation and configuration on your environment (staging then production)
  • Technical documentation — data model, report models, security rules, and integration points
  • User guide plus a live training session for your sales and management users
  • Post-go-live support window for bug fixes and configuration adjustments
  • UAT sign-off on staging with a documented rollback plan before production cutover
  • Git repository handover with full commit history and tagged release
  • Scoping summary and fixed-quote document capturing the agreed metrics, filters, and security model

これは誰のためのものですか

Sales Operations Manager

Owns the weekly and monthly sales reporting rhythm and is tired of rebuilding the same spreadsheet PivotTable. Needs trustworthy, drill-through metrics — quota attainment, win rates, margin — delivered on a schedule straight from Odoo.

Finance / Commercial Controller

Needs sales figures that reconcile to the ledger, with margin after cost and multi-company consolidation. Cares about auditable numbers, correct company boundaries, and reports that finance can defend.

Sales Director / VP

Wants a clean board pack and live dashboards showing pipeline velocity, team scoreboards, and forecast attainment — without asking ops to hand-assemble slides every week.

Odoo Administrator / IT Lead

Responsible for the environment and must keep customizations upgrade-safe. Wants a properly structured module with clean security, documentation, tests, and a git handover rather than ad-hoc SQL and studio hacks.

Advanced Sales Reports の比較方法

基準エコシエールカスタムビルド競合他社Odoo 標準機能
Fit to your metricsReport models built to your exact KPIs, groupings, and filtersFully bespoke but only as good as your in-house spec and timeFixed feature set; you adapt to its assumptionsPre-aggregated `sale.report` columns you can't easily extend
Margin & profitabilityMargin after cost, discount, and landed cost per order linePossible if you build the cost joins yourselfOften revenue-only or limited cost fieldsAmount and quantity focus; little cost analysis
Row-level security`ir.model.access.csv` + record rules scoped rep vs managerWhatever you implement and maintainGeneric access; may not match your hierarchyStandard sales access, not report-specific
Multi-companyCompany boundaries respected; consolidation when authorizedMust be designed and tested in-houseVaries; often single-company assumptionsBasic company filtering only
Scheduled delivery`ir.cron` email/file automation on your cadenceBuildable but extra workSometimes; depends on the productManual export each time
Version & edition supportBuilt for 17/18/19, Community & Enterprise parity handledYou own upgrade compatibilityDepends on vendor's version matrixShips with your Odoo version as-is
Ownership & handoverSource, docs, training, and git repo handed overYou own it but carry all the effortLicensed binary; limited source accessN/A — core functionality
Support modelPost-go-live window plus optional retainerInternal team or noneVendor support tiers, genericCommunity/Enterprise general support only

Advanced Sales Reports に関するよくある質問

Is this a module I can download and install right now?

No. Advanced Sales Reports is build-to-order. It is not an existing apps.odoo.com download — ECOSIRE designs, builds, installs, and supports it specifically for your reporting requirements and Odoo edition. You start by requesting a quotation, we scope it with you, then we build it.

How long does delivery take?

Typical delivery is one working week from confirmed scope. Simple single-company reporting lands toward the shorter end; multiple custom report models, multi-company consolidation, or external integrations move it toward the longer end. We commit to a delivery date in your fixed quote after the scoping call.

How does pricing and scoping work?

Pricing starts from $999, which is indicative for a single-company base scope. The final price is a fixed quote set after a short scoping call, where we capture your metrics, groupings, security model, edition, and any integrations. Additional report models, multi-company consolidation, BI/ERP integrations, and historical-data migration increase the quoted scope. You approve the fixed quote before we build.

What about support and Odoo version updates?

Every build includes a post-go-live support window for bug fixes and configuration tweaks, and we hand over the git repository so nothing is locked away. The module is built against Odoo 17.0, 18.0, and 19.0; when you upgrade your Odoo version later, we can quote a compatibility pass to carry the reports forward. Ongoing support and enhancement retainers are available.

Will it work on Odoo Community, or do I need Enterprise?

Both. We handle Community vs Enterprise differences during scoping. Where an Enterprise-only widget isn't available on Community, we deliver an equivalent pivot, graph, or dashboard experience so you get the reporting regardless of edition — we never sell you a feature your edition can't run.

Can the reports respect who sees what?

Yes. We implement row-level access with `ir.model.access.csv` and record rules so salespeople see only their own pipeline while managers see the team roll-up, and we respect multi-company boundaries so consolidated figures never leak across companies that should stay separate.

Can external tools pull the data?

Yes. The report data can be exposed over Odoo's XML-RPC / JSON-RPC API so an external BI dashboard, portal, or data warehouse can pull it, and reports can be scheduled to email or file automatically via `ir.cron` automated actions.

見積もりを依頼

Advanced Sales Reports

A build-to-order Odoo sales reporting engine that ECOSIRE designs, builds, installs, and supports for you — going beyond the standard pivot views with the metrics, groupings, and export formats your team actually reports on. Request a quotation and we build it to your confirmed scope.

  • Purpose-built report models (`models.Model`) with `@api.depends` computed KPI fields — margin, growth %, quota attainment, and derived ratios that recalculate correctly instead of being static exports
  • Optional read-only PostgreSQL SQL view backing for report models so pivots stay fast on large `sale.order` / `account.move.line` histories
  • Custom pivot, graph, list, and cohort views defined in XML/OWL with pre-configured measures, row/column groupings, and saved default filters
  • QWeb PDF board-pack reports with your branding, per-group subtotals, and page-break control for printable leadership packs

見積もりを依頼

Advanced Sales Reports のご要望をお知らせください。価格、ライセンスの選択肢、貴社に合わせたご提案を、通常1営業日以内にお送りします。

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