How to Manage Sales Team Reporting in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials

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In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions.

1. Accessing Sales Team Reporting
Navigate to:
Sales Module → Reporting → Sales Teams

2. Key Features of Sales Team Reporting
Dashboard View
Overview of total sales revenue
Sales trends and growth analysis
Performance comparison between sales teams
Graphical & Pivot Analysis
Bar, Line, and Pie Charts for visual trends
Pivot Tables for custom data analysis
Filters & Group By for customized reporting
 Sales Forecasting & Trends
Expected revenue vs. achieved revenue
Pipeline analysis by sales stage

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