This module extends the functionality of sale module to allow you to see a sales analysis for a customer from his/her form view, grouped by products in rows and confirmation dates in columns.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a "Sales Analysis" button on the customer form that opens a pivot table of that customer's sales, with products as rows and months as columns.
This module adds a shortcut to see how much a specific customer has bought, broken down by product and by month.
On the customer (contact) form, next to the existing smart buttons, a new "Sales Analysis" button appears for users in the Sales / Salesman group. Clicking it opens a pivot table already filtered on that customer.
In the pivot table: - Rows show the products sold. - Columns show the confirmation date grouped by month. - The value shown is the untaxed subtotal of the sales lines.
Only confirmed sales are counted: the analysis includes orders in the "Sales Order" and "Locked/Done" states, so quotations and cancelled orders are left out. The pivot is read-only (no drill-down links), so it is meant for consultation rather than editing.
The button is also available from the Sales menu path "sales-analysis", where users can open the same pivot without a pre-selected customer and then filter or group as they wish.
The module works on top of the standard sales reporting data (sale.report) and the customer form (res.partner); it does not create new database tables or change how sales are recorded.
Depends on
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0To use this module, you need to:
- Go to a customer form view
- Click on Sales Analysis smart-button and you will see a sales analysis for this customer grouped by products in rows and confirmation dates in columns.
This button will only be visible to users who belong to one of the sales access groups
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.