Sales Team Invoiced Target Report
Extends Sales Teams to filter invoiced amounts and restored the kanban card from v18 to display information for each sales team, including invoicing data.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a Sales Teams reporting dashboard with invoiced amounts, opportunities, quotations and orders to invoice, plus a configurable rule for which invoices count as invoiced.
This module restores and extends the Sales Teams dashboard card so managers can see sales performance at a glance.
- On each sales team card you get counts and amounts for open opportunities, overdue opportunities, quotations (draft and sent), and orders waiting to be invoiced. Clicking a number opens the matching list of records.
- A bar chart shows the untaxed sales total per week for the last month.
- For sales managers, a progress bar shows the invoiced amount against the invoiced target, and the target can be edited directly on the card.
- In Settings, under Sales, you can define a filter (domain) on invoices that decides which invoices are counted as invoiced for the teams. By default only invoices that are paid, in payment or reversed are counted.
- The module touches
crm.team,res.companyandres.config.settings, and adds a Teams report menu under the CRM reporting menu.
Depends on
Menus it adds
Models and fields (3)
- crm.team · extends an existing modelquotations_count (Number of quotations to invoice), quotations_amount (Amount of quotations to invoice), opportunities_count (# Opportunities), dashboard_graph_data, opportunities_amount (Opportunities Revenues), sales_to_invoice_count (Number of sales to invoice), opportunities_overdue_count (# Overdue Opportunities), opportunities_overdue_amount (Overdue Opportunities Revenues)
- res.company · extends an existing modelsales_team_invoiced_domain
- res.config.settings · extends an existing modelsales_team_invoiced_domain
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: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/sale-reporting.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0To view the Invoiced Amount, go to CRM \> Reporting \> Teams
- Navigate to Sales \> Configuration \> Settings.
- In the Settings view, go to Team Invoiced Domain block.
- Select the desired Domain to calculate the team's Invoiced Amount.
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.