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Community Enterprise Odoo.sh

Top Customers

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This module is useful for analyzing both your current and past customers. You can easily compare sales amounts on a customer-by-customer basis, identify new or lost customers, and determine their purchase amounts. You can also generate an analysis report of the top customers in a PDF or Excel file. It is easy to filter records by the number of items, total sales amount, and sales channels, and you can easily apply date range filters.

Features

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  • You can generate the report for a specific date and time.
  • You can view the report directly from the wizard.
  • You can print the report in both PDF and Excel formats.

Go to the 'Configuration' ==> Users ==> and enable 'Top Customers Report'.


Go to reporting and click on 'Top Customers'.


Open the 'Top Customers' report wizard, select 'Basic' as the report type, and then print it.


The Top Customer Basic type PDF report looks like the following.


Select the 'Basic' report type for Top Customers and print the Excel report.


The Top Customer Basic Excel report looks like the following.


In the PDF/Excel report wizard, we can view the report.


List view of top customers reports.


In the report view, you can group the report.


Open the Top Customers report wizard, select 'Compare' as the report type, and click 'Print'.


The Top Customer Compare PDF Report looks like the following.


Select the 'Compare' report type for Top Customer and print the Excel report.


The Top Customer Compare Excel Report looks like the following.


Version 18.0.1 | Released on : 3rd September 2024

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
  • Yes, you will get free update for lifetime.
  • For version 12 or upper, you will need to purchase the module for each version that you want to use.
  • Yes, we provide free support for 100 days.
Contacts Import/Export v18

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