The Spreadsheet functionality is built into the majority of Odoo's apps. The application may be accessed straight from Odoo's documentation application. Spreadsheets easily produce the necessary explicit graphical and data-wise representation of complex business data. This functionality is preloaded in your Odoo system, so you don't need to log in to an external system to use it. The spreadsheet is a well-integrated tool in Odoo since it can update reports or data that the apps, such as the sales module, are continually updating, and you don't have to manually enter every single data change. You may quickly locate the spreadsheet option in every program that demands any Spreadsheets action due to its highly integrated structure.
This blog will offer you a quick overview of how spreadsheets are used in the Sales Module.
Let's have a look at how Spreadsheet functions in the Sales module. The Spreadsheet may be accessed immediately from the Dashboard of your sales module. To get to the spreadsheet, go to the dashboard's Reporting tab and choose Sales from the fast dropdown menu, which will take you to the dashboard view of your sales report, as seen in the picture below.
As seen on the Redbox dashboard, there are three choices or emoticons that indicate three different sorts of report viewing possibilities. The first choice, as seen in the picture above, is a dashboard view, the second is a Pivot view, and the third is a graph view. The pivot perspective is seen in the image below.
The pivot view, as shown in the picture above, displays the data in clear detail for simple filtering. You have the option of selecting one of the many metrics shown in the screenshot above. When you select the Measures option, a new set of options appears, as seen in the red box. You may select different sizes of things to be shown on your table from this menu. As you click on the measurements, you'll see that the Pivot table's columns expand and shrink in size. A variety of various filtering and customization options for your Pivot table can be found on the right side of the screenshot highlighted within the Redbox. You may also choose other choices for arranging the data on the pivot table based on your needs from the options. These choices are useful if you need to deal with a big quantity of data at once and can assist you navigate the spreadsheet without becoming bogged down.
After you've completed the filtering and measurement steps, click 'Insert In Spreadsheet' to see your data on the Odoo spreadsheet. The choice will bring up a short dropdown menu where you can either build a new spreadsheet or add it to an existing one. Entries will be shown as seen in the picture below when you create a new spreadsheet with your data.
Spreadsheets play a large and important part in sales, and they come with a variety of essential features and complex methods. The Odoo spreadsheet can help you with the sales process. You may highlight a group of columns or a single column using various highlighting methods. Color may be used to fill the columns for easier data management.
To make changes to your spreadsheet fields, utilize the choices indicated in the picture above. You have the ability to make your spreadsheet seem sophisticated and stunning.
You may build a customized Spreadsheet experience by using sophisticated tools like File, Edit, View, Insert, and Format. You may use the Format option to establish rules on your spreadsheet; to do so, go to the Conditional formatting option under Format, which will open a section with room to set your rules, as seen in the picture below.
To see the formulae that are used to compute the values for each cell in your spreadsheet, go to View. To understand how formulae in the Odoo spreadsheet work, take the following example: in the spreadsheet below, we must compute the sales commission as 10% of the sales price. To do so, select View from the menu and then Show Formulas.
To prevent clutter between the formulae, you may drag and resize the columns. You may compute the data by copying the formula as shown in the screenshot below.
It's worth noting that you'll need to rearrange the columns to see the formulas clearly. As demonstrated in the screenshot above, copy the formula from the total column to the sales commission column and repeat until both columns of sales commissions are filled, then type *0.1 and click View once more. You can see the outcome if you hide the formulae. The purpose of the example was to demonstrate that spreadsheet computing procedures are comparable, and that whether you've worked with Excel sheets or Google spreadsheets, the formulae for Odoo spreadsheets are the same. If you don't know how to use spreadsheet formulae, there are thousands of lessons accessible online that you should look into.
Odoo's Spreadsheet offers features that will make your spreadsheet more efficient and communicative in nature, and you may filter and customize the Spreadsheet in any manner you want to make your work easier. You can easily work your way through the sales process using the extensive features and capabilities in the Odoo spreadsheet.
In the sales industry, it's critical to have data organized, even if it's only in a spreadsheet. The data should be organized in such a manner that it can communicate with you at a look. The primary advantage that an Odoo user may receive from Odoo spreadsheet is the highly integrated nature of the Odoo spreadsheet with the other Odoo apps. You don't have to fill up the spreadsheet with every single data modification. It will be completed automatically, saving you a significant amount of time and energy.