Know your true margin on every sale
Turn scattered order data into a trustworthy, branded sales margin report — on-screen analysis, a landscape PDF, an Excel export, and scheduled email delivery, all filtered by the dimensions your team actually cares about.
The problem
Odoo's native sales screens surface revenue and totals, but margin — what a sale actually earned after cost — stays buried, inconsistent, or missing from the documents finance and sales managers circulate. Teams end up exporting raw data and rebuilding margin logic by hand every reporting cycle, and only discover eroding profitability after the quarter closes.
The solution
A guided report builder that filters and groups your confirmed sales by product, category, customer, salesperson, or team, computes both net and gross margin with the cost basis shown for auditability, and delivers the result as a branded PDF, a downloadable Excel workbook, or a live on-screen analysis — plus a recurring schedule so management gets the numbers by email without anyone running the report by hand.
Everything a margin report needs
Every capability below is implemented in the module.
On-screen margin analysis
A dedicated pivot, list and graph analysis view over your sale order lines — revenue, cost and margin measures ready to slice by any dimension, with drill-down to the underlying order.
Branded PDF report
A landscape QWeb document with your company header, period and method printed for auditability, per-group totals with margin percentage, and a grand-total footer — ready to circulate in a board packet.
One-click Excel export
Download the same figures as a formatted.xlsx workbook — grouped rows, a bold totals row, and currency/percentage formatting — ready for further analysis in a spreadsheet.
Net vs. gross margin
Switch between net margin (after discounts) and gross margin (before discounts) with one selector, so the figure you present matches the story you need to tell.
Six-dimension filtering
Narrow any report by product, product category, customer, customer company, customer tag, salesperson, or sales team — combine filters to answer the exact question you're asking.
Group by any dimension
Roll every report up by product, category, customer, customer company, salesperson, or sales team — so you can answer "who's dragging profitability down" in one click.
Previous-period comparison
Optionally compare every group against an equal-length prior period, with the margin delta and percentage change shown side by side on both the PDF and Excel output.
Scheduled email delivery
Save a filter set as a recurring schedule with its own cadence and recipient list; a daily cron sends the PDF, the Excel file, or both to management automatically — no one has to remember to run it.
Instant "View Analysis"
Jump straight from the report builder into the live pivot, list, and graph analysis filtered to the exact same slice — no need to rebuild the filters a second time.
How it works
Open the report builder
Pick the date range, choose net or gross margin, and decide how to group the results.
Narrow to what matters
Filter by product, category, customer, customer tag, salesperson or sales team — combine as needed.
Print, export or analyze
Get a branded PDF, download an Excel workbook, or jump into the live pivot and graph analysis.
Automate the delivery
Save the same filters as a recurring schedule so recipients get the report by email on their own cadence.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Cost is taken from each order line's purchase price, which is the product's standard cost converted to the line's unit of measure and currency — the same basis Odoo's native Sales Margin uses. The cost basis and margin method are printed on every PDF header so the numbers stay auditable.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Sale Margin Report in PDF & Excel
On-screen margin analysis with net versus gross, six-dimension filtering, previous-period comparison, a branded PDF, one-click Excel export and scheduled email delivery.
Buy on Odoo App Store