How to Maximize Sales Performance with Odoo 18 Sales Diverse Views: Complete Step by Step Guide
By Braincuber Team
Published on March 19, 2026
Staying ahead in the ever-changing business world necessitates not only a strong sales plan but also technologies that offer insightful data. One of the top open-source business management suites, Odoo 18, keeps improving and now has strong capabilities to improve sales procedures. The range of perspectives offered by the Odoo 18 Sales module is one of the main elements fostering effective sales management. This complete tutorial will discuss how Odoo 18's Kanban, List, Pivot, Graphical, and Calendar views help companies get the most out of sales information.
What You'll Learn:
- How to effectively use List view for organized sales data analysis
- Mastering Kanban view for visual sales pipeline management
- Utilizing Calendar view for time-sensitive sales operations
- Creating multidimensional reports with Pivot view
- Visualizing sales trends with Graphical view
- Managing sales activities with Activity view
Functional Odoo 18 Sales
Odoo 18 continues to enhance its sales management capabilities with powerful features that streamline sales processes. The diverse views available in the Sales module provide sales teams with comprehensive tools for data analysis, visual management, and strategic planning. Each view serves a specific purpose in helping businesses maximize their sales performance through better data utilization and workflow optimization.
List View
Odoo 18 provides the List view for users who want a more organized and thorough display of sales data. Users may easily review, filter, and sort information based on particular criteria thanks to this view, which displays sales records in a tabular style. When working with a lot of sales data that needs in-depth examination, the List view is quite helpful.
Effective Sorting and Filtering Tools
Users can sort and filter data using a variety of attributes, including salesperson, order date, customer name, and more, using the List view. Sales teams can access and evaluate specific information more rapidly thanks to this feature, which facilitates trend identification and data-driven decision-making.
Export Capabilities for Custom Reports
Users can export data into CSV or Excel formats using the List view's export capability. Creating custom reports, exchanging data with stakeholders, and conducting further analysis outside of Odoo are all made possible by this feature.
Comprehensive Field Display
The List view has the capacity to show an extensive collection of fields, giving users in-depth analysis of every sales record. It displays the sales order number, creation date, customer, website, salesperson, activities, company, total, and status. You can easily change the number of records as well.
Navigate to Sales > Orders
Select List View from the view selector
Use Filters: Add custom filters by salesperson, date range, customer
Use Sort: Click column headers to sort ascending/descending
Export: Click Export button to download CSV/Excel
Adjust Records: Use pagination controls to set records per page
Kanban View
The Kanban view in Odoo 18 presents sales data in a visually appealing and highly interactive manner. It allows users to organize opportunities, leads, or sales orders into customizable columns, representing different stages of the sales pipeline. Each card on the Kanban board provides at-a-glance information about a specific sales record, such as the customer name, expected revenue, and activities icon.
Quick Information Access
Every card on the Kanban board offers important details quickly. Users can view the customer's name, anticipated revenue, sales order number, and other crucial information without navigating through multiple screens.
Color-Coded Cards
Users may more easily determine the status and significance of each sales opportunity by color-coding cards according to different criteria, such as sales order or quotation. High-priority deals get the attention they merit.
Pipeline Management Tip
Drag and drop cards between columns to update sales order stages automatically. This visual workflow management helps track progress and identify bottlenecks in your sales process.
Calendar View
The Calendar view in Odoo 18 effectively manages deadlines and time-sensitive sales operations. This view gives a chronological perspective of the sales team's schedule by displaying sales activities, meetings, and deadlines in a calendar format. To guarantee prompt client follow-ups, users can assign tasks, browse through dates, and keep an eye on forthcoming events with ease.
Color-Coded Events
Priorities can be quickly identified at a glance thanks to color-coded events. By giving events distinct colors according to their status, users may make sure that high-priority tasks get the attention they need.
Module Integration
The Calendar view offers a unified calendar experience by integrating with other Odoo modules. All pertinent data, including meetings, sales activity, and deadlines, will be available from a single interface thanks to this connection.
Flexible Display Modes
Users can view their schedule more clearly by switching between day, week, and month views. Because of this flexibility, users may efficiently arrange their activities and make sure that every assignment is finished on schedule.
| Event Status Colors | Description |
|---|---|
| Orange | Quotation |
| Violet | Quotation Sent |
| Blue | Sales Order |
The enhanced Event Information Pop-up provides more specific event details when you click on an event. Users may obtain all pertinent information without exiting the Calendar view thanks to the pop-up, which displays the sales order number, date, next activity, customer, total, and payment terms.
Pivot View
By enabling the creation of multidimensional reports, Odoo 18's Pivot view elevates sales analytics to a new level. Businesses can examine sales data from a variety of angles with this approach, which helps them comprehend performance measures more thoroughly.
Flexible Layout
The Pivot view lets users organize data in rows and columns according to their own requirements, creating personalized reports that emphasize the most relevant data.
Dynamic Updates
Any modifications made to the pivot table are instantly reflected in the data, enabling real-time exploration of different scenarios.
Flip Axis = turns the entire table's X and Y axes around
Expand All = opens groups beneath each row using + symbols
Download = exports table as Excel file (xlsx format)
Insert to Spreadsheet = adds data to external spreadsheet
The Pivot view also provides comprehensive filtering options, group-by functionality, and save current search options. These features enable businesses to conduct sophisticated data analysis, revealing hidden trends and enabling data-driven decision-making.
Graphical View
Sales data visualization is essential for rapid understanding and well-informed decision-making. Bar charts, pie charts, and line graphs are among the charting choices available in Odoo 18's Graphical view. By converting intricate sales data into aesthetically pleasing representations, this approach facilitates trend identification, anomaly detection, and key performance indicator tracking.
Multiple Chart Types
The Graphical view provides several chart formats, including line graphs, pie charts, bar charts, and more. Users can select the best visual representation for their data because of this variety.
Interactive Features
Users can examine data points in real-time with interactive features like drill-down capabilities and tooltips. Deeper insights into the data are provided by this interactivity, which also improves the user experience.
Customization Options
Axes and data series that can be altered by users to produce custom images that emphasize the most crucial information. This personalization guarantees that the charts are adapted to particular business requirements.
Navigate to Sales > Orders
Select Graphical View from view selector
Choose Chart Type: Bar, Line, or Pie chart
Select Measures: Total, Count, Average
Set Group By: Customer, Salesperson, Date Period
Apply Filters for specific data ranges
Use Interactive tooltips for detailed information
The Graphical view's smooth interface with other Odoo modules enables thorough reporting that incorporates information from many sources. This integration facilitates well-informed decision-making and offers a comprehensive view of the company's sales performance.
Activity View
Odoo's activity view provides us with details on every activity connected to our records. All of the records are arranged in rows, and the activities are arranged in columns, giving the view the appearance of a chart. Activities (emails, calls, etc.) connected to records can be scheduled and viewed using the Activity view.
| Activity Color | Status Meaning |
|---|---|
| Orange | Activities due today |
| Red | Past due activities |
| Green | Future due date activities |
Color-Coded Activity Status
Each column's color bars show the number of activities scheduled for a certain activity category and represent records for that type. This visual coding helps prioritize tasks effectively.
Activity Count Display
A number representing the total number of scheduled activities will show up in the box if a record has multiple activity types booked, providing quick visibility of workload.
Easy Activity Scheduling
Hover your cursor over the field that corresponds to a record to arrange an activity. After selecting the "+" icon, complete the Schedule Activity form to create new tasks.
Activity Management Tip
An activity scheduled inside an activity view can only be seen within that view, ensuring focused task management without cluttering other interfaces.
Strategic Integration of Sales Views
By providing a wide variety of perspectives via its Sales module, Odoo 18 enables companies to optimize sales insights. Odoo offers a wide range of tools for sales professionals, including the ability to visualize the sales pipeline in a Kanban view, analyze data in a structured List view, create multidimensional reports with the Pivot view, use graphical representations for trend analysis, and manage time-sensitive tasks with the Calendar view.
Improved Decision Making
Businesses can improve decision-making, expedite procedures, and eventually increase sales performance in today's cutthroat market by utilizing the power of these perspectives.
Data-Driven Insights
Odoo 18's sophisticated features and improvements guarantee that sales teams have the resources they require to be successful and obtain deeper insights for strategic planning.
Businesses can increase productivity, boost sales, and spur expansion in a market that is changing quickly with Odoo 18. The combination of these diverse views creates a comprehensive sales management ecosystem that addresses every aspect of the sales cycle from lead generation to closing deals and post-sale activities.
Frequently Asked Questions
How do I switch between different views in Odoo 18 Sales module?
Navigate to the Sales module and use the view selector button (usually showing icons for List, Kanban, Calendar, etc.) in the top-right corner to switch between different views instantly.
Can I customize the columns shown in the List view?
Yes, click the "Fields" button in the List view to add, remove, or reorder columns. You can save these custom views for future use and share them with your team.
What's the difference between Pivot and Graphical views?
Pivot view displays data in multidimensional tables for detailed analysis, while Graphical view creates visual charts (bar, pie, line) for quick trend identification and presentation purposes.
How do I color-code events in the Calendar view?
In Calendar view settings, select a field under "Color" option. All records sharing the same value for that field will be displayed using the same color for easy visual differentiation.
Can I export data from all views for external analysis?
List and Pivot views offer direct export options to CSV/Excel formats. For other views, you can usually export the underlying data or create custom reports using the Odoo reporting tools.
Need Help with Odoo 18 Sales Views?
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