How to Analyze POS Sales by Sales Team in Odoo 18: Complete Guide
By Braincuber Team
Published on February 28, 2026
A 4-location retail brand we onboarded couldn't tell which store team was generating the most revenue from their POS. They had $1.8M flowing through Shopify POS and Odoo, but zero visibility into team performance. The manager was exporting CSV files from each terminal and cross-referencing in Excel. 14 hours a month wasted on a report that was already outdated by the time it was done. Odoo 18 lets you assign Sales Teams directly to POS terminals and filter every transaction by team—real-time, zero spreadsheets. This beginner guide is the complete tutorial.
What You'll Learn:
- How to assign a Sales Team to a POS terminal in Odoo 18
- Creating POS orders that auto-attribute to the assigned team
- Filtering POS order lists by Sales Team for targeted analysis
- Using custom filters to build team-based sales reports
- Reviewing POS transactions linked to specific sales teams
- Making performance decisions based on team-level POS data
Why POS Data Without Team Attribution Is Useless
Knowing your total POS revenue is $47,000 this month tells you nothing actionable. Knowing that Team A generated $28,000 while Team B generated $19,000 from the same product mix? That's a coaching conversation. Without Sales Team integration, your POS is just a cash register with extra steps. Odoo 18 fixes this by linking every POS transaction to a specific team automatically.
Team-Level Accountability
Every POS order is tagged with the Sales Team that processed it. No more guessing which team drove which revenue. Managers see exact numbers per team, per shift, per day.
Real-Time Performance Data
Filter POS orders by team instantly in Odoo—no CSV exports, no pivot tables. See which team is underperforming before the week ends, not after the month closes.
Multi-Location Comparisons
Assign different Sales Teams to different POS terminals or locations. Compare store-to-store performance with a single filter. We've seen brands identify $8,700/month revenue gaps between locations this way.
Commission-Ready Data
If you pay sales commissions based on POS revenue, team attribution eliminates disputes. The data is right there in Odoo—no manual tallying from register tapes.
Assign Sales Teams and Track POS Performance
The setup takes about 3 minutes. Assign a Sales Team to each POS terminal, process orders, then filter the order list to see team-specific data. The real value isn't in the setup—it's in the reporting that becomes possible once every transaction has a team tag.
Open POS Configuration
Navigate to the Point of Sale module. Go to Configuration > Settings. This is where you link a Sales Team to your POS terminal. Each POS can have a different team assigned—useful for multi-location or multi-shift setups.
Assign a Sales Team
Under the Sales section in POS Settings, find the Sales Team field. Select the team you want to link to this POS terminal (e.g., "Store A Team" or "Evening Shift"). Click Save. All orders processed through this POS will now be automatically attributed to the selected Sales Team in every report.
Create a POS Order
Open the POS terminal by clicking New Session on the POS dashboard. Add products to the cart, select the customer (optional), and complete the payment. The order is now created and automatically tagged with the Sales Team you assigned in step 2. No extra clicks required from the cashier.
Review Orders in the Backend
Close the POS session. Navigate to Point of Sale > Orders. You'll see a list of all POS orders. Each order now carries the Sales Team assignment. But the real power comes when you start filtering.
Filter Orders by Sales Team
In the POS Orders list, open the Search bar. Click Filters and then Add Custom Filter. Select Sales Team as the field and choose the specific team you want to analyze. Click Apply. The list now shows only orders processed by that team. You can save this filter for quick access later.
Analyze the Filtered Results
With the Sales Team filter active, you can see total order count, revenue, average transaction value, and product breakdown—all scoped to that one team. Switch between List, Graph, and Pivot views for different analysis angles. Compare teams by running the same filter for each team side by side.
| Analysis Dimension | What It Tells You | Action to Take |
|---|---|---|
| Orders per Team | Transaction volume by team—who's processing more customers | Low-volume teams may need staffing adjustments or training |
| Revenue per Team | Total revenue attributed to each sales team | Identify top performers and replicate their approach |
| Avg. Transaction Value | Average order size per team—upselling effectiveness | Teams with low ATV need upsell/cross-sell training |
| Product Mix per Team | Which products each team sells most | Shift product training to push higher-margin items |
| Time-of-Day Patterns | When each team's orders peak | Optimize shift schedules around peak transaction times |
Configure Multiple Teams for Multiple POS Terminals
If you have multiple POS terminals or locations, go to CRM > Configuration > Sales Teams and create a team for each terminal or location (e.g., "Downtown Store," "Mall Kiosk," "Evening Shift"). Then assign each team to the corresponding POS in its Settings. Every transaction is now location/shift-specific.
Group Orders by Sales Team
In the Orders list, use the Group By option and select Sales Team. This collapses orders into team-level groups showing total count and revenue per group. Switch to Graph view for a visual comparison—bar charts and pie charts make team performance gaps obvious at a glance.
Sales Team Must Be Set Before Orders Are Created
If you assign a Sales Team to a POS after orders have already been processed, those earlier orders won't retroactively get tagged. The team assignment only applies to orders created after the setting is saved. Set up your teams first, then start taking orders. Otherwise, your first month of data is incomplete.
Save Filters for Recurring Reports
After creating a custom filter for a specific Sales Team, click the Favorites star icon and Save Current Search. Name it something descriptive (e.g., "Downtown Team - This Month"). You can also check Use by default to auto-apply this filter every time you open the Orders view. Build one saved filter per team.
Export for External Reporting
If you need the data outside Odoo (for board presentations or payroll commissions), apply the Sales Team filter, select all records, and click Export. Choose XLSX or CSV format. The export includes order date, products, amounts, payment methods, and the Sales Team field—ready for your BI tool or commission spreadsheet.
SETUP:
1. Create Sales Teams in CRM > Configuration > Sales Teams
2. Assign each team to a POS: Point of Sale > Configuration > Settings
3. Save and start processing orders
ANALYSIS:
4. Go to Point of Sale > Orders
5. Filters > Add Custom Filter > Sales Team = [Team Name]
6. Switch to Graph/Pivot view for visual comparison
7. Group By > Sales Team for side-by-side totals
8. Save filters as Favorites for quick weekly access
Frequently Asked Questions
How do I assign a Sales Team to a POS terminal in Odoo 18?
Go to Point of Sale > Configuration > Settings. Under the Sales section, select your Sales Team from the dropdown. Save the settings. All future orders from this POS will be attributed to that team.
Can I filter POS orders by Sales Team in Odoo 18?
Yes. In Point of Sale > Orders, use Add Custom Filter, select Sales Team as the field, choose the team, and apply. You can save this filter as a Favorite for recurring use.
Do existing POS orders get tagged when I assign a Sales Team later?
No. The Sales Team assignment only applies to orders created after the setting is saved. Existing orders won't be retroactively tagged with the team.
Can I assign different Sales Teams to different POS terminals?
Yes. Each POS terminal has its own configuration. Go to each POS's Settings and assign a different Sales Team. This is how multi-location and multi-shift tracking works.
Where do I create Sales Teams in Odoo 18?
Navigate to CRM > Configuration > Sales Teams. Click New to create a team, name it, assign a team leader, and add members. These teams then appear in the POS Settings dropdown.
Need Help Setting Up POS Sales Tracking?
Our team configures POS terminals, Sales Teams, custom filters, and reporting dashboards—so you know exactly which team drives which revenue, without the spreadsheet archaeology.