Sales Views in Odoo 18: Complete Guide
By Braincuber Team
Published on January 13, 2026
Your sales team has 450 active quotations and 120 open sales orders. The sales manager needs to see the pipeline value by stage. The regional director wants a calendar of all expected delivery dates. One rep needs to track her pending activities, while another wants to analyze sales by product category. With a traditional system, you'd need different reports, exports, and dashboards. In Odoo 18, you just switch views.
Odoo 18 Sales module offers six powerful views that transform how you interact with sales data. List view for detailed tabular analysis. Kanban for visual pipeline management. Calendar for scheduling and deadlines. Pivot for multidimensional reporting. Graphical for charts and trend visualization. Activity for task and follow-up management. Each view presents the same data differently, optimized for specific workflows and user roles. Master these views and you'll work faster, analyze deeper, and close more deals.
The Six Sales Views: List (tabular data), Kanban (visual pipeline), Calendar (time-based), Pivot (multidimensional analysis), Graphical (charts and trends), Activity (task management). Switch between views with a single click to match your current task.
Overview of Sales Views
List View
Detailed tabular display. Sort, filter, export. Best for bulk operations and data review.
Kanban View
Visual pipeline with drag-and-drop cards. Track stages and progress at a glance.
Calendar View
Time-based display. Manage deadlines, deliveries, and scheduled activities.
Pivot View
Multidimensional reports. Rows, columns, measures. Advanced analytics.
Graphical View
Bar charts, line graphs, pie charts. Visual trends and KPI tracking.
Activity View
Task-focused display. Emails, calls, meetings. Track overdue and upcoming activities.
List View: Detailed Data Analysis
List view displays sales records in a structured table format—perfect for reviewing, filtering, and exporting large datasets. It's the go-to view for data entry, bulk updates, and detailed record examination.
LIST VIEW IN ODOO 18 SALES ═══════════════════════════════════════════════════════════ WHAT YOU SEE ─────────────────────────────────────────────────────────── • Sales Order Number (SO/2026/0001, SO/2026/0002, ...) • Creation Date • Customer Name • Salesperson • Total Amount • Status (Quotation, Quotation Sent, Sales Order) • Activities Icon (upcoming tasks) KEY FEATURES ─────────────────────────────────────────────────────────── 1. SORTING Click any column header to sort: • Customer A-Z or Z-A • Date newest to oldest • Total highest to lowest • Status by stage 2. FILTERING Use the filter bar to narrow results: • By salesperson (My Quotations) • By status (Quotations to Send) • By customer • By date range • Custom filters (amount > $10,000) 3. GROUPING Group records by: • Salesperson → See each rep's orders • Customer → All orders per customer • Status → Quotations vs Sales Orders • Creation Month → Monthly breakdown 4. EXPORT Export selected records to: • CSV format (for Excel analysis) • XLSX format (Excel with formatting) 5. BULK ACTIONS Select multiple records and apply actions: • Confirm quotations • Send by email • Print • Delete (drafts only) BEST USE CASES ─────────────────────────────────────────────────────────── • Reviewing all quotations pending approval • Exporting monthly sales data for reports • Bulk confirming multiple quotations • Finding specific orders by customer • Identifying orders with overdue activities
Kanban View: Visual Pipeline Management
Kanban view transforms your sales data into a visual pipeline. Each column represents a stage (Quotation, Sent, Won, Lost), and cards represent individual opportunities. Drag cards between columns to update status. See your entire pipeline at a glance.
KANBAN VIEW IN ODOO 18 SALES
═══════════════════════════════════════════════════════════
VISUAL LAYOUT
───────────────────────────────────────────────────────────
QUOTATION QUOTATION SENT SALES ORDER
═══════════ ═══════════════ ═══════════
┌─────────┐ ┌─────────────┐ ┌───────────┐
│ SO/0015 │ │ SO/0012 │ │ SO/0008 │
│ TechCorp│ │ ABC Ltd. │ │ XYZ Inc. │
│ $12,500 │ │ $8,750 │ │ $24,000 │
│ ⏰ Call │ │ │ │ │
└─────────┘ └─────────────┘ └───────────┘
┌─────────┐ ┌─────────────┐ ┌───────────┐
│ SO/0016 │ │ SO/0013 │ │ SO/0009 │
│ DataPro │ │ Global Co. │ │ Local Biz│
│ $5,200 │ │ $15,000 │ │ $7,800 │
└─────────┘ └─────────────┘ └───────────┘
↓ ↓ ↓
Drag cards between columns to update status
CARD INFORMATION
───────────────────────────────────────────────────────────
Each card displays:
• Sales Order Number
• Customer Name
• Expected Revenue (total)
• Activity Icon (if pending tasks)
• Color coding (by priority or type)
KEY FEATURES
───────────────────────────────────────────────────────────
1. DRAG AND DROP
Move cards between columns to change status:
• Quotation → Quotation Sent (after email)
• Quotation Sent → Sales Order (after confirmation)
2. COLOR CODING
Cards can be colored by:
• Status (quotation = orange, order = blue)
• Priority (high = red, normal = white)
• Salesperson (color per rep)
3. QUICK ACTIONS
Click card to open record
Activity icon shows pending tasks
Star icon for favorites
4. COLUMN SUMMARIES
Each column header shows:
• Count of records
• Total value (optional)
BEST USE CASES
───────────────────────────────────────────────────────────
• Visual pipeline review in sales meetings
• Quick status updates via drag-and-drop
• Identifying bottlenecks (too many in one stage)
• Daily prioritization of deals to work on
Calendar View: Time-Based Management
Calendar view displays sales activities, deadlines, and orders on a calendar. Switch between day, week, month, or year views. Color-coded events help identify quotations vs sales orders. Click any event for a detailed popup.
CALENDAR VIEW IN ODOO 18 SALES
═══════════════════════════════════════════════════════════
CALENDAR LAYOUT (January 2026)
───────────────────────────────────────────────────────────
Mon Tue Wed Thu Fri Sat Sun
┌────────┬────────┬────────┬────────┬────────┬─────┬─────┐
│ 6 │ 7 │ 8 │ 9 │ 10 │ 11 │ 12 │
│ │▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓▓│ │ │ │
│ │SO/0015 │ │SO/0018 │ │ │ │
│ │TechCorp│ │ABC Ltd │ │ │ │
├────────┼────────┼────────┼────────┼────────┼─────┼─────┤
│ 13 │ 14 │ 15 │ 16 │ 17 │ 18 │ 19 │
│▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓▓│▓▓▓▓▓▓▓▓│ │ │ │
│SO/0012 │ │SO/0020 │SO/0021 │ │ │ │
│DataPro │ │XYZ Inc │Global │ │ │ │
└────────┴────────┴────────┴────────┴────────┴─────┴─────┘
COLOR CODING
───────────────────────────────────────────────────────────
Orange: Quotation (not yet sent)
Violet: Quotation Sent (awaiting response)
Blue: Sales Order (confirmed)
Green: Delivered/Invoiced
VIEW OPTIONS
───────────────────────────────────────────────────────────
Day: Detailed hourly view for single day
Week: 7-day overview with time slots
Month: Full month calendar grid
Year: 12-month overview for planning
NAVIGATION
───────────────────────────────────────────────────────────
← → Navigate to previous/next period
Today Jump back to current date
Click Select specific date to view
EVENT POPUP
───────────────────────────────────────────────────────────
Click any event to see:
• Sales Order Number
• Customer Name and Email
• Order Date
• Total Amount
• Payment Terms
• Next Scheduled Activity
Options: Edit or Delete the record
BEST USE CASES
───────────────────────────────────────────────────────────
• Planning delivery schedules
• Tracking quotation expiration dates
• Managing follow-up deadlines
• Visualizing sales workload by day/week
Pivot View: Multidimensional Analysis
Pivot view creates dynamic cross-tabular reports. Arrange data in rows and columns, apply measures (count, sum, average), and drill down into details. Perfect for sales analysis by salesperson, product, region, or any combination.
PIVOT VIEW IN ODOO 18 SALES
═══════════════════════════════════════════════════════════
SAMPLE PIVOT TABLE: Sales by Salesperson and Month
───────────────────────────────────────────────────────────
│ January │ February │ March │ Total
════════════════════╪══════════╪══════════╪══════════╪═════════
Sarah Martinez │ $45,200 │ $52,800 │ $48,900 │ $146,900
└─ Enterprise │ $28,000 │ $35,000 │ $32,000 │ $95,000
└─ SMB │ $17,200 │ $17,800 │ $16,900 │ $51,900
────────────────────┼──────────┼──────────┼──────────┼─────────
Michael Chen │ $38,500 │ $41,200 │ $55,300 │ $135,000
└─ Enterprise │ $22,000 │ $25,000 │ $40,000 │ $87,000
└─ SMB │ $16,500 │ $16,200 │ $15,300 │ $48,000
────────────────────┼──────────┼──────────┼──────────┼─────────
Amanda Lee │ $31,800 │ $29,600 │ $42,100 │ $103,500
════════════════════╪══════════╪══════════╪══════════╪═════════
TOTAL │ $115,500 │ $123,600 │ $146,300 │ $385,400
CONFIGURATION OPTIONS
───────────────────────────────────────────────────────────
ROWS (Vertical Grouping):
• Salesperson
• Customer
• Product Category
• Sales Team
• Country/Region
COLUMNS (Horizontal Grouping):
• Order Date (Year, Quarter, Month, Week, Day)
• Status
• Payment Terms
• Sales Team
MEASURES (Values Calculated):
• Count (number of orders)
• Total Amount (sum of order values)
• Average Order Value
• Untaxed Amount
• Margin (if configured)
TOOLBAR ACTIONS
───────────────────────────────────────────────────────────
Flip Axis Swap rows and columns
Expand All Show all drill-down levels
Download Export to Excel (.xlsx)
Spreadsheet Insert into Odoo spreadsheet
BEST USE CASES
───────────────────────────────────────────────────────────
• Sales performance by salesperson by month
• Revenue breakdown by product category
• Regional sales comparison
• Quarterly target tracking
• Customer contribution analysis
Graphical View: Visual Trends
Graphical view transforms sales data into bar charts, line graphs, and pie charts. Quickly spot trends, compare periods, and identify top performers. Interactive tooltips reveal details on hover.
GRAPHICAL VIEW IN ODOO 18 SALES
═══════════════════════════════════════════════════════════
CHART TYPE 1: BAR CHART
───────────────────────────────────────────────────────────
Sales by Salesperson (Q1 2026)
$150K │ ┌────┐
$125K │ ┌────┐ │████│
$100K │ │████│ │████│ ┌────┐
$75K │ │████│ │████│ │████│
$50K │ │████│ │████│ │████│
$25K │ │████│ │████│ │████│
$0K └───────┴────┴───────┴────┴───────┴────┴───
Sarah Michael Amanda
Use for: Comparing values across categories
CHART TYPE 2: LINE GRAPH
───────────────────────────────────────────────────────────
Monthly Sales Trend (2026)
$60K │ ╭──────●
$50K │ ╭─────●───────●───╯
$40K │ ●─────╯
$30K │ ╱
$20K │ ●
$10K │
$0K └────┬────┬────┬────┬────┬────┬────────
Jan Feb Mar Apr May Jun
Use for: Tracking trends over time
CHART TYPE 3: PIE CHART
───────────────────────────────────────────────────────────
Revenue by Product Category
╭───────╮
╱ 38% ╲ Software Licenses (38%)
│ Software │ Hardware (28%)
╲ ╱ Services (22%)
╲ ╭─────╯ Training (12%)
╲│ 28%
│Hardware
╰────╮
22%│
Svcs│12%
Use for: Showing proportional distribution
INTERACTIVE FEATURES
───────────────────────────────────────────────────────────
Hover Show exact value in tooltip
Click Drill down into segment
Legend Click to hide/show series
Zoom Select area to zoom in
CUSTOMIZATION
───────────────────────────────────────────────────────────
Measures: Select what to measure (count, sum, avg)
Group By: Choose X-axis dimension
Stacked: Stack bars for comparison
Filters: Apply filters to narrow data
BEST USE CASES
───────────────────────────────────────────────────────────
• Monthly sales trend presentation
• Salesperson performance comparison
• Product category revenue distribution
• Regional market share visualization
Activity View: Task Management
Activity view focuses on scheduled tasks—calls, emails, meetings—linked to sales records. Records appear as rows, activity types as columns. Color coding shows overdue (red), due today (orange), and future (green) tasks.
ACTIVITY VIEW IN ODOO 18 SALES
═══════════════════════════════════════════════════════════
ACTIVITY MATRIX LAYOUT
───────────────────────────────────────────────────────────
Sales Order │ Email │ Call │ Meeting │ To-Do
═════════════════╪═════════╪═════════╪═════════╪═════════
SO/2026/0015 │ 🔴 │ │ │
TechCorp Inc. │ Overdue │ │ │
─────────────────┼─────────┼─────────┼─────────┼─────────
SO/2026/0018 │ │ 🟠 │ │
ABC Ltd. │ │ Today │ │
─────────────────┼─────────┼─────────┼─────────┼─────────
SO/2026/0020 │ 🟢 │ │ 🟢 │
XYZ Inc. │ Jan 20 │ │ Jan 22 │
─────────────────┼─────────┼─────────┼─────────┼─────────
SO/2026/0021 │ │ │ │ 🟢
Global Co. │ │ │ │ Jan 18
COLOR CODING
───────────────────────────────────────────────────────────
Red (🔴): Overdue - past due date
Orange (🟠): Due Today - requires attention now
Green (🟢): Future - scheduled for later
ACTIVITY TYPES
───────────────────────────────────────────────────────────
Email: Send proposal, follow-up, quote
Call: Phone call, discovery call, check-in
Meeting: Demo, negotiation, closing meeting
To-Do: Internal task, review, prepare
SCHEDULING ACTIVITIES
───────────────────────────────────────────────────────────
1. Hover over cell for specific record/activity type
2. Click the "+" icon that appears
3. Fill in the Schedule Activity form:
• Activity Type (Email, Call, Meeting, etc.)
• Due Date
• Summary (brief description)
• Assigned to (yourself or another user)
4. Save the activity
MANAGING ACTIVITIES
───────────────────────────────────────────────────────────
Click any activity indicator to:
• View activity details
• Mark as Done
• Edit due date
• Cancel activity
Count badge shows total activities if multiple scheduled
BEST USE CASES
───────────────────────────────────────────────────────────
• Morning review of today's tasks
• Identifying overdue follow-ups
• Planning weekly call schedule
• Ensuring no deals fall through the cracks
View Selection by Role
RECOMMENDED VIEWS BY ROLE ═══════════════════════════════════════════════════════════ SALES REPRESENTATIVE ─────────────────────────────────────────────────────────── Primary: Kanban View • Visual pipeline of my deals • Drag cards to update status • See activities at a glance Secondary: Activity View • Check overdue tasks first thing • Plan today's calls and emails • Never miss a follow-up SALES MANAGER ─────────────────────────────────────────────────────────── Primary: Pivot View • Team performance by salesperson • Revenue by month comparison • Pipeline value by stage Secondary: Graphical View • Present trends in meetings • Track quota achievement • Identify top performers SALES OPERATIONS / ADMIN ─────────────────────────────────────────────────────────── Primary: List View • Bulk operations on quotations • Export data for reports • Filter and sort large datasets Secondary: Calendar View • Delivery scheduling • Deadline tracking • Resource planning EXECUTIVE / DIRECTOR ─────────────────────────────────────────────────────────── Primary: Graphical View • High-level trend analysis • Revenue growth visualization • Market share breakdown Secondary: Pivot View • Drill down when needed • Compare regions/products • Board-level reporting SWITCHING VIEWS ═══════════════════════════════════════════════════════════ View icons appear in top-right of the screen: 📋 List | 📊 Kanban | 📅 Calendar | 🔢 Pivot | 📈 Graph | ✅ Activity Click any icon to switch views instantly. Filters and groups persist when switching.
Best Practices
✅ Sales View Best Practices:
- Match view to task: Use Kanban for pipeline work, List for data exports, Pivot for analysis, Activity for task management
- Save custom filters: Create "My Quotations This Month" or "High-Value Deals" filters and save them for quick access
- Use grouping in List view: Group by salesperson or status to see subtotals and organized data
- Check Activity view daily: Start each day reviewing overdue (red) and today's (orange) activities
- Export from Pivot: Download pivot reports to Excel for further analysis or sharing with stakeholders
- Color-code Kanban: Use colors to visually distinguish priority levels or deal types
- Combine with favorites: Save your preferred view + filters + groups as a favorite for one-click access
- Present with Graphical: Use charts in sales meetings for visual impact and quick understanding
Conclusion
The six views in Odoo 18 Sales module give you complete flexibility in how you work with sales data. List view for detailed operations, Kanban for visual pipeline management, Calendar for time-based planning, Pivot for multidimensional analysis, Graphical for trend visualization, and Activity for task tracking. Each serves a specific purpose and user need. Master all six and you'll navigate your sales data faster, analyze it deeper, and ultimately close more deals.
🎯 Key Takeaway: Switch views with one click → List for data, Kanban for pipeline, Calendar for dates, Pivot for analysis, Graph for trends, Activity for tasks. Right view = faster work = more sales.