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 formatโperfect 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 โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ WHAT YOU SEE โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ โข Sales Order Number (SO/2026/0001, SO/2026/0002, ...) โข Creation Date โข Customer Name โข Salesperson โข Total Amount โข Status (Quotation, Quotation Sent, Sales Order) โข Activities Icon (upcoming tasks) KEY FEATURES โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ 1. SORTING Click any column header to sort: โข Customer A-Z or Z-A โข Date newest to oldest โข Total highest to lowest โข Status by stage 2. FILTERING Use the filter bar to narrow results: โข By salesperson (My Quotations) โข By status (Quotations to Send) โข By customer โข By date range โข Custom filters (amount > $10,000) 3. GROUPING Group records by: โข Salesperson โ See each rep's orders โข Customer โ All orders per customer โข Status โ Quotations vs Sales Orders โข Creation Month โ Monthly breakdown 4. EXPORT Export selected records to: โข CSV format (for Excel analysis) โข XLSX format (Excel with formatting) 5. BULK ACTIONS Select multiple records and apply actions: โข Confirm quotations โข Send by email โข Print โข Delete (drafts only) BEST USE CASES โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ โข Reviewing all quotations pending approval โข Exporting monthly sales data for reports โข Bulk confirming multiple quotations โข Finding specific orders by customer โข 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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
VISUAL LAYOUT
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
QUOTATION QUOTATION SENT SALES ORDER
โโโโโโโโโโโ โโโโโโโโโโโโโโโ โโโโโโโโโโโ
โโโโโโโโโโโ โโโโโโโโโโโโโโโ โโโโโโโโโโโโโ
โ SO/0015 โ โ SO/0012 โ โ SO/0008 โ
โ TechCorpโ โ ABC Ltd. โ โ XYZ Inc. โ
โ $12,500 โ โ $8,750 โ โ $24,000 โ
โ โฐ Call โ โ โ โ โ
โโโโโโโโโโโ โโโโโโโโโโโโโโโ โโโโโโโโโโโโโ
โโโโโโโโโโโ โโโโโโโโโโโโโโโ โโโโโโโโโโโโโ
โ SO/0016 โ โ SO/0013 โ โ SO/0009 โ
โ DataPro โ โ Global Co. โ โ Local Bizโ
โ $5,200 โ โ $15,000 โ โ $7,800 โ
โโโโโโโโโโโ โโโโโโโโโโโโโโโ โโโโโโโโโโโโโ
โ โ โ
Drag cards between columns to update status
CARD INFORMATION
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Each card displays:
โข Sales Order Number
โข Customer Name
โข Expected Revenue (total)
โข Activity Icon (if pending tasks)
โข Color coding (by priority or type)
KEY FEATURES
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
1. DRAG AND DROP
Move cards between columns to change status:
โข Quotation โ Quotation Sent (after email)
โข Quotation Sent โ Sales Order (after confirmation)
2. COLOR CODING
Cards can be colored by:
โข Status (quotation = orange, order = blue)
โข Priority (high = red, normal = white)
โข 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:
โข Count of records
โข Total value (optional)
BEST USE CASES
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โข Visual pipeline review in sales meetings
โข Quick status updates via drag-and-drop
โข Identifying bottlenecks (too many in one stage)
โข 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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
CALENDAR LAYOUT (January 2026)
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Mon Tue Wed Thu Fri Sat Sun
โโโโโโโโโโฌโโโโโโโโโฌโโโโโโโโโฌโโโโโโโโโฌโโโโโโโโโฌโโโโโโฌโโโโโโ
โ 6 โ 7 โ 8 โ 9 โ 10 โ 11 โ 12 โ
โ โโโโโโโโโโ โโโโโโโโโโ โ โ โ
โ โSO/0015 โ โSO/0018 โ โ โ โ
โ โTechCorpโ โABC Ltd โ โ โ โ
โโโโโโโโโโผโโโโโโโโโผโโโโโโโโโผโโโโโโโโโผโโโโโโโโโผโโโโโโผโโโโโโค
โ 13 โ 14 โ 15 โ 16 โ 17 โ 18 โ 19 โ
โโโโโโโโโโ โโโโโโโโโโโโโโโโโโโ โ โ โ
โSO/0012 โ โSO/0020 โSO/0021 โ โ โ โ
โDataPro โ โXYZ Inc โGlobal โ โ โ โ
โโโโโโโโโโดโโโโโโโโโดโโโโโโโโโดโโโโโโโโโดโโโโโโโโโดโโโโโโดโโโโโโ
COLOR CODING
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Orange: Quotation (not yet sent)
Violet: Quotation Sent (awaiting response)
Blue: Sales Order (confirmed)
Green: Delivered/Invoiced
VIEW OPTIONS
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ โ Navigate to previous/next period
Today Jump back to current date
Click Select specific date to view
EVENT POPUP
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Click any event to see:
โข Sales Order Number
โข Customer Name and Email
โข Order Date
โข Total Amount
โข Payment Terms
โข Next Scheduled Activity
Options: Edit or Delete the record
BEST USE CASES
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โข Planning delivery schedules
โข Tracking quotation expiration dates
โข Managing follow-up deadlines
โข 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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
SAMPLE PIVOT TABLE: Sales by Salesperson and Month
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ January โ February โ March โ Total
โโโโโโโโโโโโโโโโโโโโโชโโโโโโโโโโโชโโโโโโโโโโโชโโโโโโโโโโโชโโโโโโโโโ
Sarah Martinez โ $45,200 โ $52,800 โ $48,900 โ $146,900
โโ Enterprise โ $28,000 โ $35,000 โ $32,000 โ $95,000
โโ SMB โ $17,200 โ $17,800 โ $16,900 โ $51,900
โโโโโโโโโโโโโโโโโโโโโผโโโโโโโโโโโผโโโโโโโโโโโผโโโโโโโโโโโผโโโโโโโโโ
Michael Chen โ $38,500 โ $41,200 โ $55,300 โ $135,000
โโ Enterprise โ $22,000 โ $25,000 โ $40,000 โ $87,000
โโ SMB โ $16,500 โ $16,200 โ $15,300 โ $48,000
โโโโโโโโโโโโโโโโโโโโโผโโโโโโโโโโโผโโโโโโโโโโโผโโโโโโโโโโโผโโโโโโโโโ
Amanda Lee โ $31,800 โ $29,600 โ $42,100 โ $103,500
โโโโโโโโโโโโโโโโโโโโโชโโโโโโโโโโโชโโโโโโโโโโโชโโโโโโโโโโโชโโโโโโโโโ
TOTAL โ $115,500 โ $123,600 โ $146,300 โ $385,400
CONFIGURATION OPTIONS
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
ROWS (Vertical Grouping):
โข Salesperson
โข Customer
โข Product Category
โข Sales Team
โข Country/Region
COLUMNS (Horizontal Grouping):
โข Order Date (Year, Quarter, Month, Week, Day)
โข Status
โข Payment Terms
โข Sales Team
MEASURES (Values Calculated):
โข Count (number of orders)
โข Total Amount (sum of order values)
โข Average Order Value
โข Untaxed Amount
โข Margin (if configured)
TOOLBAR ACTIONS
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โข Sales performance by salesperson by month
โข Revenue breakdown by product category
โข Regional sales comparison
โข Quarterly target tracking
โข 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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
CHART TYPE 1: BAR CHART
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Sales by Salesperson (Q1 2026)
$150K โ โโโโโโ
$125K โ โโโโโโ โโโโโโ
$100K โ โโโโโโ โโโโโโ โโโโโโ
$75K โ โโโโโโ โโโโโโ โโโโโโ
$50K โ โโโโโโ โโโโโโ โโโโโโ
$25K โ โโโโโโ โโโโโโ โโโโโโ
$0K โโโโโโโโโดโโโโโดโโโโโโโโดโโโโโดโโโโโโโโดโโโโโดโโโ
Sarah Michael Amanda
Use for: Comparing values across categories
CHART TYPE 2: LINE GRAPH
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Monthly Sales Trend (2026)
$60K โ โญโโโโโโโ
$50K โ โญโโโโโโโโโโโโโโโโโโฏ
$40K โ โโโโโโโฏ
$30K โ โฑ
$20K โ โ
$10K โ
$0K โโโโโโฌโโโโโฌโโโโโฌโโโโโฌโโโโโฌโโโโโฌโโโโโโโโ
Jan Feb Mar Apr May Jun
Use for: Tracking trends over time
CHART TYPE 3: PIE CHART
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Revenue by Product Category
โญโโโโโโโโฎ
โฑ 38% โฒ Software Licenses (38%)
โ Software โ Hardware (28%)
โฒ โฑ Services (22%)
โฒ โญโโโโโโฏ Training (12%)
โฒโ 28%
โHardware
โฐโโโโโฎ
22%โ
Svcsโ12%
Use for: Showing proportional distribution
INTERACTIVE FEATURES
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Hover Show exact value in tooltip
Click Drill down into segment
Legend Click to hide/show series
Zoom Select area to zoom in
CUSTOMIZATION
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โข Monthly sales trend presentation
โข Salesperson performance comparison
โข Product category revenue distribution
โข Regional market share visualization
Activity View: Task Management
Activity view focuses on scheduled tasksโcalls, emails, meetingsโlinked 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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
ACTIVITY MATRIX LAYOUT
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Sales Order โ Email โ Call โ Meeting โ To-Do
โโโโโโโโโโโโโโโโโโชโโโโโโโโโโชโโโโโโโโโโชโโโโโโโโโโชโโโโโโโโโ
SO/2026/0015 โ ๐ด โ โ โ
TechCorp Inc. โ Overdue โ โ โ
โโโโโโโโโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโ
SO/2026/0018 โ โ ๐ โ โ
ABC Ltd. โ โ Today โ โ
โโโโโโโโโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโ
SO/2026/0020 โ ๐ข โ โ ๐ข โ
XYZ Inc. โ Jan 20 โ โ Jan 22 โ
โโโโโโโโโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโโผโโโโโโโโโ
SO/2026/0021 โ โ โ โ ๐ข
Global Co. โ โ โ โ Jan 18
COLOR CODING
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Red (๐ด): Overdue - past due date
Orange (๐ ): Due Today - requires attention now
Green (๐ข): Future - scheduled for later
ACTIVITY TYPES
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
1. Hover over cell for specific record/activity type
2. Click the "+" icon that appears
3. Fill in the Schedule Activity form:
โข Activity Type (Email, Call, Meeting, etc.)
โข Due Date
โข Summary (brief description)
โข Assigned to (yourself or another user)
4. Save the activity
MANAGING ACTIVITIES
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Click any activity indicator to:
โข View activity details
โข Mark as Done
โข Edit due date
โข Cancel activity
Count badge shows total activities if multiple scheduled
BEST USE CASES
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โข Morning review of today's tasks
โข Identifying overdue follow-ups
โข Planning weekly call schedule
โข Ensuring no deals fall through the cracks
View Selection by Role
RECOMMENDED VIEWS BY ROLE โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ SALES REPRESENTATIVE โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ Primary: Kanban View โข Visual pipeline of my deals โข Drag cards to update status โข See activities at a glance Secondary: Activity View โข Check overdue tasks first thing โข Plan today's calls and emails โข Never miss a follow-up SALES MANAGER โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ Primary: Pivot View โข Team performance by salesperson โข Revenue by month comparison โข Pipeline value by stage Secondary: Graphical View โข Present trends in meetings โข Track quota achievement โข Identify top performers SALES OPERATIONS / ADMIN โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ Primary: List View โข Bulk operations on quotations โข Export data for reports โข Filter and sort large datasets Secondary: Calendar View โข Delivery scheduling โข Deadline tracking โข Resource planning EXECUTIVE / DIRECTOR โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ Primary: Graphical View โข High-level trend analysis โข Revenue growth visualization โข Market share breakdown Secondary: Pivot View โข Drill down when needed โข Compare regions/products โข Board-level reporting SWITCHING VIEWS โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ View icons appear in top-right of the screen: ๐ List | ๐ Kanban | ๐ Calendar | ๐ข Pivot | ๐ Graph | โ Activity Click any icon to switch views instantly. Filters and groups persist when switching.
Best Practices
โ 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.
๐ฏ Key Takeaway: Switch views with one click โ List for data, Kanban for pipeline, Calendar for dates, Pivot for analysis, Graph for trends, Activity for tasks. Right view = faster work = more sales.
