Customer invoices and credit notes (posted) over the last 24 months, Sales is anchored to the General Ledger sales income accounts (401010 Sales Trade, 401090 Training, 402000 Other Income), posted entries. Customer invoices and posted credit notes are analysed line-by-line from Odoo’s Invoice Analysis, restricted to lines posted to the sales accounts (so non-trading items such as fixed-asset disposals are excluded), with gross profit from Odoo’s line margin; POS shop sales are read from the POS Orders records (net of VAT, invoiced POS excluded) and shown as a “Shop POS” department with their actual margin; any small remaining difference to the GL (manual journals, timing) stays as reconciling items at an assumed 30% margin so the totals still tie to the ledger. Carriage on sales (account 601080) is treated as sales: it appears as its own “Carriage (delivery)” department — so its penetration shows what share of customers are actually charged delivery — and is summarised on the Overview to monitor recovery. Departments are the product-category level beneath “Saleable”. Comparisons are like-for-like (same window length); for year-on-year, the prior-year boundary month is trimmed to the same day count as the current partial month (e.g. first 5 days of June vs first 5 days of June last year). Cross-sell excludes departments with fewer than 15 buyers; values are indicative share-of-wallet at department margin, not forecasts. Visit actions are logged to the customer’s Odoo chatter (visible to your team); department notes are saved in this browser. Data limited to your access rights.