Differentiating subscription invoices from one-shot services

Question

Hello,
I’m starting to learn how to use Odoo’s spreadsheet feature, mainly to calculate some ratios and get a clearer view of my window cleaning business.
Right now, I’d like to calculate my LTV (how much revenue an average client generates during the time they remain a client). To do this, I want to use my invoices in a spreadsheet. The issue is that I provide both one-shot services and subscriptions (billed monthly or annually, not per service). If subscription invoices and one-shot invoices a

Jaideep · Accepted Answer

custom filter > Account move line > Product > Subscription product is 'set' for invoices with subscription product and 'not set' for invoices with other products
image [1]
If you are filtering Sale orders then filter by 'Recurring'

[1] /web/image/81691156-448d4381/image.png?access_token=166bacb7-1b39-44e9-9dbb-2c598330b77b

Eymerick Thibaut · Answer

Perfect, thank you. Is there a way for me to have a list of those filters ? I often spend a lot of time looking for some filters. Once I know where to look, it becomes easy but the first time is always a pain in the a.

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,

On invoices, you can filter by Account Move Line → Product → Subscription Product: if it is set, the invoice comes from a subscription product, and if it is not set, the invoice is for a one-shot service. Similarly, on sales orders, you can filter by Recurring = True to identify subscriptions and Recurring = False for one-shot sales. This way you can clearly separate subscription revenue from one-shot revenue, ensuring your LTV calculation in Odoo Spreadsheet is accurate.

To get the sales

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