Open a sales team's orders, invoices and Sales Analysis from its card

Four things, and only when each applies.

There is also no New button on this kanban — creating a team from here is disabled. To add one, open an existing team through ⋮ ▸ Configuration and use the New button in its breadcrumb, or create it from Sales › Configuration › Sales Teams.

The card body is one big button, and in the Sales app it runs the sales report. This is the closest thing to a team dashboard the product has, and it arrives pre-filtered in three ways at once — which is exactly why people misread the numbers on it.

All three arrive as removable chips in the search bar. Widen the date to compare months, or clear the team chip to compare teams. Note that the same report reached from Sales › Reporting › Sales arrives with different defaults; the two will not agree until you match the filters.

The menu is laid out in three columns.

Below the three columns sit a colour picker, which tints the card's edge and nothing else, and Configuration, which finally opens the team record.

The form has a chatter, so team changes are logged. It also has a New button in the breadcrumb, which is the practical way to add a second team.

Invoicing Target and Invoiced This Month

Invoiced This Month is computed but never displayed anywhere in the interface. Its definition is narrower than most people assume: it is the untaxed total of the team's posted customer invoices, credit notes and receipts dated from the first of the current month to today, and only those whose payment state is in payment, paid or reversed. An invoice that is posted but unpaid does not count towards it.

If you want a real comparison against a target, take it from Reporting ▸ Invoices on the ⋮ menu, or from the accounting reports, and compare it by hand with the number on the team form.