03 · Data, Analytics & Automation
Odoo Dashboards & Analytics
See the business clearly, straight from Odoo.
Odoo already holds the data behind your sales, stock, projects and accounts. We structure it with analytic accounts and build the dashboards and reports that show performance by entity, property, project or product line.
Multiple properties and LLCs reported separately from one Odoo login through an analytic-account design (property investment, USA).
What’s included
What we deliver
-
Analytic account design
An analytic structure that tags income and costs by entity, property, project or product line.
-
Odoo dashboards
Dashboards inside Odoo for sales, inventory, receivables, payables and cash.
-
Custom reports
Management and operational reports configured in Odoo so they run the same way every period.
-
Data clean-up
Products, partners and accounts tidied so reports are accurate.
-
Power BI connection
Odoo data connected to Power BI where you need cross-system or more advanced analysis.
-
Training & handover
Users shown how to filter, read and maintain the reports.
Who it’s for
A good fit if you are…
Suitable for businesses in many sectors. See how we work in specific industries.
- Odoo users who still export to spreadsheets for reporting
- Groups that need results by entity, property or project
- Owners who want one view of sales, stock and cash
What to expect
A planned start and a clear owner.
One named lead owns your engagement end to end — you always know who is responsible and what happens next.
-
01
Discover
We review your processes, systems and priorities, then agree scope, deliverables and fees in writing.
-
02
Onboard
Access, data and handover are completed against a checklist, with documented procedures.
-
03
Deliver
We deliver the agreed work on a fixed schedule and respond to requests through one channel.
-
04
Review
Regular reviews cover results, open items and improvements for the next period.
- A named lead accountable for your engagement
- Written scope and documented procedures
- Scheduled reporting and review meetings
Platforms we work with
- Odoo
- Oracle
- NetSuite
- QuickBooks
- Xero
- Sage
- MYOB
- Power BI
- Zoho Books
- Zoho Analytics
Frequently asked questions
Odoo Dashboards & Analytics questions
Do we need Power BI as well as Odoo?
Not always. Many reporting needs can be met inside Odoo. We recommend Power BI only where it adds value, such as combining Odoo with other systems.
Can you work in the Odoo set-up we already have?
Yes. We usually start by reviewing your current configuration and data before adding analytic accounts or dashboards.
Will reports show each entity or property separately?
Yes, where the analytic structure is designed for it. That is often the main reason clients come to us.
How do you keep our data secure?
We work with named Odoo users and only the access needed, and remove it when the work is finished.
What happens after handover?
Your team can maintain the reports, or we can provide ongoing support on a monthly retainer.
How is the work billed?
Usually as a fixed-scope project, with optional monthly support afterwards. Fees are agreed in writing first.
Book a 30-minute call
A short, free discovery call to understand what you need and recommend the right starting point.