v 16.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Accounting (account_accountant)
Discuss (mail)
Lines of code 2448
Technical Name warlock_financial_dashboard
LicenseOPL-1
Websitehttp://warlocktechnologies.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Accounting (account_accountant)
Discuss (mail)
Lines of code 2448
Technical Name warlock_financial_dashboard
LicenseOPL-1
Websitehttp://warlocktechnologies.com
warlock-logo

Financial Dashboard

Community
Enterprise

Overview

The Financial Dashboard is a powerful Odoo module designed to provide comprehensive financial analytics and insights to businesses. This module empowers users to gain a deeper understanding of their financial data through visually appealing dashboards and advanced data analysis tools. With a focus on flexibility and ease of use, the Financial Dashboard offers a wide range of features that can help businesses make informed financial decisions and optimize their financial performance.

Features

Dynamic Dashboard

Expense Analysis

Revenue Insights

Accounting Reports

User-Friendly Interface

Real-Time Updates

Adjusted Mobile Graph

Configuration

  • Dashboard View

  • Welcome to the Financial Dashboard, your gateway to a world of financial data at your fingertips. Explore our diverse range of graphs, each offering a unique perspective on your financial landscape.

  • Chart Variant

  • You can view data in six different types of graphs: Bar Chart, Doughnut Chart, Pie Chart, Radar Chart, Line Chart, and Polar Area Chart. Simply click on the corresponding icons to switch between these chart types.

  • KPI Card

  • These are KPI (Key Performance Indicator) cards that provide you with a fundamental overview of your accounting data. By selecting a period, you can observe period-specific data and changes in both the card view and the graph. Simply click on the card to access the list view of the selected card.

  • Report Sidebar

  • By simply clicking on different reports in the sidebar, you can view specific graph reports.

  • Report Filter

  • Within the red box, you will find various filters. When you apply these filters, you will instantly receive real-time data. These filters are specific to each report, ensuring that you can customize the data according to your needs.

  • Compare Your Data

  • If the report includes comparison data, you can easily view data for different periods by simply entering the desired period. This feature allows you to compare financial insights between different time frames, making it convenient to track changes and trends in your data over time. Whether you need to assess monthly, quarterly, or annual performance, the period selection option has you covered.

  • Custom Date Report

  1. Click on the 'Calendar' Icon.

  2. And then click on the 'Custom' option.

  3. Enter the 'Start Date' and 'End Date' values to specify the date range for your custom report.

  4. The system will generate a report based on the selected date range, providing you with tailored financial insights..

  • Group Your Expense And Revenue Report

  • Explore Revenue and Expense reports with the added dimension of group-wise data and Dive deeper into your revenues and expenses, allowing for more informed decisions.Here in Revenue and Expense Section's Table when You click on row you can See it's group wise data.

sales@warlocktechnologies.com
Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
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agreement from the authors of the Software (see the COPYRIGHT file).

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