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Balanced Scorecard

by
Odoo

$ 471.45

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 1
Technical Name hybrid_scorecard
LicenseOPL-1
Websitehttps://hybriderp.net
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Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 1
Technical Name hybrid_scorecard
LicenseOPL-1
Websitehttps://hybriderp.net

Hybrid Scorecard - KPI Management System

Complete, Flexible, and Powerful KPI Framework for Odoo

🌟 Overview

The Hybrid Scorecard module provides a fully integrated Key Performance Indicator (KPI) system, allowing organizations to efficiently design, monitor, and evaluate performance metrics. It combines strategic planning, target setting, measurement, and automated scorecard reporting inside Odoo. Equipped with a powerful formula builder, drag-and-drop capabilities, and automated scheduling, this app is suitable for HR, Finance, Sales, and any department aiming to measure KPIs.

💼 Core Features

  • ✔ KPI Categories: Define KPI groups for organized tracking and reporting.
  • ✔ KPI Variables: Create reusable variables for complex KPI calculations.
  • ✔ KPI Formulas: Build formulas with an interactive drag-and-drop formula builder (JS powered).
  • ✔ KPI Periods: Manage time periods for KPI assessments (Monthly, Quarterly, Yearly, or custom).
  • ✔ KPI Targets: Define targets per KPI, per period, with responsible users and weightage.
  • ✔ KPI Actuals: Record and maintain actual performance data to compare against targets.
  • ✔ KPI Measurements: Auto-calculated based on formulas combining variables, targets, and actuals.
  • ✔ Automated Scorecard: Periodically generated based on Odoo Scheduled Actions (Cron Jobs).
  • ✔ Dynamic KPI Dashboard: Get visual insights using charts, tables, and scoring summaries.
  • ✔ KPI Weighting & Scoring: Supports weighted KPI contribution to final performance scores.
  • ✔ Access Rights Control: Fully controlled by groups and access control lists for secure usage.
  • ✔ Menu Structure: Clean and well-structured menus grouped under 'Hybrid Scorecard'.

⚙ Automation Features

  • ✔ Automatic Period Closing: The system automatically locks closed periods to prevent further modifications.
  • ✔ KPI Calculation Scheduler: Automatically compute KPI actuals and measurements periodically via cron.
  • ✔ Smart Error Logging: Automatically logs computation errors to help troubleshoot formula issues.
  • ✔ Drag & Drop Formula Builder: Smooth UX for building KPI formulas visually without technical knowledge.

🎯 Reporting & Dashboard

  • ✔ KPI Dashboard: Visualize KPIs in a simple, interactive, and real-time dashboard.
  • ✔ Periodic Performance Reports: Analyze data per Period, Category, or Department.
  • ✔ Drill-Down Reports: View KPI breakdown by variables, formulas, and actuals.

🔐 Security & Access Rights

  • ✔ User Roles: Admin, Scorecard Manager, and KPI User groups preconfigured.
  • ✔ Fine-grained ACLs: Ensures sensitive performance data is only accessible to authorized users.

📦 Included Components

  • KPI Categories Management
  • KPI Variables
  • KPI Formula Builder (JS powered)
  • KPI Periods and Target Setup
  • KPI Actual Data Input
  • Measurements & Scoring Engine
  • Dynamic KPI Dashboard
  • Automated Cron Jobs
  • Role-Based Security

🌟 Why Choose Hybrid Scorecard?

  • ✅ Simple and intuitive setup
  • ✅ No-code formula creation with drag-and-drop
  • ✅ Automated periodic KPI evaluation
  • ✅ Full integration into Odoo backend
  • ✅ Secure and robust architecture
  • ✅ Fully compatible with Odoo 17 Community & Enterprise

💡 Note

This module works seamlessly with Odoo Community & Enterprise Edition (Version 17.0+). 

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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