PowerBI Connection & Dashboard for Sales

by
Odoo
v 17.0 Third Party 279
Download for v 17.0 Deploy on Odoo.sh Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Technical Name odoo-sales-dashboard-powerbi
LicenseLGPL-3
Websitehttps://techfinna.com/
Versions 16.0 15.0 14.0 12.0 17.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Technical Name odoo-sales-dashboard-powerbi
LicenseLGPL-3
Websitehttps://techfinna.com/
Versions 16.0 15.0 14.0 12.0 17.0 13.0

Odoo to PowerBI Desktop Connector

Hard Way: You are free to edit code as per your need

Smart Way: Odoo to Power BI Desktop Connector (with following features)

  • Direct Connection to Power BI Desktop
  • Flexible multiple tables fetching
  • Get data using SQL query
  • Schedule & Manual data refresh
  • Report publishing and more

Get connector at info@techfinna.com for custom reports building

Chat on WhatsApp +91 62309 27667

Power BI Sales Dashboard for Odoo

Direct Connection. No Connector Required to use this Dashboard.

Maximize your Odoo sales data with our dynamic Power BI Sales Dashboard. Experience real-time insights with a suite of interactive visualizations and KPIs designed to supercharge your business decisions. This plug-and-play dashboard is tailored for immediate impact, offering a comprehensive view of your sales landscape at a glance.

powerbi dashboard

Odoo Tables Used -

Account_account

Account_move

Account_move_line

KPIs:

powerbi dashboard

Revenue - revenue is a key performance indicator (KPI) used by sales departments to track the total amount of revenue generated from sales over a given period. It's also referred to as total revenue and is a good measure of business health.

OPEX- Opex (operational expenditure) is the money a company or organization spends on an ongoing, day-to-day basis to run its business. These expenses can be one-time or recurring.

Gross Profit - Gross profit is the profit a business makes after subtracting all the costs that are related to manufacturing and selling its products or services.

Quantity- This KPI shows how much quantity of a product is sold from your inventory.

Asset- Asset shows the product you purchase as an asset will be added to the corresponding asset model in Odoo.

Slicers:

powerbi dashboard
powerbi dashboard

Sale partners- The sales partners slicer allows you to track your Sales Representative's individual performance and the number of deals in their pipeline, forecasted revenue, and any other performance indicators your team uses.

Invoice Status - The Invoice Status field lets you know where your customer is in the invoice approval and payment process. The turnaround time for an invoice to move between statuses, such as from Sent to Approved, depends on your customer's internal processes.

Month and Year Slicer - This provides an interactive way to narrow down the data displayed in visualizations to a particular timeframe, making it easier to focus on specific periods of interest.

Top Profitable Products- This KPI shows your profit through a tree view according to the number of products sold from your inventory.

Top Products by Quantity- This KPI shows which product sold the most. This will clear you to which is the key product in your inventory.

Live Preview:

Test the capabilities and interactive features of our dashboard with a "Live Preview" – available at the top of the product page.

powerbi dashboard

Setup & How to use

1. Requirements:

Must have updated Power BI desktop version.

Must have Purchased sales dashboard from techfinna.

2. Set-up:

Now Open the Sales Dashboard PBIX file into your Power BI desktop.

Now, go to transform data- Edit parameters into the Home tap.

powerbi dashboard

Enter your Odoo account credential into these fields and tap load.

Tap apply changes and you will get your Odoo data into an attractive dashboard.

Customization Services:

We're All Ears for Your Customization Requests

Need bespoke Odoo reports with Power BI? Our experts are at your service. Craft tailored reports that resonate with your business requirements.

Contact us at info@techfinna.com for consultation.

Answers to Your Queries

Demystifying the Odoo Data Model, One Question at a Time

A: Absolutely! Click the "Live Preview" button to see the dashboard in action.

A: Our dashboard is designed for versatility, but we recommend customization to ensure it fits your unique setup perfectly.

A: Our team is here to help. We can develop custom reports suited to your needs.

A: The dashboard is user-friendly and fully customizable by your Power Bi Developer. If you need specialized changes, our team can assist you every step of the way.

A: The dashboard is fully functional with the free version of Power BI.

A: This is a premium feature. Please contact us at info@techfinna.com

A: We understand that each business is unique. Our dashboard is priced affordably, keeping in mind that some KPIs or functionalities may need adjustment. We encourage you to modify the dashboard or reach out to us for customization.

A: Yes, the dashboard can be easily published to the Power BI service, allowing your team to access it from anywhere.

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