Executive Accounting Dashboard
Cash, invoices, bills, aging, VAT, journals, controls and forecasts
A responsive accounting control center built on standard Odoo Accounting. Review financial performance through persistent date and company filters, executive KPIs, trend analysis, accounting controls and detailed cash-movement drill-downs.
Executive KPIs
Monitor invoices, receivables, bills, payables, cash inflow and cash outflow.
Cash Intelligence
Analyze registered cash movements with detailed transaction drill-down and formatted exports.
Accounting Analysis
Review aging, VAT, journals, analytic performance and profitability from one interface.
Responsive OWL UI
A modern, responsive and fast accounting workspace developed with Odoo OWL.
One Dashboard for Accounting Control
Consolidate critical accounting information into one management view without navigating through multiple reports and menus.
Review posted customer invoices and associated transaction counts.
Identify unpaid customer balances and outstanding invoices requiring collection.
Track posted supplier bills and their total financial value.
Monitor outstanding supplier obligations and pending bill payments.
Analyze registered receipts and supported cash-in vouchers for the selected period.
Review registered payments and supported cash-out vouchers.
Compare total cash inflow and outflow to understand net liquidity movement.
Visualize invoices, bills, cash in and cash out across accounting periods.
Review revenue, expenses, assets, liabilities, equity and net profit or loss.
Move Beyond Basic Accounting Totals
Analyze the operational and financial information that supports monthly reporting, liquidity management and accounting control.
Use the dashboard to identify overdue balances, journal activity, VAT exposure, analytic profitability, control exceptions and projected cash requirements.
Persistent Filters and Detailed Drill-Down
Control the reporting period and active company while retaining your selected dashboard context during analysis.
Date Range
Apply custom from and to dates.
Company Filter
Analyze supported companies independently.
Record Drill-Down
Investigate supporting accounting records.
Dynamic Refresh
Refresh dashboard information instantly.
Formatted XLSX Cash Exports
Export detailed cash movement information into structured and professionally formatted XLSX reports for further analysis, reconciliation and management reporting.
From Dashboard Summary to Transaction Detail
Review executive totals in Odoo and export the supporting cash transaction details when deeper financial analysis is required.
The export output is designed for readability and practical use by accountants, finance managers, auditors and management teams.
Accounting Controls and Cash Forecasting
Strengthen period-end review and identify financial risks before they become operational problems.
Key Features
Open-Source Notice
The embedded XLSX reporting engine is derived from the OCA reporting-engine project and remains available under the AGPL-3 license.
Bring Financial Performance Into Focus
Give accountants, finance managers and executives a faster way to understand cash movement, outstanding obligations, accounting performance and financial risk directly inside Odoo.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 5302 |
| Technical Name |
pr_account_dashboard |
| License | AGPL-3 |
| Website | https://www.mudassir.it.com |
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