Project Realtime Profitability
by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com$ 22.85
Project Realtime Profitability
Project Realtime Profitability module calculates the live Margin % on Projects based on either Revenue or Cost, giving you accurate control over how profitability is measured. It helps project managers and stakeholders instantly spot performing and underperforming projects through color-coded badges across the Kanban view and Profitability panel.
Highlighted Features
Revenue or Cost Based Margin
Choose whether the live Margin % in the Profitability panel is calculated against Revenue or against Cost, with a single click toggle.
Real-Time Kanban Profitability Badge
Every project card shows a live, color-coded Margin % badge — Negative, Low, Medium, or Good — updated automatically as costs and revenue change.
Zero Configuration, Instant Results
Works directly on top of Odoo's native Profitability panel with no extra setup, syncing seamlessly with existing Sales and Project data.
Detailed Features
How the Profitability Margin is Calculated
Margin (%) = (Revenue − Total Costs) / Revenue × 100, where Revenue is the sum of Invoiced and To Invoice amounts, and Total Costs is the sum of Billed and To Bill amounts. The Base is either Revenue or Cost, depending on the selected calculation mode. This keeps the margin figure accurate and consistent with Odoo's own Profitability panel data.
Option for Sale or Cost Base Margin
A dedicated "Calculate Margin on Revenue" boolean field is added to each Project, letting the user decide how the Margin % should be interpreted. When enabled, Margin % is calculated as a percentage of Sales/Revenue (Invoiced); when disabled, Odoo's standard behaviour is preserved and Margin % is calculated as a percentage of Cost. This gives finance and project teams the flexibility to view profitability the way that matches their reporting standard.
Kanban Filters & Grouping by Profitability
Projects in the Kanban view can be filtered and grouped by Profitability level — Negative, Low, Medium, or Good — giving an instant visual scan of which projects are underperforming or thriving. Since this level is a stored field, it works seamlessly with Odoo's native Filters and Group By options, so no extra configuration is needed. Users can save their own custom filters and combine Profitability grouping with other project criteria like Stage or Manager. This turns the Kanban board into a quick profitability dashboard, not just a task tracker.
Screenshots
Enable from Project Settings
Simply go to the project's Settings tab under Sales & Invoicing and check "Calculate Margin on Revenue" — the Margin % in the Profitability panel instantly switches from Cost-based to Revenue-based calculation.
See the Revenue-Based Margin Instantly
Once enabled, the Profitability panel recalculates automatically — here Margin ($6,000) is shown against Revenue ($16,000), giving +38% instead of the Cost-based +60%, so you always see the % that matches your chosen mode.
Define Your Own Profitability Levels
Instead of fixed Negative/Low/Medium/Good thresholds, go to Project ▸ Configuration ▸ Profitability Levels to create as many levels as you want, each with its own Margin % range and badge colour — the Kanban badge, filters, and group-by all update automatically to match whatever you configure.
Kanban with Profitability at a Glance
Every project card shows its live Margin % badge right on the Kanban view, so you can spot profitability instantly without opening a single project.
User Guide
FAQ
No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
In many cases, yes. We offer Demo videos, Screenshots, Live demo links (for selected apps) If you need a personalized demo, you can contact our support team.
Yes, the module is fully compatible with Odoo Community and Enterprise editions.
You will get 30 Days of free support on any doubts, queries, bug fixing, or any issue related to this addon.
We request you contact our team via contact@serpentcs.com to discuss the features and customization required so that we can provide you assistance with your request.
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Help And Support
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 334 |
| Technical Name |
project_realtime_profitability |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
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