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  1. APPS
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  3. Finance Insights | 57 Advanced Reports & Dashboards Odoo Forgot v 18.0
  4. Sales Conditions FAQ

Finance Insights | 57 Advanced Reports & Dashboards Odoo Forgot

by Moaz Nabil https://github.com/moaaznaabilali
Odoo
v 18.0 Third Party 32
Download for v 18.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 10752
Technical Name mn_finance_insights
LicenseLGPL-3
Websitehttps://github.com/moaaznaabilali
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 10752
Technical Name mn_finance_insights
LicenseLGPL-3
Websitehttps://github.com/moaaznaabilali
Versions 17.0 18.0 19.0
Finance Insights — 57 finance reports Odoo Enterprise doesn’t ship
FREE · LGPL-3 · ODOO 19 COMMUNITY + ENTERPRISE

The finance app Odoo
should have built itself.

57 advanced reports and dashboards reading account.move.line directly — Burn Rate, Customer Risk Score, Working Capital Cycle, Liquidity Stress Test & more.

57
SCREENS
6
MENU GROUPS
$0
PRICE FOREVER
10s
TO INSTALL
HOW IT WORKS

Install. Open. Decide.

1

Install in 10 seconds

Drop the module, click Install. No setup wizard, no API key, no IAP credit. It reads account.move.line directly — live the moment your books are posted.

2

Open Finance Insights

Six new menus appear: Dashboards, Cash, Customers, Vendors, Performance, Audit. Each screen has filters, drill-down, Excel + PDF export.

3

Decide, don’t just report

Burn Rate tells you months of cash. Customer Risk Score flags defaulters. Margin Erosion catches silent profit leaks. Every KPI drills to the underlying journal entries.

WHAT ODOO ENTERPRISE WON’T GIVE YOU

Enterprise ships a P&L.
It does not ship a Burn Rate.

We built the 57 reports a finance team actually needs: forward-looking cash projections, customer-risk scoring, profitability net of returns and AR cost, margin-erosion alerts, year-end close diagnostics. Open-source, free forever.

Chapter 01 — Dashboards

Eleven screens that answer the question every morning before coffee: where do we stand?

SCREEN 01 · THE MORNING READ

CFO Command Center

CFO Command Center
SCREEN 02

Executive Finance Dashboard

Executive Dashboard
SCREEN 03

P&L Forecast — 3-Month Projection

P&L Forecast
SCREEN 04

Three-Statement Linked View

Three-Statement View
SCREEN 05

Sales Analytics

Sales Analytics
Chapter 02 — Cash

Forward-looking views Odoo Enterprise simply does not ship. Where will the cash be in 13 weeks?

SCREEN 06 · THE STARTUP-KILLER REPORT

Burn Rate & Runway

Burn Rate
SCREEN 07

Cash Position 360

Cash Position 360
SCREEN 08

Cash Flow Forecast — 3 Scenarios

Cash Flow Forecast
SCREEN 09

Liquidity Stress Test

Liquidity Stress
SCREEN 10

Free Cash Flow Waterfall

Free Cash Flow
Chapter 03 — Customers

Sixteen analytics. Who actually makes you money. Who is about to default.

SCREEN 11 · THE 0–100 INDEX

Customer Risk Score

Customer Risk Score
SCREEN 12 · NET OF AR CARRYING COST

Customer Profitability

Customer Profitability
SCREEN 13

Customer Lifetime Value

Customer LTV
SCREEN 14

Cross-Sell Opportunity Matrix

Cross-Sell Matrix
SCREEN 15

Cohort Analysis

Cohort Analysis
SCREEN 16 · BILINGUAL PDF STATEMENT

Aged Receivable + Statement PDF

Aged Receivable
Chapter 04 — Vendors

Three measures of who you depend on, and how reliable they are.

SCREEN 17

Vendor Spend Analysis

Vendor Spend
SCREEN 18 · PARETO 80/20

Vendor Concentration

Vendor Concentration
Chapter 05 — Performance

Margin and ratio analysis — the difference between revenue that matters and revenue that simply moves.

SCREEN 19 · WITH MARGIN-EROSION ALERTS

Product Profitability Trend

Product Profitability
SCREEN 20

Financial Ratios & Sparklines

Financial Ratios
SCREEN 21

Working Capital Cycle (CCC)

Working Capital Cycle
Chapter 06 — Audit

Anomaly detection, closing diagnostics — the late-night sanity checks before the auditor arrives.

SCREEN 22 · Z-SCORE OUTLIER DETECTION

Anomalous Transactions

Anomalous Transactions
SCREEN 23 · SIX PRE-CLOSE DIAGNOSTICS

Year-End Closing Checklist

Year-End Checklist
SCREEN 24

Journal Audit Trail

Journal Audit
SCREEN 25

Top Account Movements

Top Account Movements
EVERY SCREEN, BY CHAPTER

All 57 screens.

Color-coded by menu group.

01 · DASHBOARDS  11 SCREENS
CFO Command Center
Executive Dashboard
Sales Analytics
Expense Analytics
Daily Sales Snapshot
Three-Statement View
Multi-Year Comparison
P&L Forecast
Analytic Cost-Center P&L
Tax & VAT Dashboard
Income vs Expense Breakdown
02 · CASH  11 SCREENS
Cash Position 360
Cash Flow Forecast
Receivables Forecast
Vendor Payment Schedule
Free Cash Flow
Burn Rate & Runway
Liquidity Stress Test
Cash Conversion Efficiency
Payment Method Mix
Bank Reconciliation Status
Currency Exposure
03 · CUSTOMERS  16 SCREENS
Customer Profitability
Customer Lifetime Value
Cohort Analysis
Customer Concentration
Customer Churn Risk
Customer Risk Score
AR & AP Aging
Aged Receivable
Late Invoice Tracker
Invoice Cycle Time
Days to Pay
Refund Rate
Recurring Revenue
Top Discount Recipients
Cross-Sell Matrix
Acquisition Velocity
Average Order Value
04 · VENDORS  3 SCREENS
Vendor Spend Analysis
Vendor Concentration
Vendor Reliability Score
05 · PERFORMANCE  8 SCREENS
Product Profitability Trend
Margin by Salesperson
Gross Margin Stability
Pricing Power Index
Budget vs Actual Heatmap
Working Capital Cycle
Financial Ratios
06 · AUDIT  8 SCREENS
Journal Audit Trail
Top Account Movements
Negative Balance Alerts
Anomalous Transactions
Credit Notes Audit
Account Movement Velocity
Tax Reconciliation
Year-End Closing Checklist

Install it.
Free forever.

Drop the module into your addons path. Click Install. Open the Finance Insights menu. The numbers are already there.

Download from Odoo Apps →
FINANCE INSIGHTS · v19.0.6.0.0

Built by Moaz Nabil · Odoo 18 · LGPL-3

moaaznaabilali@gmail.com  ·  github.com/moaaznaabilali

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