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  1. APPS
  2. Reporting
  3. ProjectCFO — Project Profitability Dashboard v 18.0
  4. Sales Conditions FAQ

ProjectCFO — Project Profitability Dashboard

by Haytham Afify https://github.com/haythamafify
Odoo

$ 60.00

v 18.0 Third Party
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)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
Lines of code 2391
Technical Name project_cfo
LicenseOPL-1
Websitehttps://github.com/haythamafify
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
Lines of code 2391
Technical Name project_cfo
LicenseOPL-1
Websitehttps://github.com/haythamafify
  • Description
  • License
⭐ Odoo 18 · Community & Enterprise

ProjectCFO

Know if your project is profitable — before it's too late.

Revenue, costs, margin, and budget status — live inside every project. No separate reports. No exports. No surprises.

📊 See the Dashboard Why ProjectCFO?

Everything in One Screen

Revenue · Costs · Margin · Budget Status — all inside the project tab. No separate reports. No exports.

ProjectCFO Main Dashboard — complete financial overview inside Odoo 18 project
💰
Revenue KPIs
SO Value · Invoiced · Delivered · Remaining to Invoice
🧾
Cost KPIs
PO Value · Bills Total · Bills Paid · Bills Due
📈
Margin & Profit
Expected Margin · Realized Margin · Margin % with color indicators
🎯
Budget Status
Planned vs Consumed vs Remaining — Over Budget alert in red

One Tab. Complete Financial Visibility.

The financial visibility that Odoo reserves for Enterprise users — now available on Community too.

14
KPI Cards
11
Drill-Down Views
2
Security Roles
✓
Multi-Company
✅ Odoo 18.0 ✅ Community Edition ✅ Enterprise Edition 💡 Brings Enterprise reporting to Community ✅ Multi-Company ✅ Multi-Currency 🚀 OWL 3 Frontend ⚡ Fast SQL

Key Features

Everything a CFO, project manager, or accountant needs to answer "how is this project doing?" — without leaving the project form.

💰

Revenue KPIs

Sales Order Value, Invoiced Revenue, Delivered Value, and Remaining to Invoice — all calculated from live confirmed SOs and posted invoices.

🧾

Cost KPIs

PO Value, Bills Total, Bills Paid, and Bills Due — sourced directly from confirmed Purchase Orders and posted Vendor Bills with analytic distribution.

📈

Profitability Analysis

Expected Margin (SO − PO), Realized Margin (Invoiced − Total Cost), and Margin % — with color-coded health indicators that change at a glance.

🎯

Budget Monitor

Planned vs. Consumed vs. Remaining per budget line. Over Budget badge with red alert. Budget Consumption donut chart. Period-aware date filtering.

🔍

Drill-Down Navigation

Click any KPI card to open the exact filtered list — Sales Orders, Purchase Orders, Vendor Bills, Invoices, Budget Lines, or Tasks for that project only.

📊

Revenue vs Cost Chart

12-month revenue vs cost chart. See at a glance which months ran over budget and which were profitable.

✅

Task Completion KPIs

Total Tasks, Tasks Done, and Completion % — click to open the full task list. Keeps delivery progress in the same screen as the financials.

🌍

Multi-Currency

Currency selector sits right in the dashboard header. Pick any currency and all KPIs convert using Odoo's historical rates — no manual calculation needed.

🏢

Multi-Company Isolation

Each project shows data from its own company only. Users with multi-company access won't see data leaking across companies.

🔐

Security Roles

CFO Manager: Full access — create/edit budgets, view all data. CFO User: Read-only dashboard — perfect for executives and analysts.

⚡

Handles Scale

Batch SQL with GIN indexes on the analytic_distribution JSONB field — designed for databases with large numbers of projects and analytic lines.

🔄

Always Fresh Data

KPIs update automatically when Sales Orders, Purchase Orders, bills, or invoices change. A manual Refresh button is always available for on-demand recalculation.


Why ProjectCFO?

See how ProjectCFO compares to what you already have in Odoo.

Feature ProjectCFO Odoo Native (Community) Odoo Native (Enterprise)
Financial KPIs inside project tab✔✘~ Partial
Revenue + Cost + Margin in one view✔✘✔
Drill-down to SOs, Invoices, POs, Bills✔ 11 views✘✔
Budget planned vs consumed per line✔✘✔
Over-Budget alert on dashboard✔ Red badge✘~
Multi-currency on dashboard✔✘✔
Multi-company data isolation✔✔✔
CFO read-only security role✔✘✘
Works on Community Edition✔—✘ Enterprise only
One-time purchase — no per-user subscription✔—✘ Subscription required

Screenshots

From a live Odoo 18 Community instance — two companies running simultaneously.

Drill-Down: Sales Order Value
Sales Order ValueClick the KPI → filtered SO list for this project only
Drill-Down: Invoiced Revenue
Invoiced RevenuePosted customer invoices linked to the project
Drill-Down: Vendor Bills
Vendor BillsPosted vendor bills attributed to this project
Drill-Down: PO Value
Purchase Order ValueConfirmed POs via analytic distribution
Drill-Down: Delivered Value
Delivered ValueSale Orders filtered by delivered qty × price
Drill-Down: Project Tasks
Project TasksAll tasks filtered to this project — click Total Tasks card
Multi-Company — Second Company Project
Second Company DashboardEach company sees only its own data. Budget Consumption donut reflects correct ratios.
Multi-Currency EUR View
Multi-Currency — EUR ViewSwitch currency with one click — all KPIs recalculate using Odoo's historical exchange rates.
Analytic Accounts Multi-Company
Analytic Accounts — Multi-CompanyAA-RENO-2026 (My Company) and AA-RENO-SECOND (Second Company) — debit/credit/balance per project.
Budget Lines Drill-Down
Budget Lines Drill-DownPlanned, Actual, Variance & % Consumed per line
Budget Lines — Live Computed Values
Budget Lines — Live ValuesActual values sourced from vendor bills only — no COGS contamination. Always fresh, no stale cache.
CFO User Role and Permissions
Security Role: CFO UserRead-only dashboard access with multi-company restrictions. ProjectCFO field visible in user access rights.

Technical Specifications

Tested on Community and Enterprise, single and multi-company, with realistic data volumes.

Odoo Version
18.0 Community & Enterprise
Frontend
OWL 3 (Odoo Web Library)
Database
PostgreSQL with GIN indexes
Cost Source
Vendor Bills (in_invoice, posted)
Cost Accuracy
Vendor bills only — excludes COGS & timesheet entries
Security
Record-level + company isolation
Performance
GIN-indexed SQL for fast analytic lookups
License
OPL-1 (Odoo Proprietary)

ProjectCFO by Haytham Afify

Questions about the module? Need a customization? Feel free to reach out.

📧 haythamgamal6@gmail.com 💼 LinkedIn 🐙 GitHub

License: OPL-1 · Odoo 18.0

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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