Project Profitability & Margin Tracking for Odoo
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 19.90
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1952 |
| Technical Name |
project_profitability |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1952 |
| Technical Name |
project_profitability |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
Project Profitability & Margin Tracking for Odoo
In today's competitive environment, revenue alone does not guarantee success. Sustainable growth depends on accurate profitability tracking, cost control, and data-driven decision-making. Project Profitability & Margin Tracking for Odoo equips your business with the tools to monitor, analyze, and optimize profitability across the entire lifecycle - from initial lead qualification to final project execution.
This module transforms your Odoo system into a profit-focused management platform, enabling you to make informed decisions that directly impact your bottom line.
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OR
Features
Screenshots
Support
FAQs - CRM Profitability Analysis
- End-to-End Project Profitability Tracking
- Real-Time Cost vs Revenue Monitoring
- Calculate/View Lead Profitability
- Margin Control & Optimization
- Customer-grouped Lead & Sales Order details table
- Top 5 and Bottom 5 performers
- Over-budget project/opportunity section
- Excel export for dashboard details
- Interactive Profitability Dashboard with KPI cards
1. CRM Lead.
Calculate profitability directly from the Opportunity form with one click.
2. Profitability Calculate.
Instant profitability calculation popup showing snapshot values for quick review.
3. View Profitability.
Open complete profitability history from the Opportunity using "View Profitability".
4. Quick Add Products.
Detailed Lead Profitability record with revenue, cost, budget, margin, and progress metrics.
5. Dashboard.
Goto project -> reporting -> profitability
Interactive Project Profitability Dashboard with KPIs, customer-wise
analysis, top/bottom performers, and budget insights
6. Dashboard Report.
Export Lead and Sales Order profitability data to Excel for reporting, audit, and management analysis.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
This module allows you to track and analyze profitability from CRM leads to project completion. It helps you monitor costs, revenue, and margins in one unified system.
The module integrates seamlessly with:
- CRM
- Project
It ensures a smooth data flow between sales and project
execution.
Total Cost is just the sum of all money spent for that
opportunity/project.
It adds 4 spend types:
⢠Team work cost (timesheets)
⢠Employee expense claims
⢠Vendor/supplier costs (bills or purchase)
⢠Any other project-related cost
So in simple words:
Total Cost = Timesheet Cost + Expense Cost + Vendor Bill Cost + Other Cost.
Why you may see 0:
⢠No costs were posted yet, or
⢠Costs were posted but not linked to that project/opportunity.
Yes. The module includes an interactive dashboard that displays key profitability KPIs such as margins, cost performance, revenue trends, top performers, bottom performers, and over-budget list.
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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