US GAAP KPI + Board-Pack
Assemble a US-GAAP board pack (P&L, BS, cash flow, KPIs, commentary) to PDF on a cadence
Assemble a US-GAAP board pack (P&L, BS, cash flow, KPIs, commentary) to PDF on a cadence
Key Features
One-click assembly of the three core statements from
One-click assembly of the three core statements from posted journal items, with current-period, prior-period and variance columns.
US-GAAP presentation
Revenue -> COGS -> Gross Profit -> Operating Income (EBIT) -> Net Income, a classified Balance Sheet, and an indirect-method Cash-Flow statement reconciled to the movement in cash.
KPI scorecard covering margins (gross, operating, net, EBITD
KPI scorecard covering margins (gross, operating, net, EBITDA), liquidity (current & quick ratio, working capital), leverage (debt-to-equity) and activity (DSO, DPO, DIO, ROA, ROE) with traffic-light status vs targets.
Configurable KPI target catalogue with per-company targets,
Configurable KPI target catalogue with per-company targets, tolerance bands and a higher-is-better / lower-is-better direction.
Auto-drafted narrative commentary (executive summary, statem
Auto-drafted narrative commentary (executive summary, statement and balance sheet notes) generated deterministically from the variances, fully editable before distribution.
Board-ready PDF report with cover title, statements, KPIs
Board-ready PDF report with cover title, statements, KPIs and commentary.
Scheduled cadence generator that rolls the last pack
Scheduled cadence generator that rolls the last pack forward one period and re-assembles it automatically (monthly / quarterly / annual).
Guided wizard that snaps any date to the
Guided wizard that snaps any date to the full month, quarter or year and derives the comparative prior period for you.
Distribution workflow (draft -> generated -> final ->
Distribution workflow (draft -> generated -> final -> distributed) that emails the PDF to the board recipients and logs it in the chatter.
Use Cases
Screenshots
Why Choose This Module
Stop hand-building the monthly board pack in spreadsheets and slide decks. This app assembles a complete, US-formatted board reporting package straight from your posted general ledger - Income Statement, Balance Sheet, Cash-Flow statement, a KPI scorecard and narrative commentary - and renders it to a board-ready PDF on a monthly, quarterly or annual cadence.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-05
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1407 |
| Technical Name |
us_gaap_kpi_board_pack_generator |
| License | OPL-1 |
| Website | https://pokutsoft.com |
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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