$ 258.06
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 11141 |
| Technical Name |
aos_financial_dashboard |
| License | OPL-1 |
| Website | http://www.alphasoft.co.id |
| Versions | 12.0 15.0 16.0 17.0 18.0 19.0 |
Financial Dashboard
One-screen overview of your business health.
18 KPI tiles · 4 charts · 12-month trend lines.
Xero-style dashboard, built natively for Odoo 19.
Jump to: Why dashboard · 3 tabs · Mockup · Screenshots · KPI formulas · vs Xero/QB · Who needs this · FAQ · Pricing
Tabs —
P&L · Balance Sheet · Cash Flow
KPI tiles —
6 per tab, business-ready
Charts —
combo bar+line · stacked bars
Trend window —
rolling, auto-refresh
Why a dashboard, not just a report?
A financial report tells you what happened. A dashboard tells you how the business is doing right now — at a glance, without scrolling, without applying filters, without printing PDFs.
This module gives you the same one-page overview that Xero subscribers get on their home screen, and that Coupler.io customers rebuild manually from spreadsheets. Native Odoo. Zero external tools. One install.
Save 30 min/week
No more building monthly KPI decks from Excel exports.
Spot trends in seconds
Margin compression, cash burn, debt growth — visible immediately.
One source of truth
Numbers come from your Odoo journals, not a separate copy.
Three tabs — six KPIs each
Switch tabs in one click. Same date range, same filters apply across all three.
Profit & Loss
- 💵 Total Revenue
- 📈 Total Gross Profit
- ⚙️ Operating Profit
- 🏁 Net Profit
- 📊 Gross Margin %
- 🎯 Operating Margin %
Chart: Revenue bars + Expense bars + Operating Margin line (dual axis).
Balance Sheet
- 🏦 Total Assets
- 💳 Total Liabilities
- 🏛️ Total Equity
- ⚖️ Assets to Equity ratio
- 📉 Debt to Assets ratio
- 📊 Debt to Equity ratio
Charts: 2 stacked bars side-by-side — Assets composition & Liab+Equity composition.
Cash Flow
- 💰 Cash in Bank
- 📊 Cash Ratio
- 🔥 Burn Rate (avg 6 mos)
- ⚡ Quick Ratio
- ⏳ Cash Runaway (months)
- 📈 Current Ratio
Chart: Closing Cash bars + Cash Ratio line (dual axis).
See the dashboard at a glance
Live preview — same KPI cards and chart structure you get after install.
Mockup of the live dashboard. Same layout, same chart in your Odoo instance.
See it in your Odoo
Screenshots from a live deployment. Same colors, same layout, same numbers in your environment.
Profit & Loss tab · Total Revenue / Gross Profit / Operating Profit / Net Profit / Gross Margin / Operating Margin + 12-month combo chart (Revenue + Expense bars, Operating Margin line)
Balance Sheet tab · Assets / Liabilities / Equity + Assets-to-Equity / Debt-to-Assets / Debt-to-Equity ratios, plus 2 stacked bars (Assets composition · Liab+Equity composition over 12 months)
Cash Flow tab · Cash in Bank / Cash Ratio / Burn Rate (avg 6 mos) / Quick Ratio / Cash Runaway / Current Ratio + Closing Cash bars + Cash Ratio line over 12 months
Built right for Odoo
1-2 SQL queries per tab
Optimized aggregation — no 12 separate
balance-at calls. Window-function approach
delivers 12-month KPIs in milliseconds.
Live, no scheduling
Numbers pull straight from account.move.line at
request time. No nightly job, no stale cache. Post a journal
entry — refresh, see updated KPIs.
Multi-company aware
Aggregates across the active env.companies scope,
same defensive validation as the underlying
aos_financial_reports wizards.
Chart.js native
Same charting engine as the rest of Odoo's frontend. Combo bar+line for P&L/CF, stacked bars for BS. Locale-aware tooltips and number formatting.
Responsive grid
KPI cards reflow from 6×1 (desktop) to 3×2 (tablet) to 2×3 (mobile). Charts auto-resize. No horizontal scroll on phones.
Built on data you already have
Reuses the aos_financial_reports wizards via
get_dashboard_for_owl(filters). Same totals,
same reconciliation logic. No drift, no double-source.
KPI formulas — no black box
Every number on the dashboard is computed transparently from your journal entries. Here's exactly what each KPI means.
Profit & Loss tab
| Total Revenue | SUM(income accounts) credit-positive |
| Gross Profit | Revenue − Cost of Sales (expense_direct_cost) |
| Operating Profit | Gross Profit − OpEx (expense + depreciation) |
| Gross Margin % | Gross Profit ÷ Revenue × 100 |
| Operating Margin % | Operating Profit ÷ Revenue × 100 |
Balance Sheet tab
| Total Assets | SUM(asset_*) closing balance at date_to |
| Total Liabilities | −SUM(liability_*) closing balance |
| Assets to Equity | Total Assets ÷ Total Equity |
| Debt to Assets | Total Liabilities ÷ Total Assets |
| Debt to Equity | Total Liabilities ÷ Total Equity |
Cash Flow tab
| Cash in Bank | Closing balance of asset_cash accounts at date_to |
| Cash Ratio | Cash ÷ Current Liabilities — can you pay off short-term debt with cash on hand? |
| Burn Rate | Average monthly cash decrease over last 6 months (negative deltas only) |
| Quick Ratio | (Cash + Receivables) ÷ Current Liabilities — acid test |
| Cash Runaway | Cash ÷ Burn Rate — months until cash runs out at current burn pace |
| Current Ratio | Current Assets ÷ Current Liabilities — short-term solvency |
How it compares
| Feature | Odoo + this module | Xero / QuickBooks | Coupler.io + Sheets |
|---|---|---|---|
| Native to your accounting system | ✓ | ✓ | ✗ (external) |
| No external data pipeline | ✓ | ✓ | ✗ (sync needed) |
| Multi-company aggregation | ✓ | limited | manual joins |
| Customizable line definitions | ✓ via aos_financial_reports | ✗ | ✓ in Sheets |
| Source code access | ✓ full source (OPL-1) | SaaS only | SaaS only |
| Pricing | USD 79 one-time | $30+/mo/user | $49+/mo |
Requires the data layer
This module depends on
aos_financial_reports
for its data layer — KPI computations re-use the same
wizards (PL, BS, CF) that power the standalone reports.
Install aos_financial_reports first (auto-resolved at install time). One license each, sold separately; bundle pricing on request.
Who needs this?
Anyone who answers “how's the business doing?” on a regular cadence — without diving into the GL.
CEOs / Owners
Open Odoo, glance at the dashboard, know if revenue's on track and cash is healthy. Same view every Monday morning.
CFOs / Accountants
Stop exporting to Excel for board decks. Six business-ready KPIs per tab, computed transparently. Drill to the detail in aos_financial_reports if needed.
Investors / Board members
A bookmark to Odoo's dashboard URL, read-only access, and they see the same numbers management sees. No more monthly PDF status reports.
Frequently asked questions
Do I have to install aos_financial_reports first?
Yes — this module depends on it for data computation (KPI tiles re-use the PL / BS / CF wizards). Odoo resolves dependencies automatically; install this and the other one auto-installs. Buy both for the bundle price.
Are the numbers live, or cached?
Live. Every dashboard load runs 1-2 SQL queries against
account.move.line. No nightly job, no stale
cache. Post a journal entry, refresh, see the change.
Will this slow Odoo down?
Queries use indexed columns
(aml.company_id, aml.date,
aa.account_type) and aggregate per-month via
DATE_TRUNC. Tested on DBs with millions of
move lines: sub-second per tab.
Can I add custom KPIs?
Source code is included (OPL-1). The KPI computation in
_compute_dashboard() is straightforward Python
+ SQL — add a new tile to the returned list, render it
in the OWL template. We can quote custom KPI work if needed.
Multi-company?
Yes — aggregates across the active
env.companies scope, same defensive validation
as aos_financial_reports. Mixed-currency
warning when applicable.
What if my chart of accounts is non-standard?
KPIs reference Odoo's account_type field, not
code prefixes. If your CoA uses any of the standard types
(asset_cash, asset_receivable, liability_current, income,
expense, etc.), the dashboard works. Edit
_compute_dashboard() if you have custom types.
Installation — 2 minutes
- Ensure aos_financial_reports is installed.
- Purchase & download this module from the Apps Store.
- Extract into your Odoo addons path.
- Open Apps → Update Apps List.
- Search Financial Dashboard → click Install.
- Navigate to Accounting → Reporting → Financial Dashboard.
Dependencies: aos_financial_reports (which itself depends only on
account + analytic). No other custom modules.
Pricing — buy this, or get the bundle
Reports only
USD 179
aos_financial_reports
- ✓ 8 reports (PL / BS / CF / EQ / TB / GL / AR / AP)
- ✓ Period split · Multi-company
- ✓ PDF / HTML / XLSX / CSV exports
- ✓ Source code (OPL-1)
Reports + Dashboard
USD 249
bundle saves USD 9 · single invoice
- ✓ All 8 reports + Dashboard
- ✓ 18 KPI tiles · 4 charts
- ✓ Live data · 1-2 SQL queries / tab
- ✓ Source code (OPL-1)
Dashboard only
USD 79
requires Reports as dependency
- ✓ 3 dashboard tabs (P&L / BS / CF)
- ✓ 18 KPI tiles, business-ready
- ✓ 4 Chart.js visualizations
- ✓ Source code (OPL-1)
Email info@alphasoft.co.id for a bundle invoice — we'd rather see you fully covered than pinching pennies on either side.
Need help?
We respond within 1 business day to support requests.
- Email: info@alphasoft.co.id
- Website: www.alphasoft.co.id
Custom KPIs?
The KPI computation is straightforward Python in
_compute_dashboard(). Add a tile, render it
in OWL, push the change. We quote custom KPI work if
you'd rather hand it off — email us a description.
About Alphasoft
Alphasoft is an Indonesian Odoo development house focused on accounting, ISP / telco operations, and Indonesian-tax compliance modules. We build, deploy, and support production Odoo systems for mid-market businesses — same systems we test our public modules on.
This dashboard module was extracted from a CFO-facing overview we built for one of our own multi-branch ISP clients. The KPI selections, formulas, and chart layouts you see here are the ones that actually drive business conversations — not generic placeholders.
Custom dashboards, additional KPIs, integration with Indonesian Coretax / e-Faktur, multi-jurisdiction templates — we quote those too. Email info@alphasoft.co.id or visit alphasoft.co.id.
Want a live demo?
Email us with your company name + a tab you want to see (P&L / BS / CF) — we send a read-only login to a sandbox Odoo instance with this dashboard running on realistic demo data.
No credit card. No drip campaign. Just the screen you'd see after install.
License: OPL-1 (Odoo Proprietary License v1.0) | Author: Alphasoft | Version: 19.0.1.2.0 | Odoo: 19.0 Community / Enterprise
Trademarks & logos: Odoo® is a trademark of Odoo S.A. Xero is a trademark of Xero Limited. Alphasoft is not affiliated with or endorsed by Odoo S.A. or Xero Limited.
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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