Strategic Performance Management
Axes, objectives, KPIs, initiatives & executive dashboard — native Odoo 19 app.
Built for governments, NGOs, and organizations that run strategy inside Odoo.
Role groups with
approval workflow
Live dashboard
Chart.js + color bands
Arabic RTL + English
i18n ready
Flat license
unlimited users
One hierarchy — from vision to numbers
Model your strategic plan exactly as boards and donors expect: Plan → Axes → Objectives → KPIs → Periodic Results. Roll up performance automatically to objectives, axes, and overall score.
Strategy & organization
- Company profile — vision, mission, values on extended res.company
- Departments & staff (independent of HR, optional HR bridge later)
- Strategic plans with one active plan per company constraint
- Weighted axes and objectives; KPIs linked to multiple objectives (M2M)
- Arabic name field on indicators for bilingual reporting
Performance & governance
- Periodic targets (monthly / quarterly / annual) with evidence attachments
- Workflow: Draft → Awaiting Approval → Approved / Returned
- Only approved results feed the dashboard
- Configurable color thresholds (blue / green / yellow / red)
- Performance ceiling (e.g. 130%) on indicator achievement
- Audit log on target, result, and task completion changes
Executive dashboard — inside Odoo
Standard Odoo menus + OWL client action. No external SaaS login.
- Six KPI summary cards (axes, goals, indicators, initiatives, staff)
- Overall performance % with semantic color band
- Bar chart — performance by strategic axis
- Top initiatives with progress bars
- Full indicators table with axis / objective / KPI roll-up columns
- Scrollable layout, RTL-aware for Arabic users
screenshot_dashboard.png
Add screenshot per PLACEHOLDERS.md before publishing
Initiatives that drive KPIs
- Strategic & operational initiative types (configurable)
- Link initiatives to goals or KPIs
- Matrix: relationship degree & contribution % per indicator
- Tasks with planned / completed units → progress %
- Quarterly performance report wizard → PDF export
- Goals & indicators guide PDF for stakeholders
- Chatter on indicators & initiatives (mail integration)
- Search filters & group-by on all list views
Security roles
| Role | Access |
|---|---|
| Viewer | Read dashboard, plans, reports |
| Index Owner | Enter & submit KPI results |
| Reviewer | Review submitted results |
| Approver | Approve or return results |
| Organization Official | Full company SPM + configuration |
| Platform Owner | Multi-company administration |
Company record rules on all models. Uses Odoo 19 res.groups.privilege pattern.
Why €325?
Comparable SPM platforms charge per-seat SaaS fees. SPM for Odoo is a one-time €325 flat license per database — unlimited internal users, full source code (LGPL-3), runs on your infrastructure, integrates with your existing Odoo users, companies, and security policies.
Ideal replacement for spreadsheet-based strategy tracking or expensive custom development. Demo data included for instant evaluation.
Installation
- Install module Strategic Performance Management from Apps
- Assign SPM groups to users (Settings → Users)
- Open Configuration → Settings — set color thresholds
- Create & activate a strategic plan
- Enter axes, objectives, KPIs, approve a result → open Dashboard
Requires Odoo 19 · depends on base, mail, web only
Support & services
Alphasoft — admin@alphasoft.co.id
https://alphasoft.co.id
Implementation, custom reports, training, and MENA localization available on request.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 3861 |
| Technical Name |
aos_spm |
| License | LGPL-3 |
| Website | https://alphasoft.co.id |
Please log in to comment on this module