| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 864 |
| Technical Name |
gb_board_pack_management_report_generator |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
| Versions | 18.0 19.0 |
Board-Pack / Management-R
Assemble monthly board packs (P&L, KPIs, commentary) and render to PDF
Replace hand-built board packs. Define a reusable board-pack template once, then generate a monthly pack that pulls the P&L from live accounting data, computes a configurable set of KPIs, lets directors add commentary section by section, and renders the whole thing to a clean PDF ready to circulate.
Key Features
Reusable Templates
Board-pack templates with ordered sections: financials, KPI grids, free-text commentary and custom tables.
Live P&L Pull
Income, expense and net result computed from posted account.move.line entries for the selected date range, with prior-period and budget comparison.
KPI Engine
Each KPI is an expression over named financial accumulators (revenue, gross_profit, opex, ebitda, headcount…) with target, actual, variance and RAG status auto-computed.
Inline Commentary
Directors capture section-by-section commentary directly in the pack, alongside the numbers it explains.
Pack Lifecycle
One pack per period with a draft → in review → published → archived lifecycle, with periods generated from company fiscal data.
One-Page PDF
A QWeb PDF report assembles every section into a polished board document, and a wizard spins up next month's pack from a template in one click.
Screenshots
Board Packs
Generate Board Pack
Templates
Why Choose This Module
There is nothing native that assembles a board pack in Odoo. Everything is computed from your real accounting data with comparisons and RAG-status KPIs — eliminating the monthly copy-paste from spreadsheets into a deck.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-02
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 864 |
| Technical Name |
gb_board_pack_management_report_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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