Finance Insights | 68 Advanced Reports & Dashboards Odoo Forgot
by Moaz Nabil https://github.com/moaaznaabilali
Odoo
FREE · LGPL-3 · ODOO 19 COMMUNITY + ENTERPRISE
The finance app Odoo
should have shipped.
Odoo gives you the ledger. Finance Insights gives you the 68 board-ready dashboards on top of it — CFO command centre, cash-flow forecast, aging, margins, cohorts, audit — live from your own invoices and payments. No IAP, no data leaving your server.
68
DASHBOARDS
6
SECTIONS
$0
FOREVER FREE
100%
ON-PREM
Live, not exported
Every screen queries your real ledger in real time — open it and it's current.
Community & Enterprise
Pure Odoo 19 + Accounting. No Enterprise lock-in, no external service.
Board-ready design
Clean cards, charts and tables you can screenshot straight into a deck.
SECTION
Executive Dashboards
The screens a CFO opens first — the whole company on one page. · 13 dashboards
01
CFO Command Center
YTD revenue, profit, cash and margin plus live risk alerts — the board-meeting opener.
02
Executive Finance Dashboard
Revenue vs expenses, cash trend, top customers and AR aging at a glance.
03
Sales Analytics
Revenue, invoice count, collection rate and the monthly trend for the whole book.
04
Expense Analytics
Where the money goes — expense mix, top categories and biggest vendors.
05
Daily Sales Snapshot
Today's invoicing against yesterday and the rolling week.
06
Three-Statement View
P&L, balance sheet and cash flow lined up side by side.
07
Multi-Year Comparison
This year measured against the previous years, month by month.
08
P&L Forecast
Projected profit from your current run-rate and open pipeline.
09
Analytic / Cost-Center P&L
Profitability sliced by cost centre and analytic account.
10
Tax & VAT Dashboard
Output vs input VAT, net due and filing readiness in one view.
11
Income vs Expense Breakdown
A clean donut of where revenue and spend actually concentrate.
12
Sales Growth (YoY)
Month-by-month growth against the same month last year.
13
Draft Invoice Backlog
Unposted invoices still sitting in draft — revenue you haven't billed yet.
SECTION
Cash & Liquidity
Know exactly what's in the bank today and what lands next week. · 13 dashboards
14
Cash Position 360
Every bank and cash account with live balances in one place.
15
Cash Flow Forecast
A 13-week inflow/outflow projection with best, expected and worst cases.
16
Receivables Forecast
When your open invoices are expected to turn into cash.
17
Vendor Payment Schedule
What you owe and exactly when, week by week.
18
Free Cash Flow
Operating cash after capex — the number investors ask for.
19
Burn Rate & Runway
Monthly burn and how many months of runway remain.
20
Liquidity Stress Test
What happens to cash if collections slip by weeks.
21
Cash Conversion Efficiency
How fast sales turn into cash in the bank.
22
Payment Method Mix
Cash vs card vs transfer across all your receipts.
23
Bank Reconciliation Status
Which statements are reconciled and which are lagging.
24
Currency Exposure
Balances by currency and your open FX risk.
25
Cash In vs Cash Out
Money in against money out, month over month.
26
Billing vs Collection
Invoiced vs actually collected, every month.
SECTION
Customers & Receivables
Who really pays, who's about to churn, and who owes you now. · 17 dashboards
27
Customer Profitability
Revenue, margin and net per customer — who actually pays off.
28
Customer Lifetime Value
Projected lifetime value ranked across your whole base.
29
Customer Cohort Analysis
Retention by acquisition cohort tracked over time.
30
Customer Concentration
How much revenue rides on your top few accounts.
31
Customer Churn Risk
Accounts going quiet before they slip away.
32
Customer Risk Score
Credit and payment risk scored for every customer.
33
AR & AP Aging
Receivable and payable aging buckets on one screen.
34
Aged Receivable
The classic 0–30–60–90+ breakdown with a printable report.
35
Late Invoice Tracker
Every overdue invoice, days late and account owner.
36
Invoice Cycle Time
Days from issuing an invoice to getting paid.
37
Days-to-Pay Analytics
How long each customer really takes to pay.
38
Refund Rate Tracker
Credit notes as a share of your sales.
39
Recurring Revenue Tracker
Recurring vs one-off revenue, MRR-style.
40
Top Discount Recipients
Who gets the deepest discounts — and what it costs you.
41
Cross-Sell Opportunity Matrix
Products your customers don't buy from you yet.
42
Customer Acquisition Velocity
New customers won per month.
43
Average Order Value Trend
Whether your average invoice is climbing or sliding.
SECTION
Vendors & Spend
Control the buy side and de-risk your supply chain. · 3 dashboards
44
Vendor Spend Analysis
Total spend by vendor and category.
45
Vendor Concentration
Supply-chain risk from leaning on too few vendors.
46
Vendor Reliability Score
On-time delivery and billing accuracy per vendor.
SECTION
Performance & Margin
Margins, pricing power and where profit is really made. · 14 dashboards
47
Product Profitability
Margin by product — your winners and your losers.
48
Margin by Salesperson
Who sells profitably, not just who sells the most.
49
Gross Margin Stability
How steady margins stay month to month.
50
Pricing Power Index
Whether you can raise prices without losing volume.
51
Budget vs Actual
A heatmap of over- and under-spend against budget.
52
Working Capital Cycle
DSO, DPO, DIO and the full cash-conversion cycle.
53
Financial Ratios
Liquidity, leverage and profitability ratios in one board.
54
Revenue by Product Category
The category mix behind your top line.
55
Gross Margin Trend
Your margin trajectory across the year.
56
Invoice Size Distribution
Small vs large invoices across the whole book.
57
Sales by Country
The geographic split of your revenue.
58
Sales by Customer Category
Revenue broken down by customer segment.
59
Revenue Seasonality
Which months carry the year.
60
Sales by Salesperson
A league table for the whole sales team.
SECTION
Audit & Controls
Catch errors, fraud and anomalies before your auditor does. · 8 dashboards
61
Journal Audit Trail
Every posting with who, when and what changed.
62
Top Account Movements
The biggest debit and credit movements this period.
63
Negative Balance Alerts
Accounts that shouldn't be negative but are.
64
Anomalous Transactions
Statistical outliers worth a second look.
65
Credit Notes Audit
Every credit note with its reason and approval trail.
66
Account Movement Velocity
Accounts posting far more often than usual.
67
Tax Reconciliation Audit
Tax booked vs tax expected, line by line.
68
Year-End Checklist
The close checklist ticked off, item by item.
INSTALL IT FREE
Give your ledger a brain.
Install on Odoo 19 Community or Enterprise. It reads your existing accounting — nothing to configure, nothing to migrate, no per-user fee.
FREE · LGPL-3 · ODOO 19
Moaz Nabil · moaaznaabilali@gmail.com
Compatibility: Odoo 19.0 (Community & Enterprise) with the Accounting app installed. License: LGPL-3 (free & open source). All dashboards read your existing account.move data — no external service, no in-app purchase, no data leaves your server. Screenshots use demo data.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 12091 |
| Technical Name |
mn_finance_insights |
| License | LGPL-3 |
| Website | https://github.com/moaaznaabilali |
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