KPI Balanced Scorecard v.16
The tool to set up KPI targets and control their fulfillment by periods. KPI dashboard. Dashboard designer. KPI charts
The app introduces a KPI dashboard to manage company and personal targets. The tool helps to organize work as a set of periodical goals and to control those goals in any business or functional area.
Real-time control and historical trends
KPIs values are calculated for a specific period according to chosen date fields (e.g. quotations by 'order date')
Plan KPI periods of any duration: annual, quarterly, monthly, weekly, 10-days-long, etc. KPI periods might intersect and might be different for various business areas
By default, KPI targets of a current period are shown for an instant overview
Navigate between various KPI categories and future/past KPI periods in a few clicks from the same Odoo dashboard
Copy or substitute KPI targets from other periods to simplify goals setting
Close KPI periods as it is done for fiscal and accounting purposes. It not only holds the past values but also allows also speed calculations up
Control KPI historical values by periods. The graph and history table is available for each target line
KPI admins access the special KPI trends interface to analyze KPI targets by custom period types. Build bar and line charts. Filter by KPI categories or KPIs. Show only target or actual values
The app automatically calculates period types to compare in the report. Just define historical tolerance: e.g 2-days tolerance - for quarterly periods (90-92 days), 3-days - for months (28-31 days), etc.
Export scorecards as an Excel table if you need
KPI periods and KPI targets are set up for each company individually (multi companies environment).
Drag-and-drop formulas for KPIs
KPI construction is as simple as it is to write down a mathematical expression: just drag and drop the parts in the right order with the correct operators
Odoo would automatically retrieve data from a database according to a defined parts order for a specified period
Formulas might be as complex as you require. Merely make sure the operators (subtraction, addition, multiplication, division, exponentiation, brackets, any float number) comply with basic Math rules.
For each KPI configure a prefix and a suffix to make results nice looking
Define rounding rules from 0 to 4 decimal points (1 > 1.2 > 1.23 > 1.235 > 1.2346)
KPI variables indicate the rules of how to get data. For example, 'total number of sales orders' or 'number of quotations of sales team Europe'
Other KPIs - the parts used for derivative calculation. For example, 'Opportunity to sales success ratio' based on KPIs 'Sales count' and 'Opportunities count'
KPI constants - the parts which are frozen globally or for a specific time frame. Needed for figures which can't be retrieved from modules and/or which should remain the same during a period
'Period Days' is an interval length in days. 'Days Passed' is the length between the period start and today (if today is before the period end; otherwise period end). Those parameters let calculate per-time KPIs, such as, for example, 'Average sales per week'.
Shared KPIs and self-control
Full rights for scorecards, all KPIs, targets, and settings belong to users with the right 'KPI Management - KPI manager'. The group 'KPI Management - KPI Users' is allowed to observe the KPI interface and manage shared KPI settings
Categories of KPIs and/or individual KPI targets might be shared for specific users or user groups
It is possible to both grant read-only or editor rights
Read-only access for a target lets users only observe shared KPIs
The section 'Edit rights' on category or KPI forms will also allow us to set and change targets. The latter might be useful in case you ask your manager to manage goals within a department, for example
The security settings are additive - not restrictive. KPI managers will have full rights for all KPIs disregarding the settings, while KPI users will have rights only to KPIs which settings (or category settings) allow them so
The tool supports multi companies: so, make sure the user company correlates with a KPI dashboard company.
KPI settings to process Odoo data
Configuration and Installation Tips for KPI Balanced Scorecard Odoo v.16
Frequently Asked Questions about KPI Balanced Scorecard Odoo v.16
Basic Measurements are not used to create a formula by themselves. Even if you don't want to add any more filters to the Basic Measurement, you should still create a Variable linked to it. Then, this Variable will appear in the list of available ones for creating a formula.
Measurement (Variable) - is a specification of a basic measurement. The key idea is to simplify data preparation. You define 'Total Sales' once, and then unlimitedly use it for 'Sales Europe', 'Sales John Brown', 'Website Sales', etc by adding extra filters.
According to the current Odoo Apps Store policies:
- every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
- starting from the version 13.0, every version of the module should be purchased separately.
- disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.
Take into account that faOtools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.
The easiest approach is to use the Odoo store built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Login to your account and click 'Create a new repo' or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.
These steps would install the app for your project production branch. If you wanted to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.
Unzip source code of purchased tools in one of your Odoo add-ons directory
Re-start the Odoo server
Turn on the developer mode (technical settings)
Update the apps' list (the apps' menu)
Find the app and push the button 'Install'
Follow the guidelines on the app's page if those exist.
Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.
A red/orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.
So, first of all, please check deployed database features. Does everything work correctly?
If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).
Regretfully, we do not have a technical possibility to provide individual prices.
No, third party apps can not be used on Odoo Online.
Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.
The price for our modules is set up in euros. The Odoo store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
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