In Short
KPI Balanced Scorecard is an Odoo Extra Tools app. The tool to set up KPI targets and control their fulfillment by periods. KPI dashboards. Dashboard designer. KPI charts.
KPI Balanced Scorecard turns Odoo data into a period-based KPI dashboard for company, team, and personal goals. Set measurable targets, calculate actual values automatically from Odoo records or formulas, follow trends over time, and share the right scorecards with the right users in a multi-company environment.
Perfect for
Executives and business owners
Track strategic goals through measurable KPI targets, current-period dashboards, and historical trends instead of scattered manual reports.
Sales and revenue teams
Measure quotations, orders, success ratios, averages, and sales targets by period, salesperson, sales team, company, or any filtered Odoo data.
Project and service managers
Build operational scorecards for tasks, tickets, workloads, deadlines, and service targets using standard or custom Odoo objects.
Multi-company groups
Configure KPI periods, targets, variables, and calculations per company while keeping shared logic available where it belongs.
Department leads
Delegate target editing, share read-only KPI visibility, and let each manager maintain the goals they own without exposing every scorecard.
Advanced Odoo administrators
Design reusable measurements, variables, constants, formulas, and Python calculations to transform existing Odoo data into reliable KPIs.
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Why teams choose it
Key benefits before you dive into the details
Set KPI targets by periods
Turn strategy into measurable, time-bound goals for a company, a team, or an individual user. Each KPI target is controlled in the exact period where performance matters.
Use Odoo data for KPIs
Calculate scorecard values from storable Odoo data: record counts, sums, averages, filtered measurements, constants, and advanced Python-based calculations.
Build formulas visually
Create derivative KPIs with a drag-and-drop formula builder. Combine variables, constants, other KPIs, operators, brackets, and numeric values into business-ready formulas.
Support managerial and self-control
Share KPI targets with the right users and groups so everyone can monitor the goals that matter to them, from global company objectives to personal targets.
Structure scorecards clearly
Organize KPIs by hierarchy, categories, and tags. Focus on sales, projects, departments, users, or any other area while keeping sub-KPIs easy to scan.
Keep KPIs automatically updated
Actual values are recalculated by a dedicated Odoo cron job, helping managers spot targets that need attention without rebuilding reports manually.
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Real-time control and historical trends
Period-based target control
- Calculate actual KPI values for a specific period using the selected date field, such as sales by order date or tasks by creation date.
- Plan annual, quarterly, monthly, weekly, 10-day, or custom KPI periods for different business areas, even when periods intersect.
- Show current-period KPI targets by default, so managers instantly see what needs attention today.
- Navigate between KPI categories and past or future periods from the same Odoo dashboard.
- Copy or substitute KPI targets from another period to speed up goal setting for recurring scorecards.
- Close KPI periods to preserve historical values and make repeated calculations faster.
History, trends, and exports
- Review KPI historical values by period with a graph and history table available on every target line.
- Use the KPI Trends interface to build bar and line charts, filter by KPI categories or KPIs, and compare target and actual values.
- Let the app group comparable period types automatically with tolerance rules, such as monthly periods of 28-31 days.
- Export scorecards to Excel when KPI data should be shared, archived, or analyzed outside Odoo.
- Configure KPI periods and target values separately for each company in a multi-company environment.
- Spot performance gaps faster with regularly recalculated actual values and a dashboard built around exceptions.
Drag-and-drop formulas for KPIs
Visual KPI formula builder
- Build KPI formulas like mathematical expressions by dragging parts into the right order and choosing the right operators.
- Let Odoo retrieve the configured data automatically for the target period and calculate the final value.
- Support simple or advanced formulas with addition, subtraction, multiplication, division, exponentiation, brackets, and float numbers.
- Add prefixes and suffixes so KPI values look clear in the scorecard, such as amounts, percentages, or custom labels.
- Define rounding from whole numbers to 4 decimal points to keep dashboards readable and consistent.
Reusable formula parts
- Use KPI variables to describe how values are retrieved, for example total sales orders or quotations for a specific sales team.
- Include other KPIs in derivative calculations, such as a sales success ratio based on sales count and opportunity count.
- Add KPI constants for values that cannot be fetched from Odoo records or must stay fixed for a time frame.
- Rely on Period Days and Days Passed to calculate per-time KPIs, such as average sales per week.
- Reuse prepared parts across formulas so the same data logic powers many scorecard indicators.
Shared KPIs and self-control
Share KPI visibility with the right people
- KPI managers have full access to scorecards, KPIs, targets, and settings through the KPI Management manager role.
- KPI users can observe the KPI interface and work with the shared KPI settings allowed for them.
- Share entire KPI categories or individual KPI targets with selected users or user groups.
- Give read-only access when a user should monitor targets without changing the scorecard setup.
Delegate KPI target editing safely
- Grant editor rights on categories or KPI records so department managers can maintain the goals they own.
- Use additive security: KPI managers still keep full rights, while KPI users receive only the category or KPI permissions granted to them.
- Combine user-level and group-level sharing to support company-wide dashboards and personal self-control.
- Work in multi-company environments by aligning each user's company with the relevant KPI dashboard company.
KPI settings to process Odoo data
Any storable Odoo data
- Prepare KPI calculation logic once and reuse it across scorecards and periods.
- Structure calculations in 3 layers: basic measurements, KPI variables or constants, and drag-and-drop formulas.
- Use basic measurements to retrieve raw actual values from the Odoo database.
- Combine unlimited variables, constants, and KPIs with mathematical operators in final KPI formulas.
Python code measurements
- Use the Python code measurement type for advanced figures that cannot be modeled with standard counts, sums, or averages.
- Run Python scripts, including SQL queries through env.cr, when technical KPI logic requires unrestricted access to Odoo data.
- Refer to period_start, period_end, and period_company_id in calculations to keep values period-aware and company-aware.
- Save the computed value into the result variable so the KPI engine can use it as an actual value.
Basic measurements
- Calculate counts of records, sums, averages, or Python-based values as the foundation for KPI actuals.
- Select the Odoo model to measure, including standard records, custom objects, Studio-created objects, and Odoo reports.
- Configure one or several date fields, or no date field, depending on how documents should relate to a KPI period.
- Restrict data with Odoo domains and choose a measure field for sum or average calculations.
- Use a company field to calculate KPI values separately for each company when records are company-specific.
KPI variables and constants
- Define a broad measurement, such as total sales, once and then create precise variables for teams, users, channels, or statuses.
- Use the Odoo domain constructor to filter by any storable attribute, such as state, salesperson, sales team, or custom fields.
- Add KPI constants for figures that stay fixed during a period, for example investments or employee counts.
- Apply KPI variables globally or per company, depending on where the formula should be available.
- Keep Python-code measurements linked to a single KPI variable when they do not relate to normal record filters.
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Configuration and Installation Tips for KPI Balanced Scorecard Odoo v.19
Scheduled jobs
To change the frequency of KPI targets' recalculation:
- Turn on the debug mode
- Go to the menu KPI > Configuration > Settings
- Find the button 'Configure cron job'
- Feel free to update the settings 'Execute Every' and 'Next Execution Date'. However, please do not make it too frequent (e.g. once in 5 minutes). Since the job is resource demanding, it require at least a few minutes to be fully and correctly finished.
Change frequency of KPIs re-calculatinon
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: 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 feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly 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.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
19.0.1.1.10
- The UI responsiveness of the Kanban has been refactored and optimized.
- The navigation panels got support for resizing and collapsing.
19.0.1.1.9
- Only currently visible KPIs are exported from the KPI interface.
19.0.1.1.8
- The app is published to version 19.
18.0.1.1.8
- The issue with the untranslated warnings has been fixed.
18.0.1.1.7
- The kanban views are adapted to the new Odoo 18 XML principles.
- The archived ribbon for inactive records is added to form views of KPIs, variables, basic measurements, constants, categories, and tags.
18.0.1.1.6
- The app is published to version 18.
17.0.1.1.6
- The multi-company access for tags is fixed.
- The issue with the missing first bar column is fixed.
17.0.1.1.5
- Loading of the KPI charts is optimized to reuse the same canvas.
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