KPI Balanced Scorecard v.15
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.
Set KPI targets by periods
The scorecard is not just a dashboard, but it is the tool to set and control measurable and time-constrained targets. Both company and individual
Use any Odoo data to calculate KPIs
The app introduces a clear system to get any Odoo storable details: a count of records, a sum or an average of numeric fields, pure Python code
Drag and Drop interface for KPI formulas
Construct advanced formulas to calculate derivative KPIs. The complexity of each scorecard is totally up to you!
Managerial and self-control
Share KPI targets with interested users to organize a transparent dashboard of goals: from global to very specific ones
Structured hierarchically and by categories
Consider only those KPIs which are of interest: for example, only sales-related or of a definite user. Hierarchy allows highlighting targets with indicative padding for an instant overview of sub-KPIs
KPIs are auto and regularly updated
Actual values are re-calculated by the special Odoo cron job. It is always possible to understand which KPIs require more attention in real time at a first glance
Real-time control and historical trends
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KPIs values are calculated for a specific period according to chosen date fields (e.g. quotations by 'order date')
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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
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By default, KPI targets of a current period are shown for an instant overview
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Navigate between various KPI categories and future/past KPI periods in a few clicks from the same Odoo dashboard
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Copy or substitute KPI targets from other periods to simplify goals setting
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Close KPI periods as it is done for fiscal and accounting purposes. It not only holds the past values but it allows also speeding calculations up
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Control KPI historical values by periods. The graph and history table is available for each target line
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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
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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.
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Export scorecards as an Excel table if you need
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KPI periods and KPI targets are set up for each company individually (multi companies environment)
Drag-and-drop formulas for KPIs
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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 correct operators
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Odoo would automatically retrieve data from a database according to a defined parts' order for a specified period
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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.
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For each KPI configure prefix and suffix to make results nice looking
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Define rounding rules from 0 to 4 decimal points (1 > 1.2 > 1.23 > 1.235 > 1.2346).
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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'
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Other KPIs - the parts used for derivative calculation. For example, 'Opportunity to sales success ratio' based on KPIs 'Sales count' and 'Opportunities count'
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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
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'Period Days' is an interval length in days. 'Days Passed' is a 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
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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
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Categories of KPIs and/or individual KPI targets might be shared for specific users or user groups
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It is possible to both grant read-only or editor rights
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Read-only access for a target lets users only observe shared KPIs
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The section 'Edit rights' on category or KPI forms would also allow to set and change targets. The latter might be useful in case you ask your manager to manage goals within a department, for example
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The security settings are additive - not restrictive. KPI managers would have full rights for all KPIs disregarding the settings, while KPI users would have rights only to KPIs which settings (or category settings) allow them so
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The tool supports multi companies: so, make sure the user company correlates with a KPI dashboard company.
KPI settings to process Odoo data
Any storable data
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Preparing the basis for KPIs' calculation is not a simple task. The good news is that such a job should be done only once, while results are used forever
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KPI Settings assume 3 levels of precision: (1) basic measurements - (2) KPI variables and constants - (3) KPI drag and drop formulas
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Basic measurement is the core object used for retrieving actual KPI values from the Odoo database, while KPI variables specify those. For example, 'total number of sales orders' should be a basic measurement, while narrower 'number of quotations of the sales team Europe' is recommended to be a precision of that basic measurement
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Each basic measurement might have an unlimited number of linked KPI variables. KPI formulas might combine any number of variables, constants, and other KPIs with mathematical operators.
Python code measurements
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'Python code' is a special type of basic measurement. This type requires technical knowledge but lets you compute any sort of figures based on any Odoo data without restrictions
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Such measurement might be any Python basic script with the possibility of SQL queries (through using 'env.cr')
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In calculations you may rely upon the special variables: 'period_start' (the first date of the period), 'period_end' (the last date of the period), 'period_company_id' - res.company object for which Odoo makes calculations at the moment (according to a KPI period under consideration)
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Correct Python code assumes saving the value into the special variable 'result'.
Basic measurements
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Basic measurements are not used for formulas, but they define how Odoo data should be calculated: count of records, sum, average, and pure Python code. Basic measurements assume a number of settings
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Model - an Odoo document type with which data set you to work ('Sales Order', 'Task', etc.). Here you can rely on standard or custom objects (including those created in the Odoo studio), Odoo reports
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Date fields - define whether a document relates to a KPI period. For example, for tasks, you might use 'create date'. It is possible to apply a few date fields (e.g. 'Opportunities opened and won in January 2021') or no date fields at all for global calculations
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Filters - allow restrict set of records. Used for low-level filtering and then specified in KPI variables
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Measure field - is required for calculation types 'Average' and 'Sum'. It defines which figure you use for calculations. For example, 'total amount' of Sales Analysis Report or 'work hours of tasks'
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Company field - would be used to restrict calculation for a KPI period target company. Take into account that records without company stated would be used for all companies' KPI calculations.
KPI variables and constants
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The key idea to distinguish KPI variables from basic measurements is to simplify data preparation. You define 'total sales' once, and then unlimitedly use it for 'sales Europe', 'sales John Brown', 'website sales', etc.
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Specify basic measurements through the Odoo built-in domain constructor, which lets filter by any storable attributes. For instance, filter sale orders by state (only 'done'), the salesperson ('John Brown or Mike Green'), sales team, etc.
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KPI constants are the special type of KPI variables used when data can not be retrieved from modules and/or when figures remain the same during the whole period. For example, 'total investments' or 'number of employees' are often frozen for a specific period
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In a multi-company environment, KPI variables are applied globally or for each company. In the former case, that variable is available for any company KPI formulas, while in the latter - only for a specific one
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Basic measurements of the type 'Execute Python code' can't be any more specified, since they do not relate to any records. Such measurements should have a single KPI variable linked.
Konfigurations- og installationstips til KPI Balanced Scorecard Odoo v.15
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
Ofte stillede spørgsmål om KPI Balanced Scorecard Odoo v.15
Jeg har oprettet en Basic Measurement, men finder den ikke i formelvejlederen.
Basic Measurements bruges ikke alene i en formel. Også uden flere filtre opretter du en tilknyttet Variable; sa vises den i vejlederens liste.
Hvilke data kan bruges til KPI? Har modulet egne data?
Appen introducerer naesten ingen egne data (bortset fra KPI-konstanter netop til manglende vaerdier) eller integrationer. Den beregner og bygger graenseflader pa eksisterende Odoo-data. Eksempel: antal salgsordrer i en periode fra appen Salg.
Modulet er universelt og laeser ethvert Odoo-modul, inkl. kontosaldi. Eksempel: manedlig overskud ud fra fakturaer (postering).
Data uden for Odoo kan bruges, hvis de er forbundet via et Odoo-modul. Eksempel: Google Analytics-data i Odoos PostgreSQL til KPI.
Hvad er forskellen mellem Basic Measurements og Measurements (Variables)?
Measurement (Variable) praeciserer en grundmaling. Du definerer 'Total Sales' en gang og genbruger det ubegrænset til 'Sales Europe', 'Sales John Brown', 'Website Sales' osv. med ekstra filtre.
Hvad er opdateringspolitikken for jeres vaerktojer?
Ifolge de gaeldende regler for Odoo Apps Store:
- Hvert modul kobt til version 12.0 eller tidligere giver adgang til alle versioner op til 12.0.
- Fra version 13.0 skal hver modulversion kobes separat.
- Uanset version giver kobet ret til alle opdateringer og fejlrettelser inden for en hovedversion.
faOtools-teamet styrer ikke disse regler. Ved sporgsmaal, kontakt Odoo Apps Store-representanterne direkte.
Hvordan installerer jeg jeres app pa Odoo.sh?
Den mest direkte tilgang er Odoo-butikkens indbyggede arbejdsgang:
1. Abn modulets side, og klik pa Deploy on odoo.sh
2. Du bliver omdirigeret til GitHub. Log ind, og klik pa Create a new repo, eller brug et eksisterende. Repot skal vaere privat. Apps under OPL-1 ma ikke offentliggores. Opret om nodvendigt et nyt repo til Odoo.sh-projektet
3. Ga derefter til odoo.sh, klik pa Deploy, bekraeft, og klik pa Continue. Installationen starter.
Disse trin installerer appen pa production-grenen. Til andre grene eller opdatering:
1. Download kildekoden fra Odoo-butikken
2. Commit modulet til GitHub-repot. Ingen app-mapper/filer ma sta i .gitignore. Repoer oprettet af odoo.sh kan ignorere vigtige stier (f.eks. /lib). Upload alle modulmapper og -filer
3. Deploy malgrenen i odoo.sh-projektet, eller vent pa det automatiske build, hvis indstillingerne angiver det.
Hvordan installerer jeg jeres app pa min egen server?
2. Genstart Odoo-serveren;
3. Sla udviklertilstand til (tekniske indstillinger);
4. Opdater applisten (Apps-menuen);
5. Find appen, og klik pa Activate/Install;
6. Folg retningslinjerne pa appsiden, hvis de findes.
Jeres app har ekstra tilfojelser. Kan jeg kobe dem senere?
Ja. Odoo laegger automatisk alle afhaengigheder i indkobskurven: udelad allerede kobte vaerktojer, sa du ikke betaler to gange.
Jeg deployede jeres app pa Odoo.sh og ser advarsel/fejl i testene
En rod/orange advarsel pavirker ikke appens funktioner. Nogle gange bestar vores moduler ikke de standard automatiske tests, fordi de forventer en adfaerd, der er i konflikt med appens mal. Vi aendrer f.eks. prisberegningen, mens Odoo-testene sammenligner slutprisen med standardalgoritmen.
Tjek forst funktionerne i den deployede database. Virker alt?
Hvis du stadig mener, at advarslen pavirker reelle funktioner, kontakt os, og send de fulde installationslogfiler og den fulde liste over deployede moduler (kerne og tredjepart).
Kan jeg kobe jeres app direkte hos jer?
Nej, vi distribuerer kun vaerktojerne via den officielle Odoo-appbutik.
Jeg vil gerne have rabat
Desvaerre har vi ikke tekniske midler til individuelle priser.
Kan jeg installere appen pa min Odoo Online (SaaS)-database?
Nej, tredjepartsapps kan ikke bruges pa Odoo Online. Odoo SaaS blokerer den mulighed.
Jeres vaerktoj afhaenger af andre apps. Skal jeg kobe dem?
Ja, vaerktojet kraver alle moduler markeret som afhaengigheder. Prisen pa appsiden inkluderer allerede disse afhaengigheder.
Hvad koster modulet i amerikanske dollar? Hvorfor aendrede den sig?
Prisen pa vores moduler er sat i euro. Odoo-butikken omregner til andre valutaer efter den interne valutakurs. Derfor kan prisen i amerikanske dollar aendre sig, nar kursen opdateres.
App- og webstedstekster på andre sprog end engelsk er AI-assisterede og afstemt med officielle Odoo-oversættelser. Hvis du opdager en fejl, send en sag om oversættelseskorrekthed så retter vi det.
Fejl Rapportering
Hvis du støder på fejl eller inkonsistent adfærd, så kontakt os. Vi garanterer rettelser inden 60 dage efter køb og forbedrer værktøjerne også bagefter.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
Medtag så mange detaljer som muligt: skærmbilleder, Odoo-serverlogs og en fuld beskrivelse af, hvordan problemet genskabes. Det tager som regel nogle hverdage at lave en arbejdsplan (hvis fejlen bekræftes) eller retningslinjer (ellers).
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Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
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