KPI Balanced Scorecard v.18
The tool to set up KPI targets and control their fulfillment by periods. KPI dashboards. 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 a 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, by categories, and by tags
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 also allows also speed 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 the 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 a prefix and a 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 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
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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 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
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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
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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 a company will be used for all companies' KPI calculations.
KPI variables and constants
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The key idea to distinguishing 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.
Petua konfigurasi dan pemasangan untuk KPI Balanced Scorecard Odoo v.18
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
Soalan lazim tentang KPI Balanced Scorecard Odoo v.18
Saya telah mencipta Basic Measurement, tetapi tidak menemuinya dalam wizard formula.
Basic Measurements tidak digunakan bersendirian untuk mencipta formula. Walaupun anda tidak mahu menambah lagi penapis pada Basic Measurement, anda masih perlu mencipta Variable yang dipautkan kepadanya. Kemudian Variable ini akan muncul dalam senarai yang tersedia untuk mencipta formula.
Data apa yang boleh digunakan untuk mencipta KPI. Adakah modul mempunyai data sendiri?
Aplikasi itu sendiri tidak memperkenalkan data sendiri (kecuali pemalar KPI yang bertujuan tepat untuk menggunakan data yang tiada) atau integrasi. Aplikasi mengira dan menyediakan antara muka berdasarkan data Odoo sedia ada. Contohnya, anda boleh mendapatkan bilangan pesanan jualan bagi tempoh tertentu daripada aplikasi Sales.
Modul bersifat sejagat dan boleh mendapatkan data daripada mana-mana modul Odoo, termasuk baki akaun. Contohnya, anda boleh kira jumlah keuntungan sebulan berdasarkan invois (entri jurnal).
Anda juga boleh mendapatkan data daripada sumber di luar Odoo dengan menyambungkannya kepada modul Odoo. Contohnya, jika anda mempunyai data Google Analytics dalam Odoo PostgreSQL, data itu boleh digunakan untuk menyediakan KPI.
Apakah perbezaan antara Basic Measurements dan Measurements (Variables)?
Measurement (Variable) — spesifikasi ukuran asas. Idea utamanya memudahkan penyediaan data. Anda tentukan 'Total Sales' sekali, kemudian gunakannya tanpa had untuk 'Sales Europe', 'Sales John Brown', 'Website Sales' dll. dengan menambah penapis tambahan.
Apakah dasar kemas kini alat anda?
Mengikut dasar Odoo Apps Store semasa:
- Setiap modul yang dibeli untuk versi 12.0 dan sebelumnya memberi akses ke semua versi sehingga 12.0.
- Bermula versi 13.0, setiap versi modul perlu dibeli berasingan.
- Tanpa mengira versi, pembelian memberi hak kepada semua kemas kini dan pembetulan pepijat dalam versi utama.
Sila ambil perhatian bahawa pasukan faOtools tidak mengawal dasar itu. Untuk soalan, hubungi terus wakil Odoo Apps Store.
Bagaimana memasang aplikasi anda di Odoo.sh?
Pendekatan paling terus ialah menggunakan aliran kerja terbina dalam kedai Odoo:
1. Buka halaman modul dan klik butang Deploy on odoo.sh
2. Selepas itu anda akan dihalakan ke halaman GitHub. Log masuk ke akaun, kemudian klik 'Create a new repo' atau guna yang sedia ada. Pastikan repositori bersifat peribadi. Tidak dibenarkan menerbitkan aplikasi di bawah lesen OPL-1. Jika perlu, cipta repo baharu untuk projek Odoo.sh
3. Kemudian pergi ke odoo.sh dan klik butang Deploy. Dalam tetingkap pop timbul, hantar keputusan dan klik 'Continue.' Tindakan ini akan mencetuskan pemasangan.
Langkah ini akan memasang aplikasi pada cabang pengeluaran projek. Jika anda mahu men-deploy aplikasi ke cabang lain atau mengemas kini modul, lakukan tindakan berikut:
1. Muat naik kod sumber aplikasi dari kedai Odoo
2. Commit modul ke repositori GitHub yang diperlukan. Pastikan tiada folder/fail aplikasi diabaikan (iaitu tidak termasuk dalam .gitignore repo). Repositori dicipta secara automatik oleh odoo.sh dan secara lalai mungkin termasuk item penting (cth., /lib). Muat naik semua direktori, subdirektori dan fail modul tanpa pengecualian
3. Deploy cabang sasaran projek odoo.sh atau, jika tetapan anda mengandaikan demikian, tunggu sehingga ia dibina secara automatik.
Bagaimana memasang aplikasi anda pada pelayan saya sendiri?
2. Mulakan semula pelayan Odoo;
3. Hidupkan mod pembangun (tetapan teknikal);
4. Kemas kini senarai aplikasi (menu aplikasi);
5. Cari aplikasi dan tekan 'Activate'/'Install';
6. Ikuti garis panduan pada halaman aplikasi jika ada.
Saya perasan aplikasi anda ada add-on tambahan. Boleh beli kemudian?
Ya, sudah tentu. Pada masa yang sama Odoo secara automatik menambah semua kebergantungan ke troli, jadi anda harus kecualikan alat yang sudah dibeli untuk elak bayaran berganda.
Saya menyebarkan aplikasi anda di Odoo.sh dan nampak amaran/ralat dalam ujian
Amaran merah/oren tidak mempengaruhi ciri aplikasi. Malangnya, modul kami kadang-kadang tidak lulus ujian automatik standard kerana ujian itu mengandaikan tingkah laku yang bercanggah dengan matlamat aplikasi. Contohnya kami mengubah pengiraan harga, manakala ujian modul Odoo standard membandingkan harga akhir dengan algoritma standard.
Pertama sekali, semak ciri pangkalan data yang dilancarkan. Adakah semuanya berfungsi dengan betul?
Jika anda masih menganggap amaran mempengaruhi ciri sebenar, hubungi kami dan hantar log pemasangan penuh serta senarai penuh modul yang dilancarkan (termasuk teras dan pihak ketiga).
Bolehkah saya membeli aplikasi terus daripada syarikat anda?
Tidak, kami hanya mengedarkan alat melalui kedai aplikasi Odoo rasmi.
Saya ingin mendapat diskaun
Malangnya, kami tidak mempunyai cara teknikal untuk memberikan harga individu.
Bolehkah saya memasang aplikasi pada pangkalan data Odoo Online (SaaS) saya?
Tidak, aplikasi pihak ketiga tidak boleh digunakan di Odoo Online. Malangnya Odoo SaaS menyekat kemungkinan itu.
Alat anda bergantung pada aplikasi lain. Patutkah saya membelinya?
Ya, alat memerlukan semua modul yang ditanda dalam kebergantungan untuk berfungsi dengan betul. Harga pada halaman aplikasi sudah merangkumi semua kebergantungan yang diperlukan.
Berapakah harga modul dalam dolar AS? Mengapa ia berubah?
Harga modul kami ditetapkan dalam euro. Kedai Odoo menukar harga ke mata wang lain mengikut kadar pertukaran dalamannya. Jadi harga dalam dolar AS mungkin berubah apabila kadar dikemas kini.
Teks aplikasi dan laman web dalam bahasa selain Inggeris dibantu AI dan diselaraskan dengan terjemahan rasmi Odoo. Jika anda nampak kesilapan, hantar tiket ketepatan terjemahan dan kami akan membetulkannya.
Pangkalan data demonstrasi Odoo (pratonton langsung)
Untuk aplikasi ini, kami mungkin sediakan pangkalan data demo peribadi percuma.
Anda tidak memerlukan nombor telefon atau kad kredit untuk menghubungi kami. Hanya pendaftaran e-mel ringkas yang tidak mengambil lebih daripada 30 saat.
Atas permintaan anda, kami sediakan pangkalan data pratonton langsung individu, di mana anda boleh menguji dan semak andaian selama kira-kira dua minggu.
Pelaporan pepijat
Jika anda menemui pepijat atau tingkah laku tidak konsisten, sila hubungi kami. Kami jamin pembetulan dalam 60 hari selepas belian dan masih berminat menambah baik alat selepas tempoh itu.
Anda tidak memerlukan nombor telefon atau kad kredit untuk menghubungi kami. Hanya pendaftaran e-mel ringkas yang tidak mengambil lebih daripada 30 saat.
Sertakan sebanyak mungkin butiran dalam permintaan: tangkapan skrin, log pelayan Odoo, penerangan penuh cara menghasilkan semula masalah, dan sebagainya. Biasanya mengambil beberapa hari bekerja untuk menyediakan pelan kerja (jika pepijat disahkan) atau memberi garis panduan apa yang perlu dilakukan (jika tidak).
Permintaan ciri awam dan idea modul (pembangunan percuma)
Kami sangat bermotivasi untuk menambah baik alat kami dan berterima kasih atas sebarang maklum balas. Jika keperluan anda berguna secara awam dan boleh dilaksanakan dengan cekap, pasukan akan memasukkannya ke senarai tugasan kami.
Senarai tugasan sebegini diproses secara berkala dan tidak melibatkan yuran tambahan. Walaupun kami tidak dapat menjanjikan tarikh akhir dan reka bentuk muktamad, ini mungkin cara baik untuk mendapat ciri yang diingini tanpa pelaburan dan risiko.
Anda tidak memerlukan nombor telefon atau kad kredit untuk menghubungi kami. Hanya pendaftaran e-mel ringkas yang tidak mengambil lebih daripada 30 saat.
18.0.1.1.8
- Isu amaran yang tidak diterjemahkan telah dibetulkan.
18.0.1.1.7
- Paparan Kanban disesuaikan dengan prinsip XML baharu Odoo 18.
- Reben Archived untuk rekod tidak aktif ditambah ke paparan borang KPI, pemboleh ubah, ukuran asas, pemalar, kategori dan tag.
18.0.1.1.6
- Aplikasi diterbitkan ke versi 18.
17.0.1.1.6
- Akses berbilang syarikat untuk teg telah dibetulkan.
- Isu lajur bar pertama yang hilang telah dibetulkan.
17.0.1.1.5
- Pemuatan carta KPI dioptimumkan untuk menggunakan semula canvas yang sama.
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