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.
配置与安装提示： 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
相关常见问题 KPI Balanced Scorecard Odoo v.18
我创建了 Basic Measurement，但在公式向导中找不到它。
Basic Measurements 本身不能用来建公式。即使不想再给 Basic Measurement 加筛选，仍应创建与之关联的 Variable。然后该 Variable 会出现在可用列表中，供创建公式。
哪些数据可用于创建 KPI。模块是否有自己的数据？
应用本身不引入自有数据（旨在补齐缺失数据的 KPI 常量除外）或集成。应用基于现有 Odoo 数据计算并准备界面。例如，可从 Sales 应用获取某一期间的销售订单数量。
该模块是通用的，可从任何 Odoo 模块获取数据，包括科目余额。例如，可根据发票（日记账分录）计算一个月的总利润。
也可通过将其连接到某个 Odoo 模块，从 Odoo 外部来源获取数据。例如，若 Odoo PostgreSQL 中有 Google Analytics 数据，便可用于编制 KPI。
Basic Measurements 与 Measurements (Variables) 有何区别？
Measurement (Variable) 是对基础度量的细化。关键是简化数据准备。您只需定义一次 'Total Sales'，再通过额外筛选无限用于 'Sales Europe'、'Sales John Brown'、'Website Sales' 等。
您的工具的更新政策是什么？
根据当前 Odoo Apps Store 政策：
- 为 12.0 及更早版本购买的每个模块，均可使用直至 12.0 的所有版本。
- 从 13.0 起，每个模块版本需单独购买。
- 无论版本如何，购买工具即获得该主版本内的 全部更新和缺陷修复权利。
请注意，faOtools 团队不控制这些政策。如有疑问，请直接联系 Odoo Apps Store 代表。
如何在 Odoo.sh 上安装您的应用？
最直接的做法是使用 Odoo 商店的内置流程：
1. 打开模块页面并点击 Deploy on odoo.sh 按钮
2. 之后会跳转到 GitHub 页面。登录帐户，然后点击 'Create a new repo' 或使用现有仓库。请确保仓库为私有。不得以 OPL-1 许可公开发布应用。如有需要，为 Odoo.sh 项目新建 repo
3. 然后转到 odoo.sh 并点击 Deploy 按钮。在弹出窗口中提交决定并点击 'Continue.' 这将触发安装过程。
这些步骤会将应用安装到项目的生产分支。若要部署到其他分支或更新模块，请执行以下操作：
1. 从 Odoo 商店上传应用的源代码
2. 将模块提交到所需的 GitHub 仓库。确保没有任何应用文件夹/文件被忽略（即未列入 repo 的 .gitignore）。仓库由 odoo.sh 自动创建，默认可能包含关键项（例如 /lib）。应上传模块的全部目录、子目录和文件，不得遗漏
3. 部署 odoo.sh 项目的目标分支，或在设置如此假定时 等待其自动构建。
应如何在自己的服务器上安装您的应用？
2. 重新启动 Odoo 服务器;
3. 打开开发者模式（技术设置）;
4. 更新应用列表（应用菜单）;
5. 找到应用并点击“Activate”/“Install”;
6. 如应用页面有指南，请按指南操作。
我注意到您的应用有额外附加模块。可以之后再购买吗？
可以。同时 Odoo 会自动把所有依赖加入购物车，因此应排除已购买的工具以免重复付款。
我在 Odoo.sh 上部署了您的应用，测试中出现警告/错误
红/橙色警告不影响应用功能。遗憾的是，标准自动测试有时假定与本应用目标冲突的行为，因此我们的模块会未通过。例如我们改了价格计算，而标准 Odoo 模块测试把最终价格与标准算法比较。
请先检查已部署数据库的功能。是否都正常？
若仍认为该警告影响真实功能，请联系我们并转发完整安装日志以及已部署模块的完整清单（含核心与第三方）。
我可以直接向贵公司购买应用吗？
不，我们只通过 官方 Odoo 应用商店.
希望获得折扣
很遗憾，我们没有技术手段 提供单独报价。
我可以在 Odoo Online (SaaS) 数据库上安装该应用吗？
不能，第三方应用无法在 Odoo Online 上使用。遗憾的是 Odoo SaaS 会阻止这种可能。
您的工具依赖其他应用。我需要购买那些应用吗？
是的，工具需要依赖中列出的全部模块才能正常工作。应用页上的价格已包含所有必要依赖。
该模块的美元价格是多少？为什么变了？
我们的模块价格以欧元标价。Odoo 商店按内部汇率换成其他货币。因此美元价格可能随汇率更新而变化。
非英语的应用和网站措辞由 AI 辅助 并与官方 Odoo 翻译对齐。若发现错误， 发送翻译正确性工单 我们会修好。
Odoo 演示数据库（在线预览）
对于此应用，我们可能提供免费个性化演示数据库。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
按您的申请，我们将准备独立的在线预览数据库，约两周内可进行任意测试并核验假设。
缺陷反馈
如遇缺陷或不一致行为，请随时联系我们。我们保证在购买后 60 天内提供修复，并在此期限后仍积极改进工具。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
请在请求中尽可能提供详细信息：截图、Odoo 服务器日志、完整的问题复现说明等。通常需要几个工作日来准备问题的工作计划（若确认是缺陷）或提供应采取的指引（否则）。
公开功能请求与模块构想（免费开发）
我们非常希望改进工具，并感谢任何反馈。若您的需求具有普遍价值且能高效实现，团队会将其列入待办清单。
此类待办清单会定期处理，不产生额外费用。虽然我们无法承诺截止日期和最终设计，但这可能是在无投入、无风险的情况下获得所需功能的好办法。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
18.0.1.1.8
- 已修复未翻译警告的问题。
18.0.1.1.7
- Kanban 视图已适配新的 Odoo 18 XML 原则。
- 已为 KPI、变量、基本测量、常量、类别和标签的表单视图添加非活动记录的 Archived 功能条。
18.0.1.1.6
- 该应用已发布到版本 18。
17.0.1.1.6
- 已修复标签的多公司访问。
- 已修复缺少第一根柱形列的问题。
17.0.1.1.5
- KPI 图表加载已优化为复用同一 canvas。
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