Get your data talking, analyse and communicate your KPIs!
Thanks to Odoo and our support, you can consult your personalised dashboards at any time and have a clear and precise view of your KPIs and data;
Reporting and Business Intelligence (BI) will enable you to make informed decisions based on the data on your various dashboards, updated dynamically in real time.
Whether it's for your financial KPIs, your CRM data, your project costs or even information on orders placed in your e-commerce, automated reporting integrated into Odoo will save you time with import-exports and time-consuming external analyses;
Explorez le potentiel du reporting sur des aspects clés de votre entreprise
Analysis of sales and margins
Budget analyses and financial dashboards
Sales targets for your sales teams
Analysis of your leads, opportunities and conversion rates
Steps for creating dashboards ;
1 Needs analysis
Nous débutons par une analyse détaillée de vos besoins en matière de reporting. Comprendre vos objectifs commerciaux et identifier les rapports nécessaires sont les premières étapes essentielles pour fournir des solutions sur mesure qui répondent à vos exigences.
2. Configuration and data preparation
Once your reporting needs have been identified, we configure and prepare the data in Odoo to generate accurate and relevant reports. We ensure that your data is properly structured and cleansed to guarantee accurate results.
3. Training and support
Nous offrons une formation complète à votre équipe sur l'utilisation efficace des rapports générés. Notre équipe de support est également disponible pour répondre à toutes vos questions et vous assister tout au long du processus de reporting.
Étape 4 : Personnalisation et amélioration continue
Once the initial reports are in place, we work closely with you to customise and enhance the reports to meet your changing needs. We listen to your feedback and adjust the reports accordingly to ensure they remain relevant and useful.
Transformer vos données en informations exploitables
- Wide choice of filters
- Data grouping
- Monthly, quarterly and annual comparisons
- Variety of graphs and analysis tables
- Conditional visualisation of your data
- [Visualisation géolocalisée]
Reports...
Prédéfinis
Odoo offers a range of predefined reports for various modules, such as sales, purchasing, accounting, human resources, etc. These reports are designed to meet basic business needs and can be customised to meet specific requirements.
Customiseaband dynamic
Users can create their own custom reports using a user-friendly pivot table with data updated in real time. This allows them to select the data to be included, define filters, add additional columns, and customise the layout.
Panifiable et automatique
Odoo allows users to schedule reports to be sent automatically by email at regular intervals. This ensures that stakeholders receive the reports they need on time, without having to generate them manually each time.
Dashboards
customizable
Odoo offers customisable dashboards that allow users to quickly visualise important data in the form of graphs, tables and diagrams;
Export
data
Reports generated by Odoo can be exported in a variety of formats, including PDF, Excel, CSV, etc. This allows users to easily share data with other stakeholders or use it in other applications.
Access
in real time
Odoo reports provide real-time data, enabling users to make informed decisions and track the progress of their business in real time.
La Business Intelligence sur Odoo
In specific cases, we can connect Odoo to BI tools such as Tableau or PowerBI for in-depth analysis;
Make your data speak with TSC - Explore the potential of reporting and BI today!
Why use BI?
- Analyse Approfondie : Tableau offre des fonctionnalités avancées d'analyse et de visualisation qui permettent une exploration approfondie de vos données.
- Flexibilité et Personnalisation : Avec Tableau, vous avez plus de liberté pour créer des tableaux de bord et des rapports personnalisés selon vos spécifications exactes.
- Évolutivité et Performance : Tableau est reconnu pour sa capacité à gérer de grandes quantités de données et à fournir des performances rapides, même avec des ensembles de données complexes.
Odoo reporting
Make your data speak with TSC - Explore the potential of reporting and BI today!
Want to find out more? Request a demo and information, with no obligation!
