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Financial Dashboard — A per-company financial command center for Odoo that surfaces cash position, AR/AP aging, and the KPIs  — 1/1示意预览

A per-company financial command center for Odoo that surfaces cash position,

AR/AP aging, and the KPIs your finance team actually watches.

ECOSIRE builds, installs, and supports it to your chart of accounts and reporting cadence.

什么是 Financial Dashboard?

A per-company financial command center for Odoo that surfaces cash position, AR/AP aging, and the KPIs your finance team actually watches. ECOSIRE builds, installs, and supports it to your chart of accounts and reporting cadence. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

核心功能

Cash position tile summing posted entries across configurable liquidity/bank journals in company currency
AR aging bucketed 0-30 / 31-60 / 61-90 / 90+ days from open account.move.line residuals using date_maturity
AP aging with the same bucket logic across vendor bills, reconciled against native Aged Partner Balance to the cent
KPI compute fields with @api.depends so cash and aging refresh on posting and reconciliation, no manual recompute
read_group-based aggregations instead of record loops, so tiles stay fast on large ledgers
OWL client action + QWeb templates rendering tiles, mini-charts, and top-debtor / top-creditor tables
Drill-through from any tile or bucket to the filtered list of underlying journal items
DSO, overdue-receivables, and revenue-trend KPIs computed from posted moves, configurable to your accounts
Per-company scoping with ir.model.access.csv plus record rules for a finance vs read-only viewer split
Multi-currency safe: reads company-currency amount_residual so mixed-currency ledgers total correctly
Optional ir.cron / automated action emailing a scheduled dashboard snapshot to named recipients
Models exposed over standard XML-RPC / JSON-RPC for pulling KPIs into external BI or reporting tools
Date-range and company filters on the dashboard, with sane defaults (current fiscal period)
Clean __manifest__.py with pinned dependencies, targeting Odoo 17.0 / 18.0 / 19.0, Community or Enterprise

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 Odoo 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

技术规格

Odoo 兼容性
Odoo 17, Odoo 18, Odoo 19
版本
企业版和社区版
许可证
许可证需要确认
Python 要求
Python 3.10+
数据库
PostgreSQL 12+

关于此产品

Finance leaders running Odoo usually have all the data they need and no single place to see it. Cash-on-hand lives in the bank journals, receivables aging sits behind the Aged Receivable report, payables due dates hide in vendor bills, and month-over-month revenue means exporting the pivot to a spreadsheet. Odoo core gives you account.move, account.move.line, and solid accounting reports, but it stops short of a live, at-a-glance operational dashboard scoped to one company — the CFO view that answers "how much cash, who owes us, what do we owe, and are we trending up" in one screen. The Accounting dashboard tiles that ship out of the box are journal-centric, not KPI-centric, and they don't roll aging into actionable buckets or expose the compute logic you can trust and extend.

We build a dedicated Financial Dashboard module for your Odoo database. At its core is a set of compute fields on a lightweight dashboard model (and dedicated read models) that aggregate directly from account.move.line and account.account, so numbers reconcile to the general ledger rather than a parallel data store. Cash position sums posted entries across your liquidity accounts by journal; AR and AP aging classify open account.move.line residual amounts into 0-30 / 31-60 / 61-90 / 90+ day buckets using date_maturity, computed with @api.depends so they refresh when entries post or get reconciled. KPI tiles — revenue, gross margin proxy, overdue receivables, DSO, top debtors — are rendered in an OWL/JavaScript client action with QWeb templates, driven by read_group aggregations for performance rather than looping records in Python. Every figure is drill-through: click a bucket and land on the filtered list of underlying moves.

The build is scoped to your reality. We map the KPIs to your actual chart of accounts and analytic structure, respect multi-currency by reading company-currency amounts, and enforce visibility with ir.model.access.csv plus record rules so the dashboard honors company boundaries and the finance-vs-viewer access split you define. Where you want a scheduled digest, we wire an automated action / ir.cron to email a snapshot; where you want to pull figures into another system, the models are readable over the standard XML-RPC / JSON-RPC API. We test against your data on a staging database, confirm the aging totals tie out to Odoo's native Aged Partner Balance to the cent, and ship clean, reviewable source with a proper __manifest__.py, security files, and views. It targets Odoo 17.0, 18.0, and 19.0, Community or Enterprise — we confirm which edition-specific accounting features (like Enterprise's consolidation or budgets) your version exposes before we depend on them.

Because this is build-to-order, nothing is downloaded and switched on the same day. After a short scoping call we confirm the KPI list, aging buckets, access model, and target Odoo version, then deliver on a typical timeline of one working week from confirmed scope, including UAT on your staging instance before go-live. Pricing starts from $999 (indicative, single-company base scope); multi-company consolidation, additional custom KPIs, currency-conversion depth, and integrations that push figures to external BI or ERP systems increase the quoted scope. You get a fixed quote after the scoping call — the from-price is a starting point, not a firm total.

你得到什么

  • Installable source code for your Odoo version (17.0, 18.0, or 19.0), Community or Enterprise, as a proper addon
  • Installation and configuration on your instance, including journal/account mapping and access-rule setup
  • Technical documentation: model/field reference, compute logic, aging-bucket definitions, and API access notes
  • User guide plus a live training session for your finance team on reading and drilling into the dashboard
  • UAT on a staging database with aging totals reconciled to Odoo's native reports, plus a documented rollback plan
  • Post-go-live support window for bug fixes and adjustments after deployment
  • Git repository handover with full commit history and branch/tag for your Odoo version
  • Configuration sheet recording the KPI list, bucket thresholds, and liquidity accounts we scoped with you

这是给谁的

Finance Manager / Controller

Runs the month-end close in Odoo and wants a single screen for cash, receivables aging, and overdue balances instead of exporting three reports. Needs figures that reconcile to the GL and drill through to the underlying moves.

CFO / Founder of an SMB on Odoo

Wants a daily pulse on cash position and who owes what without logging into the full Accounting app. Values a scheduled email snapshot and a clean, non-technical read of the KPIs.

Odoo Functional Consultant / Implementation Partner

Delivering Odoo to a client and needs a maintainable, well-secured dashboard module rather than a fragile spreadsheet. Wants readable source, proper access rules, and version compatibility across 17/18/19.

Accounts Receivable Lead

Chases collections and lives in the aging buckets. Needs accurate 0-30/31-60/61-90/90+ classification, top-debtor visibility, and one-click drill-through to overdue invoices to prioritize follow-up.

Financial Dashboard 如何比较

标准伊科西尔定制建造竞争对手Odoo 原生
Fit to your chart of accountsBuilt around your accounts, journals, and aging thresholdsFully bespoke but you own the spec and riskGeneric layout, limited mapping to your accountsJournal-centric tiles, not KPI-scoped
AR/AP aging buckets0-30/31-60/61-90/90+ reconciled to native reportsWhatever you build and validate yourselfFixed buckets, often not tunableSeparate Aged Partner Balance report, not on a dashboard
Cash position at a glanceSingle tile across your liquidity journalsPossible with in-house dev effortVaries; often bank-balance onlyPer-journal figures, no consolidated tile
Drill-through to source movesEvery tile links to filtered journal itemsIf you build it inSometimes; depends on the moduleAvailable via reports, not from a KPI screen
Access controlir.model.access.csv + record rules, finance vs viewer splitYou design and test the rulesBasic group access, rarely per-company scopedStandard accounting access groups
Version supportBuilt and tested for 17.0/18.0/19.0, your editionWhatever you target and maintainOften lags on newest releaseShips with the version you run
Delivery modelBuild-to-order, one working week, UAT + rollback planWeeks to months depending on teamInstant install but genericAlready present, no build
Support and ownershipSupport window + full source and git handoverYou own and maintain everythingVendor support terms varyCovered by your Odoo support contract

关于Financial Dashboard的常见问题

How long does delivery take?

This is a build-to-order module, so it is not an instant download. After a scoping call to confirm your KPIs, aging buckets, access model, and Odoo version, typical delivery is one working week from confirmed scope, including UAT on your staging instance before go-live. Larger multi-company or integration scopes can extend that, and we tell you the timeline in the quote.

How does pricing and scoping work?

Pricing starts from $999 as an indicative from-price for a single-company base scope. It is not a firm fixed price. After a short scoping call we confirm the exact KPI list, aging logic, access rules, and any integrations, then give you a fixed quote. Drivers like multi-company consolidation, extra custom KPIs, currency depth, and external BI/ERP integrations increase the quoted scope.

Which Odoo versions and editions do you support?

We build for Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. We confirm your exact version and edition during scoping, and if a KPI depends on an Enterprise-only accounting feature we flag it before building so there are no surprises.

Do the numbers actually match Odoo's accounting reports?

Yes. The dashboard aggregates directly from account.move.line and the general ledger rather than a separate data store, and during UAT we reconcile the AR/AP aging totals against Odoo's native Aged Partner Balance to the cent. Every tile is drill-through so you can verify a figure against the underlying journal items.

What about support and updates after go-live?

Every build includes a post-go-live support window for bug fixes and adjustments. Because you receive the full source and git repository, you own the module. We also offer ongoing support and version-upgrade work (for example migrating the module to a newer Odoo release) as a separate engagement when you need it.

Can the dashboard be restricted so not everyone sees the finances?

Yes. We enforce visibility with ir.model.access.csv and record rules, so you can define who sees the dashboard at all and split full finance access from read-only viewers. In multi-company setups the record rules keep each company's figures scoped to the right users.

Can we pull these KPIs into another tool or get a scheduled email?

Both are supported. The dashboard models are readable over Odoo's standard XML-RPC / JSON-RPC API so external BI tools can pull the KPIs, and we can wire an ir.cron / automated action to email a dashboard snapshot to named recipients on a schedule you choose. Deeper external integrations are scoped and quoted as add-ons.

申请报价

Financial Dashboard

A per-company financial command center for Odoo that surfaces cash position, AR/AP aging, and the KPIs your finance team actually watches. ECOSIRE builds, installs, and supports it to your chart of accounts and reporting cadence.

  • Cash position tile summing posted entries across configurable liquidity/bank journals in company currency
  • AR aging bucketed 0-30 / 31-60 / 61-90 / 90+ days from open account.move.line residuals using date_maturity
  • AP aging with the same bucket logic across vendor bills, reconciled against native Aged Partner Balance to the cent
  • KPI compute fields with @api.depends so cash and aging refresh on posting and reconciliation, no manual recompute

申请报价

告诉我们您对 Financial Dashboard 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。