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Odoo Project Reporting and Analytics

What is Odoo Project Reporting and Analytics?        Benefits    Features    Challenges    Resources

What is Odoo Project Reporting and Analytics?

Odoo project reporting and analytics capabilities witin Odoo provides robust dashboards, reporting and analytical tools that provide a real-time view into your services organization. Monitor, report and analyze overall project performance in real-time, including resource utilization, profit margins, project budgets versus actual and more. Every stakeholder from executive to project manager can instantly see personalized reports with the metrics that matter most.

Intelligent Project Reporting​

Closely monitor project profitability and performance, view resource utilization and billing forecasts, understand backlog and view timesheet status.


Get actionable, real-time visibility into project performance

" With Odoo, we are able to see any potential issues ahead of time, which allows us to become very proactive rather than reactive. "

Rebecca Ostrom

SVP Finance & Operations, W2O Group

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Odoo Project Reporting and Analytics Benefits

 

Improved Delivery Reporting Metrics. Schedule, deliver, and download reports to keep key stakeholders aware of the status of every facet of your projects. 

Complete Visibility. View all information needed to successfully deliver projects from an executive dashboard. Track critical KPIs and project performance, and adjust as needed to stay in scope. 

Automate Processes. As a project is updated, so are all reporting and analytics tied to the project. Automate time and expense reporting to lessen the administrative effort associated with working on a project. 

Improve Data Sharing. Ensure every stakeholder is operating from the same shared data, and make capturing data from other BI tools easy. Convenient connectivity means all reporting is done in real time.

Odoo Project Reporting and Analytics Features

To maximize profits and operations, organizations need clear visibility into team and project performance. Robust reporting and analytical tools deliver on-demand, real-time data, enabling you to monitor, report and analyze overall project performance in real-time.​

Configurable Project Profitability Reporting 

Track performance and project health by utilizing the many native reporting capabilities. Report on employee utilization, customer and project profitability, by reviewing data based on actual posting revenue and expense transactions as well as look at current backlogs to get a quick overview of what jobs and tasks are that is remaining open.

Proactively Monitor Project Budgets vs. Actuals 

Review Project Budgets and compare them against actual and forecasted project spend to stay up to date and make informed proactive business decisions. View allocations of direct and indirect costs against project projects and review graph trends by sales revenue and customers and more on key metrics that matter to your organization.

Real-Time Personalized Dashboards 

Odoo Reporting and Analytics includes a full reporting suite that allows you to create flexible reports and list views, as well as the ability to sort and filter. Save any report and view the latest, up-to-the-minute results. Personalized real-time dashboards that provide notifications and one-click access to critical project information and customize on a per user basis.

Self-Service Collaborative Reporting and Analytics 

Use and modify pre-configured professional services reports and create powerful historical and forecast reports, including billing and utilization. View items like overdue tasks, newly assigned projects, time and expense reporting, opportunities and staffed and owned projects.


Challenges Odoo Project Reporting and Analytics Solves

 

Reporting in Spreadsheets. Flexible pre-built reports can be easily customized and are easily accessable by stakeholders. 

Poor Visibility. Dashboards can be customized to surface the data critical to project success. Drill down deeper for project-by-project financials and status reports. 

Deficient Reporting. Project managers and stakeholders can monitor project progress, bookings, milestones, percent complete, and costs. 

Manual Tracking. As data is entered against a project it is automatically applied to reports based on workflows and business rules.

Resources