Finance Dashboard
by Viindoo
| Lines of Code | 824 |
| Technical name | viin_spreadsheet_dashboard_finance |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_spreadsheet_dashboard_finance |
| Read description for | v 17.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Accounting & Financial Reports Accounting & Finance Account Counterparts Viindoo Base Accounting Foundation |
Two finance dashboards: the accounting picture and the benchmark ratios
Spreadsheet dashboards fed by the accounting data: revenue, receivables, expenses, payables, invoiced and billed trends, cash and profitability - and a benchmark page of margins, liquidity and days ratios with what each one means.
Finance Dashboard (technical name viin_spreadsheet_dashboard_finance) is an Odoo 18.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for cfo, controller, board.
At a Glance
The facts of Finance Dashboard, version 0.1, in one place. Published by Viindoo.
How It Works
Dashboards > Finance > Accounting or Benchmark.
Accounting
Revenue, receivables, expenses, payables and trends.
Benchmark
Margins, liquidity, days.
Dashboards
Where both live.
What You Get
Accounting dashboard with deltas and trends
Benchmark dashboard with eleven ratios explained
Period filter
Built on spreadsheet dashboards and the accounting reports
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
An empty ledger shows zeros.
Odd account types skew them.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Finance Dashboard?
CFO
The month on one page.
Controller
Ratios with their definitions next to them.
Board
Benchmarks without a deck.
Frequently Asked Questions
What does Finance Dashboard do?
Spreadsheet dashboards fed by the accounting data: revenue, receivables, expenses, payables, invoiced and billed trends, cash and profitability - and a benchmark page of margins, liquidity and days ratios with what each one means.
What does Finance Dashboard not do?
Numbers need posted entries. An empty ledger shows zeros. Ratios assume a standard chart. Odd account types skew them.
Who is Finance Dashboard for?
CFO: The month on one page. Controller: Ratios with their definitions next to them. Board: Benchmarks without a deck.
Which Odoo version and editions does it support?
Odoo 18.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: spreadsheet_dashboard, spreadsheet_account, to_account_reports, to_account_accountant. Odoo installs them with it.
How do I set it up?
Dashboards > Finance > Accounting or Benchmark.
What works well with it?
Accounting Reports (to_account_reports): The source figures. Accountant (to_account_accountant): Fiscal years and locks.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_spreadsheet_dashboard_finance; pre-sales questions go to sales@viindoo.com.
See Finance Dashboard in Action
Need help with Finance Dashboard?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1 - Latest on the 18.0 line
- Correct auto install.
- New module for Finance Dashboard.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.