Gaining Useful data insights with Odoo Business Intelligence

Braincrew Apps
4 min readJun 7, 2021

--

Businesses have evolved on a large scale after the industrial revolution. Many factors helped businesses to evolve such as globalization, liberalization and arrival of new modern technologies. Business Intelligence is one such great invention for modern day businesses. It is nothing but converting raw data into meaningful insights for better decision making, identifying market trends, maintain operational efficiency, increased revenue and many more. Odoo ERP also comes with Business Intelligence functionality.

Odoo has BI functionality integrated into it through which it helps in analyzing raw data and provide meaningful insights in the form of reports, graphs and charts. As Odoo is an ERP system it easily manages all the data available from different modules and collects that data, stores it and extracts hidden value from it. Odoo is a complete reporting tool and also supports filtration while generating reports. Let’s explore more details about Odoo Business Intelligence.

Features of Odoo Business Intelligence

1. Data Filtration

Odoo BI tool consists of data filtration feature which allows creating custom filters within the research field. Custom filters can be used over and over and helps in including required data fields for the purpose of analysis.

2. Data Presesntation

Odoo BI tool helps in creating detailed reports with real time data and allows demonstrating the reports via different kinds of charts ranging from bar, line to pie charts. Switching between different styles with same data is possible for the clearest presentation.

3. Spreadsheet

Presenting and reviewing data on ERP often becomes hectic. To overcome this Odoo now allows creating spreadsheets within the ERP. User can perform all those functions which they were using in excel. You can create and view spreadsheets from the dashboard itself. Integration of Odoo with spreadsheets has made business intelligence easier.

4. Lead Tracking

Odoo CRM provides all the details regarding leads in a proper format. Odoo lets you analyze and track leads and also allows sorting leads based on various characteristics. Filters allow finding data quickly.

5. Sales Performance

Odoo provides the functionality of GUI dashboard for managing sales data for future use. These sales data can be represented in an organized manner with the help of charts and graphs. Analyzing sales data gives the proper report of sales and helps in framing new business policies, strategies, decision making and gives proper image regarding buying personas of customers.

6. Analyze Employee Performance

Odoo BI tool allows you to know about the performance of various teams and individuals working in an organization. Their overall performance, attendance, working capacity, leaves everything can be known with few clicks.

7. Tracking Inventory

You can get full information about your inventory and stocks from Odoo. As Odoo inventory is equipped with BI tools you can get exact reports regarding all the factors of inventory such as availability of products, delivery time, valuation, deadlines etc.

So this was all about Odoo Business Intelligence and how it helps in making better decisions, framing business policies and strategies and so on. If you still have any queries regarding Odoo Business Intelligence module or looking to have developed for your business then contact Braincrew Apps today. We have 12+ years of experience in developing a number of custom Odoo modules for our clients to help them meet their business requirements.

Email us: sales@braincrewapps.com

Website: Braincrew Apps

Upwork: Odoo Services

Disclaimer: Images and Videos used in the article are properties of Odoo SA

--

--

Braincrew Apps
Braincrew Apps

Written by Braincrew Apps

Best Odoo development and customization services — Braincrew Apps. http://www.braincrewapps.com

No responses yet