WHAT IS A BUSINESS DASHBOARD?
A business dashboard is more than just a collection of graphs or a colourful spreadsheet.
It’s a structured management tool that gathers, organises, and visualises your key business data through relevant and regularly updated indicators.
It allows you to:
- Monitor the evolution of your revenue, margins, profitability, cash flow, and expenses;
- Visualise discrepancies between your targets and actual results.
- Track performance over time, by entity, project, or activity.
A well-designed dashboard transforms raw data into practical, comprehensible, and actionable information.
It acts as an interface between your overall strategy and your day-to-day decisions.
Why Is a Dashboard Essential for Your Business?
Running a small business without a dashboard is like flying a plane without navigation instruments: you can analyse past performance, but can’t anticipate upcoming turbulence.
An effective dashboard has become a cornerstone of modern management.
The benefits are numerous :
- Have a Clear Overview at Any Time
Instead of juggling Excel files or waiting for the financial statement, you get a clear, real-time view of your business activity—no more “blind” decision-making.
- Focus on the Right Metrics
A good dashboard filters the noise. It doesn’t drown you in numbers—it highlights the KPIs that truly matter to your business, model, and organisation.
- Be Proactive, Not Reactive
The dashboard helps you detect early warning signs, such as declining profitability on a product, cost overruns on a project, and increasing payment delays, allowing you to correct course before issues become critical.
- Structure Internal Management
Dashboards facilitate team communication by making figures concrete and accessible. Everyone knows where they stand, what’s working, and what’s not. They promote accountability and team alignment.
- Increase Rigour and Agility
What gets measured gets improved. A dashboard enables long-term tracking of your efforts while maintaining the agility needed for daily operations.
In short, it helps you manage with method, clarity, and responsiveness.
WHY USE ODOO TO BUILD YOUR DASHBOARD ?
Odoo is more than a modular ERP. It’s a robust management platform that can centralise, structure, and bring your dashboards to life.
With Odoo, you can build high-quality dashboards by :
Fully Integrating Your Data
Odoo automatically gathers your accounting, sales, purchasing, production, project management, and HR data to generate dashboards, statistics, and graphs.
Everything is centralised and generated within Odoo: there is no re-entry, broken data flows, and no discrepancy between numbers and reality.
Creating Custom KPIs
Everything is configurable.
With analytical modules, account plans, and customizable business objects, Odoo enables you to design indicators tailored to your specific needs, by business line, location, client, product family, and more.
Insert your spreadsheets and set your parameters. Odoo will suggest the best presentations.
Building Dashboards from Financial Reports
Odoo goes beyond basic dashboards and sales analysis.
You can create financial dashboards directly from accounting reports (balance sheet, income statement, trial balance), allowing real-time tracking of key financial metrics (profit, cash flow, profitability, debt, receivables) without manual reprocessing.
These tables are fully customizable, filterable, exportable, and accessible in real time from any device. They boost your responsiveness and autonomy without relying on complex Excel files or external tools. Business management made simple.
Automated Updates
Dashboards are automatically updated. No more wasting time consolidating data or checking formulas.
The system is dynamic and always up-to-date.
Professional Visualisation
Choose from charts, bar graphs, pivot tables, progress gauges, and multiple filters—the most effective formats for you and your teams.
Simple, Shared Access
Your dashboards are accessible online from any computer, tablet, or smartphone.
You can assign specific access rights to each team member: read-only, editing, or admin.
Real-Time Responsiveness
Odoo enables you to detect variances as they occur—there is no need to wait for month-end closing or the annual statement. You manage on the fly, with enhanced operational agility.
Why Work with We Doo Accounting to Build Your Dashboards?
A helpful dashboard is not just about displaying numbers. It must be aligned with your strategic goals, internal organisation, and business constraints, and be technically sound to work seamlessly.
🔄 Dual Expertise: Management and Odoo :
Our consultants are skilled in performance management and the technical workings of Odoo.
We bridge best practices, your business reality, and your data structure.
📊 Want to Go Further with Your Dashboards?
At We Doo Accounting, we understand that some projects require going the extra mile.
That’s why our teams also master advanced Business Intelligence solutions, which enable data centralisation from multiple sources (Odoo, CRM, industry-specific software, Excel, etc.), cross-functional dashboards, and advanced data calculations or processing.
⚙️Action-Oriented Training :
We don’t just hand you a static tool. We train you to use, interpret, and maintain it.
Our goal is to make you autonomous and ensure that your teams take ownership of performance monitoring.
📐A Tailored Approach, Not a One-Size-Fits-All :
We help define the KPIs that matter to you, prioritise them, and link them to your existing Odoo workflows.
No copy-paste solutions. We build tools tailored to your business logic.
🌐Long-Term Support :
Do your needs evolve? New projects arise?
We provide ongoing support, adjustments, and updates to ensure your dashboards remain relevant and high-performing.
Your Data Shouldn’t Sleep !
Without a clear dashboard, you’re a passive recipient of information.
With a well-designed dashboard, you turn data into a performance lever.
- With Odoo, you automate and structure your information.
- With We Doo Accounting, you make it a living, useful management tool that speaks to your teams, supports your decisions, and aligns your efforts with your goals.
With Odoo, you automate and structure your information.
With We Doo Accounting, you make it a living, useful management tool that speaks to your teams, supports your decisions, and aligns your efforts with your goals.