$ 111.17
| Required Apps |
•
Discuss (mail)
|
| Technical Name |
kpi_scorecard
|
| License | OPL-1 |
| Also available in version | 15.0 14.0 |
Introduction
The "KPI Scorecard" module is a powerful Odoo application developed by "faOtools" that provides a comprehensive tool for setting and controlling Key Performance Indicators. It goes beyond a simple dashboard by allowing businesses to define measurable and time-constrained goals for both the company and individual employees. This module helps organize work around clear, periodical targets, offering a structured approach to performance management across any business or functional area.
Key Features
Period-Based Targets: Set and manage KPIs for any period, such as annual, quarterly, monthly, or weekly.
Data Integration: Use any storable Odoo data (e.g., count of records, sum, average) to calculate KPIs. The module also supports the use of pure Python code for custom calculations.
Drag-and-Drop Formula Builder: Create complex formulas for derivative KPIs using a user-friendly drag-and-drop interface.
Hierarchical and Categorized Structure: Organize KPIs into hierarchies and categories (e.g., sales, finance) for a clear overview of goals.
Automated Updates: KPIs are automatically and regularly updated by a dedicated Odoo cron job, providing real-time insights.
Historical Trends & Analysis: Access graphs and tables to analyze historical KPI values and trends, with the ability to export data to Excel.
User Access Control: Share KPI targets and dashboards with specific users or groups, with configurable read-only or editor rights.
Benefits
Goal Alignment: Aligns company-wide goals with individual and team targets, ensuring everyone is working towards the same objectives.
Data-Driven Decisions: Provides a clear system for tracking performance against targets, enabling managers to make informed, data-driven decisions.
Enhanced Transparency: Creates a transparent dashboard of goals that can be shared with interested stakeholders, from management to team members.
Flexibility & Customization: The module's flexible design allows it to be adapted to various business needs, from sales to manufacturing.
Compatibility & Technical Details
This module is compatible with Odoo versions 15.0 and 14.0. The technical name of the module is kpi_scorecard. It is licensed under the Odoo Proprietary License v1.0 (OPL-1). It has a dependency on the core Odoo Discuss (mail) module.
Installation Steps:
Place the kpi_scorecard module folder in your Odoo add-ons directory.
Enable developer mode in your Odoo instance and navigate to the Apps menu.
Click "Update Apps List."
Search for "KPI Scorecard" or its technical name, kpi_scorecard, and click "Install."
Odoo Proprietary License v1.0 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.