{"id":3714,"date":"2026-06-17T10:57:20","date_gmt":"2026-06-17T08:57:20","guid":{"rendered":"https:\/\/www.gaapex.ch\/?page_id=3714"},"modified":"2026-06-17T10:57:21","modified_gmt":"2026-06-17T08:57:21","slug":"odoo-dashboards","status":"publish","type":"page","link":"https:\/\/www.gaapex.ch\/en\/odoo-dashboards\/","title":{"rendered":"Odoo Dashboards"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Hero&#8221; _builder_version=&#8221;4.27.6&#8243; background_color=&#8221;rgba(0,0,0,0)&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;90deg&#8221; background_color_gradient_stops=&#8221;#003f6e 0%|rgba(0,63,110,0.3) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;#003f6e&#8221; background_color_gradient_end=&#8221;rgba(0,63,110,0.3)&#8221; background_image=&#8221;https:\/\/www.gaapex.ch\/wp-content\/uploads\/2026\/06\/3-7f6cee83-acd1-46d7-ad87-22905a5fc9b3-816&#215;512.jpg&#8221; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_padding=&#8221;27px|0px|27px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Open Sans|800|||||||&#8221; header_font_size=&#8221;60px&#8221; header_line_height=&#8221;1.3em&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_layout=&#8221;dark&#8221; max_width=&#8221;600px&#8221; max_width_tablet=&#8221;&#8221; max_width_phone=&#8221;100%&#8221; max_width_last_edited=&#8221;on|phone&#8221; custom_margin=&#8221;|-487px||||&#8221; custom_margin_tablet=&#8221;|100px||&#8221; custom_margin_phone=&#8221;|30px||&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; custom_padding=&#8221;|0px||||&#8221; header_font_size_tablet=&#8221;50px&#8221; header_font_size_phone=&#8221;40px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; header_line_height_tablet=&#8221;&#8221; header_line_height_phone=&#8221;&#8221; header_line_height_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Dashboards in Odoo<\/h1>\n<p>Gaapex helps you get the most out of your accounting by supporting you in the creation of dashboards in Odoo. Implementation of budgets, cash flow forecasts, and automated analysis of accounting information.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.6&#8243; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Montserrat|700||on|||||&#8221; header_2_text_color=&#8221;#003f6e&#8221; header_2_font_size=&#8221;20px&#8221; header_2_letter_spacing=&#8221;1px&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;Montserrat|700||on|||||&#8221; header_4_text_color=&#8221;#003f6e&#8221; header_4_font_size=&#8221;15px&#8221; header_4_letter_spacing=&#8221;2px&#8221; header_4_line_height=&#8221;1.6em&#8221; min_height=&#8221;24px&#8221; custom_margin=&#8221;||3px|||&#8221; border_width_bottom=&#8221;2px&#8221; border_color_bottom=&#8221;#003f6e&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Transform your accounting data into dashboards<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.6&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Montserrat|800|||||||&#8221; header_2_font_size=&#8221;30px&#8221; header_2_line_height=&#8221;1.5em&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;||||||||&#8221; min_height=&#8221;235px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;20px||||false|false&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; border_color_all=&#8221;#12eaa6&#8243; border_color_top=&#8221;#003f6e&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Customized solutions<\/h3>\n<p>Our team of experts is at your service to understand the specificities of your business. We help you identify the key indicators that will allow you to track your performance and optimize your strategic decisions. Thanks to our personalized approach, we guarantee solutions tailored to your needs.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.gaapex.ch\/wp-content\/uploads\/2026\/06\/odoo.webp&#8221; title_text=&#8221;Odoo&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.6&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Montserrat|800|||||||&#8221; header_2_font_size=&#8221;30px&#8221; header_2_line_height=&#8221;1.5em&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;||||||||&#8221; min_height=&#8221;235px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;20px||||false|false&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; border_color_all=&#8221;#12eaa6&#8243; border_color_top=&#8221;#003f6e&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Key steps for implementing dashboards<\/h3>\n<ul>\n<li><strong>Needs analysis:<\/strong> identification of relevant KPIs and required outputs<\/li>\n<li><strong>Source data setup:<\/strong> adjustment of accounting and analytical processes to ensure necessary data and sufficient granularity<\/li>\n<li><strong>Dashboard creation:<\/strong> development of interactive and intuitive interfaces directly within Odoo.<\/li>\n<li><strong>Adjustments and evolution:<\/strong> continuous adjustment and development of dashboards based on your needs.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Statistics&#8221; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#f6f8fa&#8221; custom_padding=&#8221;54px|0px|54px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;80%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.6&#8243; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Montserrat|700||on|||||&#8221; header_2_text_color=&#8221;#003f6e&#8221; header_2_font_size=&#8221;20px&#8221; header_2_letter_spacing=&#8221;1px&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;Montserrat|700||on|||||&#8221; header_4_text_color=&#8221;#003f6e&#8221; header_4_font_size=&#8221;15px&#8221; header_4_letter_spacing=&#8221;2px&#8221; header_4_line_height=&#8221;1.6em&#8221; min_height=&#8221;30px&#8221; custom_margin=&#8221;||3px|||&#8221; custom_padding=&#8221;||0px|||&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Implementation examples<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.6&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Montserrat|800|||||||&#8221; header_2_font_size=&#8221;30px&#8221; header_2_line_height=&#8221;1.5em&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;||||||||&#8221; min_height=&#8221;235px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;20px||||false|false&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; border_color_all=&#8221;#12eaa6&#8243; border_width_top=&#8221;2px&#8221; border_color_top=&#8221;#003f6e&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Budget monitoring and variance analysis<\/h3>\n<ul>\n<li>Real-time comparison of actual vs. forecast figures<\/li>\n<li>Identification of cost deviations<\/li>\n<li>Adjustment of financial targets during the year<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Montserrat|700||on|||||&#8221; header_2_text_color=&#8221;#003f6e&#8221; header_2_font_size=&#8221;20px&#8221; header_2_letter_spacing=&#8221;1px&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;Montserrat|700||on|||||&#8221; header_4_text_color=&#8221;#003f6e&#8221; header_4_font_size=&#8221;15px&#8221; header_4_letter_spacing=&#8221;2px&#8221; header_4_line_height=&#8221;1.6em&#8221; min_height=&#8221;30px&#8221; custom_margin=&#8221;||3px|||&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.6&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Montserrat|800|||||||&#8221; header_2_font_size=&#8221;30px&#8221; header_2_line_height=&#8221;1.5em&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;||||||||&#8221; min_height=&#8221;235px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;20px||||false|false&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; border_color_all=&#8221;#12eaa6&#8243; border_color_top=&#8221;#003f6e&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Cash flow management<\/h3>\n<ul>\n<li>Visualization of inflows and outflows<\/li>\n<li>Anticipation of liquidity needs<\/li>\n<li>Monitoring of customer collections<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; 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header_2_line_height=&#8221;1.5em&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;||||||||&#8221; min_height=&#8221;235px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;20px||||false|false&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; border_color_all=&#8221;#12eaa6&#8243; border_color_top=&#8221;#003f6e&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Profitability analysis<\/h3>\n<ul>\n<li>Measurement of margin by product or product line<\/li>\n<li>Performance identification of various sales channels<\/li>\n<li>Optimization of cost structure by project<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#003f6e&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; 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