Finance Dashboard
by Viindoo
| Lines of Code | 0 |
| Technical name | viin_spreadsheet_dashboard_finance |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_viin_spreadsheet_dashboard_finance |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | Accounting & Finance Accounting & Financial Reports Account Counterparts Viindoo Base Viindoo Accounting |
Finance Dashboards for Odoo CE - Accounting & Benchmark
Ready-to-use Finance dashboards in Odoo Spreadsheet: cash flow, margins, working capital, liquidity ratios, and AR/AP efficiency - built for fast monthly reviews.
Designed for CEOs, CFOs, and accountants who need answers quickly: “How are we doing?”, “Where is cash going?”, and “Which KPI is off-trend?”.
Key Features
Two dashboards built on Odoo Spreadsheet, ready for monthly closing, management reviews, and KPI benchmarking. Use as-is or clone and adapt to your chart of accounts and reporting needs.
Accounting Dashboard
Core finance KPIs: cash inflow/outflow, net cash flow, ending cash balance, gross/net profit margin, ROI, working capital, liquidity ratios, and AR/AP efficiency.
Benchmark Dashboard
A KPI playbook for managers: definitions, formulas, interpretation, and what-to-check when KPIs move (margin, EBIT margin, current ratio, working capital, DSO/DPO...).
Period Filtering
Review by year/period in one place. Compare performance over time and spot trends early without exporting to external spreadsheets.
Actionable Navigation
Jump from KPI tiles to accounting analysis views (e.g., invoice/bill analysis), turning dashboard reviews into immediate actions.
Management-ready KPIs
A clean set of financial KPIs that match how leaders think: profitability, liquidity, working capital, and cash conversion.
Clone & Customize
Clone dashboards, add KPIs, adjust formulas, and keep the original as a baseline. Perfect for multi-company, multi-COA, and iterative finance reporting.
Accounting Dashboard
- Cash: inflow, outflow, net cash flow, and ending cash balance.
- Profitability: gross margin, net margin, ROI, and profit components.
- Liquidity & position: working capital, current ratio, quick ratio.
- AR/AP efficiency: DSO & DPO to monitor cash conversion.
- Quick navigation to invoice/bill analysis views for investigation.
Benchmark Dashboard
- KPI definitions and formulas (ready for training new managers).
- Interpretation: what “higher/lower” typically means per KPI.
- Signals to watch: margin compression, cash strain, AR/AP drift.
- Action hints: what to check first (pricing, COGS, collections, payables...).
From KPI to Action
- Use dashboard in monthly closing review and leadership meetings.
- Investigate deviations fast (AR/AP, expenses, margins, cash movement).
- Clone & extend KPIs without relying on external files.
Try the Finance Dashboards
Use our live demo databases to explore dashboards with sample accounting data. You can open dashboards from the Finance dashboard group in Odoo Spreadsheet.
Need help?
For questions, implementation support, or custom KPIs/dashboards, please contact Viindoo.
Pre-Sales & Partnership
Please include:
- Your Odoo/Viindoo version (CE/EE).
- Accounting scope: companies, currencies, closing cadence.
- Expected KPIs and reporting standards (if any).
Technical Support
When reporting an issue, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce and screenshots/logs.
Technical Requirement
Supported Platform
- Odoo 17 Community (CE).
- Odoo Spreadsheet + Spreadsheet Dashboard installed.
- Accounting app installed and configured.
- Modern browsers: Chrome/Edge/Firefox.
Notes
- Dashboards read data from posted accounting moves (according to your configuration).
- For best results, maintain consistent COA mapping and period closing discipline.
- You can clone dashboards per company and tailor KPIs to local reporting standards.
Changes log
- 0.1 - Initial Release: Finance dashboard group with Accounting dashboard and Benchmark 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.
