Decision makers don't leave it up to chance
Odoo's business intelligence tools empower you to drive your business forward. Gain valuable insights into your finances and devise a winning plan.
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No more copy/paste
Real-time data
CRM pipeline
Project fee
Sales orders
Website views
No export-import hassle. Your data is automatically incorporated from your database into charts and spreadsheets, keeping your information up-to-date.
Smart filters and conditional formatting
Your business's pivot moment
Dynamic reports. Create and view customized reports effortlessly using a user-friendly pivot view with real-time data updates.
Visualize, decide, succeed
One dashboard to access all information. Your data is sorted into customizable categories and translated into visual representations for easy comprehension and informed decision-making.
All the features
Collaborate
Share and work simultaneously.
Conditional formatting
Effortlessly detect critical issues and identify patterns and trends.
Formulas
Access an easy menu with all the needed formulas.
Charts
Transform your data into visual representations.
Smart filters
To help you find the needle in the haystack.
Documents
Preview
Online preview of most file formats: PDF, images, videos.
Chat
Discuss documents, ping people, or create the following activities to track activities to do on a document.
Links
Upload regular files, or create documents as links (e.g. Google Doc files)
Owners & Contacts
Assign documents or Odoo records such as invoices, tasks, etc. to users, customers, or vendors.
Spreadsheets
Create new spreadsheets or work on existing ones.
Organize
Folders
Hierarchical folders allow to define workspace with their own tags and actions.
Tags
Set multiple tags to structure documents per folder.
Resources
Documents linked to resources (invoices, tasks) are integrated in the document management system
Easy filters
Define your filters and save the most used ones into favorite filters you can share with other users.
Split PDFs
Split multi-pages PDFs into several documents; very useful when you scan documents in batches.
Work in Batch
Tag, preview, or launch actions on a set of documents simultaneously to work in batches.
Trash
Deleted documents remain in the system's trash for 30 days and can be restored before permanent deletion.
Access Rights
Access rights are easily customizable per folder.
Collaborate
Share Folders
To grant access to external users and allow them to preview, download, and upload new documents from the shared workspace portal.
Share Documents
Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.
Email Gateway
Configure your scanner to send PDFs to a specific email address. Scanned files appear automatically in your workspace. Define rules to set tags and folders automatically according to the email.
Workflows
