Simplify Your Reporting with Odoo BI Dashboards & Spreadsheets

In the modern business landscape, data is the new fuel for decision-making. Yet, many organizations still rely on manual exports, endless Excel sheets, and disconnected tools to manage reports which often leads to errors, duplication, and wasted time.

With Odoo BI, reporting gets a major upgrade. It brings together Dashboards and Spreadsheets within the same platform, helping businesses visualize real-time data, collaborate seamlessly, and make informed decisions faster.

Why Traditional Reporting Falls Short

Think about your current reporting flow:

• Export data to spreadsheets

• Clean, merge, and reformat

• Share versions over email

• Update manually every week

This fragmented process not only slows down analysis but also introduces inconsistencies and delays in business insights. Odoo’s integrated BI tools are designed to eliminate exactly that.

What Makes Odoo BI Powerful

Odoo BI isn’t just another analytics add-on it’s natively integrated with every Odoo module, from Sales and Inventory to Accounting and HR. This means every dashboard or spreadsheet you build is directly connected to live business data.

Here’s what sets it apart:

• Real-time Insights:

  Whenever a transaction or record is updated in Odoo, the dashboards and spreadsheets update instantly. No more manual data refreshes.

• Excel-style Spreadsheets (Inside Odoo):

  The familiar interface supports formulas like SUM, VLOOKUP, and AVERAGE. You can perform calculations, link datasets, and even visualize metrics — without leaving Odoo.

• Visual Dashboards & Pivot Tables:

  Drag-and-drop fields to create dynamic pivot tables, charts, or reports in minutes. Whether you’re tracking sales trends or monitoring expenses, insights are just a few clicks away.

• Collaboration Made Easy:

  Share dashboards with team members, control permissions, and ensure everyone works with the same, accurate data. It’s built for collaboration — not confusion.

• Personalized Views:

  Each user can customize their dashboard to focus on what matters most — revenue for sales teams, overdue invoices for finance, or project timelines for managers.

How It Works

Creating a BI report in Odoo 18 is incredibly simple:

1. Start with a Pivot Table:

   Choose your dataset (e.g., sales orders or invoices) and structure your pivot by dragging dimensions and measures.

2. Insert into Spreadsheet:

   Once ready, click "Insert in Spreadsheet." Your pivot data instantly becomes part of a live spreadsheet linked to the same Odoo data.

3. Add Formulas & Charts:

   Apply custom formulas or insert graphs to make the report visually insightful.

4. Add to Dashboard:

   Pin it to a dashboard and share it with your team. Everyone now views a single source of truth — updated in real time.

The Benefits You’ll Notice

• Centralized Reporting: No more switching between tools or chasing multiple versions of files.

• Real-time Accuracy: Data syncs automatically across departments.

• Ease of Use: Both technical and non-technical users can build insights quickly.

• Better Collaboration: Shared dashboards keep everyone aligned and accountable.

Transform Your Reporting Workflow

With Odoo BI, businesses gain more than just dashboards they gain clarity and control. Teams can analyze performance, track KPIs, and uncover trends without juggling external spreadsheets or data exports.

It’s the perfect blend of flexibility, automation, and real-time intelligence designed to empower every decision-maker in your organization.

If your reporting still involves endless Excel files, it’s time to simplify.

Start exploring the power of Odoo BI Dashboards and Spreadsheets and experience reporting, the Odoo way.

At Surekha Technologies, we help businesses unlock the full potential of Odoo with tailored BI solutions, custom dashboards, and data-driven automation so you can make faster, smarter, and more confident decisions.

Surekha Technologies is a Digital Transformation and Digital Experience Enabler for solutions built with web and mobile technologies. We serve our customers worldwide and have a presence in the USA.