Odoo Financial Dashboard Development

Заказчик: AI | Опубликовано: 14.03.2026

I need a single, accountant-friendly dashboard inside Odoo that instantly tells me how we are performing. The scope is limited to the Accounting & Finance domain, and the dashboard must surface three real-time reports—Balance Sheet, Profit & Loss, and Cash-Flow—without requiring my team to click through multiple menus. Beyond the reports, the screen should let us act on the numbers. Integrated invoice management, expense tracking, and tax calculations all have to sit behind the same interface so users can drill down, raise an invoice, approve an expense, or preview a tax liability from one place. I’m already running Odoo; you can rely on standard Accounting and Studio features, custom modules, or a mix, as long as upgrades remain straightforward. Deliverables • A configurable dashboard view published to the main menu • Widgets or cards for: Balance Sheet, P&L, Cash-Flow (live figures, date filters, drill-down) • Seamless links into: Invoice Management, Expense Tracking, Tax Calculations • User-level permissions that respect existing Odoo groups • A short hand-off document or Loom video so my staff can tweak filters and add fields later Acceptance criteria 1. All three reports load in under three seconds on a sample 12-month data set. 2. Figures in the dashboard match the standard Odoo financial reports to the cent. 3. Clicking on any total opens the correct underlying journal items or document. 4. No core Odoo files are modified. If you have prior work building Odoo accounting dashboards, let me know the version you worked on and how you handled real-time refresh.