Odoo BI gives you everything you need to get started with business reporting: dashboards, pivot views, and ready-made financials. It’s a strong foundation for growing teams and when the time comes, it can be extended to handle more complex needs.
Odoo offers built-in BI reporting
Odoo comes with a capable set of tools for Business Intelligence – dashboards, pivot tables, financial reports, and even an Excel-style interface that works across apps. It’s great for ad-hoc analysis and daily business decisions.
1. Financial Reports
Odoo comes with standard accounting reports like:
- Balance Sheets
- Profit & Loss
- Cash Flow Statement
These reports support filters (journals, timeframes, etc.), comparison periods, and export options (PDF, Excel).
They’re quick to generate and good for regular bookkeeping or monthly overviews.
Odoo P&L report in Accounting
Odoo P&L report in Accounting
2. Dashboards & Excel-style views
For sales and other operational data, Odoo includes:
- Prebuilt dashboards with KPIs (e.g. number of orders, revenue, average order value)
- Trend charts (e.g. monthly sales)
- Breakdown tables by top products, countries, or salespeople
- A spreadsheet-like interface for financial ratios (profitability, liquidity, solvency, etc.)
This works well for management monitoring and day-to-day business tracking.
Odoo BI Dashboard app for Sales
Odoo BI Dashboard app for Sales
Odoo Excel-like Spreadsheet app, with a template for a CRM dashboard
3. Pivot Views & Geo Visualisation
Odoo’s real-time pivot views let users slice and dice data however they want:
- Group by pipeline stage, salesperson, region, or time
- Export or insert the pivot into dashboards or spreadsheets
- Expand/collapse levels (like subtotals in Excel)
There’s also a map view for location-based data, helpful for territory planning and sales distribution.
Odoo Pivot Table in CRM
Odoo Pivot Table in CRM
Odoo Map View for Contacts filtered by allocated Salesperson
Odoo Map View for Contacts filtered by allocated Salesperson
4. Other Views: Calendar, Dashboards, Reports
- Calendar view to visualise deadlines or activities by due date
- Report builder with filters and export options
- Dashboards with live KPIs and configurable charts
- Shareable links to dashboards for internal access
Odoo BI feature - Dashboard configuration
Odoo BI feature - Dashboard configuration
Still, Odoo’s built-in BI has limits
While these reports are great for general insights, they’re still limited to:
- One app at a time: Cross-app analysis is still limited as a standard feature (e.g. revenue vs. project hours).
- No external data: You can’t bring in data from other tools like Shopify, Google Ads, or a legacy system
- Limited visuals: There’s no drag-and-drop chart builder or custom visualisations like funnels or maps (beyond the basic ones).
- Manual setup: Building more complex dashboards often requires developer support or technical workarounds.
External BI tools can be integrated to expand Odoo
For more advanced reporting needs, you can integrate Odoo with external BI tools like Power BI, Tableau, or custom-built dashboards. This makes it easier to work with data across multiple apps, build tailored visuals, and automate reporting for different teams. With the right integration, you can:
- Combine data from Odoo and external sources.
- Create custom dashboards and advanced visualisations.
- Build forecasts and data models.
- Automate reporting flows across teams or roles.
Want to know more about Odoo BI? Talk to our experts!
Whether you want to make the most of Odoo BI capabilities or integrate with Power BI, Superset, Tableau, or a custom solution – we can help you find the right setup. Contact us now to discuss your Odoo BI setup.