Klipfolio Odoo ERP Integration
Track the most important business metrics and KPIs with Klipfolio
Klipfolio is an online dashboard platform for building powerful real-time business dashboards for your business. It helps you combine data from multiple data sources into a single cumulative picture to build the metrics you need for running your business smoothly.
With Klipfolio, we can build a custom dashboard to track our project in real-time. Build an Odoo dashboard to monitor and share a project with the team.
Klip1: Target Income
Now, see the customer invoice
November 2017 entries income shows $ 4,400.00 which is shown on the above Klipfolio dashboard. Now, let’s check yesterday (last earned) income (3000-650=2350).
Klip 2: Product details
Let’s check product details. We can see that the HDD SH-1 product details on dashboard Quantity - 12 Total amount 11,700 and Invoice line-1. Like this, we can see the other product details also to move the mouse on different dots
Klip 3: Select Date Range
Klip 4: Master Details(Customer, product, countries, Income)
To check the master details of the customer, product, countries, and income set the start date and end date and click on the desired lines shown as per little red, green icon from the top right side. Such as green dot shows customers, the blue line shows the income, the orange dash line shows the countries and the red square shows the products.
Klip 5: Invoice Details
We can see the invoice details customer wise
Note: In Odoo Agrolait total amount is 22,298 but in Klip folio, its total amount is 18,785.
In Odoo Agrolait is a company and its total amount = its own invoice total amount+ its contacts invoice total amount.
Thomas Passot is a contact of agrolait company so in Klip folio (Agrolait + Thomas passot) total amount = 18785 + 3509 = 22294(total amount of agrolait in odoo).
Klip 6: Invoice State
It will display state in different color and also shows the no. of entries for that state.
Klip 7: Total Income From Customers
It shows total income customer wise with a different color code we can show/hide customers with click on it.
Let’s check the customer invoice with partner wise filter.
Klip 8: Total Income From Countries
We can also check the total income country wise.