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

We can set a target income. We can see that current all-time income, today's income and yesterday's income on the dashboard

Odoo text and image block
Odoo image and text block

 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 

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

See the below invoice line for that product.

Klip 3: Select Date Range

Odoo CMS - a big picture

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. 

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

Compare the above details with the Invoice analysis report we can see the results.

Master-Details(Customer)

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

Master-Details(Income)

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

Master-Details(Countries)

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

Klip 5: Invoice Details

 We can see the invoice details customer wise 

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns



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)

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

Klip 6: Invoice State

 It will display state in different color and also shows the no. of entries for that state 

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

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. 

Odoo CMS - a big picture

Let’s check the customer invoice with partner wise filter.

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

Klip 8: Total Income From Countries

 We can also check the total income country wise. 

Odoo - Sample 1 for three columns
Odoo - Sample 2 for three columns

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