Balanced Scorecard system for ERP ODOO. KPIs analysis and control

By Dani Granero
In Otras Herramientas
Dic 1st, 2018
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Balanced Scorecard system for ERP ODOO. KPIs analysis and control

One of the most remarkable functions of a balanced scorecard is to be able to control Key Performance Indicators (KPIs) quickly and graphically, so we can visually detect what is going well and what goes wrong, no need to process complex reports.

Gauge graphics, this type of graph represents very well the progress of actual data respect to a target or a budget or another comparative value.

The graph shows the percentage of progress with alert of degraded colors from red, going through yellow to green depending on the state of the measurable compared to the objective or other comparative value.

In the balanced scorecard of key performance indicators (KPIs) for ERP ODOO you can compare for the selected period the actual vs the budget data, the actual accumulated data vs the accumulated objective, the actual vs the previous year data and the actual data accumulated vs the previous year accumulated.

The indicators can be grouped by categories, responsible … they can be filtered and searched, as well as quickly accessing the most detailed information of each indicator.

 

In the following attached images (Sorry!!, demo is in spanish but comments are in english, but I hope you can easily understand the system) , some aspects of the operation of the Key Performance Indicators or KPIs are presented in a simplified manner.

Through the Scorecard you can define objectives to compare them with the actual data of the KPIs calculated automatically and at the same time compare them with the data of the previous year.

This ERP ODOO system is not a module that can be easily installed, each key indicator requires configuration and parameterization, every KPI behaves different and requires a different treatment and qualities. We develop the calculation formulas of the indicators so that they can be updated automatically.

With this system you will avoid making complex templates with Excel, you will save a lot of administrative time that you can dedicate to what is really important: control, analyze and make decisions.

Do not worry about the hard work of maintaining the Balanced Scorecard and worry about managing the results.

 

KPIs-creation-and-objective-data-enter-in-ERP-ODOO

 

KPI-BSC-data-registration-ERP-ODOO

 

KPI-period-of-analysis-ERP-ODOO

 

KPIs-BSC-actual-data-update-ERP-ODOO

 

KPI-actual-data-information-ERP-ODOO

 

KPIs-BSC-dashboard-actual-vs-budget-comparison-ERP-ODOO

 

KPIs-dashboard-grouped-by-categories-ERP-ODOO

 

actual-vs-budget-accumulated-data-dashboard-gauge-charts-ERP-ODOO

 

actual-vs-previous-data-analysis-ERP-ODOO-KPIs-dashboard

 

KPI-BSC-prit-selection-ERP-ODOO

 

KPI-BSC-PDF-report-ERP-ODOO

 

Posted by: Dani Granero

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