Odoo app · Odoo Spreadsheet BI
Odoo Spreadsheet BI — configured by Captivea
Odoo Spreadsheet BI lets you turn your Odoo data into live reports and dashboards directly in a familiar spreadsheet interface. Sales, finance, operations, HR, and project teams can slice, filter, and visualize real-time figures without exporting to Excel or Google Sheets. Typical use cases include sales forecasts, budget vs. actual reports, inventory dashboards, project profitability tracking, and executive KPI overviews, all connected to live Odoo records.
The app
Odoo Spreadsheet BI
Odoo Spreadsheet BI is the built-in spreadsheet environment inside Odoo that you use to analyze, consolidate, and present business data without leaving your ERP. It combines classic spreadsheet functions with native Odoo BI capabilities such as live data ranges, pivot tables, charts, and dashboards, so every user can explore real-time information and share governed reports across the organization.
Key features
Concrete building blocks
Live Odoo data in your spreadsheets
Connect your spreadsheets directly to Odoo models like Sales, Accounting, Inventory, CRM, Projects, and more, so values update automatically when transactions change and you never need to export or copy-paste data again.
Pivot tables and advanced analysis
Build pivot tables on top of any Odoo reporting model, drag and drop dimensions and measures, compare periods, and create charts on top of your pivots to turn raw records into actionable insights in just a few clicks.
Conditional formatting and alerts
Use conditional formatting rules to colour-code overdue invoices, low stock, or top-performing products so managers can scan sheets quickly, spot exceptions, and react faster without digging through long tables.
Secure collaboration and access rights
Share spreadsheets and dashboards with colleagues while relying on Odoo's native access rights to protect sensitive information, control who can edit or only view, and keep an auditable history of changes and comments.
Use cases
Concrete uses
Sales forecasting and revenue tracking
Create sales forecast sheets that pull live opportunities and confirmed orders from Odoo CRM and Sales, apply your own formulas for probabilities and commissions, and share a single, trusted view of expected revenue across the team.
Budgeting and financial performance
Design management reports that read directly from Odoo Accounting journal items, compare budget vs. actual by cost centre, analyze variances, and consolidate key financial indicators without maintaining parallel Excel files.
Inventory and operations dashboards
Build dashboards that track stock on hand, turnover, supplier performance, and production or project progress, all sourced from Odoo Inventory, Purchase, and Project so operations teams can steer daily decisions from one screen.
By business function
Solutions for every team
Explore how Captivea concretely improves your teams' day-to-day work, department by department.
Sales & CRM
From live pipeline data to revenue forecasts and margin analysis in a single spreadsheet view.
Purchasing
Centralize tenders, suppliers, purchase orders, and related KPIs in governed dashboards connected to Odoo Purchase.
Operations & Manufacturing
Monitor MRP flows, work orders, and real-time capacity utilization with production data feeding your Spreadsheet BI reports.
Supply Chain
Track stock levels, traceability, and demand patterns with inventory dashboards that refresh from Odoo in real time.
Finance & Accounting
Shorten financial closing cycles with live ledgers, consolidated reporting, and controlled spreadsheet-based analysis.
Human Resources
Combine recruitment, timesheets, payroll, and appraisals to analyze workforce trends and HR performance in one place.
Marketing
Follow multichannel campaigns, lead generation, and marketing ROI with interactive, real-time Odoo marketing reports.
Helpdesk & After-Sales
Supervise tickets, SLAs, and customer satisfaction metrics in live dashboards built from Odoo Helpdesk data.
Start your transformation
Planning an Odoo Spreadsheet BI project?
Our Odoo BI experts help you move from scattered spreadsheets to reliable, real-time dashboards, from initial scoping through rollout and continuous improvement.
By sector
Organized around your industry
Teams organized by client industry. Each sector covers ERP, Web, AI and BI.
Services & Tertiary
Professional services firms use Odoo Spreadsheet BI to follow project profitability, utilization rates, and revenue in one place.
Industry / Manufacturing
Manufacturers rely on Odoo Spreadsheet BI to monitor production efficiency, quality indicators, and capacity in real time.
Distribution & Logistics
Distributors and wholesalers track stock, purchasing performance, and order fulfillment KPIs through live spreadsheet dashboards.
Retail & Point of Sale
Retail and eCommerce businesses analyze sales by channel, product, and promotion using dashboards linked to Odoo data.
The Odoo apps relevant to you
The complete Odoo suite
All Odoo applications, activated at your own pace.
Sales & CRM
Inventory & Manufacturing
Finance
Human Resources
Technical & Data
References
Companies that trust Captivea
FAQ
Frequently asked questions
Odoo Spreadsheet BI is the spreadsheet interface integrated into Odoo that lets you analyze, model, and visualize live business data with formulas, pivots, and charts, without exporting to external tools.
Odoo Spreadsheet BI is part of the Odoo platform and appears across many apps, so users can open or create spreadsheets directly from list and pivot views using the same Odoo licenses and environment.
Many companies reduce or replace external spreadsheets by moving recurring reports and dashboards into Odoo Spreadsheet BI, keeping a single source of truth, while still using Excel or Google Sheets for isolated or ad-hoc files if needed.
Working with an Odoo Gold Partner like Captivea helps you design the right reporting model, connect the correct data sources, secure sensitive information, and train users so your Spreadsheet BI project delivers value quickly.
Let's talk
Ready to transform your reporting with Odoo Spreadsheet BI?
Tell us about your current spreadsheets and reporting challenges, and our Odoo BI experts will help you design a live, reliable dashboard strategy inside Odoo.