Odoo Spreadsheet (BI)
Your data is there… but can you truly harness it? Between scattered spreadsheets, outdated reports, and manual exports, strategic decisions often get delayed. With Odoo Spreadsheets, you centralize all your reporting—in real time, directly within your Odoo environment. Build dynamic dashboards, analyze KPIs, and automate forecasting using tools your teams are already familiar with. To unlock the full potential of this integrated business intelligence (BI) solution, trust Captivea—your Odoo expert.
Why use Odoo Spreadsheet?
Odoo Spreadsheet transforms the way you analyze business data. By centralizing reporting, dashboards, and spreadsheets directly within Odoo, it helps you gain speed, clarity, and control over your performance tracking.
Optimized templates for consistent reporting
Need a budget tracker, sales report, or project overview? Use built-in templates to hit the ground running—or create your own reusable models to save time and ensure consistency across departments. Less copy-pasting, more clarity.
Smooth, controlled collaboration
No more sending spreadsheets back and forth by email. Share directly in Odoo, comment in real time, and assign custom permissions by role. Everyone works from the same version, with full visibility on changes. It’s faster, clearer, and more secure.
Always up-to-date data, no manual work
Forget exporting files or updating your tables by hand. Odoo Spreadsheet connects directly to your core business apps—Sales, Accounting, Inventory, CRM—and automatically feeds your sheets with the latest data. When something changes in Odoo, your reports reflect instantly. You make faster, smarter decisions with real-time numbers you can trust—without lifting a finger.
Familiar, Excel-like interface
If you know Excel, you’re ready to go. Odoo Spreadsheets offers a clean, intuitive layout that uses standard formulas, advanced functions, and conditional formatting—no need to learn a new tool. Your teams can jump right in and start analyzing without technical onboarding.
Powerful, focused analysis
With pivot tables and smart filters, you can explore your data from every angle. Filter by product, region, sales channel, or timeframe to uncover trends, spot anomalies, or identify your top-performing segments. All inside your spreadsheet—no need for third-party BI tools.
Interactive dashboards for all teams
Build visual dashboards with KPIs, graphs, and metrics that matter. Operational teams stay aligned with daily goals, while leadership tracks big-picture performance immediately. Each team gets the insights they need, right where they need them.
What are the key features of Odoo Spreadsheet (BI) app?
Odoo Spreadsheet brings together all the essential tools you need to build, automate, and visualize your data directly within your Odoo environment. Here's how each feature supports your business needs:
Live connection to your Odoo data
Say goodbye to manual exports and outdated numbers. Odoo Spreadsheet is natively connected to your business applications — Sales, Accounting, Inventory, CRM, HR, and more. Your sheets are updated in real time, so every report reflects the latest figures.
Custom KPIs and advanced formulas
Build performance indicators tailored to your business using both standard spreadsheet functions and advanced formulas. Whether you're tracking sales forecasts, profit margins, or financial models, Odoo Spreadsheets gives you full flexibility.
Pivot tables and interactive filters
Analyze your data from every angle. Use pivot tables to break down metrics by product line, sales channel, region, or any custom criteria. Add interactive filters to zoom in on the most relevant segments.
Integrated charts and visual dashboards
Turn raw data into compelling visualizations. With built-in chart tools—bars, lines, pies, gauges—you can create dynamic dashboards directly from your spreadsheets; no external tools are required.
Conditional formatting
Highlight what matters most with automatic formatting rules. Apply color codes or symbols to emphasize KPIs, spot risks, and identify milestones or outliers instantly.
Workflow automation and smart alerts
Save time with automated updates and alerts. Schedule data refreshes, trigger actions based on thresholds, or send reports automatically to key stakeholders—all within the Odoo platform.
Access control, traceability, and collaboration
Share your spreadsheets securely. Define precise access levels (view, edit, download), track version history, and monitor user activity to ensure data accuracy and accountability.
Ready-to-use and reusable templates
Speed up reporting with a library of pre-built templates for budgeting, sales performance, project tracking, HR, and more. You can also create custom templates and reuse them across departments or timeframes for consistent reporting.
How does Odoo Spreadsheet interact with other Odoo apps?
One of the biggest strengths of Odoo Spreadsheet is its native integration with the entire Odoo ecosystem. Your spreadsheets are directly fed by live data from your business processes—no more exporting or switching between tools.
Odoo Sales
Analyze your sales pipelines, revenue trends, and commission structures without leaving Odoo. Your sheets update in real time, making forecasting and goal tracking effortless.
Odoo CRM
Track conversion rates, segment opportunities, and measure the impact of your marketing campaigns. Customer data syncs automatically into your reports.
Odoo Accounting
Build budgets, monitor variances, and generate financial reports on the fly. Every accounting figure in Odoo is instantly usable in your spreadsheets.
Odoo Inventory
Visualize stock levels, turnover rates, valuation, and supplier performance. Your logistics KPIs stay current for optimized inventory management.
Odoo Project
Track task progress, deadlines, costs, and profitability by project. Sheets reflect real team activity for precise, agile project control.
Odoo Employee
Analyze headcount, HR metrics, payroll, and leave balances in a single dashboard. HR data is pulled directly from employee profiles and attendance records.
Odoo Purchase
Evaluate purchasing behaviors, delivery times, and supplier performance. Integrated purchase data in your sheets helps control costs and improve procurement strategies.
Odoo Studio
Add custom fields, define your own data sources, and feed your reports according to your business rules. Spreadsheets BI becomes a fully tailored reporting tool adapted to your internal processes.
The different use cases of Odoo Spreadsheet (BI)
Odoo Spreadsheet adapts to real business needs, helping teams across departments transform data into actionable insights—directly within their ERP environment.
Executive dashboards
Give leadership teams instant visibility into overall performance—revenue, operational KPIs, margins—to support quick, strategic decisions backed by real-time data.
Sales forecasting
Sales teams can build accurate forecasts by analyzing pipelines and historical trends. Spot opportunities, identify bottlenecks, and align efforts around the most promising leads.
Budget planning and financial modeling
Finance teams use live accounting data to adjust budgets, run simulations, and ensure reporting consistency. Gain agility in planning while keeping full control over accuracy.
Inventory monitoring
Supply chain managers track stock levels, rotation rates, and supplier performance in real time. This prevents stockouts, optimizes reordering, and improves customer satisfaction.
Project profitability tracking
Project managers monitor time, costs, and revenue across tasks and milestones. With dynamic dashboards, they can stay on top of profitability and delivery timelines.
HR analytics
HR teams analyze headcount, turnover, payroll trends, and absences to improve talent planning. Identify pain points and opportunities in workforce management.
Marketing ROI analysis
Marketing teams combine CRM and sales data to assess campaign performance. Focus efforts on high-performing channels and optimize resource allocation.
Why choose Captivea for Odoo Spreadsheet (BI) implementation?
With over 16 years of experience in ERP integrations, Captivea is a trusted partner for businesses seeking to unlock the full potential of Odoo and its modules, including Spreadsheets. Our certified experts—from analysts to developers—are dedicated to guiding you through every stage of your project.
As an Odoo Gold Partner operating internationally, we deliver tailored solutions with transparent communication and proactive support, ensuring your implementation runs smoothly and efficiently.
Work with Captivea and leverage our proven methodology focused on delivering measurable ROI and long-term success.
From Raw Data to Business Insights—with Odoo Spreadsheet (BI)
Say goodbye to scattered data and outdated spreadsheets. Odoo Spreadsheet transforms the way your business handles data—turning raw numbers into clear, actionable insights. Fully integrated with your Odoo environment, it centralizes your dashboards, automates reports, and keeps everything updated in real time. With tools your team already knows, you'll make smarter decisions faster—without ever switching platforms.
Need expert guidance? As a global Odoo Gold Partner, Captivea ensures a smooth, customized integration of Odoo Spreadsheets BI into your business processes.
Odoo GOLD PARTNER |
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Worldwide ERP solution |
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Based Cloud ERP Solution or On Premise ERP Solution |
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Adapted for small businesses and mid-market businesses |
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+40 000 apps availables on Odoo Marketplace |
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Discover Odoo ERP Schedule an Odoo Demo |
Frequently asked questions
Odoo Spreadsheets is a powerful business intelligence module built into Odoo. It lets you turn raw data into dynamic reports and dashboards that update in real time—no need to copy or export files. You can track key data points, visualize trends through the graph view, and make decisions based on accurate insights.
Yes, but with more integrated functionalities. Use classic formulas like sum, average, and conditional formatting — plus, benefit from automatic syncing with your ERP data, seamless use of cells, rows, and columns, and the intuitive data menu to manage it all — without switching pages or platforms.
The tool is embedded across key modules—Sales, CRM, Accounting, Projects, HR, Inventory, and more. Whether you’re analyzing revenue, attendance logs, or stock movements, Spreadsheet brings together the right data in a single section, with no manual linking needed.
Absolutely. Reports can be set to refresh automatically based on schedules or issues flagged through KPIs. If a number crosses a threshold, the system shows it in real time, and you can set up alerts to be notified instantly.
Yes. All data stays within your Odoo environment, with user permissions, version history logs, and advanced access controls. Each modification is tracked, so you can always revert to previous versions if needed.
Yes, users can comment, edit, and insert data at the same time, with full control over who can view or modify what. Odoo also shows who made each change, enhancing traceability.
You can choose from a wide list of ready-to-use templates—sales forecasts, budget planning, inventory performance, and more. Just click, enter your filters, and get started quickly with reports aligned to your workflows.
Not at all. Anyone familiar with spreadsheets can navigate the interface, find their way through menus, and use intuitive features like drag-and-drop charts, chart type selections, and custom ranges.
Yes. We help you copy existing structures and optimize them for use in Odoo Spreadsheet. From linking the right data sources to adjusting layout and text fields, our team ensures a smooth transition.
Yes, the module is fully available on the web and mobile. Whether you're in the office or traveling, you can interact with your dashboards, update values, and review reports—all from the Odoo app.
As soon as something changes—be it a sale, a time log, or a new entry—your spreadsheet shows the updated values instantly. No refresh needed.
Completely. You can tailor every section, every graph, and every data point to match your strategic goals. Define your own metrics, use the appropriate chart type, and display results that matter to your audience.
Yes. All changes are saved with timestamps, so you can navigate through previous versions, track inputs, and find inconsistencies when needed.
You can generate secure links with defined access levels and expiration dates. Whether it’s a team member or a partner, everyone sees exactly what you choose to share—nothing more.
Unlike other solutions, this tool is built directly into Odoo. That means no third-party integration headaches, no manual insert of data, and no jumping between systems. Everything you need is already in your ERP—organized, live, and ready to support your growth.