Our Odoo-based project controlling for your consulting company
The allocation rate provides you with a meaningful financial KPI for consulting projects, which is represented by the ratio of all project hours incurred to the gross profit of a project. In reporting, the allocation rate can be aggregated at client or project level and narrowed down using time horizons. In this way, positive and negative trends can be identified over the course of the project and used as starting points for further action to increase project efficiency in the long term. In addition, projects of different sizes and business lines can be compared with each other.
The Power BI project file prepared for you here (incl. brief instructions) enables you to connect your Odoo system to Power BI with minimal configuration effort and to expand it with efficient project controlling via the allocation rate. Use the included reports to objectively, transparently and quickly determine success trends in your projects and make appropriate follow-up decisions.
The product* is aimed at consulting companies that rely on Odoo to manage their projects and includes two reports at project and client level. For a smooth connection, the following Odoo modules must be installed and used by you: Project, Timesheet, Accounting, Employees, Attendance, and Contacts. In addition, it is necessary to provide Microsoft Power BI as a tool for evaluation. The free desktop version is sufficient at this point and is installed immediately in Windows environments.
For more information, it's worth taking a look at our blog series Power BI & Odoo-based controlling for consulting projects. In three blogs, this describes how the project controlling requirement based on Odoo was turned into the technical implementation and finally the key figure development and reporting in Power BI at manaTec GmbH and has been used successfully since then.
* Plus annual software maintenance fee in the amount of 160.00 €, notice period: Three months before the end of the contract year.
Contact us at any time for extended support in addition to configuration in the area of Power BI - we will be happy to advise you on the introduction or optimization of your reporting, even away from Odoo.