Odoo-based classification of products and customers in sales
Using ABC analysis as a classification tool gives you quick and easy insight into fundamental data for prioritization and decision support. Use it to prioritize and improve profitability by allocating resources and effort to areas of greatest benefit. Streamlining by focusing on the essentials offers you potential savings and increased efficiency and effectiveness for upcoming optimization measures.
The Power BI project file prepared for you here (incl. quick start guide) allows you to connect your Odoo system to Power BI with minimal configuration effort. Included are four pre-configured reports for sales, with templates for ABC analyses on product variants, templates, categories and customers by sales. Class boundaries for prioritization levels are freely selectable within the metrics and pre-defined according to the "70-20-10" rule. Therefore, the respective standard report immediately provides you with an overview of important class A products and customers, which cover 70% of sales in the selected period, as well as class B and C, which account for 20% and the remaining 10% of sales, respectively.
The product* is addressed to interested parties who rely on Odoo to handle their business processes and want to extend reporting with an ABC analysis in sales. If necessary, the product can be extended at any time, for example, to purchasing, which can be done both in BI self-service or gladly with our support.
Für eine reibungslose Anbindung müssen folgende Odoo-Module von Ihnen installiert und genutzt werden: Verkauf und Kontakte. Weiterhin ist es notwendig das kostenlose Tool Microsoft Power BI Desktop in einer Windows-Umgebung für die Auswertung bereitzustellen. Für die Anbindung der Datenquellen ist im Voraus im Falle eines On-Premises-Hostings der Zugriff auf die zugrundeliegende Odoo-Datenbank einzurichten und im Falle eines Cloud-Hostings via Odoo.sh das Odoo-Rechtemanagement entsprechend zu konfigurieren.
* Plus annual software maintenance fee in the amount of € 70,00, 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 also be happy to advise you outside of Odoo on the introduction or optimization of your reporting.