Know the true cost of every customer onboarding
Track staff hours, specialist time and third-party costs per customer, then turn those numbers into cost breakdowns, trends and proactive risk flags, so onboarding is no longer a mystery.
The problem
Onboarding a new customer costs real time and money — staff hours, specialist effort, configuration work, travel and third-party fees — but almost none of it gets tracked. It is scattered across email threads, calendars and spreadsheets that nobody maintains, so management can never answer a simple question: what did it actually cost to onboard this customer, and was it worth it?
The solution
Customer Onboarding Cost Tracking gives every onboarding a structured record: itemised cost lines, a clear draft-to-done workflow, an owner and a deadline, and a full audit trail. Costs roll up automatically and turn into visual breakdowns, trends and proactive overdue/over-budget flags, so the numbers tell you something instead of just sitting in a cell.
Everything you need to see onboarding cost clearly
Every capability below is implemented in the module.
Itemised Cost Tracking
Log hours, hourly rate and flat other costs on itemised lines per onboarding, with labour cost and subtotal computed automatically.
Draft to Done Workflow
Move every onboarding through a clear draft, submitted and done workflow so its status is never in doubt.
Team Assignment & Deadlines
Assign a responsible person and a deadline to every onboarding so ownership and timing are always clear.
Full Audit Trail
Every field change and status update is logged automatically in the chatter, so nothing changes without a trace.
Cost Breakdown by Resource Type
A dedicated chart shows exactly where onboarding money goes — staff, specialists, configuration, travel and more.
Cost & Customer Trends
Pivot and trend views reveal which customers cost the most to onboard and how spend changes over time.
Proactive Risk Flags
Onboardings that run past their deadline or over budget are flagged automatically, so problems surface before you have to go looking.
Ready-Made Templates
Start every onboarding from a template with pre-built cost lines instead of a blank record, so the process stays consistent.
Multi-Company & My Records
Each company only sees its own onboardings, and a one-click filter lets every user jump straight to the records they own.
How it works
Start from a template
Pick a ready-made onboarding template so every new onboarding opens with a sensible set of cost lines instead of a blank record.
Log hours and costs
Add itemised cost lines for staff time, specialists, configuration, travel and other expenses as the onboarding progresses.
Move through the workflow
Advance the onboarding from draft to submitted to done, with every status change tracked automatically.
Review the insight
Check the cost breakdown, the cost-over-time trend, and the overdue/over-budget flags to see where attention is needed.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. This version relies on the hours and costs you enter per onboarding; automatic time capture is not included, keeping the app simple and free of extra dependencies.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Customer Onboarding Cost Tracking
Itemised onboarding costs with a Draft to Done workflow, team assignments and deadlines, broken down by resource type — with cost trends and proactive risk flags for every customer.
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