Turn strategy into a living scorecard
Track KPI targets versus actuals across the four balanced-scorecard perspectives, with a visual formula builder and a guided setup wizard that gets a first scorecard live in minutes — no spreadsheets, no manual reports.
The problem
"Are we hitting our targets this quarter?" lives outside Odoo, in spreadsheets and hand-built slide decks. Leaders spend hours each period copying numbers out, reconciling them against goals, and rebuilding the same charts — and the data is stale the moment it is exported.
The solution
Define KPIs once, point them at any Odoo model, and let the module pull actuals automatically. Targets, actuals, and status live on one dashboard per period, grouped by perspective, always current, with a clear owner on every metric.
Everything a scorecard needs
Every capability below is implemented in the module.
Model-agnostic KPIs
Point a KPI at any Odoo model with count, sum, average, minimum, or maximum aggregation and an optional filter domain, so the same engine covers sales, projects, support, or any custom object.
Visual formula builder
Build composite KPIs by selecting child KPIs, weights, and an operation — sum, average, weighted average, min, max, or ratio — from an editable list. No formula syntax to learn.
Target vs actual by period
Set a target per KPI and period — year, quarter, or month — and let actuals refresh automatically, with performance percentage and an on-track / at-risk / off-track status computed for every row.
Balanced-scorecard perspectives
Group every KPI under Financial, Customer, Internal Process, or Learning & Growth — the classic balanced-scorecard framework — so strategy stays organized, not scattered.
Hierarchical roll-up
Nest KPIs into parent and sub-KPI structures so a top-line goal decomposes into the metrics that drive it, with recursion guarded to keep the hierarchy sane.
Scorecard dashboards
Assemble any set of KPIs onto a scorecard with a one-click "Refresh All" and live on-track / at-risk / off-track summary badges — one page, always current.
Guided onboarding wizard
Pick a blank, sales, project, or service starting point and the wizard creates a scorecard, a period, and sample KPIs already linked and ready to re-point at your own data.
Ownership & delegation
Every KPI carries an owner and a department label, surfaced right on the card, so accountability for each metric is obvious at a glance.
Scheduled nightly refresh
A background job recomputes every active KPI's actual value daily, so dashboards stay current without anyone clicking "refresh".
How it works
Run the wizard
Pick a blank, sales, project, or service starting point and get a scorecard with sample KPIs and a period in one click.
Point KPIs at your data
Swap sample KPIs for your own model, field, aggregation, and filter — or build a composite formula from existing KPIs.
Set targets by period
Enter a target for each KPI and period; actuals compute automatically or on demand with the Refresh button.
Watch the dashboard
Status pills, progress bars, and trend graphs update nightly, so the whole team sees the same current picture.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Composite KPIs are built by adding rows to a list — each row picks a child KPI and a weight — then choosing an operation such as sum, weighted average, or ratio. There is no text expression to write.
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.
KPI Balanced Scorecard
Target-vs-actual KPIs across the four balanced-scorecard perspectives, built with a visual formula builder and refreshed automatically every night — a single always-current view instead of a rebuilt slide deck.
Buy on Odoo App Store