Optimizing Business Insights with Odoo BI, Spreadsheets, and Dashboards
Our recent Business Intelligence (BI) training in Odoo has not only helped us gain better insight into our own business data, but more importantly, it has taught us how to perfectly set this up for our clients. By focusing on Spreadsheets and Dashboards in Odoo, we can help businesses make faster and more well-informed decisions based on real-time data.
Odoo Spreadsheets: Advanced Data Analysis Directly Within Odoo
During the training, we gained in-depth knowledge of Odoo Spreadsheets and learned how to optimize them for our clients. Thanks to its seamless integration within Odoo, companies can analyze data without relying on external tools like Excel or Google Sheets. We can now assist clients in:
Automating reports with real-time Odoo data, eliminating the need for manual exports
Combining data from different modules (Sales, Inventory, Accounting) for comprehensive analysis.
Setting up formulas and pivot tables to quickly visualize key performance indicators (KPIs).
This enables us to help clients work faster and more efficiently, reducing dependency on external spreadsheets or manual analysis.

Odoo Dashboards: Visual Insights for Better Decision-Making
One of the most valuable parts of the training was working with Odoo Dashboards. We can now help clients present their most critical data in a clear and visually compelling format. We learned how to:
Create interactive, customized dashboards based on specific client needs.
Set up filters and views, ensuring users always see the most relevant data.
Provide real-time insights, allowing businesses to take action based on the latest information
With this expertise, we can now support clients in setting up dashboards that directly contribute to better decision-making and strategic planning..
How This Training Benefits Our Clients
The BI training has not only enhanced our ability to use Odoo effectively within our own organization, but more importantly, it has equipped us to help clients optimize their businesses using Odoo. Thanks to these new insights, we can:
Guide businesses towards a data-driven approach and improve the efficiency of their reporting.
Configure Odoo optimally for each client, ensuring they receive the right insights without needing additional tools like Excel or external BI software.
Offer tailored solutions with dashboards and spreadsheets that align with each client’s specific needs.
Conclusion
This training has not only expanded our knowledge of Business Intelligence in Odoo, but more importantly, it has taught us how to optimally support our clients. By leveraging Odoo Spreadsheets and Dashboards effectively, we can help businesses gain better insights into their performance and optimize their operations with real-time data.
With this knowledge, we can provide even better advice and configure Odoo in a way that enables clients to work more efficiently and strengthen their strategic position in the market.