Workshop: Budgets and Forecasts with Odoo Spreadsheets
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The document describes a workshop about using Odoo Spreadsheets to create customized reports from pivot tables with real-time data for budgeting and forecasting purposes. The workshop will demonstrate how to give more flexibility to pivot tables in Odoo in order to make individualized reports and will use an example of a company that sells interior design wanting to track project budgets quarterly and compare actual expenses to forecasts.
Workshop: Budgets and Forecasts with Odoo Spreadsheets
- 2. Workshop: Budgets and Forecasts with Odoo Spreadsheet.
- 5. Turn your Odoo pivot tables into:
- 6. ● A tool that gives you more flexibility ● In order to make your own customised reports ● With real time data
- 7. ● A tool that gives you more flexibility ● In order to make your own customised reports ● With real time data
- 8. ● A tool that gives you more flexibility ● In order to make your own customised reports ● With real time data
- 10. Use Case ● Company that sells customised interior design and renovation solutions ● Wants to track and monitor budgets quarterly by projects ● The report must display the delta between actuals and forecasts
- 11. Let’s do it together!
- 12. You might also like: ● Say Goodbye to Excel with the New Built-In Odoo Spreadsheets - by Brett Hydeman ● Odoo Spreadsheets: Advanced Features - by Nicolas Bassine ● Sales Commissions and Dashboard with Odoo Spreadsheet - by Devarsh Modi
- 13. Thank You
- 14. Q&A
Editor's Notes
- #2: Odoo logo centered w/ tagline
- #3: Speak about workshop methodology
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- #10: CAPTURE V14 SPREADSHEET
- #16: And, now, we have 580 employees.