Glenn Digital: Custom Odoo Reporting & BI Dashboards
Confidential Client
Custom role-specific dashboards and scheduled reporting built natively inside Odoo, replacing hours of manual spreadsheet exports before every leadership meeting.
Overview
This client (name withheld under NDA) had Odoo in place but was limited to standard out-of-the-box reports. Afrixh built custom reporting modules with role-specific dashboards and automated delivery.
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Key Issues Identified
The client had Odoo in place but was limited to standard out-of-the-box reports that didn't surface the right data in the right format. Leadership needed deeper visibility into business performance but couldn't get it without manual exports.
Reports were pulled from Odoo into spreadsheets and reformatted by hand before every management meeting. This process took hours, introduced errors, and meant decisions were based on data that was already stale by the time it was reviewed.
The reporting gap was a direct bottleneck on strategic decision-making speed.
Strategic Recommendations
Afrixh built custom Odoo reporting modules with tailored dashboards, filtered views, and automated report generation, built around the exact KPIs the client's leadership needed.
Each dashboard is role-specific: management sees revenue, margins, and pipeline; team leads see productivity and task completion; finance sees billing and receivables. All data pulls live from Odoo, with no export step required.
Scheduled report emails deliver key metrics to the right inboxes automatically each week, so no one needs to log in to stay informed.
Results & Impact
Management now accesses precise, role-specific data directly inside Odoo, with no exports, no spreadsheets, and no delays.
Key metrics are delivered automatically each week via scheduled emails, so strategic decisions are made on live data, not last week’s spreadsheet.
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