Overview
Finance teams needed management reports matching their board packs, built on Odoo budgets and posted accounting data.
Business challenge
Budget versus actual by period and analytic dimension was being compiled in spreadsheets, delaying management review.
Requirements
- Monthly, quarterly, half-yearly and yearly periods
- Actual, budget, variance and prior year
- Foldable hierarchy by budget, line, account and analytic
- Drill-down from year to quarter to month
- Excel export
Solution architecture
Report wizards and a dynamic report screen reading budget lines and posted entries, with XLSX rendering through the report_xlsx framework.
Major features
- MIS XLSX report
- Dynamic budget screen
- Period drill-down
- Analytic dimensions
- Excel export endpoint
Important workflows
- 1 Select periods
- 2 Compute actual and budget
- 3 Analyse variance
- 4 Export
Business impact
- Budget variance available without manual compilation
- Figures traceable to posted entries
Impact is described qualitatively. We do not publish performance figures without client-verified evidence and permission.