• Create Odoo Dashboards to monitor your business effectively, ensuring you have a clear and concise view of key metrics.
• Build Spreadsheets connected to your Odoo data, updated in real time, allowing you to work with dynamic and constantly refreshed datasets.
• Answer complex analytical questions that require data from different sources, combining insights from CRM, sales, accounting, inventory, and other Odoo modules.
• Use the Quote Calculator to its full potential, helping you estimate costs, margins, and pricing strategies efficiently.
• Design and structure data models to support business reporting needs, ensuring that your analytical framework is both scalable and adaptable.

• How many meetings does each of my salespeople have per month, and how does that compare to the targets I set? Monitor team performance and adjust strategies based on data-driven insights.
• Given my recorded opportunities, quotations, purchases, and invoices, can I estimate my cash flow for the coming months? Gain a clear picture of future financial liquidity and make proactive business decisions.
• How many overtime hours has each employee worked since the beginning of the year? Ensure compliance with labor laws and manage workforce efficiency effectively.
• How do my sales trends compare across different regions or product categories? Identify high-performing markets and allocate resources accordingly.
• What are the most profitable products or services based on historical revenue data? Optimize inventory, marketing, and sales efforts to maximize profitability.
  Users can participate in beta testing programs, providing feedback on upcoming releases and influencing the future direction of the platform. By staying current with updates, you can take advantage of the latest tools and features, ensuring your business remains competitive and efficient.

Traditional Business Intelligence Approach (ETL Framework)

1. Extract: Data is collected from multiple sources (e.g., CRM, ERP, marketing tools, financial records). This phase involves gathering both structured and unstructured data.
2. Transform: The data is cleaned, structured, and formatted for analysis. This step ensures consistency and accuracy, as raw data often contains redundancies, errors, or inconsistencies.
3. Load: The processed data is stored in a data warehouse, where it can be analyzed using reporting tools. Traditional BI platforms then use dashboards and visualization tools to present findings.

Odoo's Approach to Business Intelligence

Why Use Spreadsheets for Business Intelligence in Odoo?

• Centralized Platform: All BI operations happen within Odoo, reducing the need for external tools and streamlining data access.
• Real-time Data: Spreadsheets automatically update with the latest database information, ensuring that reports and analyses reflect the most current business state.
• Quick Data Access: No need for lengthy data extraction and transformation processes—users can interact with live data directly.
• Shareable Insights: Easily distribute reports and dashboards across teams, enabling better collaboration and decision-making.
• User-friendly Environment: Spreadsheets are widely used and require minimal training compared to traditional BI tools.
• Interactive Dashboards: Filters and dynamic components allow users to explore data from multiple perspectives.
• No External Integrations Needed: Eliminates the complexity of integrating third-party BI solutions.
• Included in Odoo Standard: No additional costs—BI features are available as part of the Odoo ecosystem.
• Simplified Complexity: Reduces reliance on IT teams, making BI accessible to non-technical users.
• Access Rights Applied in Real-time: Odoo’s security settings ensure that users only see the data they are authorized to access.
• Customizability: Reports and dashboards can be tailored to meet specific business needs, providing flexibility in data analysis.
• Collaboration Features: Multiple users can edit and view reports simultaneously, improving team efficiency and data transparency.

Training Modules:

This training is designed to be modular, meaning each section can be taken independently. However, each module builds upon the knowledge gained in previous sections. You can either complete the training independently or schedule time with your onboarder to review your progress and address any questions.

1. Introduction: The current section, providing an overview of Odoo's BI approach.
2. Spreadsheet Training: A standalone module focused on spreadsheet functions, independent of Odoo.
3. Technical Training: Covers data structures, field types, models, and views within Odoo. For more in-depth knowledge, follow the Technical for Functional MasterClass.
4. Odoo Reporting: Learn the specifics of Odoo's reporting features, including linking spreadsheets to database data for real-time updates.
5. Use Cases: Apply your skills to solve real-world BI challenges using Odoo. You may also work with your onboarder to analyze custom use cases.
6. Quote Calculator: Master the Quote Calculator by leveraging your Odoo spreadsheet expertise.

• Follow each module in sequence if you are new to BI and Odoo Spreadsheets.
• Apply the exercises to real business scenarios to reinforce your understanding.
• Use Odoo’s built-in help resources and community forums to explore additional features.
• Consult with your onboarder for personalized guidance and additional support.
• Keep experimenting with different spreadsheet formulas and BI tools within Odoo.

We hope you're excited to embark on this learning journey.

See you in the next chapter!