Klipfolio Odoo ERP Integration

Track the most important business metrics and KPIs with Klipfolio

Klipfolio is an online dashboard platform for building powerful real-time business dashboards for your business. It helps you combine data from multiple data sources into a single cumulative picture to build the metrics you need for running your business smoothly.

With Klipfolio, we can build a custom dashboard to track our project in real-time. Build an Odoo dashboard to monitor and share a project with the team.

Klip1: Target Income

We can set a target income. We can see that current all-time income, today's income and yesterday's income on the dashboard

Now, see the customer invoice

November 2017 entries income shows $ 4,400.00 which is shown on the above Klipfolio dashboard. Now, let’s check yesterday (last earned) income (3000-650=2350).

Klip 2: Product details

Let’s check product details. We can see that the HDD SH-1 product details on dashboard Quantity - 12 Total amount 11,700 and Invoice line-1. Like this, we can see the other product details also to move the mouse on different dots

See the below invoice line for that product.

Klip 3: Select Date Range

Klip 4: Master Details(Customer, product, countries, Income)

To check the master details of the customer, product, countries, and income set the start date and end date and click on the desired lines shown as per little red, green icon from the top right side. Such as green dot shows customers, the blue line shows the income, the orange dash line shows the countries and the red square shows the products.

Compare the above details with the Invoice analysis report we can see the results.

Master-Details(Customer)

Master-Details(Income)

Master-Details(Countries)

Klip 5: Invoice Details

We can see the invoice details customer wise

Note: In Odoo Agrolait total amount is 22,298 but in Klip folio, its total amount is 18,785.

In Odoo Agrolait is a company and its total amount = its own invoice total amount+ its contacts invoice total amount.

Thomas Passot is a contact of agrolait company so in Klip folio (Agrolait + Thomas passot) total amount = 18785 + 3509 = 22294(total amount of agrolait in odoo).