You have Odoo: how to cross-reference your departments’ data to understand the business

Odoo manages processes; the business is understood by crossing areas

When a company runs its operations on Odoo, each module (sales, inventory, purchasing, projects, people) generates its own reports. They are useful, but the most valuable questions almost always cross several modules, and that is where a joint analysis makes the difference.

Questions that only appear when data is crossed

• Sales and finance: are we selling more but earning less? Invoicing and margins by customer and product, collections, late payments and target achievement.
• Sales and inventory: which products have demand but little stock? Available stock, turnover, tied-up inventory and replenishment.
• Purchasing, suppliers and finance: how are our costs evolving? Purchase volume, key suppliers, prices and their impact on profitability.
• Projects, hours and costs: are the projects that invoice the most the most profitable? Revenue versus costs, hours and deviations.
• People and operations: how do resources, workload and results relate? Productivity, workload by team, incidents and absences.

A global view in one place

The result is a dashboard with sales and their trend, margin and profitability, inventory and turnover, purchasing and suppliers, targets and deviations, staff indicators, projects and cash flow, accessible from mobile, tablet or computer.

Alerts to decide faster

The same data can trigger automatic alerts: a margin deviation, low stock on key products, an unusual increase in costs or a target drifting from plan. And daily, weekly or monthly reports can reach the key people on their own.

How we solve it at GY3 Solutions

We understand your business, design the solution together with your team, connect the Odoo data, build the reports with the cross-references that really matter and automate them. Then we support you as your processes evolve. See our Data & AI line.

Would you like to discover what view you could get with your Odoo data? Let's talk.