Revenue & Invoice KPIs

Total invoiced, outstanding receivables, overdue receivables, draft invoices, credit notes and average days to pay, with period comparison indicators where applicable.

Payables & Cash

Vendor bills, outstanding payables, overdue payables, bank and cash balance, payments received, payments sent, payments in progress and negative cash journal warnings.

Charts & Reports

Monthly revenue trend, income vs expenses, cash flow, receivables aging, payables aging, invoice status, top customers, top vendors, top expenses and revenue by salesperson.

Tax, Journals & Reconciliation

Tax collected, tax paid, net tax position, journal entries, debit, credit, balance, bank reconciliation status and fiscal lock date warnings.

Finance Alerts Panel

Overdue invoices, overdue bills, stale draft invoices, unreconciled bank statement lines, credit limit breached partners, payments in progress and negative cash journals.

One-Click Drill-Down

Open the underlying Odoo records directly from KPI cards, chart bars, chart segments, report lines and alert counters.

Filters Built for Real Accounting Workflows

Filter the entire dashboard by journal, salesperson and partner, and pick a period with one click. Every KPI, chart and table reacts instantly to the selected period.

Turn on auto-refresh every 1, 5 or 15 minutes, or refresh manually with one click.

For Billing Users

Track draft invoices, unpaid invoices, overdue receivables, credit notes and payments received.

For Accountants

Monitor payables, vendor bills, tax summary, journals, bank status and reconciliation workload.

For Finance Leaders

See revenue, cash flow, collections pressure, expenses, vendor spend and overall accounting health.

Total invoiced and open receivables KPIs

Overdue receivable and draft invoice monitoring

Credit note tracking

Average days to pay insight

Vendor bills and payables KPIs

Bank and cash balance overview

Monthly revenue trend chart

Income vs expenses chart

Receivable and payable aging charts

Invoice status donut chart

30-day cash flow trend

Top customer and vendor charts

Tax collected, tax paid and net tax position

Journal overview table

Bank reconciliation status

Finance alert panel

One-click record drill-down

Printable PDF and Excel reports

Easy Configuration

Install and use immediately. Optional settings are available under Settings > Invoicing > Accounting Dashboard for stale draft alert age, lock date warning days and default dashboard period.

Secure by Design

Reads data through standard Odoo models and respects accounting access rights, readonly accounting users, accounting managers and multi-company record rules.

Performance Friendly

Lightweight batched data loading helps users refresh the financial view without manually opening every report separately.

Multiple Language Support

Includes English, Bangla, Arabic RTL, Chinese, French, Spanish and German for multilingual finance teams.