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Call for action - Metrics and KPIs for OCA accounting and finance dashboards
Hi all,
As Odoo SA (Fabien himself) considers that we can't use code that has been open sourced for some time under a LGPL license should be used as a start for a community module, and the layers bill is expensive, let's start a new module from scratch.
Can you please share here what are the main metrics and KPIs that you consider inside these areas for being included?
Regards.
by Pedro M. Baeza - 02:25 - 30 Oct 2022
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Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
As mentioned before, different goal will use different indicators.
For a dashboard analyzing past financial financial performance, a well known set of indicators is the DuPont analysis.
It is quite interesting because it starts with the ROI or ROE and decomposes it in more focused indicators.
See: https://en.wikipedia.org/wiki/DuPont_analysis
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DANIEL REIS
MANAGING DIRECTORM: +351 919 991 307
E: dreis@OpenSourceIntegrators.com
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by Daniel Reis - 10:00 - 1 Nov 2022 -
Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
As mentioned before, different goal will use different indicators.
For a dashboard analyzing past financial financial performance, a well known set of indicators is the DuPont analysis.
It is quite interesting because it starts with the ROI or ROE and decomposes it in more focused indicators.
See: https://en.wikipedia.org/wiki/DuPont_analysis
--
DANIEL REIS
MANAGING DIRECTORM: +351 919 991 307
E: dreis@OpenSourceIntegrators.com
A: Avenida da República 3000, Estoril Office B, #34
by Daniel Reis - 08:01 - 1 Nov 2022 -
Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
I suggested edits for a couple of standard metrics: Current Ratio = current assets / current liabilities Quick Ratio = (cash and equivalent account + account receivable) / current liabilities Working Capital = current assets - current liabilities Cheers, Mike. On 31/10/2022 15:41, Pedro M. Baeza wrote: > I think both are interesting. Let's gather all together for now, with > an explanation, its goal and how to compute it, and then we can plan > which ones we implement first. I have opened this Google Docs document > for writing them in a collaborative manner: > > https://docs.google.com/document/d/1FDIud707XFMa08Q0U8UTJMa4UEp1rEEA1dx3P41XNew/edit# > > You can also comment on the structure of the document itself. > > Thank you very much for your interest. > > Regards. > > _______________________________________________ > Mailing-List: https://odoo-community.org/groups/contributors-15 > Post to: mailto:contributors@odoo-community.org > Unsubscribe: https://odoo-community.org/groups?unsubscribe >
by Raphael Makonnen - 01:21 - 1 Nov 2022 -
Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
I think both are interesting. Let's gather all together for now, with an explanation, its goal and how to compute it, and then we can plan which ones we implement first. I have opened this Google Docs document for writing them in a collaborative manner:You can also comment on the structure of the document itself.Thank you very much for your interest.Regards.
by Pedro M. Baeza - 01:41 - 31 Oct 2022 -
Re: Call for action - Metrics and KPIs for OCA accounting and finance dashboards
PedroHow are you? Great initiative! The field is a bit vast, what kind of KPI regarding Finance and Accounting would be preferable? The most daily operation ones, as liquidity, receivables, payables, etc or more strategic ones, referred to equities, operation results, etc?Thanks!El sáb, 29 oct 2022 a la(s) 22:27, Pedro M. Baeza (notifications@odoo-community.org) escribió:Hi all,As Odoo SA (Fabien himself) considers that we can't use code that has been open sourced for some time under a LGPL license should be used as a start for a community module, and the layers bill is expensive, let's start a new module from scratch.Can you please share here what are the main metrics and KPIs that you consider inside these areas for being included?Regards._______________________________________________
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by Gonzalo Ruzafa. - 01:11 - 31 Oct 2022