Promotions

  • Trello Tasks Plus

    Dolibarr Trello is a project management tool based on a visual and intuitive Kanban board type interface. It allows teams to collaborate effectively and monitor the progress of their projects in a simple and efficient way.

    150.00 €  (360€)
  • Stick it

    No more paper notes fly and lose on the desks! This module allows you to display a note on a sheet, a customer form, invoice, etc ... You can choose the status of this note: private, public (shared notes for the relevant sheet) or shared (shared notes for all of the same type sheets).

    60.00 €  (120€)

New products

  • UltimatepdfLight 22.0

    A true Swiss-army knife for customizing your documents (the light version only supports orders, invoices, and proposals). The module’s administration panel lets you manage your own branding as well as a wide range of configuration options.

    120.00 €
  • Módulo Verifactu

    El módulo Oficial VeriFactu convierte a Dolibarr en un sistema de facturación verificable, adaptado a la normativa española, facilitando la comunicación directa con Hacienda y evitando sanciones por incumplimiento.

    475.00 €

Financial Planning

c5450d20210524151610

The financial planning module allows you to predict the financial availability of your company in the short and medium term, based on future data on receipts and expenses (orders and deadlines of customers / suppliers, taxes, salaries, ....) and forecast data entered manually. The results can be exported in a spreadsheet and / or analyzed with graphs.

248.00 €

  • Author OPG
  • Module version 4.0
  • Release date 05/24/2021
  • Access to download and updates 1 year
  • How to contact support info@opigi.com
  • Compatibility Dolibarr V6 - V21
  • Last update 11/14/2025 12:55 PM

More info

Financial Planning

Author: O.P.G.
License: Marcello Gribaudo / GPLv2

Module version: 1.0
User interface language::English Français Español Italiano
Help/Support:info@opigi.com

 

 

Functionality

The "Financial Planning" module allows you to forecast the liquidity situation of your company in the short, medium and long term.
The economic data are:
 

  • taken from deadlines and orders, both for customers and suppliers.
    The specific values of individual customers / suppliers can be shown individually or for homogeneous groups
  • taken from the remaining costs of Dolibarr (taxes, wages, ...)
  • entered manually


It is possible to define all the desired schedules.
The lines that make up each schedule are fully definable, including the ability to create headings, total and partial subtotal lines.

The resulting data can then be exported to spreadsheets (CSV, Excel, ...), or displayed under different forms of graph (bars, pie, ...) for different periods or aggregations
Finally, a given schedule can be cloned and reused for subsequent years or for different purposes. 

 

Installation

For Dolibarr v9+

  • Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
  • Module or skin is then available and can be activated.

For Dolibarr v8-

  • Download the archive file of module (.zip file) from web site DoliStore.com
  • Put the file into the root directory of Dolibarr.
  • Uncompress the zip file, for example with command unzip module_interventionenh-1.0.zip
  • Module or skin is then available and can be activated.
     

Demo

On line demo
User : demo
Password : demo

User documentation

Financial Planning Manual

Video On You Tube

Our other related products

Customer Budget

Customer Budget

Intervenion Enhanced

Intervention Enhanced