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Visual business dashboard for small and medium businesses: commercial KPIs, revenue evolution compared to previous year, forecasts, segmented break-even threshold. Everything is computed from data already in Dolibarr (proposals, orders, invoices, bank).
Add hierarchical titles, automatic subtotals and free-text blocks to your proposals, orders and invoices. Per-block totals recomputed on screen, in PDF and in custom ODT templates.
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It allows you to aggregate and analyze data on the commercial margins of orders and invoices issued to customers. It is possible to carry out a series of filters and export the results to a spreadsheet.
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Commercial margins |
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Author: O.P.G. |
Module version: 1.0 |
Functionality
Using the settings defined for the calculation of the margins, the module allows you to filter and analyze the data of the commercial margins
The results can be viewed in detail or totaled by customer.
An export to spreadsheets completes the functionality of the module.
Installation
For Dolibarr v9+
For Dolibarr v8-
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Demo On line demo |
User documentation |
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