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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
StrategyScore 360 is not a simple KPI table. It is a complete Strategic Performance Management System natively integrated into Dolibarr, managing the whole strategy cycle: Vision, Perspectives, Objectives, Cause/Effect, KPI/KRI, Targets, Initiatives, Results, Variances, Health scores, Alerts, Reviews, Decisions and Corrective actions.
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The Project's Budget Report is a convenient way to track your budget for each project.
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Module version: auto
Publisher/Licence: Maii S. / GPL-v3
User interface language: English
Help/Support: Mail to doli@diamubi.com
Prerequisites:
Install (For Dolibarr v9+):
If you did not see Project's Budget Report at at the module list, you could manually extract the module to the custom directory: