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Optimize your financial tracking with a dual solution: a comprehensive module showing balance trends of selected accounts, seamlessly integrated as a dashboard widget for instant visibility. Dynamic color coding highlights positive, negative, or zero balances, while the last transaction’s date and time let you view your total cumulative balance in real time at a glance.
The CalcMaster module for Dolibarr is a professional, elegant, and fully customizable calculator designed to streamline all your calculation needs within the ERP. Whether you are managing discounts, taxes, product volumes, or daily operations, CalcMaster ensures fast, precise, and intuitive calculations while saving time and improving efficiency.
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It is essential for companies to be able to guide their decisions with the use of forecasting and planning tools projected in the short, medium and long term. This module is a planning tool, simple and flexible, which allows you to define in advance the revenues in a given period and therefore to evaluate any deviations from the original plan. The results are available also in chart form.
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Customers Budget |
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Author: O.P.G. |
Module version: 1.0 |
Functionality
Simple, yet powerful and versatile, the "Customer Budget" module is a planning tool that allows you to define, for a given period, the forecast sales data for:
and to compare them in the final balance with the turnover of the same period.
It is possible to generate any number of budgets, and have a synthetic or detailed analysis (by period, customer or seller).
A series of graphs allows immediate analysis of the results
Installation
For Dolibarr v9+
For Dolibarr v8-
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Demo On line demo |
User documentation |
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