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AI-powered business assistant for Dolibarr with secure BI queries, charts, tables, and ERP insights.
A true Swiss knife for customizing your documents (orders, shipments, invoices with LCR, intervention forms, projects, proposals, supplier orders and invoices...). The module's administration allows you to manage your personal graphic charter as well as numerous settings.
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A tool for building a budget and tracking it against actuals. It also allows for managing monthly forecasts to adjust projections.
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📊 Budget Module for Dolibarr
📋 Features
The Budget module enables advanced budget management in Dolibarr:
✅ Multi-budget management per fiscal year
✅ Budget & Baseline - Initial budget definition and reference baseline
✅ Monthly Forecast - Month-by-month adjustable forecasts
✅ Comparator - Budget vs Baseline vs Forecast vs Actual analysis
✅ Forecast Evolution - Revision history through snapshots
✅ YTD Reporting - Consolidated view with KPIs and charts
✅ Automatic Cronjob - Monthly forecast snapshots