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Executive dashboard with invoicing, collections, debt aging, sales pipeline and ticket KPIs — plus per-customer analytics and 30+ injected dashboards across Dolibarr.
How many returnable kegs, crates or pallets each customer holds, the deposit value and the packaging not returned in time.
Reporting or search features
Automate payment reminders for unpaid invoices in Dolibarr: group emails by customer and track promises to pay, disputes and payment plans. Customers can view their account and reply through the included portal.
Executive dashboard with invoicing, collections, debt aging, sales pipeline and ticket KPIs — plus per-customer analytics and 30+ injected dashboards across Dolibarr.
Export any Dolibarr list to Excel or CSV in one click, exactly as the screen shows it: chosen columns, active filters, sort. Amounts become numbers, dates become real dates. Works on core and external module lists.
Moroccan tax package (liasse fiscale) in Dolibarr: balance sheet, CPC, ESG and schedules filled from the trial balance (CGNC chart), EDI XML file validated against the DGI XSD schema and ZIP ready for Simpl-IS. Normal and simplified models, sales by customer statement, pre-filing checks, PDF. Dolibarr 18 to 24.
Print a clear, accurate statement of account for any customer or supplier in one click: opening balance, every invoice, credit note and payment with a running balance, closing balance and a ready-to-sign PDF. Supports net statements for third parties that are both customer and supplier, and right-to-left Arabic.
Strategic Insight 360 is not a simple SWOT form. It is a complete Strategic Diagnosis & Decision Intelligence System integrated into Dolibarr, part of the NEXT GESTION Business Strategy range (Module 02). It turns your Dolibarr data and business evidence into a rigorous, evidence-based strategy.
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.
DoliStrategy is the first module of NEXT GESTION's Business Strategy range. It connects the entire strategic cycle in a single cockpit and lets leadership answer, from Dolibarr: what is our strategy, are we ahead or behind, which KPI are struggling, which projects serve which objectives, how much do we invest and for what benefits, which…
Build your own dashboards from data already in Dolibarr, without writing a line of code. Choose a source, a measure and a grouping, then one of 17 widget types: tiles, gauges, line charts, pie charts, funnels, maps, rankings, task lists. Share them with your teams, set targets, comment on a figure, export to Excel or PDF — and let the AI assistant build a widget from a simple sentence.
Give Dolibarr the dashboards people actually look at every day. Pick a source, a measure, a dimension, a period: the widget draws itself. 29 kinds of widgets — key figures, gauges, columns, lines, pies, funnels, waterfalls, heatmaps, treemaps, lists, pivot tables, rankings — laid out on a grid you rearrange with the mouse.
Prepare packaging and EPR declarations in Dolibarr: packaging composition by product, calculations from invoices and shipments, estimated environmental fees, and Citeo, Léko, EPRO and LUCID XML files. Includes a PPWR register, PDF declaration of conformity and French IDU numbers on your documents.
7 advanced reports to Dolibarr, with rich filters, comparison against previous periods and data export