BI Dashboard Premium

Complete Business Overview

The module allows you to monitor key business data directly from Dolibarr:

• revenue;
• invoices;
• orders;
• proposals;
• customers;
• products;
• estimated margins;
• payments;
• VAT;
• unpaid invoices;
• cash flow;
• suppliers;
• purchases;
• stock;
• sales performance.

With advanced filters, you can analyze your data by period, country, customer, product, salesperson or entity.

Customizable Dashboards

BI Dashboard Premium includes several business-oriented views:

• Management view;
• Accounting view;
• Sales view;
• Stock view;
• Purchasing view;
• Finance view;
• Full-screen TV dashboard.

Each user can personalize their dashboard, choose visible widgets, follow favorite indicators and quickly access saved reports.

Detailed Reports and Exports

The module includes an advanced reporting system to generate detailed analysis based on selected filters.

Included features:

• detailed reports by customer;
• reports by country;
• reports by product;
• margin reports;
• VAT reports;
• payment reports;
• pivot tables;
• CSV exports;
• Excel exports;
• PDF exports;
• saved reports;
• scheduled reports.

This makes it easy to extract useful data for management, accounting or sales teams.

Advanced Financial Analysis

BI Dashboard Premium goes beyond a simple dashboard. It helps analyze:

• paid, unpaid and overdue invoices;
• average payment delay;
• aged customer balance;
• collected VAT;
• payments by period;
• forecast cash flow;
• margins by product, customer or country;
• sales performance;
• gap between actual results and targets.

Decision-Making Support

The module provides smart indicators to quickly identify important business situations:

• at-risk customers;
• inactive products;
• overdue invoices;
• unanswered proposals;
• activity decrease;
• sales anomalies;
• stock alerts;
• automatic recommendations.

You save time on analysis and make better decisions faster.

Optimized for Dolibarr

The module is designed to integrate cleanly into Dolibarr:

• installation in /custom/;
• dedicated Dolibarr menus;
• specific user permissions;
• multi-entity compatibility;
• responsive interface;
• custom module icon;
• BI cache for better performance;
• cron scripts for reports and aggregates;
• publisher: Digital 06.