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Brief project displays an overview of the projects' details directly in the list view, letting users see and compare informations without needing to click through each project individually.
Analyze your Dolibarr data without writing SQL: describe in plain language what you want to analyze, the AI assistant writes and tests the query, then prepares a first report. Drag-and-drop pivot tables and charts, 17 predefined data sources and 40+ reports, Excel, TSV and PNG export. Nothing is saved without your approval.
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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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