# Financial Dashboard All in One with KPI Tiles

> Put any line of a Financial Reports Builder statement on a Dashboard Builder board as a tile or KPI - gross margin, EBITDA, cash - with the board's own date filter, a previous-period comparison, a target, a named owner, and a sentence that says what moved, in the alert and in the weekly snapshot.

- **What it is:** Put any line of a Financial Reports Builder statement on a Dashboard Builder board as a tile or KPI - gross margin, EBITDA, cash - with the board's own date filter, a previous-period comparison, a target, a named owner, and a sentence that says what moved, in the alert and in the weekly snapshot.
- **For:** Accounting
- **Odoo versions:** 17.0, 18.0, 19.0, 20.0 - Community and Enterprise
- **Runs on:** Odoo.sh or Odoo you host yourself - not Odoo Online, which accepts no third-party apps
- **Price:** 297 EUR, one-time, on the Odoo Apps Store
- **Technical name:** bambooforge_dashboard_fin_reports
- **Not for:** The live tile on the board shows the number, the previous period and the target the way Dashboard Builder draws them; the sentence itself is on the form and in the e-mails, not painted on the tile.; One line per tile. A chart over a statement is the report's own Run form, with its comparison column and drill-down.; Month to date compares with the month before, not with the same month last year; a year-on-year view is a second KPI with a custom range.
- **Manual:** https://docs.bambooforge.dev/bambooforge_dashboard_fin_reports/
- **Live demo:** https://demo20.bambooforge.dev/odoo/action-bambooforge_dashboard.dashboard_board_action
- **Store page:** https://apps.odoo.com/apps/modules/20.0/bambooforge_dashboard_fin_reports
- **Manual last updated:** 2026-09-23

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# Financial KPIs on the Dashboard

Dashboard Builder draws numbers from any model. Financial Reports Builder
computes the numbers finance actually reports on. This bridge puts a
statement line on a board - and tells you, in one sentence, what moved.

## What you get

- A new **data type** on a tile or a KPI: *Financial report line*. Pick a
  report and a line - a prefix line such as revenue, a type line such as
  cash, or a formula line such as EBITDA - and its amount is the number
  on the board.
- The **board's date filter is the report's period**: month to date, last
  quarter, a custom range. A balance sheet line is read *as at* the end of
  the period, the way the report's own Run form does it.
- **Previous period** and **target** work exactly as for any other KPI.
  Month to date compares with the same days of the month before, a
  quarter with the quarter before, a year with the year before; any
  other range with the same number of days ending the day before it.
- A **KPI owner**: the person who answers for the number. Added to every
  alert on the item and named in the snapshot.
- **What moved**: one sentence on the KPI form, in the threshold alert
  e-mail and in the scheduled snapshot - "EUR 1.35M, up 12.5% on the
  previous period (EUR 1.20M); 90% of the EUR 1.50M target."
- Multi-currency: a report in another company's currency is converted to
  the board's currency at the period end.

## Install

Needs **Dashboard Builder** and **Financial Reports Builder**, both by
BambooForge; the store price of this page includes them. Install the
bridge and the new data type appears on every tile and KPI form.

## Putting a statement line on a board

1. Build the statement in *Accounting → Financial Reports* if it is not
   there yet: a P&L with a *Revenue* line on prefix `70`, a *Result*
   formula, whatever the owner reads.
2. Open the board, add a **KPI** (or a tile), and under *Computation* set
   *Data Type* to **Financial report line**. Pick the report and the
   line. The model and the date field fill in by themselves.
3. Tick **Posted entries only** off if the board should read drafts too.
4. Tick **Compare With Previous Period** and set a **Target** as usual.
5. Set the **KPI owner**.

The board's date filter drives the period. A KPI with its own date filter
uses that instead; with no filter at all, the number is the fiscal year to
date - a P&L since inception is not a figure anybody runs a business on.

## What moved

The sentence is built from what is known and nothing else:

- the value, formatted in the board's currency;
- if the comparison is on: *up 12.5% on the previous period (EUR 1.20M)*,
  *down*, *unchanged*, or *no previous-period figure to compare with*;
- if a target is set: *90% of the EUR 1.50M target*, or *over it by
  EUR 120K*.

It shows on the KPI form under *What moved*, goes into every **threshold
alert** e-mail on the item (with the owner named), and becomes a column
of the **scheduled snapshot** - inline and in the PDF - so the Monday
e-mail says which numbers moved, not only what they are.

## Limits, stated plainly

- The live tile on the board shows the number, the previous period and
  the target the way Dashboard Builder draws them; the sentence itself is
  on the form and in the e-mails, not painted on the tile.
- One line per tile. A chart over a statement is the report's own Run
  form, with its comparison column and drill-down.
- Month to date compares with the month before, not with the same month
  last year; a year-on-year view is a second KPI with a custom range.

## How we make sure it works

Before every release, **17 automated checks** run against this app on Odoo 17, 18, 19 and 20.
Among them:

- No filter means fiscal year to date.
- Draft entries only when asked.
- Line must belong to report.
- Narrative flat and no previous.
- Previous period same length before.

The complete list is in the source you receive.