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Lynx Accounting - Spreadsheet Dashboard

EBITDA, margins and a revenue forecast as an Odoo Spreadsheet dashboard

lynx_accounting_spreadsheet · v19.0.1.3.0 · Standard

Ce que cela résout

Lynx Accounting - Spreadsheet Dashboard

The walk from revenue to net result, on one page, with the arithmetic visible.

Most accounting reporting answers "what is the balance of this account". This answers the questions a director asks: what did we earn before the financing and the write-offs, where is the margin going, and what does the trend say about next quarter.

Key Features

  • The earnings walk - revenue, cost of sales, gross margin, operating expenses, EBITDA, depreciation, interest, net result. Each line traceable to the accounts behind it.

  • EBITDA without hand-mapping - derived from Odoo's own account types, so a standard chart of accounts needs no setup. Interest, which no account type identifies, is seeded and flagged for review rather than quietly folded into operating expenses.

  • Revenue trend and forecast - monthly revenue, period-on-period growth, and a projection from the trailing rate, with the rate shown so the reader can disagree with it.

  • Margin tracking - gross and EBITDA margin by month.

  • Where the money comes from and goes - revenue by customer, spend by supplier.

  • An honesty line - how much of the result sits in accounts nobody has confirmed the classification of.

Auto-Installation

Installs automatically when both lynx_accounting_enterprise and spreadsheet_dashboard are present.

Integrates With

  • lynx_accounting_enterprise - the earnings categories and GIFI mapping.

  • spreadsheet_dashboard - Odoo's spreadsheet/dashboard engine.

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