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Module for Odoo Online · Executive Summary

What happened in your company yesterday, at six in the morning.

A daily email with your Odoo's sales, collections, inventory, purchasing, support and attendance figures, compared with the day before; on Mondays, the week; at month-end, the month.

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Executive summary · Thursday 6:00 AMScore 78/100
Yesterday's sales$184,300▲ +19.3 %
Quotes sent14▲ +3
Overdue receivables 61-90 d$42,000▼ −8.1 %
Pending deliveries9▼ −2
Open tickets3▲ +1
Attendance96 %▲ +2 pt
Red flags: 3 quotes unanswered for more than 17 days · 1 invoice 90+ days overdue · 2 late deliveries

Sound familiar?

It happens in almost every sales team.

To know how the month is going you open five reports, and nobody's numbers match.

You hear about overdue receivables once they're overdue twice.

The rep who presents best isn't the one who sells best.

How it works

Three steps, inside your Odoo.

  1. 01

    Every day at 6:00 AM

    Your Odoo's figures are computed: only from the apps you have installed.

  2. 02

    They're compared with the previous period

    Every number carries its ▲ or ▼ against the previous day, week or month, plus an executive score from 0 to 100.

  3. 03

    It reaches whoever you say

    To the email addresses you define, with the red flags first: whatever needs a decision today.

What changes

From day one.

One email, every morning

Sales, collections, inventory, purchasing, support and attendance, from your Odoo, without opening anything.

Against yesterday, against the week, against the month

Every number with its ▲ or ▼ and a score from 0 to 100.

Red flags first

Whatever needs a decision today goes right at the top.

How much did you sell yesterday, and how much are you owed past 60 days?At six in the morning, in your inbox.

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What your team sees

No new screens: everything happens where they already work.

  • Sections: today's agenda, sales and CRM, finance and collections (aged receivables), inventory, purchasing, support, projects, staff, website and mass mailing, red flags.
  • On Mondays it includes the week; at month-end, the month.
  • The recipients are defined with you.
In your inbox

Yesterday's sales $184,300 ▲ +19 % · Overdue receivables 61-90 days $42,000 ▼ −8 %

Red flags: 3 quotes unanswered for more than 17 days

Frequently asked questions

Before you book the demo.

Which apps does it need?

It uses the ones you have installed and skips the rest without failing.

Can the time be changed?

Yes.

Do the sales reps receive it?

Only the addresses you define; usually ownership and management.

Other modules

They work together, inside the same Odoo.

01Lead AssignmentDistributes every new lead in your Odoo CRM across your sales team in turns —nobody gets two until everyone got one— and notifies the rep on the spot. 02Inactivity ReassignmentEvery hour, it checks the open opportunities in your CRM. 03Stage ValidationWhen an opportunity moves to a new stage or gets quoted, the module checks the customer record. 04Quote Follow-UpThree reminders at 3, 10 and 17 days, sent as emails from the rep's own address. 05Reply AnalysisDetects whether the customer asks for time or turned the quote down, and acts: pauses the follow-up, or cancels the quote, marks the opportunity lost and sends the exit survey. 07Portfolio ProtectionIf a user tries to bulk-delete contacts, opportunities or activities, the module blocks the third attempt of the day and alerts management in a private channel.

See all modules

See it running in your Odoo.

We'll show you with your own catalog and your own team. No commitment.

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