Metadata-Version: 2.1
Name: odoo-addon-account_analytic_dashboard
Version: 18.0.1.0.0.1
Requires-Python: >=3.10
Requires-Dist: odoo-addon-account_analytic_searchpanel==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Monthly revenue and expenses of the analytic plan hierarchy
Home-page: https://github.com/OCA/account-analytic
License: AGPL-3
Author: Quim Rebull (Coopdevs), Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Description-Content-Type: text/x-rst

==================
Analytic Dashboard
==================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--analytic-lightgray.png?logo=github
    :target: https://github.com/OCA/account-analytic/tree/18.0/account_analytic_dashboard
    :alt: OCA/account-analytic
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/account-analytic-18-0/account-analytic-18-0-account_analytic_dashboard
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-analytic&target_branch=18.0
    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module gives an overview of the analytic accounting of the company,
month by month, with the revenue and the expenses of every analytic
plan.

Analytic lines get two stored measures, **Revenue** (the amount when it
is positive) and **Expenses** (the amount when it is negative, kept
negative), so that revenue and expenses can be shown side by side and
add up to the amount.

It adds:

- **Accounting > Reporting > Monthly Analytics**: a pivot with the whole
  project plan hierarchy down to the analytic accounts in rows, the
  months in columns, and the revenue, expenses and amount as measures,
  with the totals of every level of the hierarchy. It relies on the plan
  levels of ``account_analytic_searchpanel``, so the levels a branch
  does not reach are skipped and the plan rows are shaded by depth.
- An **Analytics** spreadsheet dashboard, in the Finance section of the
  Dashboards app: key figures (revenue, expenses, result and margin),
  revenue and expenses by month, the result by line (first level of the
  project plan), the monthly result by line, and the analytic accounts
  with the highest expenses and revenue. It can be filtered by period
  and by line.

**Table of contents**

.. contents::
   :local:

Usage
=====

1. Go to **Accounting > Reporting > Monthly Analytics** to review the
   revenue and expenses of the whole plan hierarchy month by month.
   Expand or collapse the branches, change the period with the search
   filters, or export the table to a spreadsheet.
2. Go to **Dashboards > Analytics** for the overview. Use the **Period**
   and **Line** filters at the top, and click on the monthly chart to
   open the Monthly Analytics pivot.

The dashboard is generated by ``tools/build_dashboard.py``: to change
its layout, edit the script and run it again to update
``data/files/analytic_dashboard.json``. With
``spreadsheet_dashboard_oca`` installed, it can also be edited from the
user interface.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-analytic/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-analytic/issues/new?body=module:%20account_analytic_dashboard%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Quim Rebull (Coopdevs)

Contributors
------------

- Quim Rebull <quim@coopdevs.org>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-QuiJoQuim| image:: https://github.com/QuiJoQuim.png?size=40px
    :target: https://github.com/QuiJoQuim
    :alt: QuiJoQuim

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-QuiJoQuim| 

This module is part of the `OCA/account-analytic <https://github.com/OCA/account-analytic/tree/18.0/account_analytic_dashboard>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
