PLANA Pulse business intelligence
Operational business intelligence built into the ERP — every transaction is captured once and analysed live with pivots, graphs, period comparison and financial reports. On Odoo 18 Community + OCA, shown on a live demo tenant seeded with a Bulgarian FMCG wholesaler's data.
Data collection and processing
PLANA Pulse is itself the collection and processing engine: every sale, purchase, stock move and invoice lands in one PostgreSQL model layer. Every list filters, groups and exports to XLSX; SQL-backed BI views and scheduled extracts are available via OCA. The demo already holds hundreds of stock movements, dozens of invoices and a full customer book as the "collected" dataset:
Modules: core model layer + OCA bi_sql_editor, report_xlsx, sql_export.
Sales analysis
The Sales report pivots and graphs revenue and quantity by product, category, customer, salesperson and period. In the demo, sales by product category rank soaps far ahead of shampoos and detergents:
Native sale.report pivot + graph with filters and group-bys.
Customer, supplier and partner analysis
Group sales by customer to rank the wholesale buyers, and purchases by vendor for volumes and lead times; payment behaviour comes from the Aged Receivable / Payable reports. The demo ranks all ten wholesale customers by value:
Native reporting grouped by partner + Accounting aged reports.
Financial results analysis
Native Profit & Loss, Balance Sheet, General Ledger and tax reports on the Bulgarian chart (EUR + 20% VAT), extended by OCA mis_builder for custom P&L, cashflow and budget-vs-actual reports with drill-down and Excel export.
Modules: core account + l10n_bg + OCA mis_builder.
Comparative analysis
Pivot views support period Comparison natively — this period vs. the previous, or the same period last year, with computed deltas. mis_builder adds arbitrary period-comparison columns with variance percentages for financials.
Native pivot Comparison + OCA mis_builder comparative columns.
Built on open foundations
| Capability | Powered by |
|---|---|
| Data collection & export | Core model + OCA report_xlsx / bi_sql_editor |
| Sales analysis | Native sale.report pivot/graph |
| Customer / supplier analysis | Native reporting + aged reports |
| Financial analysis | account + l10n_bg + OCA mis_builder |
| Comparative analysis | Native pivot comparison + mis_builder |
| External integration | XML-RPC / JSON-RPC API |