Build financial models, management reports, and business dashboards using Odoo Spreadsheet - with live data pulled directly from your ERP, no manual exports, no stale figures.
Module Overview

Integration
Native Odoo
Deployment
Cloud / On-prem
Support
24/7 Priority
Key delivery points
What Fidobe delivers
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Why this matters
The Problem With Disconnected Spreadsheet Tools
Traditional spreadsheets are powerful analytical tools with one fatal flaw - they're always out of date. Odoo Spreadsheet solves this by giving you familiar spreadsheet functionality with a fundamental difference: the data is live. Every figure in your Odoo Spreadsheet pulls directly from your ERP in real time - so your management accounts, sales dashboards, and financial models always reflect the current state of your business.
Finance and operations teams who rely on manually exported spreadsheets spend hours every week refreshing data, correcting paste errors, and distributing updated versions. Odoo Spreadsheet eliminates this cycle entirely.
Odoo delivers a comprehensive, natively integrated feature set — no plugins required.
Why This Matters
The Problem With Disconnected Spreadsheet Tools
Insert live data from any Odoo model - sales orders, invoices, inventory levels, payroll, CRM pipeline - directly into spreadsheet cells, updated in real time.
Build pivot analyses and dynamic charts that respond to live Odoo data - giving you powerful analytical views without manual data manipulation.
Start with pre-built financial report templates - P\&L, balance sheet, cashflow - and customise them to your chart of accounts and reporting structure.
Share spreadsheets across your team within Odoo - with role-based access controls ensuring the right people can view, edit, or only read each document.
Combine multiple data views, charts, and KPI metrics into a single dashboard spreadsheet that gives management a real-time business overview.
Use familiar spreadsheet formulas alongside Odoo data functions - combining external data, calculations, and live ERP figures in one unified analytical workspace.
Fidobe configures Odoo Spreadsheet with your core management report templates, KPI dashboards, and financial models - trained to your finance and operations teams so they can build and maintain reports independently.
At Fidobe, we ensure clarity and confidence before any long term commitment through a structured, results-driven process.
We understand your goals, systems, and challenges to define a clear and aligned scope.
We design a tailored solution and present a demo or proof of concept so you can evaluate outcomes firsthand.
The solution is tested against real use cases to ensure accuracy, performance, and readiness.
You review results, confirm solution fit, and validate scope, timelines, and commercials.
We provide structured support to ensure smooth adoption and ongoing reliability.
Find answers to common questions about our Odoo services and expertise.
Odoo Spreadsheet uses the same familiar interface as conventional spreadsheets but pulls data live from your Odoo ERP - meaning every report reflects current data without manual exports or copy-paste updates.
Yes. Odoo includes financial report templates for P\&L, Balance Sheet, and Cash Flow that connect to your Odoo chart of accounts - providing real-time financial statements you can customise and share.
Yes. Odoo Spreadsheet supports collaborative editing within the Odoo platform - with access controls defining who can view, edit, or only read each spreadsheet.
Yes. You can combine live Odoo sales pipeline data with manual input assumptions to build dynamic forecasting models - updating actual figures automatically while keeping your assumptions adjustable.
For many reporting use cases within the Odoo ecosystem, yes - particularly management reports and operational dashboards. For highly complex BI with multi-source data, Fidobe can also implement Power BI integration with Odoo as a complementary solution.
Real success stories from brands that transformed their sales pipelines and workflow automation with our powerful CRM integrations.
Integrating Odoo CRM into our sales process was an absolute game changer. The seamless CRM integration and powerful lead management tools boosted our conversion rates by over 45% in just three months.Alex SterlingVP of Sales, TechFlow Inc.
With their advanced workflow automation, our marketing team no longer wastes time on manual data entry. We have customized sales pipeline tracking that gives us real-time visibility into every single deal.Samantha GreeneMarketing Director, GrowthGenuis
Fidobe completely overhauled our customer engagement strategy. Thanks to their robust CRM implementation, we automated our lead generation and experienced a massive spike in customer retention.Marcus JohnsonCEO, NexaRetail
Switching to an AI-enabled Odoo CRM meant we could finally track our complete sales cycle. The intuitive dashboard and automated sales analytics completely transformed how our enterprise operates.Elena RostovaCOO, Zenith Corp
The personalized support we received for business automation was unparalleled. They specifically built sequences that cut our administrative overhead in half while delivering brilliant lead insights.David ChenFounder, InnovateTech
Join 100+ successful Odoo projects and start your journey to operational excellence today.