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Clickable "Other Revenues"

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Provide clickable elements like "Other Revenues", easily accessing detailed information

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Clickable "Other Revenues"

Provide clickable elements like "Other Revenues", easily accessing detailed information

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

This combination does not exist.

         STORY BEHIND THE FEATURE

ODOO BEHAVIOR

In Odoo's Project Update dashboard, the numbers are not clickable. This means that while the data is presented, Odoo's standard feature does not allow users to directly interact with or drill down into these numbers for further details.
 
CLUEDOO BEHAVIOR

The Cluedoo extension overcomes this limitation by introducing clickable elements, such as "Other Revenues", allowing for a more interactive experience. This enables users to easily access detailed information and manage projects more efficiently.

MODULE +

This extension transforms the static data into actionable insights, and allows users to access detailed records and underlying transactions directly from these metrics, making tracking and managing project progress easier.
CLUEDOO RECOMMENDATIONS

​ ​Install on 100% of the database.


​ ​ ​ ​ ​ ​ ​ ​ ​ ​HOW TO USE THIS MODULE

1. Go to Sales > Orders > Quotations > New > Save > Confirm

Fill in the necessary information (e.g. Customer, Order Lines)

Note that the product you put in must be created on Project & Task.

2. Click Projects > Project Status: Set Status and you will be able to see the project's updates.

For now, the project is empty because you have not delivered the product yet.

From v18, Project Status changes to Dashboard

3. Head back to the sales order and make sure the delivered quantity is 1 (you already delivered the product) > Create Invoice > Regular invoice > Create Draft Invoice

4. Go to the project's updates again, you will see the Profitability has been automatically updated.

Click Invoices to see the Draft Invoice and remember the Analytic Distribution's name.

5. Go to Accounting > Customers > Invoices > Save

Fill in the same information as the sales order. 

Note that the Analytic Distribution has to be the same as well.

6. Head back to the project's updates, and you will see that the profitability has been updated with clickable numbers. You can see the details of the numbers.