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Compliment Odoo with Essatto

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Odoo Experience 2019
Compliment Odoo with Essatto
Richard Jardine, Chief Operating Officer, Essatto Software

Publié dans : Business
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Compliment Odoo with Essatto

  1. 1. Compliment Odoo with Essatto
  2. 2. What is Essatto? 3 Mashup and aggregate data from multiple sources over multiple years, companies, currencies, customers etc., Get started quickly with Fast-connect Connect & combine data Create a budget or run what-if scenarios across the business in minutes with Fast- Budgets Fast budgets Control user access rights and privileges including abilities to input data to Essatto User and access controls Comprehensive business intelligence functionality that supports data visualization and data discovery as well as management & budget variance reporting Flexible reporting Easily build custom hierarchies to summarise and report group data Custom hierarchies Retain existing spreadsheets and submit key data (such as budgets) back to Essatto for others to review results immediately via dashboards or reports Essatto excel add-in Integrated “End to end” data management
  3. 3. 4 Why Use Essatto? • Manages all your data from all sources. • Extends your reporting and dashboard capabilities. • Extends your budgeting/forecasting with integrated Excel write back and reporting. • Extends intercompany consolidations & eliminations for both actuals and budgets • Extends the ability to group your data through the use of custom hierarchies
  4. 4. Essatto odoo integration 5 Essatto connects to your Odoo data
  5. 5. Essatto odoo integration 6 Essatto can extend the multi-company capabilities of Odoo
  6. 6. Essatto odoo integration 7 Essatto can combine Odoo data with data from other sources
  7. 7. Essatto can extend the reporting, dashboard and budget capability of Odoo and • includes the ability to easily report over multiple years • modules for detailed budgeting, forecasting & variance analysis Essatto odoo integration 8
  8. 8. Essatto odoo integration 9 Why is budgeting and forecasting vital for your business? 1. Planning – set targets and establish priorities 2. Evaluation – measure actual results against targets, identify and address problems and capitalise on potential opportunities 3. What-if – use scenario planning to anticipate the business impact of future events 4. Financing – demonstrates strong budgeting business practices to lenders and investors
  9. 9. Demo Overview Demo Business Supermarket Data is refreshed from 2 Odoo companies Odoo data is refreshed into Essatto based on a schedule, nightly, hourly etc. Demo Content Summary Flexible reporting – web browser, MS Excel (direct), MS Power BI Fast Budgets – create a sales forecast (8 + 4) Excel Add-in Write-back – salespeople can revise their forecast Hierarchy Maintenance – multicompany hierarchy, update a hierarchy
  10. 10. Reporting and dashboard demo • Essatto web reports • Essatto web dashboards • Essatto Excel add-in • Essatto Excel pivot • Essatto Power BI connectivity 11 All Essatto reports and dashboards are populated centrally with governed data from the Essatto data warehouse
  11. 11. Fast Budget – Sales Forecast Demo 12 Rapid sales forecast creation Review changes via dashboard
  12. 12. Essatto Excel add-in - Sales Forecast Demo 13 Adjust sales forecast via Excel Add-in Review changes via dashboard
  13. 13. Maintain Hierarchy Demo 14 Update product hierarchyCompany hierarchy
  14. 14. Top Down Sales Forecast – Fast Budgets Quick creation of a detailed forecast or budget “What if?” forecast or budget changes Variance analysis of results W
  15. 15. Salesperson Forecast – Essatto Excel Add-in Intuitive to end users – Excel based Easy to complete budgets or forecasts Variance analysis of results W
  16. 16. Essatto Hierarchy Summary Group and consolidate your data quickly and easily Essatto can extend what is possible in odoo Variance analysis of results W
  17. 17. Essatto odoo integration 18 Essatto connects to your Odoo data
  18. 18. Essatto odoo integration 19 Essatto can extend the multi-company capabilities of Odoo
  19. 19. Essatto odoo integration 20 Essatto can combine Odoo data with data from other sources
  20. 20. Essatto can extend the reporting, dashboard and budget capability of Odoo and • includes the ability to easily report over multiple years • modules for detailed budgeting, forecasting & variance analysis Essatto odoo integration 21
  21. 21. For more information please visit us at Essatto.com essatto.com 22 Free trial Pricing On-premise and cloud options Essatto partner program

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