Sales & Timesheet Dashboard

• Integrate Sales Orders and Timesheets data in one dashboard

• Track service revenue in real-time

• Analyze billable vs non-billable hours by project and employee

• Compare sold hours vs actual hours used

• Calculate utilization and billable rates

• Revenue and working hours trend charts by month

• Multi-dimensional pivot tables by customer, project, employee

• Alerts for hour budget overruns and expected revenue

• Role-based custom dashboards: Sales Manager, Project Manager, CFO

• Export Excel reports with formatting and charts

• Sales Order: Order selling services by the hour

• Timesheet Entry: Working hour record for project

• Billable Hours: Working hours charged to customer

• Utilization Rate: Working hours / total available hours ratio

• Billable Rate: Billable hours / total working hours ratio

• Revenue per Hour: Average revenue per hour

• Time Budget: Estimated hour budget in Sales Order

• Actual Hours: Hours actually logged in Timesheet

• Remaining Hours: Hours remaining = Time Budget - Actual Hours

• Profitability: Profit = Revenue - (Hours × Cost Rate)

1. Go to Spreadsheet > Dashboards, click Create

2. Select "Sales & Timesheet Analysis" template or create from scratch

3. Add Pivot Table: Insert > Pivot, select Sales Orders data source

4. Configure Pivot: Rows = Customer/Project, Columns = Month, Values = Revenue

5. Add 2nd Pivot: Timesheets data source, Values = Hours

6. Create charts: Insert > Chart, select data from Pivot tables

7. Add KPI cards: Total revenue, Total hours, Billable rate, Utilization

8. Set up filters: Date range, Salesperson, Project, Customer

9. Save dashboard and share with team

• Line Chart: Revenue and working hours trends by month

• Bar Chart: Compare revenue by customer or project

• Stacked Bar: Billable vs non-billable hours by employee

• Pie Chart: Revenue distribution by service type

• Combo Chart: Revenue (bars) and Billable rate (line) by month

• Scatter Plot: Analyze relationship between hours and revenue

• Gauge Chart: Display utilization rate and target

• Heatmap: Working hours by employee and week

• Total Revenue: Total revenue from confirmed Sales Orders

• Total Hours: Total working hours logged

• Billable Hours: Total hours charged to customers

• Billable Rate: (Billable Hours / Total Hours) × 100%

• Utilization Rate: (Total Hours / Available Hours) × 100%

• Revenue per Hour: Total Revenue / Billable Hours

• Hours Sold vs Used: Compare hours in SO vs Timesheet

• Project Profitability: Revenue - (Hours × Employee Cost)

• Overrun Projects: Projects exceeding hour budget

• Uninvoiced Hours: Billable hours not yet invoiced

• Consulting firm: Track 50 projects, 200+ hours/week, $500K/month revenue

• Marketing agency: Analyze billable rate by client and service type

• Software house: Compare estimated vs actual hours per sprint

• Maintenance services: Track hours in package vs additional hours

• Consulting team: Dashboard per consultant with 75% utilization target

• Project Manager: Alert when project uses >80% hour budget

• CFO: Consolidated report of revenue, costs, and profit by month

• Sales Manager: Track conversion rate from quotation to confirmed SO

• Multiple data sources: Combine Sales, Timesheets, and HR data

• Calculated fields: Create formulas for Billable Rate, Profitability

• Conditional formatting: Highlight over-budget projects in red

• Drill-down: Click cell to view detailed transactions

• Grouping: Auto-group by Quarter, Month, Week

• Sorting: Sort by revenue or working hours descending

• Filters: Filter by date range, status, team, customer

• Subtotals: Display subtotals by group

• =ODOO.PIVOT("Sales Orders", "Revenue", "Customer", "Month")

• =ODOO.PIVOT("Timesheets", "Hours", "Project", "Employee")

• =SUMIF(Hours, "Billable", "Yes") / SUM(Hours) - Calculate Billable Rate

• =Revenue / Billable_Hours - Calculate Revenue per Hour

• =IF(Actual_Hours > Budget_Hours, "Over", "OK") - Budget overrun alert

• =VLOOKUP(Project, Cost_Table, 2) × Hours - Calculate cost

• =SPARKLINE(Monthly_Revenue) - Create mini chart in cell

• =FILTER(Projects, Billable_Rate < 0.7) - Filter low billable projects

• Sales: Get Sales Orders, Quotations, and Revenue data

• Project: Connect with Projects and Tasks for project analysis

• Timesheets: Import working hours, billable status, and employee

• HR: Get employee info, cost rate, and available hours

• Invoicing: Track invoiced vs uninvoiced hours

• Accounting: Analyze actual costs and profitability

• Planning: Compare planned hours vs actual hours

• CRM: Connect with Opportunities for conversion analysis

• Update dashboard daily: Set up auto-refresh every morning

• Use date filters: Allow users to select flexible time periods

• Create multiple views: Overview dashboard and detailed dashboard

• Highlight exceptions: Use conditional formatting for outliers

• Document formulas: Add comments explaining complex formulas

• Version control: Save old version before major changes

• Access control: Limit viewing rights by role

• Mobile-friendly: Create simplified version for mobile

• Regular review: Weekly team meetings to review dashboard

• Benchmark targets: Set KPI targets and compare actual vs target

• Data not updating: Click Refresh or check data source connection

• Pivot table error: Check access rights to Sales and Timesheet modules

• Numbers don't match: Ensure date range and filters are the same

• Chart not displaying: Check data range and appropriate chart type

• Slow performance: Reduce data range or use aggregated data

• Formula error: Check cell references and function syntax

• Export error: Ensure no circular references

• Sharing not working: Check user permissions and access rights

• Spreadsheet Dashboard module must be installed

• Sales and Timesheets modules must be activated

• Project module (optional) for project analysis

• HR module (optional) for employee info and cost

• Access rights: User (view), Manager (edit), Admin (share)

• Browser: Latest Chrome, Firefox, Safari versions