What the Agent Configures
Live Data Connections
- Pivot tables connected to Odoo models (sales, inventory, accounting)
- List views pulling real-time data from any module
- Dynamic date filters (this month, last quarter, YTD)
- Cross-model data joins (sales + inventory + accounting in one sheet)
Template Spreadsheets
| Template | Data Source | Use Case |
|---|---|---|
| Sales Dashboard | sale.order, crm.lead | Revenue tracking, pipeline analysis |
| Financial Model | account.move.line | Budget vs actual, forecasting |
| Inventory Report | stock.valuation.layer | Stock value, turnover analysis |
| HR Analytics | hr.employee, hr.leave | Headcount, leave balances |
| Project Profitability | project.task, account.analytic.line | Revenue vs cost per project |
Chart Templates
- Revenue trend (line chart, monthly)
- Sales by category (bar chart)
- Pipeline funnel (funnel chart)
- Expense breakdown (pie chart)
- KPI scorecard (metric cards)
Collaborative Settings
- Sharing permissions (view, edit, comment)
- Real-time co-editing
- Version history and restore
- Cell-level commenting
Integration Points
- All Odoo modules — Pull data from any model via pivot/list
- Documents — Store spreadsheets in Documents workspace
- Knowledge — Embed spreadsheets in knowledge articles
- Dashboard — Use spreadsheet charts as dashboard widgets
Getting Started
Deploy Odoo with Spreadsheet on DeployMonkey. Enterprise-only. The agent creates template spreadsheets with live data connections. You customize formulas and layouts.