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Finance

Spreadsheets

✳︎ Spreadsheets on live business data

Familiar spreadsheet formulas, but the cells pull live data from your CRM, sales and accounting. Budget vs actual, commission calculations and custom KPIs update themselves - the export-to-Excel ritual disappears.

LIVE CELLS
BUDGET VS ACTUAL · Q3COMMISSIONS · SALES TEAMCUSTOM KPI · MARGINREFRESHED ✓NUMBERS UPDATE THEMSELVES - REPORTS NEVER GO STALE
PIVOTS LIVEAUTO-REFRESH
The last export you will ever do

Every company has the ritual: export to Excel, fix the columns, build the pivot, email the file, repeat next Monday with fresher numbers. Odoo Spreadsheets keeps the formulas you know and deletes the export: cells pull live data from CRM, sales, stock and accounting, and refresh themselves.

The export-to-Excel ritual disappears.

Budget versus actual, commission calculations, custom KPIs: build them once and they stay current forever. Charts, conditional formatting and standard functions work as expected, and the report you share is the report, not a stale copy of it.

FIG.01 - DATA TO CELLS
ODOO PIVOTSYOUR FORMULASLIVE BUSINESS DATA MEETS FAMILIAR FORMULAS
Technical drawing · live data binding
How it works
the loop runs itself
STEP 01Pull live pivots into cells
STEP 02Add your formulas
STEP 03Numbers refresh themselves
STEP 04Share the live report
Live
cells pull from CRM, sales and accounting and refresh themselves
0 exports
the Monday export-to-Excel ritual disappears
=formulas
the functions your team already knows, unchanged
1 truth
the shared report is the report, never a stale copy
Key capabilities
Spec sheet · 4 functions
Pivot data from any Odoo app into cells
Live refresh - reports never go stale
Budgets and forecasts vs real figures
Standard formulas, charts and conditional formatting
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
We rebuild your key management reports as live spreadsheets during the implementation.
STEP 2Integrate
Sheets read the same database as every module: finance, sales and operations argue about decisions, not numbers.
STEP 3Train✳︎
Your team learns Spreadsheets in the training step of our 7-step journey, with your processes documented in your own Knowledge base.
Good to know

Odoo Spreadsheets: one module, one shared database, zero double entry.

Odoo Spreadsheets is one of the standard applications of the Odoo platform, part of the Finance family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting: information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose it to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Spreadsheets for: pivot data from any odoo app into cells; live refresh - reports never go stale; budgets and forecasts vs real figures; standard formulas, charts and conditional formatting. Because the module is part of the platform, every action leaves a clean trail for reporting: managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Spreadsheets for companies in Switzerland, France, Germany, the EU and Armenia, including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Spreadsheets working on your own processes: on a free demo.
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