CBMS ERP KPI Balanced Scorecard


The tool to set up KPI targets and control their fulfillment by periods
For the full details look at static/description/index.html

* Features *

– Real-time control and historical trends
– Drag-and-drop formulas for KPIs
– Shared KPIs and self-control
– KPI settings to process CBMS data


SKU: kpi_scorecard Category: Tag:


The tool does not require extra dependencies beside standard CBMS apps

The app introduces KPI dashboard to manage company and personal targets. The tool helps to organize work as a set of periodical goals and to control those goals in any business or functional area.

Set KPI targets by periods

Scorecard is not just a dashboard, but it is the tool to set and control measurable and time-constrained targets. Both company and individual

Use any CBMS data to calculate KPIs

The app introduces a clear system to get any CBMS storable details: a count of records, a sum or an average of numeric fields, pure Python code

Drag and Drop interface for KPI formulas

Construct advanced formulas to calculate derivative KPIs. Complexity of each scorecard is totally up to you!

Managerial and self control

Share KPI targets with interested users to organize a transparent dashboard of goals: from global to very specific ones

Structured hierarchically and by categories

Consider only those KPIs which are of interest: for example, only sales-related or of a definite user. Hierarchy allows to highlight targets with indicative padding for instant overview of sub-KPIs

KPIs are auto and regularly updated

Actual values are re-calculated by the special CBMS cron job. It is always possible to understand which KPIs require more attention in real time at a first glance

KPI targets kanban view

Real-time control and historical trends

  • KPIs values are calculated for a specific period according to chosen date fields (e.g. quotations by ‘order date’)
  • Plan KPI periods of any duration: annual, quarterly, monthly, weekly, 10-days-long, etc. KPI periods might intersect and might be different for various business areas
  • By default KPI targets of a current period are shown for an instant overview
  • For each KPI target you may observe trends by other periods. Define also tolerance to picture graph (e.g 2-days tolerance – for quarterly periods – 90-92 days, 3-days – for months – 28-31 days)

  • Navigate between various KPI categories and KPI periods in a few clicks from the same CBMS dashboard
  • Export scorecard to an Excel table if you need
  • Copy or substitute KPI targets from other periods to simplify goals’ setting
  • Close KPI periods as it is done for fiscal and accounting purposes. It not only holds the Past values, but lets speed calculations up
  • KPI periods and KPI targets are set up for each company individually (multi companies’ environment)

Navigation by KPI categories
KPI targets' history

Drag-and-drop formulas for KPIs

  • KPI construction is as simple as it is to write down a mathematical expression: just drag and drop the parts in a right order with correct operators
  • CBMS would automatically retrieve data from a database according to a defined parts’ order for a specified period
  • Formula might be as complex as you require. Merely make sure the operators (subtraction, addition, multiplication, division, exponentiation, brackets, any float number) comply with basic Math rules.
  • For each KPI configure prefix and suffix to make results nice looking
  • Define rounding rules from 0 to 4 decimal points (1 > 1.2 > 1.23 > 1.235 > 1.2346).

  • KPI variables indicate the rules of how to get data. For example, ‘total number of sales orders’ or ‘number of quotations of sales team Europe’
  • Other KPIs – the parts used for derivative calculation. For example, ‘Opportunity to sales success ratio’ based on KPIs ‘Sales count’ and ‘Opportunities count’
  • KPI constants – the parts which are frozen globally or for a specific time frame. Needed for figures which can’t be retrieved from modules and/or which should remain the same during a period
  • ‘Period Days’ is an interval length in days. ‘Days Passed’ is a length between period start and today (if today is before period end; otherwise period end). Those parameters let calculate per-time KPIs, such as, for example, ‘Average sales per week’

KPI calculation formula parts
KPI configuration

Shared KPIs and self-control

  • Full rights for scorecards, all KPIs, targets, and settings belong to users with the right ‘KPI Management – KPI manager’
  • Categories of KPIs and/or individual KPI targets might be shared for specific users or user groups
  • It is possible to both grant read-only or editor rights
  • Read-only access for a target lets users only observe shared KPIs
  • The section ‘Edit rights’ on category or KPI forms would also allow to set and change targets. The latter might be useful in case you ask your manager to manage goals within a department, for example
  • The security settings are additive – not restrictive. KPI managers would have full rights for all KPIs disregarding the settings, while other users would have rights only to KPIs which settings (or category settings) allow them so
  • The tool supports multi companies: so, make sure user company correlates with a KPI dashboard company.

User rights for KPI category
Users and User groups for KPI

KPI settings to process CBMS data

Any storable data

  • Preparing basis for KPIs’ calculation is not a simple task. The good news is that such job should be done only once, while results are used forever
  • KPI Settings assume 3 levels of precision: (1) basic measurements – (2) KPI variables and constants – (3) KPI drag and drop formulas
  • A basic measurement is the core object used for retrieving actual KPI value from CBMS database, while KPI variables specify those. For example, ‘total number of sales orders’ should be a basic measurement, while narrower ‘number of quotations of the sales team Europe’ is recommended to be a precision of that basic measurement
  • Each basic measurement might have an unlimited number of linked KPI variables. KPI formulas might combine any number of variables, constants, and other KPIs with mathematical operators.

Python code measurements

  • ‘Python code’ is the special type of basic measurements. This type requires technical knowledge but lets you compute any sort of figures based on any CBMS data without restrictions
  • Such measurement might be any Python basic script with possibility of SQL queries (through using ‘env.cr’)
  • In calculations you may rely upon the special variables: ‘period_start’ (the first date of the period), ‘period_end’ (the last date of the period), ‘period_company_id’ – res.company object for which CBMS makes calculations at the moment (according to a KPI period under consideration)
  • Correct Python code assumes saving the value into the special variable ‘result’.

Basic measurements

  • Basic measurements are not used for formulas, but they define how CBMS data should be calculated: count of records, sum, average, pure Python code. Basic measurements assume a number of settings
  • Model – an CBMS document type with which data set you work (‘Sales Order’, ‘Task’, etc.). Here you can rely on standard or custom objects (including created in the CBMS studio), CBMS reports
  • Date fields – define whether a document relates to a KPI period. For example, for tasks you might use ‘create date’. It is possible to apply a few date fields (e.g. ‘Opportunities opened and won in January 2021’) or no date fields at all for global calculations
  • Filters – allow restrict set of records. Used for low-level filtering and then specified in KPI variables
  • Measure field – is required for calculation types ‘Average’ and ‘Sum’. It defines which figure you use for calculations. For example, ‘total amount’ of Sales Analysis Report or ‘work hours of tasks’
  • Company field – would be used to restrict calculation for a KPI period target company. Take into account that records without company stated would be used for all companies’ KPI calculations.

KPI variables and constants

  • The key idea to distinct KPI variables from basic measurements is to simplify data preparation. You define ‘total sales’ once, and then unlimitedly use it for ‘sales Europe’, ‘sales John Brown’, ‘website sales’, etc.
  • Specify basic measurements through the CBMS built-in domain constructor, which lets filter by any storable attributes. For instance, filter sale orders by state (only ‘done’), sales person (‘John Brown or Mike Green’), sales team, etc.
  • KPI constants are the special type of KPI variables used when data can not be retrieved from modules and/or when figures remain the same during the whole period. For example, ‘total investments’ or ‘number of employees’ are often frozen for a specific period
  • In a multi company environment KPI variables are applied globally or for each company. In the former case that variable is available for any company KPI formulas, while in the latter – only for specific one
  • Basic measurements of the type ‘Execute Python code’ can’t be any more specified, since they do not relate to any records. Such measurements should have a single KPI variable linked.

Basic low-level measurements for calculations
KPI variable - precision of basic measurement
Python code basic measurement

To change the frequency of KPI targets’ recalculation:

  1. Turn on the debug mode
  2. Go to the menu KPI > Configuration > Settings
  3. Find the button ‘Configure cron job’
  4. Feel free to update the settings ‘Execute Every’ and ‘Next Execution Date’. However, please do not make it too frequent (e.g. once in 5 minutes). Since the job is resource demanding, it require at least a few minutes to be fully and correctly finished.

Change frequency of KPIs re-calculatinon

Automatic CBMS crom job for KPI calculations

Measurement (Variable) – is a specification of a basic measurement. The key idea is to simplify data preparation. You define ‘Total Sales’ once, and then unlimitedly use it for ‘Sales Europe’, ‘Sales John Brown’, ‘Website Sales’, etc by adding extra filters.

Basic Measurements are not used to create a formula by themselves. Even if you don’t want to add any more filters to the Basic Measurement, you should still create a Variable linked to it. Then, this Variable will appear in the list of available ones for creating a formula.

According to the current CBMS Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that CBMS team does not control those policies. By all questions please contact the CBMS Apps Store representatives directly.

The easiest approach is to use the CBMS store built-in workflow:

1. Open the module’s page and click the button Deploy on CBMS ODOO.sh

2. After that, you will be redirected to the GitHub page. Login to your account and click ‘Create a new repo’ or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your CBMS.sh project

3. Then, go to CBMS ODOO.sh and click on the deploy button, submit the decision in the pop-up window and click ‘Continue’. The action will trigger the installation process.

These steps would install the app for your project production branch. If you wanted to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the CBMS store

2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by CBMS ODOO.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the CBMS ODOO.sh project or wait until it is automatically built if your settings assume that.

  1. Unzip source code of purchased tools in one of your CBMS add-ons directory

  2. Re-start the CBMS server

  3. Turn on the developer mode (technical settings)

  4. Update the apps’ list (the apps’ menu)

  5. Find the app and push the button ‘Install’

  6. Follow the guidelines on the app’s page if those exist.

Yes, sure. Take into account that CBMS automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

No, third party apps can not be used on CBMS Online.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard CBMS module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

The price for our modules is set up in euros. The CBMS store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.

KPI balanced scorecard interface

KPI targets kanban view

KPI targets by tags

Navigation by KPI categories

Export CBMS KPIs to an electronic table

KPI targets xlsx

KPI formula: overview

KPI formula example

Drag and Drop to define KPI formula

KPI calculation formula parts

KPI targets by periods

CBMS KPI scorecard: choose period

KPI trends and history

KPI targets' history

KPI formula: settings and apperance

KPI configuration

KPI basic measurements: CBMS data

Basic low-level measurements for calculations

KPI variable / KPI measurement: specify basic measurement

KPI variable - precision of basic measurement

Constants for KPI calculation

KPI constants

Open new KPI period

Create new period to set KPI targets

Set new CBMS KPI targets

Setting up a new CBMS target

Copy targets of another period

Substitute targets with KPI targets of another period

Execute Python code to calculate KPI actual value

Python code basic measurement

CBMS list of KPIs

Tree view of CBMS KPIs

Share all KPIs of this category

User rights for KPI category

Own KPI security settings

Users and User groups for KPI

CBMS KPIs configuration

KPI configuration page

CBMS demonstration databases (live previews)

For this app we might provide a free personalized demo database.

To demand such database: press the button “Live Preview” on the top of this page or copy the link https://mycbms.com/s/5eeplq

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

To send us a bug report: press the “Website” link on the top of this page and push the button “Bug Report” (the tab Support). Alternatively, copy the link https://mycbms.com/s/gxdof6

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, CBMS server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas: press the “Website” link on the top of this page and push the button “Share Features Ideas” (the tab Support). Alternatively, copy the link https://mycbms.com/s/zms8mg

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra CBMS services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of CBMS services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

To contact us for details and conditions: press the “Website” link on the top of this page and push the button “Request Individual Customization” (the tab Support). Alternatively, copy the link https://mycbms.com/s/08nzrk

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

Feel free to contact us by any other concerns, doubts, or questions: press the “Website” link on the top of this page and push the button “Raise Question” (the tab Support). Alternatively, copy the link https://mycbms.com/s/iw1m8n

About the team

CBMS (mycbms.com, former CBMS ODOOtools.com) is the team of developers and business analysts to help you extend CBMS potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful CBMS apps developed. We are open for new ideas and challenges to create the best CBMS apps for business needs all over the world.

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