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

1. Compliment Odoo with Essatto

3. What is Essatto?
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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

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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

5. Essatto odoo integration
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Essatto connects to your Odoo data

6. Essatto odoo integration
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Essatto can extend the multi-company capabilities
of Odoo

7. Essatto odoo integration
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Essatto can combine Odoo data with data from
other sources

8. 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
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9. Essatto odoo integration
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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

10. 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

11. Reporting and dashboard demo
• Essatto web reports
• Essatto web dashboards
• Essatto Excel add-in
• Essatto Excel pivot
• Essatto Power BI connectivity
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All Essatto reports and dashboards are populated centrally with governed data from the Essatto data warehouse

12. Fast Budget – Sales Forecast Demo
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Rapid sales forecast creation Review changes via dashboard

13. Essatto Excel add-in - Sales Forecast Demo
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Adjust sales forecast via Excel
Add-in
Review changes via dashboard

14. Maintain Hierarchy Demo
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Update product hierarchyCompany hierarchy

15. 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

16. Salesperson Forecast – Essatto Excel Add-in
Intuitive to end users – Excel based
Easy to complete budgets or forecasts
Variance analysis of results
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17. Essatto Hierarchy Summary
Group and consolidate your data quickly and easily
Essatto can extend what is possible in odoo
Variance analysis of results
W

18. Essatto odoo integration
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Essatto connects to your Odoo data

19. Essatto odoo integration
19
Essatto can extend the multi-company capabilities
of Odoo

20. Essatto odoo integration
20
Essatto can combine Odoo data with data from
other sources

21. 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

22. For more information please visit us at
Essatto.com
essatto.com
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Pricing
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Essatto partner program