Discover how to use gamification and emails to boost you team's motivation and performance periodically.

1. Motivate Your Team with
Weekly KPIs by Email
Grégory DETHIER • PM & Functional Consultant
EXPERIENCE
2018

2. Why this feature ?1
Feature Description
How to create new KPIs?
Enough talking, let’s go live !
2
3
4

3. Why this feature ?1

4. Involved in
Company performance
We believe that
Every employees should be
Involving employees means
making them aware of
company activities & results !

5. Odoo answer….

6. Feature Description2

7. Email Digest
● Weekly, Monthly or Quarterly
● Each app comes with few KPIs
● Possibility to add new KPIs
● As many digests as you want
● Auto subscription
● Access rights applied

8. How to create new KPIs?3

9. With Studio, Customization
or Custom Module
Follow these steps:
1. Create one boolean field and make it
visible on digests
2. Create a computed field where your KPI
will be defined
→ This is it !
Notes:
● Boolean field should start by kpi_* (prefixed with
x_studio_field or x_)
● Computed field should should start by kpi_* and
finish by *_value
● Use this function to render the KPI per period:
_get_kpi_compute_parameters()

10. kpi_pos_total = fields.Boolean('POS Sales')
kpi_pos_total_value = fields.Monetary(compute='_compute_kpi_pos_total_value')
def _compute_kpi_pos_total_value(self):
if not self.env.user.has_group('point_of_sale.group_pos_user'):
raise AccessError(_("Do not have access, skip"))
for record in self:
start, end, company = record._get_kpi_compute_parameters()
record.kpi_pos_total_value = sum(self.env['pos.order'].search([
('date_order', '>=', start),
('date_order', '<', end),
('state', 'not in', ['draft', 'cancel', 'invoiced']),
('company_id', '=', company.id)
]).mapped('amount_total'))
1
2
3
Example of KPI
1) Fields definition
2) Access right check - If user does not belong to the group, KPI is skipped in the mail
3) KPI Computation

11. Enough talking,
let’s go live !4

12. Business case
Small companies active in the Retail industry
They are working with Odoo and mainly use the Point of Sales
application.
The management wants to motivate their collaborators and make them
aware of performance of the company by sending weekly summaries of
activities.

13. First Step: KPI Definition
➔ Revenue from the sales
I want to measure the turnover generated in my PoS
➔ Number of clients
How many clients visited my shops?
➔ Number of sessions
How many session did I open?
➔ etc...

14. Second Step: KPI Config
➔ Revenue from the sales
Standard KPI !
➔ Number of clients
Custom KPI
➔ Number of sessions
Custom KPI

15. Last Step: Let Odoo do
the rest...

16. I know you have...

17. Thank you.
#odooexperience
2018
EXPERIENCE
2018