Connect KPIs Directly to SmartERP ORM Data

1. Overview & Business Value#

This comprehensive operational guide details the architecture, business workflows, configuration parameters, and execution steps for Connect KPIs Directly to SmartERP ORM Data within SmartERP.

Automating KPI actuals by querying sales orders, invoices, production OEE, timesheets, and inventory balances in real time.

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2. Prerequisites & Security Access Groups#

• Required Modules: smarterp_balanced_scorecard, smarterp_strategy
• Security Groups:
  • Strategy Officer (Technical ID: smarterp_balanced_scorecard.group_bsc_user)
  • Strategy Director (Technical ID: smarterp_balanced_scorecard.group_bsc_manager)
  • Executive Committee Member (Technical ID: smarterp_balanced_scorecard.group_bsc_executive)
• Master Data Dependencies: Strategic themes, 4 BSC perspectives (Financial, Customer, Internal Process, Learning & Growth), corporate KPIs, and quarterly appraisal periods.

3. Step-by-Step Configuration & Execution#

Step 1: Navigating to the Module Interface#

1. Log into your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher (grid icon in the top-left corner).
3. Select the Strategic Execution app icon.
4. From the top navigation bar, open Strategic Execution → Perspectives → Strategic Objectives / KPIs / Action Plans.

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Step 2: Creating and Parameterizing Records#

1. Click the New button in the top-left control panel.
2. Complete the mandatory fields in the record form:
   • Objective / KPI Name (Mandatory): Precise strategic outcome statement
   • Perspective (Mandatory): One of the 4 balanced perspectives with mandated weighting
   • Weight (%) (Mandatory): Percentage allocation contributing to overall perspective score
   • Target Value & Baseline (Mandatory): Quantifiable numerical goal and historical starting point
3. Configure optional operational parameters and localized tags as required:
   • Calculation Formula (Optional): Automated SQL query or module model metric extraction
   • Initiative Champion (Optional): Department head or senior manager accountable for result
   • Review Frequency (Optional): Monthly, quarterly, or annual appraisal cadence
4. Click the Save icon in the control bar to commit the record.

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Step 3: Validating and Processing Transactions#

• State Transitions: Execute operational state progression (Draft → Active Target → Mid-Term Review → Final Appraisal → Locked).
• Ledger & System Impact: Financial perspective KPIs dynamically read General Ledger balances, revenue growth metrics, and cost ratios directly from the accounting engine.
• Audit Verification: Automated recording of author ID, timestamp, and immutable revision history.

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Eliminating Manual Performance Self-Reporting#

Traditional strategic reviews suffer from self-reporting bias and stale data. SmartERP Balanced Scorecard features native data connectors that pull actual KPI performance directly from backend ORM models.

Procedure: Linking a KPI to an Automated Data Source#

1. Open the target KPI form (e.g., Monthly Gross Sales Revenue).
2. In the Data Source field, select SmartERP Database Model (Automated).
3. Configure the query parameters:
   • Target Model: account.move (Customer Invoices).
   • Target Field: amount_untaxed_signed.
   • Aggregation Operator: Sum.
   • Domain Filter: [('move_type', '=', 'out_invoice'), ('state', '=', 'posted')].
   • Date Range Field: invoice_date.
4. Click Test Query.
   • SmartERP executes the ORM search in real time and displays the live value: 42,850,200.00 ETB.
5. Check Scheduled Nightly Sync. The system updates actual performance automatically at midnight without human intervention.

4. Advanced Configuration Points#

• Automated Actions & Scheduled Tasks (Crons):
  • BSC: Calculate quarterly KPI achievements (smarterp_bsc.ir_cron_compute_kpi): Runs quarterly on the 5th to compute composite achievement scores
  • BSC: Issue appraisal cascade reminders (smarterp_bsc.ir_cron_appraisal_alert): Runs monthly to remind objective champions to update progress
• Custom Print Templates & Reports:
  • Institutional Balanced Scorecard Executive Dashboard
  • Departmental Strategic Cascade Matrix
  • KPI Performance Variance & Trend Analysis
  • Corporate Strategy Execution Summary
• Multi-Company Rules: Record-level security isolation under Company 1 (Ashewa Technology Solutions S.C.), preventing cross-company ledger leakage across parent and subsidiary legal entities.

5. Comprehensive Troubleshooting Matrix#