Dolibarr Visual Analytics

🌟 Dolibarr Visual Analytics

Dolibarr Visual Analytics is an advanced dashboard and data visualization module designed to transform raw Dolibarr data into clear, interactive, and actionable visual indicators.
It enables managers, financial controllers, sales teams, and project leaders to monitor business performance in real time, without relying on complex Excel exports.

The module integrates natively into Dolibarr and covers all key business areas: third parties, sales, invoicing, payments, products, services, banks, and HR.

📊 Key Features by Business Area

1️⃣ Third-Party Analysis (Customers / Suppliers / Prospects)

The module provides a complete analytical view of third parties through:

• Percentage distribution of customers, suppliers, prospects, and others

• Yearly evolution of the number of third parties (multi-year comparison)

• Identification of Top 5 customer contacts with key details (email, phone, country)

• Analysis by customer and supplier categories

👉 Goal: better understand your relationship portfolio and optimize commercial actions.

2️⃣ Sales Analysis (Opportunities, Proposals, Orders)

Dolibarr Visual Analytics delivers dynamic charts to track:

• Number of commercial proposals per month

• Total value of commercial proposals per month

• Number of customer and supplier orders

• Total monthly order value

Data can be filtered by year and third party, with automatic comparisons between fiscal years (N / N-1).

👉 Goal: measure sales performance, forecast revenue, and monitor opportunity conversion.

3️⃣ Invoicing & Payment Analysis

The module offers a clear and instant overview of invoicing:

• Number of customer invoices per month

• Total invoiced amount per month

• Analysis of supplier invoices

• Automatic year-to-year comparison (e.g. 2025 vs 2024)

These dashboards make cash-flow monitoring easier and help quickly identify strong and weak periods.

👉 Goal: improve financial visibility and cash management.

4️⃣ Products & Services Analysis

A dedicated section allows you to visualize:

• Product vs Service distribution in percentages

• Sales volume by type

• Correlation between products/services and commercial performance

👉 Goal: identify the most profitable offerings and adjust your product strategy.

5️⃣ Smart Filters and Real-Time Refresh

Each dashboard includes:

• Year-based filters

• Filters by third party or product/service

• A Refresh button to instantly recalculate indicators

Charts are updated in real time using Dolibarr’s native data, with no duplication.

⚙️ Integration and User Experience

• Native integration into the Dolibarr menu

• Modern, clear, and responsive interface

• Interactive charts (bar charts, pie charts, comparisons)

• No technical skills required to use the module

🎯 Key Benefits

• ✔ Global and synthetic view of business activity

• ✔ Time-saving analysis and reporting

• ✔ Better strategic decision-making

• ✔ Improved sales and financial management

• ✔ Visual alternative to traditional Excel exports