Board-Pack / Management-R
Assemble monthly board packs (P&L, KPIs, commentary) and render to PDF
Replace hand-built board packs. Define a reusable board-pack template once, then generate a monthly pack that pulls the P&L from live accounting data, computes a configurable set of KPIs, lets directors add commentary section by section, and renders the whole thing to a clean PDF ready to circulate.
Key Features
Reusable Templates
Board-pack templates with ordered sections: financials, KPI grids, free-text commentary and custom tables.
Live P&L Pull
Income, expense and net result computed from posted account.move.line entries for the selected date range, with prior-period and budget comparison.
KPI Engine
Each KPI is an expression over named financial accumulators (revenue, gross_profit, opex, ebitda, headcount…) with target, actual, variance and RAG status auto-computed.
Inline Commentary
Directors capture section-by-section commentary directly in the pack, alongside the numbers it explains.
Pack Lifecycle
One pack per period with a draft → in review → published → archived lifecycle, with periods generated from company fiscal data.
One-Page PDF
A QWeb PDF report assembles every section into a polished board document, and a wizard spins up next month's pack from a template in one click.
Screenshots
Board Packs
Generate Board Pack
Templates
Why Choose This Module
There is nothing native that assembles a board pack in Odoo. Everything is computed from your real accounting data with comparisons and RAG-status KPIs — eliminating the monthly copy-paste from spreadsheets into a deck.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-02