Steering your SMB: from dashboard to decision
An executive dashboard shows the number. UpBoard recommends the action. For a company of 10 to 100 people, Power BI is oversized: real SMB steering means a Power BI alternative that turns your Odoo data into decisions.
Why the dashboard is no longer enough
Your numbers already exist. They live in Odoo: sales, cash, inventory, purchasing. The real problem for an SMB owner has never been access to data — it is time and interpretation. Between two client meetings, nobody cross-references four reports to understand why margin is slipping.
A chart does not tell you what to do on Monday morning. It shows that DSO is deteriorating, not which customers to chase first or how much cash that frees up. Classic BI stops exactly where your job begins: the decision.
And the outcome is well known: the dashboard gets checked daily the first month, then once a month, then never. A steering tool that triggers no action is a cost, not a lever.
Visualization → Interpretation → Recommendation → Action
Classic BI covers the first step. UpBoard covers all four.
Visualization
Classic BICharts, KPIs, filters. Power BI, Metabase or Odoo dashboards do this well — but figuring out what to conclude, and when, is still on you.
Interpretation
UpBoardThe agents read your data and explain: “your cash lasts 74 days, DSO lost 9 days in one quarter, driven by 3 customers”.
Recommendation
UpBoardThe agent prioritizes: “chase these 5 invoices (€38,400), freeze this replenishment, revive these 2 dormant quotes”. Quantified, ranked by impact.
Action
UpBoardYou approve, the agent executes in Odoo. Human-in-the-loop: nothing is written without your explicit approval. Steering goes all the way, not just to the chart.
Steering by function
Each function gets its own agent. The same Odoo data, three different readings — and recommendations tailored to whoever decides.
Executive
- Overall health score 0-100, continuously recomputed
- The 3 decisions of the week, ranked by impact
- Consolidated agenda: tax deadlines, customers, suppliers
- Anonymized benchmark against comparable SMBs
Finance
- Cash position and 90-day cash projection
- DSO, aged receivables, supplier payables
- Customer reminders ranked by amount and risk
- VAT and tax deadlines under control
Sales
- Dormant quotes detected, follow-ups suggested
- A reliable pipeline: the opportunities that are truly alive
- Forecasts grounded in your Odoo history
- Top customers and churn signals
Going further
Move from insight to decision
Connect your Odoo and get your first recommendations this week. Read-only by default, human approval on every action.