Odoo Experience 2020 Richard Jardine, Esssatto Software https://youtu.be/6Gq2SCTkWUc

1. Essatto Introduction
The Global Car Sales
Company
• Essatto is a comprehensive budgeting
and forecasting solution that is
integrated with Odoo
• Essatto has been implemented across
a diverse range of industries and
customers, which include wholesale
and distributors, service companies,
financial services and manufacturers
• Today we are going to use the
example of a global car retail business
that runs Odoo to demonstrate
Essatto’s forecasting capabilities and
functionality.
Richard Jardine
Chief Operating Officer
Essatto Software
www.essatto.com/essatto-for-odoo

2. The Global Car
Sales Company
Essatto Demo
• Global Car Sales is a fictious company that has
implemented Odoo v13 and sells cars to businesses
in Europe, America and Australia, they have a large
sales team in many locations around the globe
• Odoo v13 does a great job of managing all their
business transactions, however they need a way to
analyse historical sales, forecast future sales and
analyse data from both internal and external data
sources
• Management are focused on setting and achieving
forecast targets. However, they have challenges with
the effort required, timeliness, level of detail,
accuracy, data consolidation and the frequency of
forecasting and variance analysis

3. Essatto streamlined
Global Car Sales
forecasting processes
Forecast process before Essatto Forecast process after Essatto
Monthly Weekly
Captured at a product category level Captured at the lowest level of detail
by item/SKU
Only sales dollars are forecasted Quantity and price are forecasted
allowing for deeper variance analysis
Salespeople must cross check stock
level reports in the ERP against the
items they are forecasting
Salespeople have stock levels and
historic sales by item immediately
available against the items they are
forecasting
Many days effort for the planning
team to validate and consolidate
forecast spreadsheets emailed by
salespeople
Forecast submissions from
salespeople are instantly captured,
validated and consolidated
Static high level management report
pack is prepared monthly
Interactive daily, weekly or monthly
forecast versus actual reports and
dashboards
Key man risk and inconsistent forecast
detail across sales teams
Business rules saved within a
consistent “cookie cutter” forecast
pack

4. Powerful
budgeting
capability
Global Car Sales created budget rules
and easily applied these rules to last
years figures to produce a budget for
the coming year with what-ifs around
growth/decline in key business drivers
such as expected turnover, seasonality
and more…
• With Essatto Fast Budgets
management can create many what-
ifs and quickly build a top down budget
with same level of detail as historical
data
• The value of budgeting at this level of
detail becomes apparent when actual
versus budget reports are produced
and a deeper level of analysis is
required

5. Managers are
engaged with
and own the
forecast process
Global Car Sales implemented “live
interactive” Essatto Excel forecast packs for
sales managers situated in many locations
across Europe, America and Australia
Salespeople collaborate to complete their
forecasts which are captured and consolidated
automatically within Essatto
• Use Essatto Excel Add-in to create input
templates to “write-back” forecasts
• Easy to learn, cookie cutter process
• Automatically captures and consolidates
forecasts
• Simplifies the managers process by
providing a “version one” forecast including
reference information
• Support for multiple managers situated in
multiple locations
• Forecasting and variance reporting against
targets are more frequent

6. Powerful analysis
and reporting
capabilities
Essatto includes powerful reporting and
dashboarding
Connect directly to Essatto data via web browser or
Microsoft Excel and create reusable reports and
dashboards that underpin ongoing reporting
requirements.
Users can self serve new reports or dashboards to
answer ad-hoc questions from management,
examples include
• ​Who are the top performing salespeople,
customers and products against my rolling
forecast?​
• Is there any trend for electric vehicles vs last year,
vs original budget or vs the latest rolling forecast?​
• Which salespeople are getting a bonus and how
much will those bonuses be this year?​
• How much do we need to claim in rebates from
different manufacturers?

7. Tailor your
experience
Global Car Sales has many users from sales,
to finance, to purchasing, they all have
different needs and different reporting
requirements.
Essatto has become a central and trusted
source of data that is updated frequently
and provides tailored reporting for different
Global Car Sales users
• Sales manager – sales and profitability
• Marketing manager – more effective
campaigns
• Buying manager – inventory holding and
forecasted sales
• Finance manager – financial health of the
business

8. Flexible to
change
Acquiring a new company or adding a new
product range, restructuring your cost and profit
centres or changing your ERP?
These types of changes take effort and may have
a disruptive impact on your processes.
Global Car Sales moved to Odoo v13 from old
general ledger software and used Essatto to map
two years of non-Odoo history with the new
Odoo COA to support historical variance
reporting requirements.
• Essatto hierarchies categorize and
automatically consolidate your data
• Hierarchy changes apply automatically to all
history, budgets and forecasts to make your
processes more flexible and resilient to
changes
• Reduce effort required to manage change that
arises from periodic report revisions

9. Data source
agnostic
In addition to Odoo, Global Car Sales has
many other data sources in its business, from
both internal and external systems
• Essatto can import data from many sources
via API, SQL, NoSQL, Text and Excel,
examples include Odoo, Google Analytics,
other ERP software and operational systems
• Essatto includes a connector for Odoo that
• fast tracks the process of importing Odoo data
and the definitions of key reporting and forecast
input measures
• reduces Essatto implementation effort by
including subject areas that are pre-defined for
Odoo like accounting and sales

10. Flexible licensing
and
infrastructure
options
Essatto has a
subscription based
pricing model and is
available hosted in the
cloud or can be installed
on premise

11. Demo
1. Create a rolling forecast
2. Create a “what-if” that
forecasts the impacts of new
tariffs applied to imported
vehicles
3. Complete a sales manager
forecast
4. Add legacy accounts for
historical reporting to the new
Odoo COA

12. Summary
• Essatto has a powerful budgeting
and forecasting module
• Managers are engaged with and
own the forecast process
• Essatto has powerful report and
dashboard capabilities
• User experience can be tailored
• Hierarchies normalise your data
and facilitate limitless data
groupings providing endless
reporting and analysis options.
• Essatto has an Odoo connector but
can import data from other
sources too
• Essatto has flexible license options

13. Thanks for watching,
please see
www.essatto.com/essatto-for-odoo
for more details