Account Dashboard Banner MIS Builder
This module allows to display MIS Builder KPIs in the accounting dashboard banner. That way, accountants can display any figure they want in the accounting dashboard banner!
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Lets you show any MIS Builder KPI figure inside the accounting dashboard banner, so accountants can display custom financial indicators directly on the dashboard.
This module adds a new cell type called "MIS Builder KPI" to the accounting dashboard banner. When configuring a banner cell, you can now choose this type and pick a MIS Report, a KPI from that report, and a period. The cell then displays the computed value of that KPI for the selected period.
- The cell configuration form shows fields for MIS Report, MIS Report KPI, and MIS Report Period, which become required when the cell type is "MIS Builder KPI".
- For numeric KPIs, you can choose whether to display the currency symbol next to the value.
- The system checks that the selected KPI belongs to the same report template as the chosen MIS Report, and that the period belongs to the chosen MIS Report. If not, it raises a validation error.
- The KPI value is computed using the report's evaluation logic and formatted according to the KPI's style.
- If you don't set a custom label, the cell uses the KPI description as its label.
- If you don't set a custom tooltip, the cell shows a tooltip with the KPI name, the date range, and the KPI expression (when the KPI is not multi).
The module extends the account.dashboard.banner.cell model and adds fields such as mis_report_instance_id, mis_report_kpi_id, and mis_report_instance_period_id. It also modifies the banner cell form and list views to include these fields.
Depends on
Models and fields (1)
- account.dashboard.banner.cell · extends an existing modelcell_type, mis_report_id (MIS Report Template), mis_report_kpi_id (MIS Report KPI), mis_report_kpi_type, mis_report_instance_id (MIS Report), mis_report_instance_period_id (MIS Report Period), mis_report_kpi_num_display_currency (Display Currency)
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/account-financial-tools.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0Go to the menu Invoicing \> Configuration \> Dashboard \> Dashboard Banner Cells and create a new cell with type MIS Builder KPI. You will have to select:
- MIS Report
- MIS Report KPI
- MIS Report Period
No verified information in OCA: Installation, Usage.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.