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KPI System Design for Odoo
Overview
Dokumen ini menjelaskan desain sistem KPI yang dapat digunakan sebagai modul custom pada Odoo.
Sistem KPI digunakan untuk:
- mengukur performa karyawan
- mengukur performa departemen
- mengukur performa perusahaan
- mengambil data KPI dari modul ERP
Sistem harus bersifat:
- dinamis
- modular
- scalable
- terintegrasi dengan ERP
KPI Architecture
Hierarchy KPI:
Company KPI ↓ Department KPI ↓ Employee KPI ↓ KPI Value ↓ KPI Score
Entities
KPI Department
Menyimpan daftar departemen.
Contoh:
Sales Finance Inventory IT
KPI Definition
Master definisi KPI.
Contoh:
Revenue Repeat Order Inventory Accuracy System Uptime
Field utama:
- code
- name
- department_id
- source_module
KPI Target
Target KPI dan bobot KPI.
Contoh:
Revenue target = 100000000 Weight = 40%
KPI Target History
Digunakan untuk menyimpan perubahan target setiap tahun.
KPI Period
Periode evaluasi KPI.
Contoh:
2025-01 2025-02
Status:
draft open closed
KPI Assignment
Mapping KPI ke employee.
Contoh:
Sales A → Revenue Sales A → Repeat Order
Assignment menentukan:
- KPI apa yang dimiliki employee
- target KPI
- weight KPI
KPI Value
Nilai KPI aktual.
KPI value selalu terhubung ke assignment.
Field utama:
assignment_id value source_module reference_model reference_id
Contoh:
assignment_id = 10 value = 15000000 reference_model = sale.order
KPI Score
Hasil agregasi KPI.
Formula dasar:
score = (actual_value / target_value) × weight
KPI Team
Digunakan untuk mengelompokkan employee.
Contoh:
Sales Team A Warehouse Team
KPI Team Score
Score KPI pada level tim.
KPI Evidence
Bukti pencapaian KPI.
Contoh:
laporan dokumen foto
KPI Data Flow
ERP Event
↓
Insert KPI Value
↓
Aggregate KPI Score
↓
Update KPI Score Table
Example ERP Integration
Sales Module
Event:
Sales Order Confirmed
↓
Insert KPI Value (Revenue KPI)
Inventory Module
Event:
Stock Move Completed
↓
Insert KPI Value (Stock Accuracy KPI)
Manufacturing Module
Event:
Production Finished
↓
Insert KPI Value (Production Output KPI)
Odoo Module Structure
Custom module:
odoo_kpi
Structure:
odoo_kpi │ ├── models │ ├── kpi_definition.py │ ├── kpi_assignment.py │ ├── kpi_value.py │ ├── kpi_score.py │ ├── kpi_team.py │ ├── views │ ├── kpi_definition_view.xml │ ├── kpi_assignment_view.xml │ ├── kpi_dashboard.xml │ ├── security │ └── ir.model.access.csv │ └── data └── kpi_cron.xml
KPI Calculation
Cron job menghitung KPI score.
schedule:
daily monthly
Function:
calculate_kpi_score()
Security Role
Role yang disarankan:
KPI Admin KPI Manager Employee
Advantages
Dynamic KPI configuration ERP integrated Scalable architecture Audit trail support Supports employee and team KPI