Power BI-Odoo Refresh & UX Optimization
Budget: $30 – $250 USD
Two years ago I had a full suite of Power BI dashboards wired into Odoo 17. After a series of significant changes on the Odoo side, the automatic refreshes stopped working—most noticeably on all Sales reports—so numbers sit stale unless I trigger them manually.
My first and absolute priority is to restore reliable, automated refreshes. Once that is stable, I’d also like the overall user experience tightened up: cleaner navigation, fewer clicks to reach key KPIs, and faster load times. I have a concise document that maps every current gap, including error messages, refresh logs, and the steps that now feel clunky for end-users.
Key expectations and acceptance criteria
• Sales dashboards refresh automatically on a schedule (or via DirectQuery) without failures for two consecutive weeks.
• Refresh duration remains within the normal gateway window and does not exceed previous baselines.
• Navigation is simplified—no more than three clicks from landing page to any sales metric.
• Overall page load time under five seconds on a standard office connection.
Once we fix above the next phase is to build new-advanced reports/dashboards
My first and absolute priority is to restore reliable, automated refreshes. Once that is stable, I’d also like the overall user experience tightened up: cleaner navigation, fewer clicks to reach key KPIs, and faster load times. I have a concise document that maps every current gap, including error messages, refresh logs, and the steps that now feel clunky for end-users.
Key expectations and acceptance criteria
• Sales dashboards refresh automatically on a schedule (or via DirectQuery) without failures for two consecutive weeks.
• Refresh duration remains within the normal gateway window and does not exceed previous baselines.
• Navigation is simplified—no more than three clicks from landing page to any sales metric.
• Overall page load time under five seconds on a standard office connection.
Once we fix above the next phase is to build new-advanced reports/dashboards