Objective
Establish an auditor-grade performance management system that uses Odoo Dashboards, Spreadsheets, and BI connectors to monitor financial health, control integrity, AI Helpdesk efficiency, and education outcomes—ensuring a consistent operating rhythm across all branches and functions.
Quick Launch Checklist
Tiered KPIs
Define tiered KPIs (Strategic → Operational → Control-Level)
Centralized Dashboard
Deploy centralized KPI dashboard in Odoo with automated data refresh
Ownership & Frequency
Assign clear ownership and frequency for each KPI
AI & Education Metrics
Integrate AI Helpdesk and Education metrics for Egypt Hub and University programs
Automated Alerts
Automate alerts for KPI breaches using Odoo automation or BI connector
Reporting Rhythm
Embed dashboards in monthly CFO reporting rhythm and quarterly audit reviews
A. KPI Framework (Strategic → Operational)
| Tier | Focus Area | Purpose | Example KPIs |
|---|---|---|---|
| Tier 1: Strategic | Group performance, profitability, client service | Board-level visibility | Net Margin %, Client Satisfaction, Intercompany Balance 0 |
| Tier 2: Operational | Module performance (Finance, HR, AI, Education) | PMO + Functional Leads | Month-End Close Time, Payroll Accuracy, AI Coverage, Course Completion |
| Tier 3: Control / Compliance | Risk & audit monitoring | Audit & Data Governance | SoD Violations, DQ Score, Backup Compliance, Audit Trail Completeness |
B. KPI Dashboard Table
| KPI Name | Formula / Source | Frequency | Target / Threshold | Owner |
|---|---|---|---|---|
| Revenue Growth % | (Current Period Revenue ÷ Prior Period) − 1 | Monthly | ≥ +10% | CFO |
| Net Profit Margin | (Net Profit ÷ Revenue) × 100 | Monthly | ≥ 15% | CFO |
| Month-End Close Duration | Days between period end and final lock | Monthly | ≤ 5 days | Finance Controller |
| Intercompany Balance Accuracy | |IC Receivables − Payables| | Weekly | ≤ 0.01 | IC Controller |
| Payroll Accuracy % | Correct Payslips ÷ Total Payslips | Monthly | 100% | HR Director |
| Employee Retention Rate | Active ÷ Start of Year | Quarterly | ≥ 85% | HR Director |
| AI Coverage Rate | Auto-answered Tickets ÷ Total Tickets | Weekly | ≥ 80% | AI Director |
| AI Accuracy Score | Helpful Feedback ÷ Total Rated | Weekly | ≥ 90% | Curator Lead |
| Data Quality Score (DQ%) | Valid Records ÷ Total Records | Monthly | ≥ 98% | Data Gov Lead |
| SoD Violation Count | # of Unauthorized Access / Total Checks | Monthly | 0 | Audit Director |
| System Uptime | (Uptime ÷ Total Time) × 100 | Daily | ≥ 99.5% | IT Ops |
| Backup Verification | Successful Test Restores ÷ Planned | Monthly | 100% | IT Ops |
| Training Completion % | Completed Courses ÷ Assigned | Monthly | ≥ 90% | Edu Director |
| Internship Conversion Rate | Interns Hired ÷ Graduates | Quarterly | ≥ 60% | Edu Director |
| Helpdesk SLA Compliance | Tickets Closed ≤ SLA ÷ Total Tickets | Weekly | ≥ 95% | AI Director |
| Audit Log Coverage | Logs Recorded ÷ Expected Transactions | Monthly | 100% | Audit Director |
C. Dashboard Architecture (Odoo 19 Enterprise)
1. Financial & Operations Dashboard
Tabs: Revenue, Profitability, Intercompany, Cash Flow, Payables/Receivables
Widgets:
- "P&L by Company" (bar chart)
- "Cash Position" (line trend)
- "Intercompany Variance" (heat map)
- "Month-End Close Days" (numeric KPI)
Data Sources: Odoo Accounting, Consolidation module
2. HR & Workforce Dashboard
Tabs: Headcount, Payroll, Attrition, Training
Widgets:
- "Employee Retention Trend"
- "Payroll Exceptions" (gauge)
- "Training Completion %"
- "Internship Conversion"
3. AI Helpdesk Dashboard (Egypt Hub)
Tabs: Ticket Volume, AI Accuracy, SLA, Curator Activity
Widgets:
- "AI Auto-Answered %"
- "Escalation Rate"
- "KB Freshness Index"
- "Curator Throughput"
Data Source: alp_helpdesk_ai_link logs + Helpdesk module
4. Education Dashboard
Tabs: Enrollments, Course Completion, Partner Universities, Internships
Widgets:
- "Active Students"
- "Completion Rate"
- "Internship Hours Delivered"
- "University Partner Score"
5. Audit & Compliance Dashboard
Tabs: SoD, Data Quality, IC Control, Backup Tests
Widgets:
- "SoD Violations (trend)"
- "DQ Score (%)"
- "IC Reconciliation Status"
- "Backup Success Rate"
Sample Dashboard Visualizations
Revenue Growth by Company
AI Helpdesk Performance
System Uptime (Daily)
Training Completion Rate
D. Operating Rhythm – Reporting & Review Cadence
| Cycle | Meeting Name | Purpose | Attendees | Frequency | Artifacts / Tools |
|---|---|---|---|---|---|
| Daily | Operational Stand-Up | Resolve issues, review helpdesk tickets | PMO, IT, AI, HR | Daily (15 min) | Helpdesk Dashboard |
| Weekly | ERP Operations Review | KPI check: finance, HR, AI, data | CFO, PMO, AI Dir, HR | Weekly | Odoo Dashboards |
| Bi-Weekly | Project Steering | Progress & risk review | CFO, PMO, Audit | Bi-weekly | Steering Report |
| Monthly | Performance & Compliance Review | Group performance, SLA, DQ | CFO, Audit Dir, PMO, Edu Dir | Monthly | KPI Pack (PDF export) |
| Quarterly | Audit & Risk Committee | Internal control, SoD, data privacy | Board, CFO, Audit Dir | Quarterly | Audit Dashboard |
| Annual | Strategic Planning Summit | Long-term growth, AI roadmap | Board, All Directors | Annual | Strategic Report |
E. KPI Alerts & Threshold Automation
| Alert ID | Trigger Condition | Notification Channel | Action / Owner |
|---|---|---|---|
| AL-01 | DQ Score < 98% | Email + Helpdesk ticket | Data Gov Lead reviews DQ log |
| AL-02 | Intercompany Variance > 0.01 | Slack + Audit email | IC Controller investigates |
| AL-03 | SLA Compliance < 95% | Helpdesk escalation | AI Director corrective action |
| AL-04 | Backup Test Failed | IT Ops alert | Immediate restore test |
| AL-05 | SoD Violation Detected | Audit alert | Access review and report |
| AL-06 | System Uptime < 99% | Monitoring API | IT Ops root cause analysis |
| AL-07 | Training Completion < 85% | HR email | Schedule catch-up training |
F. Report Templates (Monthly KPI Pack)
Structure
- Executive Summary – Top 5 highlights, risk notes, next actions
- Financial Summary – Revenue, Margin, Cash, IC Reconciliation
- Operational Summary – HR, AI Helpdesk, Education performance
- Controls Summary – SoD, DQ, Backup verification, Audit exceptions
- Appendix – Raw KPI exports, dashboard screenshots, audit sign-off
Delivery
- Generated via Odoo Spreadsheets → PDF → archived in
/Documents/KPI/<Month> - Signed digitally by CFO and Audit Director
G. Ownership & Escalation
| Level | Escalation Rule | Responsible Escalator |
|---|---|---|
| Level 1 | KPI < Target for 1 week | PMO → Functional Lead |
| Level 2 | KPI < Target for 2 weeks | CFO → Stream Director |
| Level 3 | KPI < Target for 1 month | CFO → Board Audit Committee |
H. Integration with AI Helpdesk & Education
KPI dashboards feed back into AI Helpdesk knowledge loop:
- Common issues auto-tagged as "training gaps"
- SOP or KB update request auto-generated when Helpdesk trend > threshold
- Education KPIs (internship completion, certification count) linked to HR and Helpdesk metrics for full pipeline traceability
✅ Validation Check – Format & Structure
- Tiered KPI framework included (Strategic → Operational → Control)
- KPI dashboard tables and layouts defined
- Operating rhythm table complete (daily → annual)
- Alerts, report templates, and ownership escalation mapped
- AI Helpdesk + Education integration included
- Fully deployment-ready and audit-aligned