inno3dashboard - Consulting Dashboard for Dolibarr

A comprehensive management dashboard module for Dolibarr ERP, designed for consulting firms and service companies.

Features

Treasury & Cash Flow

• Real-time bank balance across selected accounts
• Unpaid invoices tracking with days overdue
• Cash flow projection (3/6/12 months) with color-coded thresholds (green/orange/red)
• Configurable minimum treasury alert threshold

Revenue

• Annual revenue tracking with cumulative SVG chart
• Year-over-year comparison (current vs. previous year)
• Monthly breakdown with target line

Client Missions (Won Projects)

• Automatic detection of won projects (opportunity status = 100%)
• Budget, days worked vs. planned, margin calculation
• Team display from project contacts
• Mini Gantt calendar per mission
• Gauge indicators for mission targets (total + special category)
• Configurable "special missions" tag (e.g., Open Source, RSE, Innovation)

Consultant Workload

• Weekly workload per consultant (past + forecast)
• Color-coded cells: green (>80%), yellow (50-80%), red (<50%)
• Toggle between total time / billable+non-billable+research detail
• Forecast from remaining planned workload on assigned tasks
• Average occupancy rate with billable/non-billable breakdown

Opportunity Pipeline

• Active opportunities with status badges (uses Dolibarr dictionary labels)
• Weighted pipeline amount calculation
• Filter by status with checkbox toggles
• Linked commercial proposals indicator
• Sortable columns

R&D / Research Tax Credit (CIR)

• Tracks time on tagged projects or tasks containing [TAG] in their label
• Full-year SVG chart (S1-S52) with forecast for remaining weeks
• Year-over-year comparison with previous year
• Per-researcher breakdown

Internal Projects

• List of projects without client (or tagged as internal)
• Days worked, planned, progress tracking

Requirements

• Dolibarr: 14.0 or higher (tested up to 20.x)
• PHP: 7.4 or higher
• Modules: Projects (required), Invoices (recommended), Bank (recommended)

Installation

1. Download and extract the ZIP file
2. Copy the inno3dashboard folder to your Dolibarr htdocs/custom/ directory
3. In Dolibarr: Home > Setup > Modules, find "Consulting Dashboard" and activate it
4. Important: After activation, go to Users & Groups > Permissions to assign:
   • View the dashboard (enabled by default for all users)
   • Configure the dashboard (admin only by default)
5. Go to the Configuration page to set your parameters

Configuration

Financial Parameters

Parameter	Description	Default
Loaded daily cost	Fallback cost if THM not set on user	450
Average selling day rate	Used to estimate planned days from budget	900
Available days/year/consultant	Working days per year	218
Annual revenue target	Red target line on CA chart	200000
Occupancy rate target	Threshold for color coding	75%
Net margin target	Mission margin threshold	30%
Monthly fixed charges	Estimated monthly overhead (divided weekly for cash flow)	0
Minimum treasury threshold	Orange alert if balance below this	0

Objectives

Parameter	Description
Won missions target	Annual target for gauge display (0 = no gauge)
Special missions target	Subset target for tagged missions

Tags

Parameter	Description	Default
Research tag (CIR)	Projects with this tag OR tasks with [TAG] in label	CIR
Special missions tag	Tag for special mission tracking	Open Source
Internal projects tag	Optional: exclude tagged projects from client missions	(empty)

Bank Accounts

Select which bank accounts to include in treasury calculation. Leave unchecked for all accounts.

How It Works

Won Project Detection

Projects are considered "won" (client missions) when:

• Project is active (fk_statut = 1)
• Opportunity status has percent = 100 in the c_lead_status dictionary OR opp_percent = 100 on the project
• Project has a client (fk_soc > 0)
• Project is not tagged as internal (if internal tag is configured)

Progress Calculation

Since p.progress may not exist in all Dolibarr versions, progress is calculated as the average of task-level progress (llx_projet_task.progress).

Workload Forecast

Future weeks show estimated workload based on remaining planned hours on tasks assigned to each consultant, distributed evenly across remaining weeks of the year.

Time Table Compatibility

Automatically detects whether your Dolibarr uses llx_element_time (v18+) or llx_projet_task_time (older versions).

Permissions

Permission	Code	Default	Description
View dashboard	inno3dashboard->read	ON	Access the main dashboard page
Configure	inno3dashboard->setup	OFF	Access the settings page

After enabling the module, disable and re-enable it to register new permissions if upgrading from a previous version.

Troubleshooting

No missions displayed

The dashboard shows a diagnostic table when no missions are found:

1. Check that you have projects with opportunity status at 100% (Won)
2. Verify the c_lead_status dictionary has a status with percent = 100
3. Ensure projects have a client (fk_soc is set)
4. Check the SQL error line in the diagnostic table

HTTP 500 Error

• Check PHP error logs: tail -f /var/log/apache2/error.log
• Verify file permissions: chmod -R 755 htdocs/custom/inno3dashboard
• Ensure the module is properly activated

Encoding Issues

All special characters use HTML entities (no raw UTF-8 in PHP files). If you see garbled text, check your web server's default charset configuration.

File Structure

inno3dashboard/
  index.php                          # Main dashboard page
  admin/setup.php                    # Configuration page
  class/dashboard.class.php          # Business logic and SQL queries
  core/modules/modInno3Dashboard.class.php  # Module descriptor
  lib/inno3dashboard.lib.php         # Admin tabs helper
  css/inno3dashboard.css             # Additional styles
  langs/fr_FR/inno3dashboard.lang    # French translations
  langs/en_US/inno3dashboard.lang    # English translations

Changelog

See CHANGELOG.md for version history.

Authors & provenance

This module is based on code provided by the Open Source community — first and foremost the Dolibarr ERP/CRM project, of which it is a derivative work, and the wider PHP ecosystem.

• Developed and maintained by inno³ — https://inno3.fr — <hello@inno3.fr>
• Development assisted by Claude Opus 4.8 (Anthropic)

License

GPL-3.0-or-later — © 2026 inno³ <hello@inno3.fr>

As a derivative work of Dolibarr (GPL-3.0-or-later), this module is distributed under the same license. See the LICENSE file for the full text.