Variance Bridge & Waterfall Analytics
Budget-to-actual variance bridge: volume/price/mix split and P&L waterfall chart
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Variance Bridge & Waterfall Analytics
Budget-to-actual variance bridge: volume/price/mix split and P&L waterfall chart
Variance Bridge & Waterfall Analytics explains why a total moved, not just that it moved. It turns a budget-vs-actual or period-vs-period comparison into a fully-reconciled waterfall bridge that walks from a starting number to an ending number through named, quantified steps, with the underlying maths as an independently unit-tested Python engine.
Key Features
Volume / Price / Mix decomposition
The Volume/Price/Mix breakdown mode splits every unit of revenue variance into three drivers, Volume (units sold changed), Price (unit price changed) and Mix (product basket shifted), computed straight from posted journal items or a manually entered budget.
New and discontinued product handling
Products with no baseline (new) or no actual (discontinued) are detected automatically and their whole contribution is booked as pure volume, so they never distort the price/mix numbers of continuing products.
Guaranteed tie-out with rounding step
verify_waterfall_ties checks that the Volume, Price and Mix steps always sum back to the exact total variance, with any floating-point residue captured in its own Rounding / Other step.
Optional per-product detail
The detail_by_product toggle switches from one aggregate bar per driver to one waterfall bar per product for every driver that actually moved it.
P&L / revenue bridge by account
Switching to the P&L / Revenue Bridge breakdown mode builds a classic starting revenue to ending revenue waterfall where every revenue/expense account that moved becomes its own step, sorted by the size of its swing, with the smallest movers rolled into a configurable Top Movers cutoff and an Other step.
Period-vs-period or budget-vs-actual source
A bridge compares either two ranges of posted account.move.line entries (period vs period) or a set of hand-entered variance.bridge.budget.line records against one period of actuals (budget vs actual).
Ordered waterfall steps with running total
Every computed bridge materialises into variance.bridge.step records, Starting Value through the driver steps to Ending Value, each carrying a running cumulative total ready for a bar/pivot chart.
One-click compute and drill to graph/pivot
action_compute rebuilds the bridge and posts a chatter summary; action_view_steps opens the steps in a list/graph/pivot view for one-click drill-down and charting.
Use Cases
Screenshots
01 Bridge List
02 Bridge Form Computed
Why Choose This Module
Because the decomposition, aggregation and tie-out verification all live in a framework-free, independently unit-tested Python engine, the three-way variance split and the P&L bridge numbers are guaranteed to reconcile rather than approximate, and every waterfall step is a real, queryable Odoo record ready to chart, filter or pivot.
Specifications
- Compatible: Odoo 18.0 / 19.0 / 20.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
- Update date: 2026-10-23
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