Dashboards

Estimated reading: 2 minutes 267 views

Odoo Dashboards lets you build and view interactive dashboards that pull live data straight from your Odoo database. It suits managers and teams who want an at a glance view of sales, stock, finance or HR figures without exporting reports.

What Odoo Dashboards does

Dashboards use Odoo Spreadsheet as their foundation, combining tables and charts that refresh automatically whenever the dashboard is opened. Depending on their access rights, users can view standard, pre-configured dashboards or build their own from any data source in the database.

Key capabilities

  • View ready made dashboards for apps such as Sales, Accounting and Inventory
  • Filter and drill into the data behind a chart or table
  • Build custom dashboards using Odoo Spreadsheet formulas and pivot tables
  • Control who can see or edit each dashboard through access rights
  • Share a snapshot of a dashboard with people who do not have full access
  • Pin frequently used views to a personal My Dashboard page

Getting the most from dashboards

Because dashboards are built on live data, they are most useful once the underlying app, such as Sales, Accounting or Inventory, is properly configured and populated with real records. Review dashboard access rights periodically so only the right people can edit shared dashboards.

Frequently asked questions

Does a dashboard update automatically?

Yes, each dashboard is linked to a live data source, so figures refresh whenever the dashboard is opened or manually refreshed.

Can I share a dashboard with someone outside my team?

Yes, you can share a snapshot of a dashboard with internal users without full access or with external recipients.

Need help?

Need help building useful Odoo dashboards? Contact support@thoughtlogik.com or see our Odoo optimisation services.

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel