Dashboards¶
Odoo Dashboards allows you to consult, customize, and build interactive dashboards that display real-time data from your Odoo database in an easy-to-understand way. By centralizing data from various Odoo sources in a single location, dashboards provide an overview of key business metrics that can help you monitor business performance and make informed decisions.
Odoo spreadsheets serve as the foundation for dashboards, with tables and charts used to structure and visualize dynamic Odoo data. Data sources connect a dashboard’s underlying spreadsheet to your database, ensuring the most recent data is retrieved every time the dashboard is opened or refreshed.
With Odoo Dashboards, users can, depending on their access rights:
consult dashboards, including standard, pre-configured dashboards
interact with dashboards using filters and by accessing underlying data
share a snapshot of a dashboard with internal users who do not have the appropriate access rights or with external users
build custom dashboards using Odoo Spreadsheet
customize dashboards to modify what data is shown, the layout, or the filters available
manage access rights to dashboards
centralize frequently consulted Odoo views on a personal My Dashboard page
Truco
Once a spreadsheet has been converted into a dashboard, it can only be accessed via the Dashboards app.
Unlike other Odoo dashboards, My Dashboard is not based on Odoo Spreadsheet, but rather on Odoo views.
Consult dashboards¶
On the main Dashboards page, the left panel lists all dashboards a user has access to, grouped by section. Clicking on a dashboard name opens that dashboard in the main part of the page.
Truco
Clicking the (double chevron) icon at the top of the left panel collapses the panel, maximizing the space available for dashboards.
Standard dashboards¶
Depending on which apps are installed, a series of standard dashboards is available by default.
These pre-configured dashboards have been designed to provide the most relevant insights for the topic in question. Data on specific aspects of the topic is presented in tables and charts, while dashboard-specific filters allow users to tailor the view to their needs.
Example
Within the Sales section in the Dashboards app, the Sales dashboard gives an overview of the number of quotations and orders, the revenue, and the average order value, as well as a chart showing monthly sales. It also includes tables listing top quotations and sales orders, top-performing products and salespeople, and top countries served.
A series of pre-configured global filters at the top of the dashboard allows the entire dashboard
to be filtered by, e.g., product or sales team. A default value of Last 90 days in the period
filter means data from the previous 90 days is automatically retrieved every time the dashboard
is opened or refreshed.
Standard dashboards can be customized by a user with the appropriate access rights. For example, dashboard elements like tables and charts, or global filters can be added, edited, or removed.
Importante
When customizing a standard dashboard, it is highly recommended to duplicate the dashboard and make any changes on the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost.
Interact with dashboards¶
In addition to consulting a dashboard for a high-level overview of key business data, it is also possible to interact with the dashboard for a more detailed analysis:
Filter data: Most standard dashboards have one or more global filters, shown as dropdown menus, at the top of the dashboard. These filters allow all the data on the dashboard to be filtered at the same time, for example, to show data only for a specific period of time, or for one or more salespeople or customers.
Open underlying database records: To access database records referenced by a dashboard, click on the relevant value in a table or on a data point on a chart. Doing so opens either the individual record, or, in the case of charts or tables displaying consolidated data, a list of the referenced records.
Open underlying database views: To access the view from which the data for a specific chart or table is retrieved, click on the title of the chart or table. Doing so opens the corresponding list view, pivot view or graph view.
Truco
To return to a dashboard after drilling down to underlying records or views, click the Dashboards breadcrumb at the upper left of the page.
Configuración¶
Nota
Only a user with the appropriate access rights can configure or modify settings for dashboards and dashboard sections.
To manage dashboards and dashboard sections, go to . The following actions are possible at the level of dashboard sections:
Change the order of dashboard sections by using the (drag handle) icon to move a section to a new position.
Duplicate a dashboard section by selecting the relevant section name, clicking the Actions button, and then Duplicate. The dashboards within the section are not duplicated.
Delete a dashboard section by selecting the relevant section name, clicking the Actions button then Delete.
Truco
Standard, pre-installed dashboard sections cannot be deleted; custom dashboard sections, on the other hand, can be deleted.
Create a new dashboard section by clicking New, then entering the section name. When creating a new section, it is possible to add a dashboard to the new section directly by clicking Add a spreadsheet.
Clicking on an individual dashboard section lists all dashboards within that section. The following actions are possible:
Change the order of a dashboard within its section by using the (drag handle) icon to move the dashboard to a new position.
Edit the name of a dashboard section or dashboard by clicking the name and modifying it.
Add or remove user groups to control access to the dashboard.
Select a company if, in a multi-company database, the dashboard should only be visible to users of one company. If this field is left blank, the dashboard is visible to all users with the appropriate access rights, regardless of which company is currently selected in the database.
Unpublish a dashboard by disabling the Is Published toggle.
Edit the underlying spreadsheet of a dashboard by clicking Edit on the line of the relevant dashboard.
Importante
When customizing a standard dashboard, it is highly recommended to duplicate the dashboard and make any changes on the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost.
Delete a dashboard by clicking the (trash) icon.
Truco
A standard dashboard that is deleted is reinstalled at the next Odoo version upgrade.
Add a new dashboard to the section by clicking Add a spreadsheet. Two options exist:
To convert an existing spreadsheet into a dashboard and add it to the new section, select the relevant spreadsheet, then click Confirm. Back in the section overview, update the Group and Company fields if needed.
To start creating a dashboard from scratch, select Blank spreadsheet. To return to the section overview, click the name of the section at the top left of the page. Update the Group and Company fields if needed.
Nota
After a spreadsheet has been converted into a dashboard, it can only be accessed and edited via the Dashboards app.
Truco
A newly created dashboard is by default accessible to users belonging to the default internal user group. Edit this if needed via the configuration page of the relevant dashboard section.
It is also possible to convert a spreadsheet into a dashboard and add it to a dashboard section starting from the spreadsheet in the Documents app.
Access rights and sharing¶
Consulting dashboards¶
The right to view and interact with a dashboard is based on user groups, and is managed in the Configuration settings of the Dashboards app. Only users who are part
of a group that has been granted access to a specific dashboard see that dashboard in the left-hand
panel on the main Dashboards page. Users with Dashboard / Admin access rights can view all
dashboards.
However, the visibility of dynamic Odoo data within a dashboard is handled separately. This is based on a user’s access rights to the model from which the data has been retrieved, and takes into account any record rules that may restrict access.
Importante
User permissions are taken into account when a user opens a dashboard, with the dashboard only being populated with data the user is authorized to see. This means that a user could in theory be able to view a dashboard but, due to a lack of appropriate permissions, not be able to see the Odoo data the dashboard’s creator intended to be displayed.
Therefore, it is crucial to take user permissions into consideration when granting dashboard access to groups.
Example
Granting the user group Sales / User: Own Documents Only access to the Sales
dashboard would serve little purpose. While users belonging to that group would be able to view
and interact with the dashboard, they would only see data related to their own sales, rendering
the overall dashboard misleading.
Manage access rights to view dashboards¶
To manage users” rights to view and interact with a dashboard:
In the Dashboards app, go to .
From the list of dashboard sections, open the relevant section.
On the line of the relevant dashboard, in the Group column:
add a user group by clicking the field until a dropdown with user groups appears, then selecting the appropriate user group. In the dropdown, click Search More to access the full list of user groups;
remove a user group by clicking the relevant group name, then clicking (Delete).
Building, customizing and configuring dashboards¶
Only users with Dashboards / Admin access rights can customize dashboards or configure dashboard settings. To build a dashboard from scratch, a user must have both Dashboards / Admin and Documents
/ User access rights.