Dashboards¶
Odoo Dashboards allows you to consult, interact with, 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 and interact with dashboards, including standard, pre-configured dashboards
use global filters to filter all the data shown on a dashboard
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 in a personal My Dashboard
Tip
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.
Use dashboards¶
When the Dashboards app is opened, the left panel lists all standard, pre-configured dashboards and custom-built dashboards to which a user has been granted access, grouped by section.
Clicking on a dashboard name opens that dashboard in the main view.
Tip
Click the (double chevron) icon at the top of the left panel to collapse the left panel, maximizing the space available for dashboards.
Mark a dashboard as a favorite by clicking the (Toggle favorite) icon in the upper-right corner. Favorited dashboards are grouped in a Favorites section at the top of the left panel for easy access.
Filter and sort data¶
Filtering and sorting allow you to manage what data is displayed and how it is displayed. This can help tailor the view to answer specific business questions.
Filtering limits the data presented in charts and tables, allowing you to focus only on records that meet specific criteria, e.g., viewing sales data only for a specific sales team.
Sorting reorders the data presented in table columns, allowing you to see the data from different perspectives, e.g., viewing products by sales revenue from highest to lowest.
Apply filters¶
If global filters are available for a dashboard, a search bar above the dashboard allows you to filter the entire dashboard for the selected values.
Tip
Global filters are available for all standard dashboards. Additional global filters can be added by a user with the appropriate access rights.
It is also possible to search for values by typing directly in the search bar; the search categories shown reflect the available global filters.
To apply global filters:
Click within the search bar or click on the (dropdown) icon to access all filters available for that dashboard.
For the relevant filter, select a conditional operator from the first dropdown, e.g., is in, then select the desired value from the second dropdown.
Click Filter.
For dashboards with a date filter, this filter can be set via the search bar or via the button with the (calendar) icon.
Tip
The Custom Range at the bottom of the period selector shows either a manually entered custom range, if relevant, or the start and end date of the selected period.
To remove a value from a filter, click the (remove) icon beside the name of the value; to empty a filter, click the (remove) icon at the far right of the filter.
Sort data¶
Depending on the dashboard and the table in question, it may be possible to sort the data by column, by clicking the column heading. A (caret down) or (caret up) icon beside a column heading indicates that the column has been sorted in descending or ascending order, respectively. If, when hovering over other column headings, a (sort) icon appears, the column can be sorted.
Tip
If conditional formatting has been applied to a table, the original formatting is maintained when the table is resorted by a different column.
Example
In this example, the table was originally sorted by revenue per CRM tag, in decreasing order. Conditional formatting was defined to visualize the proportional revenue using data bars. When the table is resorted by number of leads in descending order, the data bars still reflect the revenue per tag in decreasing order.
Access underlying records¶
While dashboards provide a user-friendly summary of key data, drilling down to the underlying data allows a more detailed analysis. This can be useful for investigating anomalies or providing the full context needed for decision-making.
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.
Tip
To return to a dashboard after drilling down to underlying records or views, click the Dashboards breadcrumb in the upper-left corner.
Expand, copy or download charts¶
To see charts in full screen, hover over a chart and click the icon.
It is also possible to copy or download a chart by hovering over the chart and clicking the (vertical ellipsis) icon, then clicking Copy as image or Download as relevant.
Tip
Expanding a time-series chart to full screen allows a more detailed analysis.
Analyze time-series charts¶
Time-series charts, i.e., charts showing data over time, can be analyzed more closely by:
zooming in on a chosen time span.
Adjust granularity¶
For many time-series charts it is possible to adjust the granularity of the unit of time on the x-axis.
To do so, hover over the chart, click the (dropdown) icon, then select the desired granularity.
Zoom in on a time span and scroll¶
When a time-series chart is expanded to full screen, a slider below the chart allows you to:
zoom in on a specific time span by dragging the ends of the slider to select the desired time span;
when you have zoomed in, to scroll through the chart while maintaining the level of zoom by dragging the slider to the left or right.
Resize the slider to return to the initial view.
Example
In this example from the Warehouse Daily Operations dashboard, the chart shows transfers yet to be assigned to a responsible user, by day. The zoom of the chart has been adjusted to show data for five days, and the current position of the slider allows data from the last five days to be shown.
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, and users with the appropriate access rights can consult and interact with them. Dashboard-specific filters, available via the search bar, allow the entire dashboard to be filtered for selected values.
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.
Belangrijk
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.
Configuration settings¶
Notitie
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.
Tip
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 one or more companies if, in a multi-company database, the dashboard should only be visible to users of a specific company or companies. 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.
Belangrijk
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.
Tip
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 in the top-left corner, above the menu bar. Update the Group and Company fields if needed.
Notitie
After a spreadsheet has been converted into a dashboard, it can only be accessed and edited via the Dashboards app.
Tip
A newly created dashboard is by default accessible to users belonging to the default internal user group. Edit this if needed via the Configuration settings 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¶
Using 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 when the Dashboards app is opened. 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.
Belangrijk
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, at minimum
for the Documents app, Documents / User access rights.