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Jefferson Marcano

Hello! How can I create custom dashboard reports? (Sales, Purchase and Inventory)


So that it shows me:

-Inventory Report (Stock, Sales Price, Cost Price, Product, Internal Product Reference, Profit Margin, Inventory Movement, etc.)


-Merchandise Received.


-Daily Sales (Margin %, Total Daily Sales)


-Sales by Customer (Margin%)


-Sales by Product


-Sales by Salesperson

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Anas Ouasmi

To create custom dashboard reports in Odoo (Sales, Purchase, Inventory), start by building a custom module. On the backend (Python), create methods to fetch data like stock levels, sales margins, and customer/product performance. Then, use OWL (JavaScript) on the frontend to display dynamic dashboards with graphs and KPIs. Organize your UI using XML templates and load data via RPC calls. This way, you’ll have real-time insights into inventory, daily sales, merchandise received, and more.

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Dhrumi (Wan Buffer Services)
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Method 1: Using Odoo Studio (No-Code/Low-Code)

  1. Activate Studio
    • Click the Studio icon (🛠️) in the top-right.
  2. Navigate to the Model
    • Open the app (e.g., Sales, CRM) and go to the list or kanban view.
  3. Add Custom Fields & Views
    • Add fields you need for reporting.
    • You can also create pivot/table/chart views by selecting the "Reports" menu and clicking "Add Custom View".
  4. Save as Dashboard Widget
    • Use the "Save as Favorite" option and pin it to the dashboard.

Method 2: Using Spreadsheets in Odoo (Odoo 16+)

  1. Go to Documents > Spreadsheets
  2. Create a new spreadsheet and insert data using Pivot Tables linked to models.
  3. Save and share the spreadsheet as a dashboard.

Method 3: Custom Development (Advanced)

If you need more complex KPIs or charts:

  1. Create a custom module
  2. Define new models or use ir.actions.client for dashboard actions.
  3. Use OWL components or QWeb templates for frontend.

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Cybrosys Techno Solutions Pvt.Ltd
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Hi,


In Odoo, we can create custom dashboards.

Refer to the following to create a dashboard.


* https://www.cybrosys.com/blog/how-to-create-dashboard-in-odoo-18

* https://www.youtube.com/watch?v=PimIGb0UDFQ


Hope it helps

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Waleed Ali Mohsen
Best Answer

Check the below video for Mastering Odoo Reports, Dashboards, and Sheets
https://www.youtube.com/watch?v=zoPHcZT4OeI

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