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Technical Name ks_dashboard_ninja
LicenseOPL-1
Websitehttps://www.ksolves.com
Also available in version v 10.0 v 12.0 v 14.0 v 13.0
You bought this module and need support? Click here!
Lines of code 10481
Technical Name ks_dashboard_ninja
LicenseOPL-1
Websitehttps://www.ksolves.com
Also available in version v 10.0 v 12.0 v 14.0 v 13.0
Community Enterprise Odoo.sh

Dashboard Ninja

Dashboard Ninja helps create beautiful, customized and robust dashboards for your different departments. With this easy to use app, you will be able to save your precious business hours and take major business decisions quickly by overseeing important stats on your self-configured dashboards.


Pre-configured Dashboard Ninja Apps

Dashboard Ninja is a base app that allow you to create dashboard of any odoo business model. We are also providing some free apps with pre-configured dashboard, that are listed below.

  • Dashboard Screen arrow

Key Features

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    Fully configurable Dynamic Dashboards with animated charts
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    8 Chart Types supported Tile, Line chart, Bar chart(Stacked, Vertical, Horizontal), Pie chart(Semi/Full), Doughnut chart, Area chart, Polar Area chart, List view
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    Full Configuration of Tiles - (predefined font awesome icons or upload your icon), font color, background color, 6 predefined layouts, size
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    Target feature provided to set targets as line/bar on Bar Chart, Area Chart, Line Chart, & Horizontal Chart
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    Auto refresh dashboard data after configured period of time (None, 15 sec, 30 sec, 45 sec, 1 min, 2 min, 5 min, 10 min)
  • arrowr
    Click info icon on charts or section of charts to view details in list view
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    Multi Company support
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    New Dashboard Item type - KPI card with comparison to Target & Previous period
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    Option on KPI tiles for Comparison of two query in Sum, Ratio or Percentage
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    New Axis for line chart if used with Bar chart
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    Configuration menu provided to create multiple dashboards under any Menu supporting Odoo’s default Access permissions
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    Configure Dashboard Items easily using Quick Edit Mode
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    Easy configuration of items using Odoo models, fields, domains.
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    Responsive design for Desktop, Tablet, and Mobile phones
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    Limit your records to see limited records in any dashboard items like Top 10 products etc
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    3 predefined dashboard layout templates provided during creation of a new dashboard
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    Ability to change the color scheme for charts easily
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    20 Date filter options provided like Last 7 Days, Last 30 Days, Last 90 Days, Last 365 Days, This Month, This year, Custom Dates etc
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    Move or duplicate your dashboard item within the same or another dashboard
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    Export and Import complete dashboards between different databases
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    Export any chart item as Excel, CSV, PDF, PNG
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    Line Measure option that will show line in bar chart
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    Two list view types: Grouped, Ungrouped
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    Filter logged in user data using %UID in domain filter
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    Available for Community and Enterprise Edition in versions 10, 11, 12, 13
DEMO AVAILABLE
FREE 90 DAYS SUPPORT

Installation

Once you have downloaded the Dashboard Ninja app from the Odoo app store, you will get a folder name “ks_dashboard_ninja”.

1. Copy and paste it to your Add-ons folder.

2. Click on Update Apps list from the menu and now Dashboard Ninja will appear in App list.

3. Go to Apps menu, search for 'dashboard ninja' and click Install button.

4. You are ready for use Dashboard Ninja.

Add a Dashboard Item

Click on the Add Button on the top right corner of your Dashboard screen. Once you click on the button, you will be asked to select the Dashboard Item Type. There are 10 item types being provided by Dashboard Ninja.
add-item

Creating a Dashboard Item as a Tile:

If you select the Dashboard Item Type as a Tile, pop screen or a dashboard item creation window appears which asks you to fill a number of fields. The ones highlighted in purple are mandatory to fill, model field is the important one in order to save the dashboard item. Once the Model is selected, you will notice two configurations further namely Data and Display. Data tab will allow users to add/select the data for which they wish to display, whereas Display tab will allow a user to configure the dashboard item on the basis of its color, layout etc.

tile-item


Once the Model is selected, you can define the Domain for the dashboard item if you wish to do the same. For Example: If your selected Model is Sale Order, you can define the Domain as Sale Order where the total amount is greater than 100.

domain


Once you click on the “Display” tab, you will notice the following configuration options

  • Layout
  • Theme
  • Background Color
  • Font Color
  • Icon Option
  • Icon
  • Icon Color
  • Layout: Choose the Layout for your dashboard item from the 6 available sets i.e Layout 1, Layout 2, Layout 3, Layout 4, Layout 5, Layout 6 as per your requirement.
    layout layout layout layout layout layout
    Theme: It is a pre configured set of 5 different colors i.e White, Blue, Green, Red and Yellow.

    Select the Theme as per your choice. If you wish to choose your own color, you can do the same through Background Color. You can even change the Transparency of the chosen color, you can also change the Font Color of the dashboard item and adjust its Transparency as per your choice.

    Icon: We have provided 29 pre-loaded icons of Font Awesome 4.7.0.

    Choose the icon for your dashboard item. If you wish to choose from our Default Icons, choose the Default Icons option and if you wish to upload your own, choose Upload Icon option.

    If you have chosen the Default Icons option, the below pop-up window will be displayed. Choose the icon you like and if you wish to explore more icons, search them in the search bar.

    Icon: Option provided to choose the Icon Color for your dashboard item and adjust the Transparency accordingly.

    See the Preview of your finished dashboard item. If you like what you see, proceed to save the same.

    Category Label Description Condition
    General Name Label which will be displayed on the tile
    Model Select the model/table on which you want to create your item
    Company Display tile to particular company
    Type Select the type as Tile
    Preview Live Preview of the Tile
    Data Record Type Allows you to show your data/record as a Count, Sum or Average
    Record Field Allow you to select the field on which to apply the sum or average operation It will only visible when Record Type is Sum or Average
    Record Value Display exact value depending upon selected Record Type and Record Field
    Domain Allow you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Theme Pre configured set of 5 different colors i.e White, Blue, Green, Red and Yellow. Select the Theme as per your choice Get overridens if custom values are set in Background Color, Font Color & Icon Color
    Background Color Allows you to set the background color from a color pop-up window. Also provides option to set transparency.
    Font Color Allows you to set the font color from a color pop-up window. Also provides option to set transparency.
    Icon Option
    Allows you to choose the icon from a pop-up window.
    Allows you to upload your custom icon.
    Default Icons
    Upload Icon
    Icon We have provided 29 pre-loaded Default Font Awesome 4.7.0 icons Use search bar to search for other available Font Awesome icons.
    Icon Color Allows you to choose the color of the icon. Also, provides option to set transparency. Only visible when Icon Option chosen as Default

    Creating a Dashboard Item as a Bar Chart:

    tile-item
    If you select the Dashboard Item Type as a Bar Chart, three important fields will be displayed on selecting the model i.e
  • Measures
  • Line Measure
  • Data Type
  • tile-item
    Measures and Line Measure field will allow the user to select multiple values and corresponding to the selected fields dataset will start displaying for them.

    For example: Let’s select the Model as Sales Order and keep its Measures as Total (sale.order), Taxes (sale.order) and Untaxed Amount(sale.order) and Line Measure as Taxes (sale.order) and Untaxed Amount (sale.order) and Currency Rate (sale.order)

    Measures and Line Measure will show list of fields related to the chosen model on the basis of following attributes:

  • Type: Integer, Float or Monitory
  • Store: True i.e. this field value must be stored in the database
  • NOTE: Field name “id” is not allowed to show explicitly.

    Once you select the Data Type as Sum, Count or Average, it will start displaying the data respectively.

    domain
    domain
    You will notice the following configuration options under Group/Dimensions tab.
  • Group By
  • Sub Group By
  • Sort By Field
  • Sort Order
  • Record Limit
  • NOTE: Group By and Sub Group By field allows you to group your selected Measure field data.
    While selecting the Group By or Sub Group By field, if you select the field type as Date/Datetime Type, then you will notice a new field start displaying, i.e “ Group By Date/Sub Group By Date ”
    Group By Date/Sub Group By Date field will allow you to group your data as per the options available.
  • Day
  • Week
  • Month
  • Quarter
  • Year
  • Select the Sub Group By field to further group your Group By field data, for example: let’s select the Group By as Company (sale.order).

    You can also select the Sort By Field, Sort Order, and Record Limit option specific to the dashboard item you’re currently making

    You also have the feature of defining the Chart Color Palette for your dashboard item under Display tab, there are four predefined options i.e. Default, Cool, Warm and Neon.

    The same can also be defined from the main dashboard by clicking at the brush icon named Color Palette on each individual dashboard item whose type is charts.

    You can notice that there is another option available besides the Dashboard item preview “Stacked Bar Chart” by checking this box, you can view your data for a Dashboard item as shown below
    If you select your Group By field as Date Type, for example: Let’s select the Group By field as a “Creation Date”, you will notice a Target tab will appear besides the Data and Displays tabs.
    If you click on Target tab, you will be able to see the Enable Target option on activating it, you will notice the new configurations menus to set the Targets for your data as per your need.
    If you enable the option, “Show Target as Line”, it will start showing the target as a Line.

    If you input the value for “Standard Target” option, then you will be able to view your Data target as per the input the value, as shown above screenshot.

    If you wish to see the target with different data and date range, then you need to add them by clicking on “Add Line”. on clicking the Add Line, you will be asked to select the Date and the value for which you want to see the target.

    You can add multiple lines to see the target values as per your need.

    Once all the mandatory details are filled, you can preview your dashboard item in the Preview column and if everything looks good, then proceed to save.

    Category Label Description Condition
    General Name Label which will be displayed on header of item
    Model Select the model/table on which you want to create your item
    Company Display Bar Chart to particular company
    Type Select the type as Bar Chart
    Stacked Bar Chart Option to convert bar chart in stacked bar chart
    Preview Live Preview of the Bar Chart
    Data Measures Allows you to select the fields for which you want to perform the calculations as per the selected Model Only visible when Data type is Sum or Average
    Line Measure Allows you to select the fields for which you want to display lines on bar chart Only visible when Data type is Sum or Average
    Data Type Allows you to display your data as Sum, Count or Average
    Group By Allows you to group your selected Measure fields data Enables Target tab if Date/Datetime field is selected
    Group By Date Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year. Only visible when date/datetime field is chosen in Group By
    Sub Group By Allows you to further group your Group By field data. Only visible when date/datetime field is chosen in Sub Group By
    Sub Group By Date Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year. It will only visible when Sub Group By is chosen date time field
    Sort By Field It will allow you to select the field on which you want to sort the records/Data
    Sort Order Allows you to sort your data in Ascending or Descending order
    Record Limit Allows you to set limit to your records/data
    Domain Allows you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Chart Color Palette It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon
    Target Enable Target On enabiling the option, you will be able to see the Target values Target tab is only visible when Date/Datetime field is selected in Group By
    Show Target as Line Allows you to set your target values which you wish to see as a line on chart. Visible only when you enables the Enable Target
    Standard Target Default target value if any value is empty for particular date period
    Date Allows you to set the Date on which you wish to see your Target values. Visible only when you check the Enable Target option
    Value Allows you to set the Target value respective to the date. Visible only when you check the Enable Target option

    Creating a Dashboard Item as a Horizontal Bar Chart:

    If you select the Dashboard Item Type as Horizontal Bar Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:
    Category Label Description Condition
    General Name Label which will be displayed on header of item
    Model Select the model/table on which you want to create your item
    Company Display Horizontal Bar Chart to particular company
    Type Select the type as Horizontal Bar Chart
    Stacked Bar Chart Option to convert Horizontal Bar Chart in stacked bar chart
    Preview Live Preview of the Horizontal Bar Chart
    Data Measures Allows you to select the fields for which you want to perform the calculations as per the selected Model Only visible when Data type is Sum or Average
    Line Measure Allows you to select the fields for which you want to display lines on bar chart Only visible when Data type is Sum or Average
    Data Type Allows you to display your data as Sum, Count or Average
    Group By Allows you to group your selected Measure fields data Enables Target tab if Date/Datetime field is selected
    Group By Date Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year. Only visible when date/datetime field is chosen in Group By
    Sub Group By Allows you to further group your Group By field data. Only visible when date/datetime field is chosen in Sub Group By
    Sub Group By Date Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year. It will only visible when Sub Group By is chosen date time field
    Sort By Field It will allow you to select the field on which you want to sort the records/Data
    Sort Order Allows you to sort your data in Ascending or Descending order
    Record Limit Allows you to set limit to your records/data
    Domain Allows you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Chart Color Palette It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon
    Target Enable Target On enabiling the option, you will be able to see the Target values Target tab is only visible when Date/Datetime field is selected in Group By
    Show Target as Line Allows you to set your target values which you wish to see as a line on chart. Visible only when you enables the Enable Target
    Standard Target Default target value if any value is empty for particular date period
    Date Allows you to set the Date on which you wish to see your Target values. Visible only when you check the Enable Target option
    Value Allows you to set the Target value respective to the date. Visible only when you check the Enable Target option

    Creating a Dashboard Item as a Line Chart:

    If you select the Dashboard Item Type as Line Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:
    Category Label Description Condition
    General Name Label which will be displayed on header of item
    Model Select the model/table on which you want to create your item
    Company Display Line Chart to particular company
    Type Select the type as Line Chart
    Preview Live Preview of the Line Chart
    Data Measures Allows you to select the fields for which you want to perform the calculations as per the selected Model Only visible when Data type is Sum or Average
    Data Type Allows you to display your data as Sum, Count or Average
    Group By Allows you to group your selected Measure fields data Enables Target tab if Date/Datetime field is selected
    Group By Date Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year. Only visible when date/datetime field is chosen in Group By
    Sub Group By Allows you to further group your Group By field data. Only visible when date/datetime field is chosen in Sub Group By
    Sub Group By Date Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year. It will only visible when Sub Group By is chosen date time field
    Sort By Field It will allow you to select the field on which you want to sort the records/Data
    Sort Order Allows you to sort your data in Ascending or Descending order
    Record Limit Allows you to set limit to your records/data
    Domain Allows you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Chart Color Palette It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon
    Target Enable Target On enabiling the option, you will be able to see the Target values Target tab is only visible when Date/Datetime field is selected in Group By
    Standard Target Default target value if any value is empty for particular date period
    Date Allows you to set the Date on which you wish to see your Target values. Visible only when you check the Enable Target option
    Value Allows you to set the Target value respective to the date. Visible only when you check the Enable Target option

    Creating a Dashboard Item as an Area Chart:

    If you select the Dashboard Item Type as an Area Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:
    Category Label Description Condition
    General Name Label which will be displayed on header of item
    Model Select the model/table on which you want to create your item
    Company Display Area Chart to particular company
    Type Select the type as Area Chart
    Preview Live Preview of the Area Chart
    Data Measures Allows you to select the fields for which you want to perform the calculations as per the selected Model Only visible when Data type is Sum or Average
    Data Type Allows you to display your data as Sum, Count or Average
    Group By Allows you to group your selected Measure fields data Enables Target tab if Date/Datetime field is selected
    Group By Date Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year. Only visible when date/datetime field is chosen in Group By
    Sub Group By Allows you to further group your Group By field data. Only visible when date/datetime field is chosen in Sub Group By
    Sub Group By Date Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year. It will only visible when Sub Group By is chosen date time field
    Sort By Field It will allow you to select the field on which you want to sort the records/Data
    Sort Order Allows you to sort your data in Ascending or Descending order
    Record Limit Allows you to set limit to your records/data
    Domain Allows you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Chart Color Palette It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon
    Target Enable Target On enabiling the option, you will be able to see the Target values Target tab is only visible when Date/Datetime field is selected in Group By
    Standard Target Default target value if any value is empty for particular date period
    Date Allows you to set the Date on which you wish to see your Target values. Visible only when you check the Enable Target option
    Value Allows you to set the Target value respective to the date. Visible only when you check the Enable Target option

    Creating a Dashboard Item as a Pie Chart:

    If you select the Dashboard Item Type as a Pie Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

    You will notice one additional feature, Semi Circle Chart checkbox which converts Pie Chart in Semi Pie Chart.
    This is how Semi-Pie Chart look like:

    Category Label Description Condition
    General Name Label which will be displayed on header of item
    Model Select the model/table on which you want to create your item
    Company Display Pie Chart to particular company
    Type Select the type as Pie Chart
    Semi Circle Chart Option to convert Pie Chart in Semi Pie Chart
    Preview Live Preview of the Pie Chart
    Data Measures Allows you to select the fields for which you want to perform the calculations as per the selected Model Only visible when Data type is Sum or Average
    Data Type Allows you to display your data as Sum, Count or Average
    Group By Allows you to group your selected Measure fields data Enables Target tab if Date/Datetime field is selected
    Group By Date Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year. Only visible when date/datetime field is chosen in Group By
    Sub Group By Allows you to further group your Group By field data. Only visible when date/datetime field is chosen in Sub Group By
    Sub Group By Date Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year. It will only visible when Sub Group By is chosen date time field
    Sort By Field It will allow you to select the field on which you want to sort the records/Data
    Sort Order Allows you to sort your data in Ascending or Descending order
    Record Limit Allows you to set limit to your records/data
    Domain Allows you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Chart Color Palette It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon

    Creating a Dashboard Item as a Doughnut Chart:

    If you select the Dashboard Item Type as a Doughnut Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

    You will notice one additional feature, Semi Circle Chart checkbox which converts Doughnut Chart in Semi Doughnut Chart.
    This is how Semi-Doughnut Chart look like:

    Category Label Description Condition
    General Name Label which will be displayed on header of item
    Model Select the model/table on which you want to create your item
    Company Display Doughnut Chart to particular company
    Type Select the type as Doughnut Chart
    Semi Circle Chart Option to convert Doughnut Chart in Semi Doughnut Chart
    Preview Live Preview of the Doughnut Chart
    Data Measures Allows you to select the fields for which you want to perform the calculations as per the selected Model Only visible when Data type is Sum or Average
    Data Type Allows you to display your data as Sum, Count or Average
    Group By Allows you to group your selected Measure fields data Enables Target tab if Date/Datetime field is selected
    Group By Date Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year. Only visible when date/datetime field is chosen in Group By
    Sub Group By Allows you to further group your Group By field data. Only visible when date/datetime field is chosen in Sub Group By
    Sub Group By Date Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year. It will only visible when Sub Group By is chosen date time field
    Sort By Field It will allow you to select the field on which you want to sort the records/Data
    Sort Order Allows you to sort your data in Ascending or Descending order
    Record Limit Allows you to set limit to your records/data
    Domain Allows you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Chart Color Palette It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon

    Creating a Dashboard Item as a Polar Area Chart:

    If you select the Dashboard Item Type as a Polar Area Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:
    Category Label Description Condition
    General Name Label which will be displayed on header of item
    Model Select the model/table on which you want to create your item
    Company Display Polar Area Chart to particular company
    Type Select the type as Polar Area Chart
    Preview Live Preview of the Polar Area Chart
    Data Measures Allows you to select the fields for which you want to perform the calculations as per the selected Model Only visible when Data type is Sum or Average
    Data Type Allows you to display your data as Sum, Count or Average
    Group By Allows you to group your selected Measure fields data Enables Target tab if Date/Datetime field is selected
    Group By Date Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year. Only visible when date/datetime field is chosen in Group By
    Sub Group By Allows you to further group your Group By field data. Only visible when date/datetime field is chosen in Sub Group By
    Sub Group By Date Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year. It will only visible when Sub Group By is chosen date time field
    Sort By Field It will allow you to select the field on which you want to sort the records/Data
    Sort Order Allows you to sort your data in Ascending or Descending order
    Record Limit Allows you to set limit to your records/data
    Domain Allows you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Chart Color Palette It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon

    Creating a Dashboard Item as a List View:

    If you select the Dashboard Item Type as a List View and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:
    Category Label Description Condition
    General Name Label which will be displayed on header of item
    Model Select the model/table on which you want to create your item
    Company Display List View to particular company
    Type Select the type as List View
    Preview Live Preview of the List View
    Data List View Type Allows you to Grouped or Un-Grouped your data with respect to chosen Model
    Fields to show in List Allows you to select the fileds for which you want to perform the calculations as per the selected Model
    Group By Allows you to group your selected Measure fields data Enables Target tab if Date/Datetime field is selected
    Group By Date Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year. Only visible when date/datetime field is chosen in Group By
    Sort By Field It will allow you to select the field on which you want to sort the records/Data
    Sort Order Allows you to sort your data in Ascending or Descending order
    Record Limit Allows you to set limit to your records/data
    Domain Allows you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter

    Creating a Dashboard Item as a KPI:

    You can create some amazing KPI with below comparsion options:

  • KPI with Target
  • KPI with Previous Period
  • KPI with Target and Previous Period
  • You also get a option of additional query using which you can perform different operation using "Data Calculation" field on two result sets along with Target comparison:

  • None/Comparison
  • Sum
  • Ratio
  • Percentage
  • Under Target Tab, you will get option to see target value as Number or Progressbar like described in below screenshot:

    Category Label Description Condition
    General Name Label which will be displayed on the tile
    Model Select the model/table on which you want to create your item
    Company Display KPI to particular company
    Type Select the type as KPI
    Preview Live Preview of the KPI
    Data Record Type Allows you to show your data/record as a Count, Sum or Average
    Record Field Allow you to select the field on which to apply the sum or average operation It will only visible when Record Type is Sum or Average
    Record Value Display exact value depending upon selected Record Type and Record Field
    Previous Period Show/Hide previous period value
    Domain Allow you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Data #2 Model Select the model/table on which you want to create your item
    Record Type Allows you to show your data/record as a Count, Sum or Average
    Record Field Allow you to select the field on which to apply the sum or average operation It will only visible when Record Type is Sum or Average
    Data Calculation 4 options for the calculation of Data and Data #2 result set. Options are None, Sum, Ratio, Percentage. Target value displays only when Sum and Percentage is selected
    Domain Allow you to add conditions to filter out your Data This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
    Date Filter Field Field on which date filter will work Only date fields will be displayed
    Date Filter Selection Select the Date filter for which you want to filter out the your item records/data If None option is selected then only Main Dashboard page date filter will work.
    Start Date Option to set start date for custom date filter Only visible when Date filter selection is set to Custom Filter
    End Date Option to set end date for custom date filter Only visible when Date filter selection is set to Custom Filter
    Display Theme Pre configured set of 5 different colors i.e White, Blue, Green, Red and Yellow. Select the Theme as per your choice Get overridens if custom values are set in Background Color, Font Color & Icon Color
    Background Color Allows you to set the background color from a color pop-up window. Also provides option to set transparency.
    Font Color Allows you to set the font color from a color pop-up window. Also provides option to set transparency.
    Icon Option
    Allows you to choose the icon from a pop-up window.
    Allows you to upload your custom icon.
    Default Icons
    Upload Icon
    Icon We have provided 29 pre-loaded Default Font Awesome 4.7.0 icons Use search bar to search for other available Font Awesome icons.
    Icon Color Allows you to choose the color of the icon. Also, provides option to set transparency. Only visible when Icon Option chosen as Default
    Target Enable Target Show/Hide target value
    Standard Target Target value to be compared
    View Allows you to display target value either in number or in progressbar

    Additional Features:

    1. Move and Duplicate a Dashboard Item:

    You can Duplicate or Move any dashboard item from one dashboard to another or within same dashboard by two ways:
    1. Copy icon on item visible on mouseover as described in below screenshot:



    2. Action dropdown with option to Duplicate or Move in Add/Edit screen after item is saved. Clicking the same will reveal two drop-down options to either Duplicate the dashboard item or Move the dashboard item.

    Selecting either of the options will open the Dashboard Item Action pop-up. Proceed by selecting the Action you want to execute i.e. Duplicate and Move, and the destination Dashboard.

    The Duplicate Action will duplicate the dashboard item from one dashboard to another or same dashboard.

    The Move Action will move the dashboard item from one dashboard to another dashboard or same dashboard.

    2. Resize the Dashboard Item

    You can resize the dashboard items by clicking on the Edit Layout button from the top right corner of the Dashboard screen by dragging the same horizontally or vertically from their corners as per your need.

    Note: Tiles can only be resized horizontally.

    3. List View for Charts/Tile Data:

    1. Charts - Click on the info icon present on top right of charts to view the details/list view of charts data, you can even click on charts sections of filter out particular chart data.
    2. Tiles - Click on the tile to see details/list view of the data.

    4. Export & Import complete dashboard between different Databases (Admin Access Only)

    Steps to Export Dashboard

    1. Login with admin account
    2. Go to menu : My Dashboard > Configuration > Dashboards
    3. Select the dashboard record which you want to export
    4. Select "Export Dashboard" option from 'Actions' dropdown
    5. A JSON file will be downloaded with name 'dashboard_ninja.json'.

    Steps to Import Dashboard

    1. Login with admin account
    2. Go to menu : My Dashboard > Configuration > Dashboards
    3. Click on 'Import Dashboard' button
    4. Select the JSON (dashboard_ninja.json) file exported previously
    5. Dashboard will be imported successfully and you can see in list view of Dashboards

    5. Use of %UID in domain filter to filter logged in User Data

    If you want to see data of logged In user for particular item, follow below steps:

    1. Go to edit screen for particular dashboard item
    2. Click on 'Domain Filter'
    3. In value field, use %UID
    4. Click Save

    6. Auto Refresh

    Auto refresh feature allows your data to render automatically after configured period of time. You can set the Auto Refresh timer from the Configuration > Dashboards menu available as per your need: None, 15 sec, 30 sec, 45 sec, 1 min, 2 min, 5 min, 10 min.

    7. Target Comparison

    User can define the target values for the model which they wish to see the comparison.

    NOTE: Target Comparison is possible for below listed Dashboard items

    1. Line Chart
    2. Bar Chart
    3. Horizontal Bar Chart
    4. Area Chart
    5. KPI

    If you click on Target tab, you will be able to see the Enable Target option on activating it, you will notice the new configurations menus to set the Targets for your data as per your need.

    If you input the value for “Standard Target” option, then you will be able to view your Data target as per the input the value, as shown above screenshot.

    If you wish to see the target with different data and date range, then you need to add them by clicking on “Add Line”. on clicking the Add Line, you will be asked to select the Date and the value for which you want to see the target.

    You can add multiple lines to see the target values as per your need.

    8. Quick Edit Mode

    You can easily configure you dashboard on the fly from the Dashboard Screen itself for some important configurations, as shown below

    9. Ability to Edit the Parent Menu of the Dashboard

    This features provides you an ease to change parent menu of a particular Dashboard even after initial creation of the Dashboard.

    10. Dynamic Date Filter Range

    Total 15 Date Filter options are provided to filter out your data as per your need.

    11. Remove the Dashboard Item

    You can easily remove the dashboard item by clicking on the remove item button from the dashboard item itself.

    12. Color Palette

    This feature allows a user to change dashboard item’s color on the fly from the dashboard item itself.

    Dashboard Ninja Configurations

    You can configure your Dashboards from the My Dashboards > Configuration > Dashboards menu as shown below:

    On clicking the Dashboards menu, you will be able to see the below screen:

    You can activate and deactivate a customized dashboard by checking and unchecking the box respectively

    While creating a dashboard, you will have the option of selecting the dashboard layout from 3 Pre-defined layout templates and Preconfigured Sales Dashboard.

    If you want your dashboard data to get auto refreshed after some interval, set value for 'Update Inverval' for particular dashboard.

    Group Access option allows us to set groups permission who can access the selected dashboard.

    Dashboard Ninja Advance Features

    1. TV Dashboard

    The Dashboard Ninja Advance has come up with a TV Dashboard feature to display your curated dashboards on the TV screens. Go to ‘’My dashboard’’ section, and click on the ‘’Play’’ button at the top right corner of the page as displayed below:

    With this feature, you can get the complete view of the listed items in the slide view format, with every slide showing the detail of every item.

    Display Complex Analytics

    2. Create/Edit query on your own

    In the Dashboard Ninja Advance, you can create an item using SQL query thus allowing their users to create dashboard items with more complex data. For example, users can create dashboard items to show data from computation of different odoo model fields or to show data from multiple odoo models in one item. You can create the following 8 items by SQL query: Bar chart, Horizontal bar chart, Doughnut chart, Pie chart, Line chart, Area chart, Polar area chart and List view.

    2.a. Chart Items using custom queries

    Go to the ‘’My Dashboard’’ menu, click on ''Add'' button, select any type of charts from the item list and select the data calculation type as ‘’Query’’. In the Query section, add a custom query as per your requirement.

    2.b. List view using custom queries

    Go to the ‘’My Dashboard ’menu’, click on ''Add'' button, select the type ‘’List view’’ from the item list and select the data calculation type as ‘’Query’’. In the Query section, add a custom query as per your requirement.

    Odoo.Sh Installation Steps

    Steps

    1. Please commit/push Dashboard Ninja code on GitHub which is associated with odoo.sh.

    2. Login to the odoo.sh and click on that branch on which you have commit Dashboard Ninja.

    3. Click on the connect button then go to the app search for the Dashboard Ninja app and click on the install button.

    Our Releases

    24th SEPTEMBER, 2020

    Latest Release 8.1.8

    Improvement - Add default action context in action.

    Minor code changes related to date filter field.

    Minor code changes related to date type field in the ungrouped list view.

    Minor Code changes related to the sorting functionality.

    28th July, 2020

    Release 8.1.7

    Fix date filter issue related to the user timezone.

    15th July, 2020

    Release 8.1.6

    Improvement - Update Same Period Previous Years limit from last 10 years to 100 years.

    Fix - Domain record click issue form the item view.

    Fix - All-Time date filter changing issue after configure dashboard date filter.

    Fix - Compatible issue with Leaderboard Ninja.

    Fix - Dashboard date filter issue with goal value.

    4th July, 2020

    Release 8.1.5

    Minor code changes related to dashboard date filters.

    30th June, 2020

    Release 8.1.4

    Minor code changes related to custom date filter.

    12th June, 2020

    Release 8.1.3

    Minor code changes related to mobile UI css.

    8th June, 2020

    Release 8.1.2

    Feature - Added Month-Year date filter aggregation in Group by Date.

    22nd May, 2020

    Release 8.1.1

    Improvement - Date field data will display in Date format instead of the DateTime format in the Ungrouped List View.

    Fix - Tile and KPI item resize issue after quick customize the items.

    Feature - Export to Excel in list view item.

    Feature - Export to CSV in list view item.

    Minor code changes in Save as Pdf feature.

    Fix - Fixed issues related to Mobile UI.

    19th March, 2020

    Release 8.1.0

    Fix - Fixed issues related to UI and languages.

    5th March, 2020

    Release 8.0.1

    Fix - Minor bug fix related to CSS.

    4th March, 2020

    Release 8.0.0

    Feature - Optimization of code decreasing loading time.

    Feature - Added New date filters (Past Till Now, Past Excluding Today, Future Starting Now, Future Starting Tomorrow).

    Feature - Configuration For Hiding and Showing Legends on Chart Items.

    30th January, 2020

    Release 7.0.3

    Fix - Minor code changes in drill down related to quick edit view button.

    6th January, 2020

    Release 7.0.2

    Fix - Minor bug fix related to the quick edit view.

    30th December, 2019

    Release 7.0.1

    Fix - Minor bug fix related to the import item.

    24th December, 2019

    Release 7.0.0

    Feature - Drill down feature in grouped list view

    Feature - Sorting and record limit in drill down.

    Feature - Allow users to Include/Compare their data with Previous Years by Same Period Previous Years option of all item.

    Feature - Use of %MYCOMPANY in domain filter to filter logged in user company data.

    Feature - Pagination in ungrouped list View.

    Feature - Option to enable and disable data for items.

    Feature - Allow user to export and import each item.

    Improvement - Computed Fields in ungrouped List View.

    Improvement - Add Drill Up text and increase size of drill up button.

    Improvement - List view row alternate colors.

    4th December, 2019

    Release 6.3.3

    Fix - Minor bug fix related to move/duplicate item.

    20th November, 2019

    Release 6.3.2

    Fix - Minor bug fix related to translation.

    8th November, 2019

    Release 6.3.1

    Fix - Item position issue when changing company.

    Fix - Reset item update interval issue when saving layout.

    Fix - Minor bug fix related to drill down.

    31st October, 2019

    Release 6.3.0

    Fix - "Send by Email" issue in Safari browser.

    Fix - import issue related to custom field.

    18th October, 2019

    Release 6.1.0

    Feature - Ability to add custom unit and currency symbol on tooltip.

    Feature - Target and deviation in grouped list view item.

    Minor bug fix related to group by selection field.

    24th September, 2019

    Release 6.0.1

    Minor Bug Fixes related to the Import/Export Dashboard.

    Minor Bug Fixes related to Date time filtering on all items.

    Fix - Minor bug related to date filter.

    Fix - Minor bug related import Dashboard.

    17th September, 2019

    Release 6.0.0

    Feature - Drill down on Chart Items.

    Feature - Item Action to open particular view after viewing item information (can select any particular action).

    Feature - Show Data Value Option for charts items (Data values) to show data values permanently.

    Enhancement - Date filter show changes on the fly.

    Enhancement - Show all possible field types in Group By and Subgroup By field selection for items.

    Feature - Added two more date filter aggregation in Group by Date and Sub Group By Date : Hour and Minute.

    Enhancement - Now user can set Single Item Refresh Interval instead of Dashboard in item configuration.

    Feature - Easily re-arrange dashboard menu using Menu Sequence from Dashboard Configuration.

    Enhancement - Removed the dependency of Sales Module from our app.

    Enhancement - Now using Odoo default Date-picker in Dashboard Date Custom Filter Selection.

    Enhancement - Now user can view item list of Dashboard/Dashboards and can delete/move/duplicate group of items at Once using List Action.

    Feature - Allow users to Include/Compare their data with Previous Period by Include Period option.

    Feature - Allow users to Include/Compare their data with Previous Years by Same Period Previous Years option.

    Enhancement - Now user can view Global Target. line on their chart in Sub Group Case when grouped on Date type field.

    9th September, 2019

    Release 5.4.0

    Feature - Allow users to Include/Compare their data with Previous Years by Same Period Previous Years option.

    24th August, 2019

    Release 5.4.0

    Minor Bug Fixes and Performance Enhancement.

    Date field compatibility with Mozila Firefox in list view.

    22nd August, 2019

    Release 5.3.2

    Fix - Target Sorting on Date labels is now compatible with Multilingual.

    Feasibility to compare your Data with Previous Periods data on chart Items.

    21st August, 2019

    Release 5.3.1

    New Dashboard Item type - KPI card with comparison to Target & Previous period.

    Added new Y-axis for line chart if used with Bar chart.

    Feature to compare two models Data in KPI

    New 5 Date filters provided, for example, "Next Day", "Next Month", etc.

    Performance Enhancement - We have skipped the aggregation over computed fields in record field for Tile and KPI item types to increase performance of item loading.

    Enhancement: Clicking on Full setting in quick edit Mode will open item form page in editable mode

    Enhancement: Viewing Dashboard item information should carry forward the date filter in Odoo list view.

    Feature provided for Number Formatting on Y-axis on chart items like K, G format.

    Feature provided to Group by with Selection type fields.

    Fix: Selection Field translation was not working on the Dashboard.

    Fix: Empty dashboard with Auto Refresh timer set was giving js error.

    Fix - Date Filter should carry forward to List View.

    9th August, 2019

    Release 4.0.0

    Configure Dashboard Items easily using Quick Edit Mode.

    Target feature provided to set targets on Bar Chart, Area Chart, Line Chart, & Horizontal Chart.

    Feature provided to consolidate data by Group By and Sub Group By

    Feature to add thousands separator in the Charts and List View Dashboard Items (example 1,000,000.00).

    Ease to change parent menu of a particular Dashboard even after initial creation of the Dashboard. This is not applicable on default Dashboard.

    A particular month’s comparison with the same month of last year using Sub Group By

    20 Date Filter options provided like This Month, Last Year, etc.

    Feature provided to set Date Filter on Dashboard Items individually. This overrides overall Dashboard Date Filter for that item.

    Feature to make your Doughnut and Pie chart into Semi-Doughnut and Semi-Pie chart.

    Moved Dashboard Manager under Configuration menu.

    Added Dashboard Ninja module icon to the app docker.

    Revamped the view of Dashboard Item creation window.

    12th July, 2019

    Release 3.0.0

    New Dashboard Item type - Stacked bar chart.

    New Dashboard Item type - Horizontal & Vertical bar char.

    Export and Import complete dashboards between different databases.

    Added a field Line Measure that will show line in bar chart.

    Two list view type Feature provided: Grouped, Ungrouped.

    Use of %UID in domain filter to filter logged in user data.

    Ability to display maximum 3 charts in one row.

    24th June, 2019

    Release 2.2.0

    Auto refresh dashboard data after configured period of time (None, 15 sec, 30 sec, 45 sec, 1 min, 2 min, 5 min, 10 min).

    Click info icon on charts or section of charts to see list view of data.

    Multi Company support.

    Preconfigured Sales Dashboard.

    Easily resize and reposition items using drag and drop from Edit layout button at top right of header.

    UI enhancement for Add & Edit Layout button in header along with some other minor UI updates.

    Legends moved to bottom for Pie chart & Doughnut chart.

    Frequently Asked Question

    Is this app compatible with Odoo Enterprise?
    Yes, our app works with Odoo Enterprise as well as Community.
    Need some customization in this app, whom to contact?
    Please drop email at sales@ksolves.com or raise a ticket through Odoo store itself.
    Do you provide any free support?
    Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.
    Is it possible to select a created Ninja Dashboard as the user's home page?
    When you create a dashboard, an action is created with name : Menu Name + "Action". So for example if you create a dashboard with name : Project Dashboard. Go to any user page -> Preference -> Home Action and can select action with name : Project Dashboard Action.
    I have mistakenly created a chart item on Sales Dashboard, instead of recreating it again, Can I move it or duplicate?
    Yes, we have provided a feature to move and duplicate any item from one dashboard to another. When you mouseover any item you will see a copy icon or click on edit icon and from top center of screen there is Actions dropdown with options to move/duplicate items.
    How to make a bar chart full size on the screen?
    Pretty simple, just click on Gear like icon present at top right of screen and then click on edit layout option. Now, when you mouseover any tile or chart you will see resize icon at bottom right of item using which you can resize items as per your need.
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    • User Settings - Dashboard Ninja Rights arrow
    FREE 90 DAYS SUPPORT

    Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

    Note:

    Extensively Tested on Odoo Vanilla with Ubuntu OS

    Ksolves Odoo Services

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    sales@ksolves.com
    +91 120-4299799‬
    Odoo Proprietary License v1.0
    
    This software and associated files (the "Software") may only be used (executed,
    modified, executed after modifications) if you have purchased a valid license
    from the authors, typically via Odoo Apps, or if you have received a written
    agreement from the authors of the Software (see the COPYRIGHT file).
    
    You may develop Odoo modules that use the Software as a library (typically
    by depending on it, importing it and using its resources), but without copying
    any source code or material from the Software. You may distribute those
    modules under the license of your choice, provided that this license is
    compatible with the terms of the Odoo Proprietary License (For example:
    LGPL, MIT, or proprietary licenses similar to this one).
    
    It is forbidden to publish, distribute, sublicense, or sell copies of the Software
    or modified copies of the Software.
    
    The above copyright notice and this permission notice must be included in all
    copies or substantial portions of the Software.
    
    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
    FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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    ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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    Please log in to comment on this module

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    • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
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    Really great app.
    by
    Nisanth N
    on 10/8/20, 1:05 PM

    Thanks for wonderfull app. It suites very well in CE11. Also thanks for the quick response to my query.


    By far the best Dashboard module for Odoo
    by
    Frank Vogler
    on 8/22/19, 5:57 AM

    I just want to pass my compliments to the Ksolves team for making a great module. I have tested several apps to create visual dashboards in Odoo (v11), this is the only one that checks all the boxes. Very well designed, flexible and easy to use. Not only the module is great, the Ksolves team is very quick to reply to any query I have sent them, and they release new features in no-time. Even ahead of estimate in my case. If you're in the market for a Dashboard module for Odoo, this would be an excellent choice.


    UPDATE: App Version 4.0.0 for Odoo 11 is LIVE now!
    by
    Ksolves
    on 8/9/19, 1:16 PM Author

    Please upgrade your app to the latest version. Thanks!