Portal Dashboardby Softhealer Technologies https://www.softhealer.com
Website Builder (website)
• CRM (crm)
|License||See License tab|
|Also available in version||v 12.0 v 13.0|
A dashboard is a view of geographic information that helps you monitor sale, purchase, invoice, project, lead, bills activities. Dashboards are designed to display multiple visualizations that work together on a single screen. Do you want to show a dashboard to your portal users? Do you want to show a well-formatted dashboard to your customer/vendor in my account screen? Do you want to show information on the lead, opportunity, quotation, sales, RFQ, purchase, invoices, bills, task, etc in graphical view? So here it is. we have made a materialize dashboard design for my account page. currently in odoo 'my account' have not well-formatted dashboard and is not well designed. we have modified and made that very beautiful and attractive.
Config Setting for Customer:
Config Setting for Vendor:
Config Setting for Project and Task:
Portal dashboard settings in website settings.
in website, go to user --> my account and you can see tiles design looks like below.
Filter charts and table by today, yesterday, current week/month/year etc.
Latest Quotation/Sale Order Table with status.
Latest RFQ/Purchase Order Table With Status
Latest invoice and bill table with status.
Sales and invoice analysis charts.
Purchase and bill analysis charts.
Top 10 product sold and purchased charts.
Top 10 product sold and purchased tables.
Project Task data tables
Title and tiles always visible when you go inside sale,purchase, invoice etc.etc.
Here Mitchell Admin is a customer, so his can only see sales data.
sales data for customer Mitchell Admin.
Here Mitchell Admin is a Vendor, so his can only see purchase data.
purchase data for vendor Mitchell Admin.
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