Beautiful Powerful Dashboards

by
Odoo

162.29

v 10.0 v 11.0 v 12.0 Third Party 171
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 6473
Technical Name dashboard_widgets
LicenseSee License tab
Websitehttps://www.odooinsights.com
Versions 10.0 12.0 11.0 13.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 6473
Technical Name dashboard_widgets
LicenseSee License tab
Websitehttps://www.odooinsights.com
Versions 10.0 12.0 11.0 13.0 14.0 15.0

Free online training at www.odooinsights.com

Free new templates added regularly

Sales       Purchasing       Inventory       And more coming soon!

Quickly and Easily add amazing and powerful dashboards from our library of dashboards. Once added they can be customised easily to suite our exact needs.

Dashboard Template Library

Create Powerful Dashboards

Gain comprehensive business insights through dynamic graphs, charts, KPI cards and more...

Create multiple dashboards
Powerful query editor
Charts including line, bar, pie, radar
KPI Cards
Goals and forecasts
Flexible and configurable options
Create Powerful Dashboards

Updates

  • 27 April 2022 - Allow dashboard parameters options to be filtered.
  • 26 April 2022 - Allow dashboard parameters to be empty to not apply parameter.
  • 24 April 2022 - Add pointer icon for values that can be drilled down into
  • 16 July 2021 - Added SQL data source for dashboards (KPI Card and charts)
  • 14 July 2021 - Allow dashboard tile names to be expressions like email templates eg. "Sales report for ${user.name}"
  • 4 June 2021 - Add dashboard parameter option that can be python code
  • 25 May 2021 - Add option financial year date range
  • 18 March 2021 - Add option to duplicate dashboard as a copy or as a linked dashboard
  • 17 March 2021 - Add additional date range types (Yesterday, Last week (Monday-Friday), Last week (Monday-Sunday), last week (Sunday-Saturday),
  • 11 March 2021 - Allow filtering dashboards based on dashboard-wide parameters such as records, numbers or text
  • 10 March 2021 - Add parameters to dashboard to allow all tiles in a dashboard to read common parameters. eg. change a parameter to change the entire dashboard
  • 12 February 2021 - Enhanced record list dashboard to allow related fields and advanced python code to evaluate the value of columns
  • 4 February 2021 - Add new example dashboards for sales in dashboard library
  • 29 January 2021 - Use regex to format chart labels
  • 29 January 2021 - Allow specifying per user goals
  • 28 January 2021 - Add new date range type "This Month To Date Last Year"
  • 28 January 2021 - Add new date range type "This Month Last Year"
  • 26 November 2020 - Advanced python goal filtering to allow advanced python dashboards to apply specific goals for data based on data or current user
  • 26 November 2020 - Advanced python goal filtering to allow advanced python dashboards to apply specific goals for data based on data or current user
  • 20 November 2020 - Allow exporting dashboard to excel
  • 9 October 2020 - Allow adding per user group filters for dashboards. eg. sales person can only see their own records, while manager can see all when looking at the same dashboard
  • 9 October 2020 - Allow sending dashboard emails as the dashboard recipient
  • 8 October 2020 - Allow dashboard to have a quick change date range to change for the whole dashboard at once
  • 7 October 2020 - Allowed sub-dashboard drill-down actions
  • 2 October 2020 - Additional dashboard templates added
  • 1 October 2020 - Odoo v14 Version available
  • 31 August 2020 - Created Dashboard template library (Sales, Purchasing, and Inventory)
  • 25 August 2020 - Improve live preview dashboards
  • 10 August 2020 - Improve scheduled emails for dashboards
  • 10 August 2020 - Add new accumulation settings on charts
  • 10 June 2020 - Add date filter type for 'Today' and 'Yesterday' for On/Not On/After/On or After/Before/On or Before
  • 5 June 2020 - Add option to allow tiles to be scrollable when they take up more space then given (eg. for data tables to allow scrolling).
  • 2 February 2020 - Allow drag & drop and resize of dashboards.
  • 25 October 2019 - New dashboard type for 'Record List' to show a list of records from a query. Select columns, format data, column labels.
  • 24 October 2019 - Improve dashboard configuration screen to make it easier to create and setup dashboard items.
  • 23 October 2019 - Allow limiting results to top X results
  • 15 October 2019 - Improvements for v13
  • 2 October 2019 - Add in "Next x days/months/years date range options
  • 1 October 2019 - Allow setting chart max/min axis and decimal precision on axis
  • 17 September 2019 - Scheduled emails - Automatically email a copy of dashboards each day/week/month
  • 13 September 2019 - Advanced line chart - Show average lines on one graph
  • 12 September 2019 - Formatting - Allow a prefix such as $ to chart values
  • 29 August 2019 - Advanced Goals - Allow goals to be prorated by current progress in goals. Eg. 30% though the goal period will show an expected target of 30% of the goal period
  • 15 August 2019 - Tables - Allow showing tables of data
  • 15 August 2019 - Advanced Tables - Allow python code to generate custom tables
  • 1 August 2019 - Formatting - Use friendly scale values eg $1K, $1M, etc
  • 17 July 2019 - KPI Card - Allow using a cached value for the dashboard that is refreshed daily for slow running queries
  • 13 July 2019 - Advanced KPI Card - Allow KPI cards to be generated dynamically with python code entered into Odoo UI
  • 3 July 2019 - Embedded content - Allow embedding HTML/URL content as a dashboard item
  • 21 May 2019 - Dashboard display - Allow playing a sound (Buzzer, Cheer, or custom) when the dashboard value increases or decreases. Useful for TV dashboard displays for alerts, KPI goals
  • 29 April 2019 - Graph - Add Pie/Radar graph types
  • 23 March 2019 - KPI Card - Add forcast options to KPI cards
  • 20 March 2019 - Dashboard Display - Allow tagging dashboard items to allow better organisation and re-using dashboard items on multiple screens
  • 14 March 2019 - Query - Allow changing aggregation method (Odoo v12+) for sum, average, etc
  • 8 March 2019 - Dashboard Display - Add live preview of dashboard items while editing

Dashboard Charts & Graphs

View your data in fresh and intuitive formats


Pie Chart

Drill-down: Click to open data
Allow multiple grouping of data
Pie Chart
Pie Chart with multiple groups

Radar Chart

Drill-down: Click to open data
Allow multiple grouping of data
Radar Chart
Radar Chart with multiple groups

Line Chart

Drill-down: Click to open data
Allow multiple grouping of data
Optional goal line that varies with date
Line Graph

Advanced Line Chart

Drill-down: Click to open data
Allow multiple grouping of data
Optional goal line that varies with date
Advanced Line Graph

Bar Chart

Drill-down: Click to open data
Allow multiple grouping of data
Optional goal that varies with date
Bar Chart

Stacked Bar Chart

Drill-down: Click to open data
Stack bars and allow extra bar for optional goal line
Allow multiple grouping of data
Optional goal that varies with date
Bar Chart Stacked

Dashboard Parameters

Easily see a dashboard for a specific user, customer, sales team and more.

Date ranges: Today, this week, this month, last month, etc
Records: Choose any record type such as user, customer, sales team, warehouse, etc
Numbers: Allow filtering based on a number. eg. Only show sale orders over $X
Text: Allow filtering based on a text. eg. Only show sale orders with product names containing a word
Dashboard Parameters

KPI Cards

High level insights into business performance, forecasts and targets

KPI Card
KPI Card color editing

Standard KPI Card

Drill-down: Click to open data
Easily set background color
Allow goals and forecasts
See goal and forecast variation
Configurable options

Advanced KPI Card
Advanced KPI Card

Advanced KPI Card

Drill-down: Click to open data for each query
Show result of two queries
Show result as a ratio of the result from two queries
Configurable options

Dashboard Tables & Lists

Clear detailed data at your finger tips


Record Lists

Drill-down: Click to open records
Filter records, sort data and set the max number of results
Select columns, label columns and specify value formats (eg. currency, date formats, rounding, etc)
Record List
Record List Config

Pivot Tables

Drill-down: Click to open data to see details
Allow multiple grouping of data
Show the same data as the charts/graphs as a table for clear detailed view of data
Advanced: Use Python code to create powerful query table options
Query Table
Query Table

Drill down into data

Simple. Drag & Drop Interface

Drag and Drop dashboard tiles to create your customised dashboard

Responsive layouts that let you set and resize tiles to ensure your dashboard stays beautiful.

Limitless potential to demonstrate your business analytics in a clear and professional manner.

Built for TV Displays

Auto refresh dashboards to keep the team informed

KPI Card

Standard KPI Card

Keep the team informed
Improve team moral
Unlimited TV displays
Auto-refresh displays

Keep up-to-date with scheduled emails

Send an email of your dashboards automatically

Automated Emails

Send dashboards easily
Snapshot data for your team
Configurable schedules
Unlimited email schedules
KPI Card

Creating A Dashboard

Create a new dashboard easily with powerful reporting features

Advanced query editor
Auto date ranges (eg. this month, this year, last month, etc)
Group date fields by month, week, day
Measure query by result record count or a specific field eg. invoice total
Allow group by two levels deep to create multi-series graphs
Allow selecting a specific action to open data with when clicked (eg. Open in kanban view)
Creating your first dashboard

Drill down into data

Drill down into data

Drill down into any data through a chart or KPI card

Seamlessly navigate your data with dynamic click-through on all graph, chart and card types.

Explore your dashboard results by drilling down into data filtered by time period, category and other groupings of your choice.

Other Features

Query Editor

Advanced query editor
Auto date ranges (eg. this month, this year, last month, etc)
Measure query by count or a specific field eg. total
Allow group by two levels deep to create multi-series graphs
Allow selecting a specific action to open data with when clicked (eg. Open in kanban view)

Goal Editor

Allow goal to change with date (eg. Monthly goal with seasonal variation or yearly goal for year on year growth goals)
For KPI cards a goal can be good when the value is above or below the measured value

Dashboard Editor

Preview the dashboard item
Easily configure flexible and powerful dashboard items
Add notes that are displayed on the dashboard
Add notes that are shown on the back-end only

Tutorials

Have suggestions, feedback or issues?

Purchased the app?


Issues - Issues will be addressed with the highest priority.
Suggestions - We love suggestions and will do our best to add your ideas to the road map.
Feedback - We welcome feedback so that we can continue to improve this app for our users.
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,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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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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It's definetly one of the most complete dashboard apps
by
Alberto Lozano
on 11/16/22, 11:33 PM

Can do pretty much any kind of dashboard / data 

Re: It's definetly one of the most complete dashboard apps
by
Chris White
on 11/16/22, 11:41 PM Author

That's great to hear. Thank you so much for your review of our app


Excellent module
by
Chyn
on 5/29/19, 10:33 AM

Looking forward to the further enhancement!

Re: Excellent module
by
Chris White
on 5/29/19, 6:40 PM Author

Hi Chyn, Glad to hear the module is working well for you. The latest release on the appstore includes options to play a sound when the value on a card changes. We use this for TV dashboards in the office that show alerts when something needs action, or a small cheer when a goal is met. The next release will include the ability to show two queries on the same graph as requested. Thank you for your feedback


templates
by
Cesar Benites Moreno
on 2/21/21, 12:18 AM

the templates are available for odoo v12?

Re: templates
by
Chris White
on 2/22/21, 4:57 PM Author

Hi,

The templates are available in v12+ in the bundle module which is free after purchasing the main dashboard module. If you have any suggestions for templates to add please let me know and I would be happy to consider them.


Live Preview Error
by
S Deta Harvianto
on 5/26/20, 10:34 PM

Hi Chris, currently Live Preview is error. I want to buy but at least I want to try it first. Could you please the error in Live Preview? Thanks

Re: Live Preview Error
by
Chris White
on 5/26/20, 11:18 PM Author

Hi, I have fixed up the live preview server. Thanks for letting me know. Chris


SUPPORT
by
Cesar Benites Moreno
on 4/1/20, 2:44 AM

Hi Chris, I bougth the app dashboard_widgets v12 in odoo store SO2019/698931 but when tried to created my first dashboard not appear the option to create dashboard tag, appear the field dashboard tag but not appear option to create. Can you please help me with instructions or send me the last version for app? and this is your email for support? info@inspiredsoftware.com.au

Re: SUPPORT
by
Chris White
on 4/1/20, 7:06 PM Author

Hi, The best way for support is to click the button above "Get in touch for priority support". You will need to add the current user into the "Dashboards" group on the user's record in the settings app. Please let me know if you have any other issues or if that does not resolve your problem. Chris


Needed apps
by
Lưu Bình
on 12/25/19, 4:29 AM Confirmed Purchase

Hi, Chris White I think am interested your app, but I have some question : 1- Can your app allows set groups permission who can access the selected dashboard, multi Dashboard, and customize color for graph 2- When I buy your app (for odoo 12) in odoo apps, I can download it from where (in this page or email) , I pay by VISA. Thanks.

Re: Needed apps
by
Chris White
on 12/27/19, 9:25 PM Author

Hi, Thank you for your interest in our dashboard app. There is a beta version available for v12 that I can send you after purchase that helps in some of these areas. 1a) Group permissions - Beta version allows this 1b) Customise color for graph - The colors are determined by the built-in color palette for the lines/bars. You are able to change the background color for each dashboard item. 2) When you purchase the app on this Odoo app store page there will be a download button. You will just need to be careful that you are on the v12 version of this page when purchasing as Odoo has recently changed the way that the app store works so that you are buying the version of the app you have on the screen at the time of purchase. After you purchase the app you will be able to use the "Get in touch for priority support" button above to ask for a copy of the new beta version of the dashboard which has drag/drop support for arranging dashboards, resizing dashboard items, dashboard security and many more enhancements. Chris


sounds good
by
Musinguzi Christian
on 11/6/19, 1:33 PM Confirmed Purchase

I think am interested in this APP. Just a qucik one could you demonstrate how forecasts work and whats the criteria i need to follow incase am interested in some forecast data. For example my sales are X amount this month, and Y amount last month. what will they most likely be in next 2 months based on trends in the last 6 months?


Discount in version 10
by
Xiomara
on 10/25/19, 2:22 PM

Hi, does the 90% discount also apply if I buy on v10?

Re: Discount in version 10
by
Chris White
on 10/25/19, 4:51 PM Author

Hi, The current listed price is the discounted prices and applies to all versions :)


Export to pdf question
by
Andrii Verstiak
on 10/24/19, 10:18 AM

Is it possible to export the dashboard to PDF format?

Re: Export to pdf question
by
Chris White
on 10/24/19, 4:13 PM Author

That is a great suggestion. Thank you. The closest we currently have is the scheduled email feature that will send an email with the dashboards (allows sending all the non-chart dashboard items). We will add this to the road map for you to allow downloading a screen as a PDF file. Thank you for your suggestion and using our dashboard app.


Live Demo doesn't work.
by
Simmatica
on 7/19/19, 9:52 AM

Hi, I've tried your live demo but it give me a client error after login. Can you help me? Thanks

Re: Live Demo doesn't work.
by
Chris White
on 7/21/19, 6:45 PM Author

Hi The demo server is back up. Please let me know if you have any questions about it.


custom modules
by
Cesar Benites Moreno
on 6/25/19, 2:14 AM

Hi, your dashboard can work with custom modules in Odoo ? can work with new modules created, not refered modules by default in Odoo?

Re: custom modules
by
Chris White
on 6/25/19, 4:26 AM Author

Hi, You can use this with any module / record type in Odoo. Standard, custom and studio models all work.


New Features Added
by
Chris White
on 6/18/19, 4:57 AM Author

Hi all, We have added a few new features to the module - Iframe - Play sound on increase/decrease value - Execute python code to display results (Currently only supported on 'card' dashboard items) - Cache results for slow queries and update with Cron hourly (Helpful for slow python dashboard items) - Misc bug fixes More features are on the way!


Test environment doesn't work
by
Michel l Amie
on 6/2/19, 2:24 AM

Hi I would like to evaluate the possibilities, but the live preview link doesn't work. Error: QWeb2 - template['kanban-box']: Runtime Error: Error: QWeb2 - template['widget_type_html']: Runtime Error: TypeError: dict.record.id is undefined

Re: Test environment doesn't work
by
Chris White
on 6/2/19, 8:33 PM Author

Hi, Thank you for letting us know about this issue. It looks like it was before the record was saved. I have enhanced this feature while looking at this for you. It now supports the following options for embedding external content - Embed HTML - Emded html content directly in Odoo and takes on Odoo css/styles - Embed HTML (iframe) - Embed html content within an iframe to isolate content/styles - Embed URl (iframe) - Embed content by specifying a url to be loaded in an iframe If you have any other feedback or questions I would be happy to help


Demo
by
Javier Solares
on 5/22/19, 11:41 PM

hi, do you offer a demo?

Re: Demo
by
Chris White
on 5/23/19, 12:08 AM Author

Yes. Please contact us at helpdesk[at]inspiredsoftware.com.au and we can do a screen sharing or give you access to a test server so that you can test out the module or have us show you the kinds of things that you can do with it.