Dashboard Widget Template Pack (Sales)
by Inspired Software Pty Ltd http://www.inspiredsoftware.com.au
Odoo
$ 169.23
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Odoo.sh
On Premise
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| Lines of code | 6400 |
| Technical Name |
dashboard_widgets_sale |
| License | See License tab |
| Website | http://www.inspiredsoftware.com.au |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 6400 |
| Technical Name |
dashboard_widgets_sale |
| License | See License tab |
| Website | http://www.inspiredsoftware.com.au |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 |
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.
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
Updates
- 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
- 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
Radar Chart
Drill-down: Click to open
data
Allow multiple grouping
of data
Line Chart
Drill-down: Click to open
data
Allow multiple grouping
of data
Optional goal line that
varies with date
Advanced Line Chart
Drill-down: Click to open
data
Allow multiple grouping
of data
Optional goal line that
varies with date
Bar Chart
Drill-down: Click to open
data
Allow multiple grouping
of data
Optional goal that varies
with date
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
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
KPI Cards
High level insights into business performance, forecasts and targets
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
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)
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
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
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
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)
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?
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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.
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