v 14.0 Third Party 991
Download for v 14.0 Deploy on Odoo.sh
Lines of code 1769
Technical Name kpi_dashboard
LicenseAGPL-3
Websitehttps://github.com/OCA/reporting-engine
Also available in version v 13.0 v 12.0
You bought this module and need support? Click here!

Kpi Dashboard

Beta License: AGPL-3 OCA/reporting-engine Translate me on Weblate Try me on Runbot

This module adds new kinds of dashboards on a specific new type of view.

Table of contents

Configuration

Configure KPIs

  1. Access Dashboards > Configuration > KPI Dashboards > Configure KPI
  2. Create a new KPI specifying the computation method and the kpi type
    1. Number: result must contain a value and, if needed, a previous
    2. Meter: result must contain value, min and max
    3. Graph: result must contain a list on graphs containing values, title and key
  3. In order to compute the KPI you can use a predefined function from a model or use the code to directly compute it.

Using KPI with code

Define the code directly on the code field. You can use self and model as the kpi element The script should create a variable called result as a dictionary that will be stored as the value. For example, we can use:

result = {}
result['value'] = len(model.search([('id', '=', %s)]))
result['previous'] = len(model.search([('id', '!=', %s)]))

Configure dashboards

  1. Access Dashboards > Configuration > KPI Dashboards > Configure Dashboards
  2. Create a new dashboard and specify all the standard parameters on Widget configuration
  3. Append elements on KPIs
  4. You can preview the element using the dashboard view
  5. You can create the menu entry directly using the Generate menu button

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Creu Blanca

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

etobella

This module is part of the OCA/reporting-engine project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • 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).
  • If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.
Please choose a rating from 1 to 5 for this module.