Sales Dashboard


Odoo Interactive Dashboard and Dynamic Reporting System
Dashboard and Reporting System
This app is a go-to solution for monitoring Sales, Purchase, Inventory,
Accounting,CRM (Up-coming), Human Resource (Up-coming) and
Manufacturing (Up-coming) process.
This app will also enable you to download dynamic financial reports in both PDF and
Excel
format.
Various Analytical Charts
Dashboard Access Control
Downloadable Charts
Export Data Functionality
Easy Access to Other Options in Odoo
Export Reports in PDF and Excel Formats
Dynamic Header in Reports
Dynamic Filtering Option in Reports
Responsive Design
Multiple Versions (16.0, 17.0)
Compatible with Community and Enterprise
Multiple Companies and Currencies Support
Upcoming Features
Creating Own Dashboard
New Varieties of Charts and Maps
Fully Editable Charts
New Chart Creation and Customization
Advanced Filtering Options
More Predefined Dashboards(ie. HR, CRM)
More Reports
More Filtering Options in Reports




Features List
- Summary of Daily,Weekly and Monthly Sales and Monthly Refunds
- Get Sales Overview with Filtering Options (Yearly, Monthly, Half Yearly and Quarterly)
- Get a Glance of Your Top 10 Customers With Respect to Their Total Purchase Amount
- Get a Quick Glance of Your Top 10 Products With Respect to Their Total Selling Amount
- Get Top 10 Sales Person With Respect to Their Total Sales
- Find the Number of Total Sales Orders According to their Status
- Compare the Number of Paid Invoices with the Number of Due Invoices
- Individual Product and Product Category wise Sales Comparison in Two Different Tabular Formats
- Sales Details, Day wise Sales,Sales Person wise Sales Reports and Sales Profit Statements in PDF and Excel Formats
- Download Charts as Image or PDF
- Download Table and Chart Data in Different Formats
- Access Odoo Sales Module from Dashboard (e.g. Create Order, View Products/Customers,Orders etc.)



Purchase Dashboard
Features List
- Summary of Daily Purchase,Pending Bills and Receipts, Refunds, Done and Cancelled Orders
- Get a Glance of Your Top 10 Vendors With Respect to Total Purchase Amount
- Get a Quick Glance of Your Purchase Overview of Current Month
- Get Top 10 Products With Respect to Their Ageing
- Contrast the Number of Monthly Paid Invoices with the Number of Unpaid Bills
- Get Purchase Delay and Vendor Payable/Outstanding Details in Two Different Tabular Formats
- Get Reports on Purchase Details based on Order and Billing in PDF and Excel Formats
- Download Charts as Image or PDF
- Download Table and Chart Data in Different Formats
- Access Odoo Purchase Module from Dashboard (e.g. Create Order, View Products/Vendors,Orders etc.)



Inventory Dashboard
Features List
- Stage wise Purchase Receipts, Sales Delivery, Internal Transfer and Late Documents
- Get Top 10 Product Categories Based on Inventory Quantity
- Take a Glance of Your Current Stock with respect to Inventory Locations
- Get an Overview of Your Top 20 Expensive Products, Their Costs and Total Sales
- Get Inventory Ageing Details in Both Chart and Tabular Format
- Get an Overview of Current Stock and Product Moves in Tabular Format
- Get an Overview of Pending Delivery, Receipts and Transfers in 3 Different Tabular Format
- Stock Analysis and Stock Ageing Analysis Reports in PDF and Excel Formats
- Download Charts as Image or PDF
- Download Table and Chart Data in Different Formats
- Access All Options of Odoo Inventory Module from Dashboard



Accounting Dashboard
Features List
- Summary of Customers,Vendors and Monthly Invoices and Bills
- Get an Overview of Your Regular Transaction
- Take a Look at Your Yearly Income,Expense and Revenue
- Get a Quick Glance of Profit and Loss of Your Company of Different Year. Click on the Bar to See the Details of That Particular Year
- Get Details of Your Company Journals and an Overview of Journal wise Balance in Both Tabular and Graphical Format
- Get an Overview of Your Ledgers (Both Partner and General). Click on the Button on the Right Side to Unfold and Get the Details of that Particular Ledger
- Get an Overview of Your Top 10 Invoices and Bills with respect to Invoice and Billing Amount
- Get a Graphical Overview of Receivable and Payable Ageing
- See the Details of Customer and Vendor Payments in Two Different Tabular Formats
- Partner Ledger, General Ledger, Trial Balance, Profit and Loss and Balance Sheet Reports in PDF and Excel Formats
- Download Charts as Image or PDF
- Download Table and Chart Data in Different Formats
- Access Odoo Accounting Module from Dashboard (e.g. Create Order, View Products/Customers,Orders etc.)



PDF and Excel Reports



Centralized And Easy Dashboard Access.
Features List
- Separate group of users access permission for sales dashboard
- Separate group of users access permission for purchase dashboard
- Separate group of users access permission for inventory dashboard
- Separate group of users access permission for accounting dashboard

Stay Tuned !!

Odoo canvas and New Dashboards
"In upcoming features you'll get new dashboards for Human Resource, CRM and Manufacturing. Moreover, you'll be able to generate your own dashboard and your own charts and tables in your preferable formats. Also, you will get all the features to edit charts in predefined dashboard."

Need a help for this module?
Contact us simplifiedodoo@gmail.com for your queries
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