$ 9.99
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 3282 |
| Technical Name |
pos_advanced_dashboard |
| License | OPL-1 |
| Website | https://bitlevelcode.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 3282 |
| Technical Name |
pos_advanced_dashboard |
| License | OPL-1 |
| Website | https://bitlevelcode.com |
POS Dashboard | Point of Sale Dashboard (Odoo 17)
POS Advanced Dashboard | Point of Sale Dashboard
Numbers for managers and session view for cashiers
Menu: Point of Sale - Advanced Dashboard. Managers get filters (date, shop, cashier), KPI tiles, Chart.js graphs, sessions, cash totals, and recent orders. Cashiers see the open session, payments, hourly bars, and shop average when applicable.
Watch Demo
Optional: link your screen recording or walkthrough below.
What it includes
Depends on point_of_sale. Frontend uses OWL + Chart.js bundle web.chartjs_lib.
Manager KPIs & Trends
Revenue, orders, unique customers, average order value, gross margin, refunds, cash share, and active POS sessions, with % change vs the previous period when it applies. KPIs link to filtered POS orders or sessions.
Filters & LIVE Refresh
Managers filter by period (today, yesterday, this week, this month, custom range), POS shop (config), and cashier. Data refreshes automatically about every minute with a visible LIVE indicator.
Payments & Categories
Payment mix (doughnut), sales by category (horizontal bars), and payment totals by day (lines). Data from POS payments and order lines.
Heatmap & Day-of-Week
Revenue heatmap by weekday and hour (last 7 days, business hours). Day-of-week revenue bars for the last 30 days help spot peak trading days.
Cashiers, Discounts, Refunds
Cashier performance (revenue and orders), discount analysis by cashier, refunds by product, and new vs returning vs walk-in customer split for the selected period.
Sessions, Cash & Lists
Live session cards with orders, revenue, and expected cash; cash management summary across open sessions; top products (sort by revenue or quantity); top customers; and a recent-orders table with drill-down to order form.
How POS Advanced Dashboard Works
Install, open menu, use filters / Customize as needed
Install the Module
Install POS Advanced Dashboard. It depends on the standard point_of_sale app only. No extra Python packages beyond what Odoo already uses (for example pytz for user time zones).
Open Advanced Dashboard
Go to Point of Sale - Advanced Dashboard. The client action loads the OWL screen and calls pos.dashboard / get_dashboard_data for your user and filters.
Customize & Drill Down
Customize hides or shows blocks; choices are stored in the browser per user. Several tiles and rows open pos.order or pos.session in Odoo.
Manager Analytics Charts & Widgets
Charts can be hidden or shown from the Customize panel; data respects the selected period and filters
Revenue Trend (Line)
Daily revenue and order counts for the last 7 days (within filter context for config and cashier).
Payment Methods (Doughnut)
Split of POS payment amounts by method for orders in the selected range; legend with percentages.
Sales by Category (Horizontal Bar)
Revenue by product category from order lines in the filtered period.
Revenue Heatmap
Grid of revenue by weekday and hour (8am-9pm) over the last 7 days.
Cashier Performance (Bar, dual axis)
Revenue and order count by cashier for the active date filter.
Day of Week (Bar)
Total revenue by weekday for approximately the last 30 days.
Payment Method Trend (Multi-line)
Per-method payment totals per day over the last 7 days.
Discount Analysis (Horizontal Bar)
Estimated discount amount given, aggregated by cashier, for lines with a line discount.
Refunds by Product (Doughnut)
Top refunded products by absolute amount from negative POS orders in the period.
New vs Returning (Doughnut)
Counts of new named customers, returning, and walk-in (no partner) orders in the filtered set.
Track Essential POS Metrics
Manager KPI tiles summarize the filtered period; cashier tiles focus on the active session
Manager filters
Filters are applied when you click Apply; the previous period is used for percentage comparisons
Period
- Today, Yesterday, This Week, This Month
- Custom range - from/to dates in the user's time zone
Scope
- Shop - one POS config or all
- Cashier - one user or all
Only paid, done, and invoiced orders are included in analytics, matching the dashboard backend domain.
Role-Based Dashboard Views
Uses Odoo groups: POS Manager vs standard POS User
POS Manager
- Full filter bar: period, shop, cashier
- All manager KPIs, charts, heatmap, and widgets
- Live sessions, cash management, top customers, recent orders
- Cashier list in filters is derived from orders in the current result set
POS User (Cashier)
- Session bar with shop, session name, state, duration
- KPIs for current session: sales, orders, customers, refund count
- Payment breakdown, session info (opening balance, expected cash, per hour, avg items)
- Optional widgets: hourly sales chart, top products, vs shop average, recent orders
- If there is no open or recent session, a clear “No Active Session” screen is shown
Live Refresh & Layout Customization
Auto reload about every minute; optional chart visibility per user
LIVE Auto-Refresh
The dashboard reloads data on an interval (about one minute) so figures stay current during the trading day. A LIVE badge pulses for visibility.
Per-User Chart Visibility
Open Customize to toggle charts and widgets on or off. Settings are stored per user in the browser and can be reset to defaults in one click.
Misc.
Short notes if you are evaluating the module
One Backend Screen
One screen for common POS questions instead of exporting to a sheet.
Grounded in Standard Models
Data comes from pos.order, pos.payment, pos.session, and lines - no extra database tables for the dashboard.
Click-Through to Odoo
Open POS orders and sessions from KPIs, session cards, and recent-order rows using standard Odoo window actions.
Odoo 17 & Standard Assets
Client action tag pos_advanced_dashboard. Charts load web.chartjs_lib. This HTML uses inline styles only (no linked CSS/JS files).
POS Advanced Dashboard Screenshots
Main manager view - KPIs and filter bar
Charts - revenue trend and payment methods
Top Products, Live Sessions, Category and Heatmap
Customers, Cash Management, Cashier and Discount Charts
Day of Week, Payment Trend, Refunds, New vs Returning
Recent Orders and Customize Panel
Cashier view - session, KPIs, hourly sales
No Active Session State
Frequently Asked Questions
Q: Which Odoo apps are required?
Only the standard point_of_sale module is declared as a dependency. Install POS as usual, then install this dashboard module.
Q: Why do percentage changes look unusual for very small previous periods?
The backend compares the selected range to an equally long immediately preceding range. If the previous period had little or no activity, percentage deltas can be large; this is expected mathematically.
Q: Does gross margin depend on product cost?
The dashboard sums the margin field on POS orders (same as standard Odoo POS / costing). Fix product cost setup if the number looks wrong.
Q: Where are Customize settings stored?
Visibility toggles sit in the browser localStorage per Odoo user id (manager layout vs cashier layout). Clearing site data resets them.
Q: Can I restrict who opens the menu?
The menu entry uses the same groups as standard POS: point_of_sale.group_pos_user and point_of_sale.group_pos_manager. Adjust access in Odoo if you need stricter rules.
Contact
Questions about install or behavior: use the email below.
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, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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