$ 99.03
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 1414 |
| Technical Name |
aos_sales_dashboard |
| License | OPL-1 |
| Website | http://www.alphasoft.co.id |
| Versions | 12.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 1414 |
| Technical Name |
aos_sales_dashboard |
| License | OPL-1 |
| Website | http://www.alphasoft.co.id |
| Versions | 12.0 18.0 |
Sales Dashboard — Pipeline, Won Deals, Activity
18 KPI tiles · 3 trend charts · 4 filter pills
for Odoo 18 Community. One-screen overview of your sales operation.
Built on top of stock Odoo CRM + Sales — no custom modules required.
Tabs —
Pipeline · Closed Won · Activity
KPI tiles —
6 per tab, business-ready
Quick-range presets —
YTD, This Quarter, Last 30 days…
Companies, users —
flat license, no per-user fee
Three tabs — one screen
Each tab shares the same filter toolbar (Company, Period, Compare, Options) and re-fetches in one click.
Tab 1 Pipeline
Open opportunities not yet won/lost. Where is your revenue locked up?
- Open Pipeline Value
- Open Opportunities count
- Avg Deal Size
- Win Rate (rolling 12 mo)
- Top Salesperson by pipeline value
- Expected next quarter
Chart: Pipeline value by stage (horizontal bars)
Tab 2 Closed Won
Confirmed sale orders within the period. What actually closed?
- Total Revenue (untaxed)
- Won Deals count
- Avg Won Deal Size
- Top Customer by revenue
- Top Product by revenue
- Recurring Revenue (repeat customers)
Chart: Revenue + Deal Count bars, Avg Size line (toggle)
Tab 3 Activity
Calls, emails, meetings — what your reps actually did.
- Total Activities
- Calls
- Emails
- Meetings
- Top Active Rep
- Lead Conversion %
Chart: Stacked bars per activity type, past 12 months
Filter pills — built for speed
Same toolbar UX as Financial Dashboard. Pick a pill, set a value, hit Apply — or use a quick range preset. Filters persist per company so your last view is one click away on the next visit.
| Pill | What it does |
|---|---|
| Company | Multi-select across env.companies. All KPI math respects the chosen set. |
| Period | Date_from + Date_to + 8 quick-range presets (YTD, This Quarter, Last 30/90 days, etc.) |
| Compare | None / vs Previous Period / vs Previous Year. KPI tiles get a +/-% delta badge. |
| Options | Confirmed orders only · Hide zero values |
- Apply — one click re-fetches all 3 tabs (filters affect every tab)
- Reset — restore server defaults (YTD, all companies, posted only)
- localStorage persistence — saved per primary company, so a top-right company switch doesn't leak filters
- Comparison auto-derive — pick "vs Previous Year" and the comparison window fills in for you
- Multi-company aware — pill only appears when env exposes >1 company
See it in your Odoo
Screenshots from a live deployment. Same colors, same layout, same numbers in your environment.
Pipeline tab · Open Pipeline / Opp Count / Avg Deal / Win Rate / Top Rep / Expected Quarter + horizontal bars per stage
Closed Won tab · Total Revenue / Won Deals / Avg Size / Top Customer / Top Product / Recurring + Revenue+Count combo chart
Activity tab · Total / Calls / Emails / Meetings / Top Active Rep / Lead Conversion % + stacked bars per activity type
Why this exists
The problem
Odoo Community has solid sales modules — but no executive-level dashboard. You drill into the CRM kanban to count opportunities, hop into Sales reporting for revenue, and into Calendar for activity counts. Three places, three filter sets, never the same time window.
Sales managers and founders want a one-screen answer to: "How are we doing this quarter?"
The fix
One dashboard, three tabs, six KPI tiles per tab, one chart per tab. Same toolbar across all tabs — pick a period once, every tab refreshes. Compare against prior period or prior year with one click.
Reuses Odoo's own data model — no replication, no
background jobs, no separate database. Built directly on
crm.lead, sale.order, mail.activity.
Pairs with Financial Dashboard
Already running Financial Dashboard? Sales Dashboard mirrors the same filter toolbar UX, the same KPI tile pattern, and the same compare-period semantics. Users learn one interaction model and it applies across reports + sales.
Bundle deal: Buy
aos_financial_dashboard
+ aos_sales_dashboard
together for a combined invoice. Email
info@alphasoft.co.id
for the bundle price.
Frequently asked
Does it need Enterprise?
No. Works on Odoo 18 Community. Depends only on sale, crm, mail — all in standard Community.
Does it write to my database?
No. Every KPI is a read-only aggregate over existing records. Uninstall removes the menu + client action; your sales data is untouched.
How accurate is "Win Rate"?
Rolling 12 months. Counts opportunities closed in the window with probability == 100 vs total closed. Standard Odoo CRM semantics.
What about huge databases?
Each tab is one or two grouped SQL queries scoped by company + period. Sub-second on databases with hundreds of thousands of orders.
Can I add a custom KPI?
Yes — extend aos.sale.dashboard.wizard in your own module, append to the kpis list in _compute_*. The OWL frontend renders any tile with label + value + format.
Source code included?
Yes — OPL-1 license, full source. Customize freely for your deployment.
Installation — 2 minutes
- Purchase & download the module from the Apps Store.
- Extract into your Odoo addons path.
- Open Apps → Update Apps List.
- Search Sales Dashboard → click Install.
- Navigate to Sales → Reporting → Sales Dashboard.
Dependencies: sale, crm, mail (all Community).
Zero custom modules required.
Pricing
Sales Dashboard
USD 99
one-time license · all features
- ✓ 3 tabs (Pipeline / Closed Won / Activity)
- ✓ 18 KPI tiles, 3 chart visualizations
- ✓ Filter pills (Company / Period / Compare / Options)
- ✓ Multi-company aware
- ✓ Source code included (OPL-1)
Sales + Financial Dashboard
Ask for quote
bundle invoice · combined support
- ✓ Sales Dashboard (this module)
- ✓ Financial Dashboard (PL / BS / CF)
- ✓ Identical filter UX across both
- ✓ Email info@alphasoft.co.id
Need help?
We respond within 1 business day to support requests.
- info@alphasoft.co.id
- www.alphasoft.co.id
This module is part of a growing Alphasoft Apps Store lineup — Financial Reports, Financial Dashboard, and Sales Dashboard form the core. Inventory Dashboard and Project Dashboard ship next.
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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