See your entire business performance in one screen.
A powerful business intelligence dashboard providing real-time visibility into your organization's key performance indicators — sales, purchase, profitability, channels, customers, teams, and products — all in a single, interactive view.
9+
KPI Sections
Live
Real-Time Data
Excel
Export Ready
Why This Module?
Managing a business means constantly switching between sales reports, purchase summaries, profit calculations, and team dashboards. This module eliminates that friction by collecting data from sales invoices and purchase bills and presenting everything — Today, Month-To-Date, Year-To-Date, profitability, channel distribution, top customers, team performance, and product analysis — on a single, unified screen. One dashboard. All the answers.
What This Module Does
Transform complex financial and operational data into intuitive, interactive visualizations — all in real-time.
Today, this month, this year — instantly
The top KPI cards show Today, MTD, and YTD values for sales and purchases simultaneously — giving management an instant pulse of business performance without running any report manually.
Net profit, expenses & ratios in one panel
The profitability panel shows Net Profit, Total Income, Purchase Cost, and Expenses side by side — along with the purchase-to-sales ratio — so decision-makers can evaluate margins without any manual calculations.
Know exactly where your sales come from
The channel distribution chart visualizes sales by source — Search, LinkedIn, Facebook, and more — using a pie chart with percentages. Instantly identify your highest-performing acquisition channels.
Top customers, team targets & product leaders
See your Top 5 customers by sales value, track sales team performance against targets, and identify your best-selling product categories — all updated in real-time from your Odoo data.
Key Features
Real-Time KPI Snapshot
Today, MTD, and YTD sales & purchase values for an instant performance overview.
Profitability Metrics
Net Profit, Total Income, Purchase Cost, Expenses, and Purchase/Sales ratio in one panel.
Sales Distribution by Channel
Pie chart showing sales from Search, LinkedIn, Facebook, and other channels with percentages.
State-Wise Performance
Geographic analysis of sales by state/location to identify top-performing regions.
Top Customers
Top customers ranked by sales value with invoice count and total amount for priority focus.
Sales Team Performance
Team-wise target vs achievement table to track progress and motivate your sales force.
Product Category Analysis
Most-selling products by quantity and value to identify fast-moving inventory.
Date Range Filter
Select any custom date range to view KPI data for a specific period instantly.
Export to Excel
Download the complete dashboard data into a professional Excel file with one click.
Interface Gallery
Explore the KPI cards, charts, customer tables, and team performance screens.
Complete KPI Dashboard
Full dashboard screen showing all sections — KPI cards, profitability metrics, channel distribution, customer rankings, team performance, and product analysis.
Real-Time KPI Snapshot
Top cards showing Today, MTD, and YTD sales and purchase values for quick performance overview.
Profitability Metrics & Ratios
Net Profit panel and Purchase/Sales ratio box with expense breakdowns.
Sales Distribution by Channel
Pie chart showing sales from different channels like Search, LinkedIn, Facebook with percentages.
Top 5 Customers
Table showing top customers based on sales amount with invoice count and total value.
Sales Team Performance
Team performance table with target and achievement columns to track progress.
Product Category Analysis
Most-selling products ranked by quantity and sales value to identify fast-moving categories.
State-Wise Performance
Geographic analysis showing sales performance by state to identify top-performing regions.
Excel Export — Full Dashboard Data
Complete dashboard data exported to Excel with professional formatting for presentations and reporting.
Use the arrows or dots to browse. Click any screenshot to open it full size.
Top 5 Reasons to Buy This Module
Everything in One Screen
No switching between multiple reports — all KPIs in a single dashboard.
Real-Time Decisions
Live data from Odoo means every number is current — no stale reports.
Track Team Performance
Monitor sales team targets and achievement in real-time for better accountability.
Identify Best Customers & Products
Top customers and fast-moving products ranked automatically — focus effort where it matters.
Excel Export for Sharing
Download the full dashboard data to Excel with one click for presentations and reviews.
> Technical Specs
| Compatibility | v18.0 |
| Dependencies | CRM · Invoicing · Purchase · Contacts |
| Odoo.sh Support | Full Support ✓ |
| License | LGPL-3 |
| Updates | Lifetime Free |
Quality Assurance
We follow Odoo best practices for smooth upgrades and clean integration.
Frequently Asked Questions
Does the dashboard update automatically?
Yes. All KPI data is pulled live from your Odoo database. Apply the date filter and click Apply to refresh all sections instantly.
Can I filter data by date range?
Yes. Use the date range filter (From Date / To Date) to view KPIs for any custom period. All sections refresh based on the selected range.
What does the Excel export include?
The Excel export includes the complete dashboard data — KPI values, profitability metrics, channel analysis, customer rankings, team performance, and product analysis.
Which Odoo modules are required?
The module depends on CRM, Invoicing (account), Purchase, Calendar, Contacts, and Discuss (mail). These are standard Odoo modules available in all editions.
Still Have Questions?
Our expert team is ready to assist with technical questions, pricing, or custom development needs.
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