| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 2298 |
| Technical Name |
blc_sales_dashboard |
| License | OPL-1 |
| Website | https://bitlevelcode.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 2298 |
| Technical Name |
blc_sales_dashboard |
| License | OPL-1 |
| Website | https://bitlevelcode.com |
| Versions | 17.0 18.0 |
Odoo Sales Dashboard
Complete Sales Analytics at Your Fingertips
A centralized, mobile-responsive dashboard to analyze Sales Orders, Quotations, Invoices, Products, Customers, and CRM Opportunities. Track revenue, order-to-invoice, top customers, top products, and team performance with interactive charts and powerful filters.
Watch Demo
See how the Sales Dashboard transforms your sales analytics with KPIs, filters, and interactive charts
Powerful Features of Sales Dashboard
Everything you need to monitor sales orders, revenue, quotations, invoices, and opportunities
KPI Tiles & Clickable Metrics
Total Orders, Quotations, Confirmed Orders, Order to Invoice, Revenue (MTD/YTD), Customers, Products, and Opportunities. Click any KPI to open the related list view (when count > 0).
Advanced Filtering
Filter by date range, Sales Team, Salesperson, Product, and Customer. All KPIs and Opportunity section respect filters. Charts support This Week, This Month, Past Month, This Year.
Revenue & Order Analytics
Total revenue, Revenue MTD/YTD, Average Order Value, Order Conversion Rate. Track order-to-invoice and quotation metrics in one place.
Opportunities Section
Total Opportunities, Open Opportunities, Expected Revenue. Filtered by the same dashboard filters (date, team, salesperson, customer).
Team & Person Performance
Sales by Team and Sales by Person charts. Top Customers, Top Selling Products, Least Selling Products, Overdue Customers.
Interactive Charts & Export
Monthly Sales Trends, Order Status, Invoice Status, New vs Returning Customers, Geographical Sales. Each chart has a time filter and Export as PNG. CSV export for dashboard data.
How Sales Dashboard Works
Get started in three simple steps with Odoo Sales Dashboard
Install the Module
Install the Sales Dashboard module. It works with Sale, CRM, Account, Product, and Sales Team. No extra configuration needed.
Open the Dashboard
Go to Sales → Dashboard. View KPI tiles (Sales Overview & Opportunities) and all analytics charts.
Filter & Drill Down
Apply filters (date, team, salesperson, product, customer). Use chart time presets. Click KPIs or chart segments to open related records.
Interactive Analytics Charts
Each chart has a time filter (This Week, This Month, Past Month, This Year) and Export. Click to drill down.
Monthly Sales Revenue Trends (Line)
Revenue and orders over the last 6 months. Click a point to view orders for that month.
Sales by Team (Bar)
Revenue by sales team. Time filter and Export available. Click to open orders by team.
Sales by Person (Bar)
Top salespersons by revenue. Click to view orders for that person.
Top Customers (Bar)
Top 10 customers by revenue. Click to open partner view.
Top / Least Selling Products (Bar)
Top 10 and bottom 10 products by quantity sold. Click to open product.
Overdue Customers (Bar)
Top 10 customers with overdue invoices by amount. Click to open customer.
New vs Returning Customers (Bar)
Count of new (one order) vs returning (multiple orders) customers.
Sale Order Status (Doughnut)
Distribution by state: Quotation, Sent, Sales Order, Locked, Cancelled. Click to filter orders.
Invoice Status (Doughnut)
Payment status: Paid, Not Paid, Partial, In Payment, Reversed. Click to open invoices.
Geographical Sales Analysis (Bar)
Revenue by country (top 10). Time filter and Export available.
Track Essential Sales Metrics
All KPIs in one place; click to open related records (when count > 0)
Filtering Capabilities
Global filters (managers) and per-chart time presets
Global Dashboard Filters (Sales Managers)
- Date Range – Custom start/end, or presets: This Week, This Month, Quarter
- Sales Team – Filter by team
- Salesperson – Filter by user
- Product – Orders containing selected product
- Customer – Orders for selected partner
KPIs and Opportunities section update with these filters.
Chart Time Filters
- This Week – From week start to today
- This Month – From 1st to today
- Past Month – Previous calendar month
- This Year – Jan 1 to today
Available on Sales by Team, Sales by Person, Top/Least Products, Top Customers, Overdue Customers, Order Status, New vs Returning, Geographical.
Role-Based Access
Sales managers see all data; salespeople see their own
Sales Manager
- All sales orders, quotations, and opportunities
- Full filter panel (date, team, salesperson, product, customer)
- All teams and persons in charts
- Company-wide revenue and customer metrics
Salesperson
- Own sales orders and opportunities only
- Limited filter message (role-based data only)
- Charts show only own data
- Personal KPIs and performance
Export & Reporting
Export charts and data for reports and presentations
Export Chart as PNG
Each chart has an Export button to download as PNG for presentations.
Export CSV
Export dashboard sales order data as CSV from the filter section.
Why Choose Odoo Sales Dashboard?
One place for orders, quotations, revenue, opportunities, and team performance
Unified Sales View
Sales orders, quotations, invoices, opportunities, products, and customers in a single dashboard with consistent filters.
Click-Through to Data
Click any KPI (when count > 0) or chart segment to open the related list or form view in Odoo.
Time & Scope Filters
Global filters for KPIs and opportunities; per-chart time presets (This Week, Month, Past Month, Year) for focused analysis.
Ready for Odoo 18
Built for Odoo 18 with Sale, CRM, Account, Product, and Sales Team. No extra setup; uses your existing data.
Sales Dashboard Screenshots
See the dashboard with filters, KPIs, and charts
Main Sales Dashboard View KPI and Filters #1
Main Sales Dashboard View KPI #2
Sales Dashboard Charts #1
Sales Dashboard Charts #2
Sales Dashboard Charts #3
Sales Dashboard Charts #4
Sales Dashboard Charts #5
Sales Dashboard Charts #6
Salesperson View (Own Data Only)
Click on Chart to View Data
Export Chart as PNG
Export Dashboard as CSV
Frequently Asked Questions
Q: Do I need technical skills to install this module?
No. Install from the Odoo Apps menu; the module works with Sale, CRM, Account, Product, and Sales Team out of the box.
Q: Do filters apply to all KPIs and opportunities?
Yes. When you apply date, team, salesperson, product, or customer filters (as a manager), Sales Overview KPIs, Order to Invoice, Total Quotation, and the Opportunities section all update. Charts have their own time presets (This Week, Month, Past Month, Year).
Q: Why are some KPI cards not clickable?
When the count (or value) is 0, the card is intentionally not clickable so you don’t open an empty list. Cards with count > 0 open the related records.
Q: Is there role-based access?
Yes. Sales managers see all orders, opportunities, and have full filters. Salespeople see only their own orders and opportunities, with a limited filter message.
Q: Can I export data?
Yes. Each chart can be exported as PNG. The dashboard can be exported as CSV from the filter area.
Ready to Transform Your Sales Analytics?
Get started with Odoo Sales Dashboard and centralize orders, quotations, revenue, opportunities, and team performance in one place.
Need Help?
We can help you get started and answer questions about the Sales Dashboard.
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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