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  1. APPS
  2. Reporting
  3. Advanced Sankey View for Odoo v 18.0
  4. Sales Conditions FAQ

Advanced Sankey View for Odoo

by echoBitz IT Solutions Pvt. Ltd. https://www.echobitzit.com
Odoo

$ 354.13

v 18.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Inventory (stock)
• Invoicing (account)
• Manufacturing (mrp)
• Project (project)
• Purchase (purchase)
• Recruitment (hr_recruitment)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Employees (hr)
Lines of code 2474
Technical Name eb_pro_sankey_view
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Inventory (stock)
• Invoicing (account)
• Manufacturing (mrp)
• Project (project)
• Purchase (purchase)
• Recruitment (hr_recruitment)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Employees (hr)
Lines of code 2474
Technical Name eb_pro_sankey_view
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 18.0 19.0
  • Description
  • License
echoBitz Odoo Partner

Odoo Sankey Flow View

EB Pro Sankey Flow View adds a true native Sankey view to Odoo 19 so users can see how records move across stages, teams, sources, destinations, and outcomes. Instead of reading disconnected totals in list, pivot, or graph views, teams can understand the full business journey in one visual flow and drill straight into the records behind every path.

Sankey Flow Overview

KeyFeatures

Focused features that make Sankey analysis powerful without making the view hard to use

Live Flow Builder with Dynamic Fields
Switch dimensions and measures without leaving the page
New Feature Hot Feature

Users can choose the active node fields directly from the toolbar, switch the measure from record count to a numeric value, and expand the journey from 2 levels up to 4 levels. This makes one Sankey view flexible enough for daily analysis, ad hoc questions, and management reviews.

Why users love it
They can compare source to stage, then source to stage to team, or switch to another field path without asking for a new custom report.
Business impact
Teams answer more questions from the same screen, which keeps reporting faster and adoption higher.
Click to Drill Down
Hot Feature

Every node and every ribbon keeps the record IDs behind that flow. Users can click a path and open the exact list view result in Odoo, which makes the diagram a working analysis tool instead of a static picture.

Power users notice
The drill-down respects the current model and opens clean list and form navigation for follow-up work.
Why it stands out
Many visual reports stop at insight. This one lets users move straight into the underlying records.
Live Search Integration
Hot Feature

Standard Odoo filters, favorites, and search context update the Sankey diagram live.

Count or Measure Mode
New Feature

Use record count by default or switch ribbon width to revenue, amount, quantity, or any supported numeric field.

Interactive Tooltips

Hover states show the node or path name, value, share of total, and a clear drill-down hint.

SVG and PNG Export
Hot Feature
Export crisp vector or retina-ready image output for sharing outside Odoo.
Light and Dark Theme
Users can switch the Sankey theme without changing the global Odoo theme.
Large Dataset Guardrail
New Feature
Shows a warning when results hit the top 10,000 records so users can narrow filters for cleaner analysis.
Pure OWL 2 and SVG
No external chart dependency, no CDN dependency for the flow engine, and no extra library stack to maintain.
Sankey Key Features Example
Works Across Odoo
Ready-to-use flow analysis is already included for the business areas where flow matters most.
CRM
Sales
Project
Inventory
Purchase + Accounting
Recruitment
Manufacturing
Built For Real Analysis

Visualize Odoo Data The Way Standard Views Cannot

List views are great for detail, pivot views are strong for totals, and graph views show comparisons. Sankey view adds the missing story between them: how records actually move from one business step to another and where the biggest transitions really happen.

Why this matters
Big paths become visible immediately because ribbon width reflects count, revenue, quantity, or amount.
Users can switch dimensions live, so one report answers more than one question.
The view remains practical because every visual result links back to the underlying records.
Themes, exports, and responsive layout make it ready for both daily work and management sharing.

Daily Use Cases Odoo Users Understand Instantly

The module already includes practical Sankey views and actions for high-value Odoo workflows.

CRM
Analyze lead source -> stage -> sales team and compare flows by expected revenue.
Sales
See how sales team, salesperson, and order status connect to real revenue flow.
Project
Track project -> stage -> priority so task distribution and pressure points become obvious.
Inventory
Visualize source location, destination, operation type, and moved quantity in stock flows.
Purchase
Compare vendors, products, buyers, and order states using amount-based purchasing flows.
Accounting
Review partner, journal, payment status, and invoice amount in one finance flow.
Recruitment
Follow applicant journeys across department, job position, stage, and responsible user.
Manufacturing
Review product, responsible user, status, and production quantity in one visual manufacturing flow.

Feature Deep Dive

A complete tab section for the Sankey experience, rollout, and buyer questions

  • Product Tour
  • Use Cases
  • FAQ
  • Support
  • Releases
Product Tour: Screenshots and Demo Video

See the Sankey experience across CRM, Sales, Project, Recruitment, Purchase, Inventory, Accounting, and Manufacturing with real screenshots and a working demo video.

Video Demo

A quick working demo of the Sankey view showing the live toolbar, percentage toggle, export controls, and flow interaction inside Odoo.

Your browser does not support the video tag.
CRM Flow

Analyze lead source, stage, and sales team in one visual flow so conversion quality and expected revenue movement become obvious immediately.

CRM Sankey Flow Screenshot
Sales Flow

See how sales team, salesperson, and order status connect to real sales value so managers can understand ownership and outcomes in one screen.

Sales Sankey Flow Screenshot
Project Flow

Track project, task stage, and priority together so teams can spot where work is collecting and which areas need attention first.

Project Sankey Flow Screenshot
Recruitment Flow

Follow department, job position, and stage to understand how applicants move through hiring and where drop-off becomes visible.

Recruitment Sankey Flow Screenshot
Purchase Flow

Compare vendors, products, and purchasing states in an amount-based view that shows where purchase value is really concentrated.

Purchase Sankey Flow Screenshot
Invoice Flow

Review invoice routes by partner, journal, and payment status so unpaid or partial-value paths stand out clearly for finance teams.

Invoice Sankey Flow Screenshot
Bill Flow

Show vendor bill movement through journals and payment states so the purchasing and accounting story is easy to follow from one chart.

Bill Sankey Flow Screenshot
Inventory Receipt Flow

Visualize how incoming stock moves from source locations to internal destinations so warehouse teams can inspect receipt routes quickly.

Inventory Receipt Sankey Flow Screenshot
Inventory Delivery Flow

Review outgoing stock movement across locations and statuses so heavy delivery routes and bottlenecks are visible immediately.

Inventory Delivery Sankey Flow Screenshot
Manufacturing Flow

Track product, responsible user, and production status in one visual manufacturing journey with quantity-based flow width.

Manufacturing Sankey Flow Screenshot
Export Screenshot

Highlight the PNG export result so customers can see that Sankey visuals are ready for presentations, reporting, and sharing outside Odoo.

Sankey PNG Export Screenshot
Lead Conversion Analysis
Find which lead sources actually move into qualified stages, which teams handle the best flow, and where expected revenue starts leaking.
Sales Funnel Visibility
See how team, salesperson, and order status connect to revenue so managers can quickly compare strong and weak paths.
Inventory Movement Tracking
Visualize how stock moves between locations and destinations so large routes, unusual paths, and volume-heavy movements are easy to review.
Project and Recruitment Review
Compare tasks or applicants across project, stage, priority, department, job, and responsible user to reveal distribution patterns instantly.
Manufacturing Flow Review
Track product, responsible user, status, and production quantity to reveal heavy workloads and stalled manufacturing paths quickly.
A practical fit for teams that need clarity without extra reporting complexity
Sankey view works best when teams already have data in Odoo but need a faster way to understand movement, transition quality, bottlenecks, and dominant routes without building separate BI dashboards first.
Which Odoo apps are supported out of the box?
The module already includes Sankey actions and views for CRM, Sales, Project, Purchase, Inventory, Accounting, Recruitment, and Manufacturing.
Can users change the flow dimensions without editing XML?
Yes. Users can switch the active node fields from the view toolbar and rebuild the flow instantly from the current Odoo page.
Does it support record count and amount-based analysis?
Yes. It can use record count by default or numeric fields such as revenue, quantity, monetary amount, or totals as the ribbon measure.
Can users drill into the records behind a path?
Yes. Clicking a node or a flow ribbon opens the exact matching records in list and form views.
Does it work with standard Odoo search filters?
Yes. The Sankey view refreshes from the active control panel context, including filters, favorites, and search changes.
Can the diagram be shared outside Odoo?
Yes. Users can export the current diagram as SVG or PNG for presentations, audits, and management review.
Implementation Support

If you want help selecting the best Sankey fields, creating additional model views, refining reporting actions, or aligning the view with your business KPIs, the echoBitz team can support rollout and customization.

Usage Notes

This module is strongest when teams need to understand flow, movement, and transition quality quickly. It complements list, pivot, and graph views rather than replacing them, which makes adoption much easier for existing Odoo users.

Customization Paths

Common extensions include adding Sankey views to more custom models, defining better default field combinations, tailoring measures, and expanding screenshot-driven onboarding for end users.

Support Snapshot
Rollout Guidance
Help with view strategy, field mapping, and choosing the strongest default flows for each Odoo department.
Module Extension
Add more Sankey actions, custom models, measures, and tailored reporting logic for your own workflows.
Adoption Support
Make the module easier for business users with better defaults, screenshots, and reporting-focused training.
v18.0.1.0.0
Current Sankey Release
  • Native Sankey view type registered directly in Odoo.
  • Dynamic field selector with support for 2 to 4 flow levels.
  • Measure switching between record count and numeric value fields.
  • Clickable nodes and ribbons for fast drill-down into real records.
  • Theme toggle, tooltip guidance, and export to SVG or PNG.
  • Ready-to-use actions across CRM, Sales, Project, Purchase, Inventory, Accounting, Recruitment, and Manufacturing.
Support and Usage Notes

Built for Daily Reporting Clarity,
Not Just a One-Time Demo

Use it when your teams need to understand where records come from, where they move next, and which routes carry the most value. The module stays lightweight because it works inside normal Odoo actions and search behavior instead of forcing a separate reporting tool or external BI habit.

Rollout Checklist
Choose the strongest default dimensions for each department.
Decide when count is enough and when amount or quantity should drive the ribbon width.
Prepare screenshot examples for your most important business flows.
Expand to custom models if your team wants Sankey analysis beyond standard apps.
Need Help Fast?

Talk to echoBitz About Your Sankey Reporting Setup

If you want help with rollout, model selection, flow design, screenshot strategy, or module customization, our team can support implementation and long-term maintenance.

Implementation Customization Support
echoBitz QR contact options

Our Services

Odoo Integration

Connect Odoo with external systems and business workflows more cleanly.

Odoo Implementation

Plan, configure, and deploy Odoo around practical day-to-day business usage.

Customization

Extend views, widgets, reports, and flows to match your exact operational needs.

Community Apps

Use robust apps and reusable components to expand Odoo faster.

Development Outsourcing

Bring in dedicated Odoo development capacity for custom modules and long-term platform work.

Support & Maintenance

Keep your Odoo modules and reporting flows healthy with reliable support and updates.

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Odoo Excel Studio
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Advanced Multi Email Widget
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Odoo Microsoft Excel Integration
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Bring live Odoo data into Excel workflows with a more connected reporting experience.

View All echoBitz Apps on Odoo App Store
Final Take

Turn Odoo Records Into Clear Flow Intelligence

EB Pro Sankey Flow View helps Odoo users understand movement, volume, value, and bottlenecks faster than standard views alone. It is visual when you need clarity, interactive when you need detail, and practical enough for everyday business decisions.

Get Support Visit Our Website
echoBitz IT Solution Pvt. Ltd. | Odoo Certified Partner | info@echobitzit.com | www.echobitzit.com
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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