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Odoo Customer & Portal User Dashboard

by
Odoo

79.69

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Project (project)
Purchase (purchase)
Sales (sale_management)
Website (website)
Discuss (mail)
Lines of code 2774
Technical Name rcs_portal_user_dashboard
LicenseAGPL-3
Websitehttps://www.reliution.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Project (project)
Purchase (purchase)
Sales (sale_management)
Website (website)
Discuss (mail)
Lines of code 2774
Technical Name rcs_portal_user_dashboard
LicenseAGPL-3
Websitehttps://www.reliution.com

Odoo Customer & Portal User Dashboard

Transform your customer interaction and elevate your service level with the Odoo Customer & Portal User Dashboard. In a standard Odoo setup, customers often have to navigate multiple sections of their portal to find their orders, track invoices, or check project statuses. This fragmented experience can lead to confusion and an increased workload for your support team. This app solves that problem by replacing the basic portal with a single, powerful user dashboard. It enhances the my account section, turning it into a centralized hub where Odoo customers can view everything at a glance.

This module empowers your portal users with a comprehensive overview of their entire history, including sales order details, purchase history, outstanding invoice information, and real-time project task updates. By providing a transparent, easy-to-navigate customer service dashboard, you not only improve satisfaction but also empower clients to self-serve and manage account details independently. It's the ultimate tool for creating a dashboard that offers clarity, control, and a professional user experience, directly within your Odoo environment.

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Hot Features


Fully Configurable Dashboard:

Admins can easily enable or disable various dashboard components like sales analysis, invoice history, and project tasks to create a tailored view for portal users.

Graphical Data Analysis:

Provide customers with visual insights into their activity using clear charts for sales, purchases, invoices, and bills.

Centralized Document Access:

The dashboard consolidates everything a customer needs, including sales orders, quotations, purchase orders, invoices, and active tasks, all in one place.

Recent Activity Tables:

Display lists of the latest 100 records for quotations, sales orders, purchase orders, invoices, and more, giving customers a quick overview of their recent history.

Streamlined User Experience:

Empower your customers to manage their account and find information independently, improving customer satisfaction and efficiency.

Easy Portal Access Control:

Grant dashboard access to any contact with just a few clicks from the Odoo backend.

Detailed Features

01 Gain full control from a centralized admin dashboard in the main settings. This admin portal lets you customize the customer view by enabling or disabling components like sales analysis charts or invoice tables, simplifying the user management dashboard setup.
02 The customer's my account section becomes an intuitive, consolidated dashboard. Users see summary cards and charts providing a complete dashboard for metrics, allowing them to instantly grasp order volumes and project statuses to easily manage account details.
03 Data is brought to life with graphical summaries like doughnut charts for sales order data. This visual approach to sales analysis and bill analysis helps customers understand their account activity at a glance, without reading through lines of text.
04 Organized tables display the most recent activities so users always have the latest information. Customers can quickly view the status of a sales order or check the due date on an invoice, providing transparency and reducing support calls.

Set Up

Install the "Odoo Customer & Portal User Dashboard" module from the Odoo App Store.
Navigate to,
Settings >> Portal Dashboard
Check the boxes for the charts and tables you wish to display on the customer dashboard.
Optionally, set the number of records to show in the "Recent Records" tables.
Click Save.

Work Flow

Grant Portal Access: To enable the dashboard for a customer, navigate to the Contacts module, select the desired contact, click the Action menu, and select Grant portal access.
Internal users can also access the portal dashboard to view their own records, including sales orders, purchase orders, bills and invoices, as well as projects and tasks.

Industry-Specific Use Cases

B2B Wholesale & Manufacturing:
Allow clients to track their order history, view price lists, check outstanding invoices, and place repeat orders with ease.
Service & Consulting Firms:
Give clients a portal where they can monitor project progress, view active tasks, and access billing information without needing to contact their account manager.
Real Estate & Property Management:
Provide tenants or clients with a dashboard to view lease documents, track maintenance requests (tasks), and check their payment history (invoices).

Frequently Asked Questions (FAQs)

You can easily configure the dashboard visibility from the backend by navigating to Settings >> Portal Dashboard. There, you can enable or disable specific charts and tables for all portal users.

Simply navigate to the specific user in the Contacts app and use the "Grant portal access" option from the "Action" menu. Once they have portal access, they will see the new dashboard upon login.

Yes. You can enable charts for sales, purchases, invoices, and bills to provide customers with a visual analysis of their account activity.

The dashboard can be configured to show Sales Orders, Quotations, Purchase Orders, RFQs, Invoices, Bills, Projects, and Tasks.

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