| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 4016 |
| Technical Name |
sale_payment_dashboard |
| License | LGPL-3 |
| Website | https://www.neuralbytea.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 4016 |
| Technical Name |
sale_payment_dashboard |
| License | LGPL-3 |
| Website | https://www.neuralbytea.com |
Sales & Payment Dashboard
Live KPIs across Orders, Invoices & Payments
NeuralByte - Innovating Business Solutions
Overview
A fast, modern Owl dashboard suite that recomputes live KPIs from Sale Orders, Customer Invoices and Customer Payments on every filter change. Three connected screens â Sales & Payments, Customer Analysis and Sales Analytics â show exactly how much you have sold, invoiced and collected, who your best and slowest-paying customers are, and where your revenue is trending.
Runs on both Odoo 18 Community and Enterprise, installs in one click with no external libraries, and is engineered to stay fast on large databases â the page appears instantly and the numbers stream in as they are calculated.
Sales & Payments â KPIs at a Glance
Sale Orders (Quotation / Confirmed / Done-Locked / Total), full Invoice status breakdown (Draft / Posted / Paid / Partial / Unpaid / Overdue), Payment totals and Recovery metrics â every card is clickable and opens the matching list view with the exact same domain.
12-Month Trend â Invoiced vs Payments vs Sales
A rolling 12-month trend chart plots what you invoiced against what you actually collected and your underlying sales, so cash-flow gaps are obvious at a glance.
Drill Down â Order â Invoice â Payment
Trace every sale order through its linked invoices and reconciled payments in a single detailed view, with outstanding receivable and status on every line.
Customer Analysis â Segments & Retention
Track new, active, at-risk and lost customers across segments, with at-risk alerts and a churn/retention trend to flag accounts that need attention.
Customer-by-Customer Performance
Rank every customer by revenue, orders and last activity, see segment-level revenue and instantly spot your top accounts and your slowest payers.
Product & Category Mix per Customer
Drill into top products and categories driving each segment, with quantity, revenue and per-segment recovery so you know what sells and what gets paid.
Sales Analytics â Performance Overview
Active, converted and lost customers alongside your top products by revenue and share of total â a single board for overall sales health.
Buying Behaviour & Order Size
Repeat-order frequency, returning customers, average order value and order-size distribution reveal how â and how often â your customers actually buy.
Revenue by Customer, Country & Category
Rank revenue by customer and break it down geographically and by category to see exactly where your money comes from.
Built for Speed & Scale
No more staring at a blank screen. The dashboard paints instantly with a clean loading skeleton and fills in section by section as each result arrives, so your team sees progress from the very first moment.
â¡ Instant first paint
Skeleton loading and progressive, section-by-section population â the screen is never empty while data is computed.
𧮠Memory-safe batches
Heavy figures are computed server-side in batches with SQL-level aggregation, staying within standard worker memory limits.
ð Scales to big data
Tested on databases with tens of thousands of orders, invoices and payments â hundreds or hundreds of thousands of records.
Calculations That Drive Decisions
Far more than counts and sums â every board is packed with the financial and customer metrics managers actually act on, and every figure is clickable straight through to the exact records behind it.
ð° Cash & recovery
Invoiced = Received + Receivable, recovery rate, outstanding balance, fully-collected vs over-/uninvoiced orders.
ð Retention & churn
New, returning, shared, at-risk, inactive, lost and lost-to-other segments, with a month-by-month retention trend.
ð Pipeline & conversion
Win rate, average days to convert, quotations vs converted vs lost value.
â Value & concentration
Customer Lifetime Value, average order value, top-3 / top-5 revenue concentration and repeat-order frequency.
ð Geography & mix
Revenue by country and product category, top products by share of total.
ð Trends over time
Rolling 12-month Invoiced vs Payments vs Sales, with an adaptive day / month / year axis.
How to Use
- Install the app â a new Sales Insights menu appears in the top bar.
- Open one of the three boards: Sales & Payments, Customer Analysis or Sales Analytics.
- Refine with the filter bar â date range, customer, salesperson, product, country or category. Every figure recomputes for the selection.
- Click any card or table row to open the exact underlying Orders, Invoices or Payments in a standard list view (same filters applied).
- Press Recalculate any time to pull in records added since the page loaded.
No configuration required â it reads your existing Sales and Accounting data. All figures attribute the salesperson from the Sale Order, and amounts use your company currency.
Key Features
â¡ Live recomputation
KPIs refresh on every filter change.
ð Clickable cards
Jump from any figure to the underlying records.
ð° Recovery tracking
Recovery rate and outstanding balance at a glance.
ð 12-month trends
Invoiced vs Payments vs Sales over time.
ð¥ Customer insight
Segments, retention and at-risk alerts.
ð Geographic breakdown
Revenue by customer, country and category.
â¡ Instant, progressive loading
Skeleton-first rendering â never a blank screen.
â Community & Enterprise
One module, both editions, zero configuration.
Requirements
Built for Odoo 18.0 and fully compatible with both Community and Enterprise editions. Depends only on the standard Sales, Invoicing/Accounting and Web apps â no external libraries required.
NeuralBytea â Innovating Business Solutions
www.neuralbytea.com
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