| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 733 |
| Technical Name |
sales_margin_dashboard |
| License | OPL-1 |
| Website | https://racsolutions.com.au |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 733 |
| Technical Name |
sales_margin_dashboard |
| License | OPL-1 |
| Website | https://racsolutions.com.au |
A clean, plug-and-play sales dashboard that shows what generic dashboards skip: gross margin % and volume (tonnes / kg) sold — alongside the core KPIs, by month, quarter, year or year-to-date. Filter by customer, category or product, and drill into Customer and Product analysis.
Three views, zero setup
Dashboard
KPI tiles with period-on-period change, plus charts for revenue & gross margin %, volume sold, spending customers, invoices and SKUs. Filter by customer, product category or product.
Customer Analysis
Top customers ranked by value, with volume, invoice count and gross margin % — for the selected period.
Product Analysis
Top products by value, with quantity, volume and invoice count — see what really moves.
Year-to-Date at a click
Switch to YTD to see how sales, margin and volume are tracking this year — compared to the same point in prior years.
Filter & focus
Narrow the whole dashboard by Customer, Product Category or Product (search by name or internal reference).
Your accounts, your margin
Choose multiple Sales and COGS accounts — gross margin is computed straight from your General Ledger.
Gross margin from your own accounts
In Configuration, pick one or several Sales/Revenue accounts and COGS accounts (type to search and select). The dashboard then shows true gross margin % = (revenue − COGS) ÷ revenue, straight from your General Ledger. No accounts configured? The margin simply hides, so it still works out of the box. Choose your volume unit (kg or tonnes) and toggle which charts appear — all from a single, dedicated configuration screen.
See it in action
Click any screenshot to open it full size.
Dashboard — KPIs, margin & volume
Customer Analysis
Product Analysis
Year-to-Date (YTD) view
Configuration
Key features
✔ KPI tiles with period-on-period change (▲/▼)
✔ Month / Quarter / Year / YTD — track Year-to-Date at a glance
✔ Gross margin % from your own GL accounts (set multiple Sales & COGS accounts)
✔ Volume sold in kg or tonnes (for physical-goods sellers)
✔ Filter by customer, product category or product
✔ Customer & Product ranking views
✔ Show/hide charts from a dedicated configuration page
✔ Self-contained — no custom Studio fields required
✔ No external dependencies — runs on Odoo.sh and on-premise
Built for distributors & manufacturers
You get your revenue trend period by period — and, just as importantly, gross margin % and tonnes/kg sold: the numbers wholesale, distribution and manufacturing businesses actually manage by (metals, building materials, food, chemicals, agriculture). Built on standard Odoo data with OWL + Chart.js.
Support
Built and maintained by RA Consulting Solutions. Visit racsolutions.com.au for support and more Odoo apps.
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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