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  1. APPS
  2. Dashboard
  3. Dashboard - Dynamic Dashboard with AI v 19.0
  4. Sales Conditions FAQ

Dashboard - Dynamic Dashboard with AI

by Techsys Softwares mailto:odootechsys@gmail.com
Odoo

$ 125.00

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
You bought this module and need support? Click here!
  • Description
  • Manifest
  • License
Odoo 19 · Community · Enterprise · Odoo.sh

Dashboard - Dynamic Dashboard with AI

Create amazing interactive reports inside Odoo. Drag-and-drop layouts, 50+ beautiful visuals, multi-provider AI, spreadsheets, databases & external data, KPIs, TV wallboards, and scheduled insights — in one powerful app.

Dashboard - Dynamic Dashboard main screen

Main screen cover (GIF) — this is the image used on the Odoo Apps listing card.

What sets this Dynamic Dashboard apart from any other Dashboard?

Tired of jumping between menus to track performance? Bring sales, inventory, finance, HR and operations into one interactive, real-time cockpit.

1

AI Builder

Create boards & items from business keywords

2

50+ Charts

Far beyond basic bar / line / pie

3

Multi-Source

Odoo, sheets, files, databases & more

4

TV Mode

Wallboard rotation & presentations

5

KPIs & Alerts

Targets, achievement & notifications

Dashboard - Overview of builder, AI and TV Mode

Ready-made business dashboards with the right item types

Launch Sales, Purchase, Accounting, Inventory, CRM, HR, and Project boards that already use the best item_type for each story — KPIs, charts, funnels, lists, and more.

Sales dashboard with kpi, tile, barLine, funnel, doughnut, gauge, list
Sales · sale.order

Sales Dashboard — pipeline to revenue in one view

Track quotations, orders, win rate, and quota attainment with visuals that sales managers actually use every day.

  • kpi / tile — Revenue, Orders, Avg Order, Win Rate, Quotations
  • barLine — Revenue vs Target by Month
  • funnel — Leads → Qualified → Proposal → Won
  • doughnut — Sales by Team
  • gauge — Quota Attainment
  • list — Top Sales Orders
Purchase dashboard with kpi, horizontalBar, area, pie, radialBar, list
Purchase · purchase.order

Purchase Dashboard — spend, vendors, and delivery health

Control procurement cost and supplier performance with clear vendor ranking, category mix, and on-time delivery signals.

  • kpi / tile — Spend MTD, Open POs, Late Receipts, Lead Time, RFQs
  • horizontalBar — Spend by Vendor
  • area — Purchase Trend
  • pie — Spend by Category
  • radialBar — On-Time Delivery
  • list — Recent Purchase Orders
Accounting dashboard with kpi, waterfall, bar, doughnut, scorecard, list
Accounting · account.move

Accounting Dashboard — cash, aging, and P&L clarity

Give finance leaders receivable/payable health, cash movement, and a clean profit bridge without leaving Odoo.

  • kpi / tile — Receivable, Payable, Cash Balance, Overdue AR, Net Profit
  • waterfall — Profit & Loss Bridge
  • bar — Revenue vs Expense
  • doughnut — AR Aging
  • scorecard — Cash Scorecard
  • list — Invoice List
Inventory dashboard with kpi, bar, treemap, heatmap, timeline, list
Inventory · stock.quant

Inventory Dashboard — stock, moves, and replenishment

See warehouse load, category mix, busy zones, and low-stock alerts so operations can act before stockouts happen.

  • kpi / tile — On Hand, Incoming, Outgoing, Low Stock, Locations
  • bar — Stock by Warehouse
  • treemap — Category Mix
  • heatmap — Warehouse Heatmap
  • timeline — Moves Timeline
  • list — Low Stock Alerts
CRM dashboard with funnel, doughnut, area, list
CRM · crm.lead

CRM Dashboard — pipeline, sources & opportunities

Give sales leaders a clear view of lead flow, win rate, and expected revenue.

  • kpi / tile — Leads, Opportunities, Win Rate, Expected Revenue
  • funnel — Pipeline stages
  • doughnut — Leads by Source
  • area — Expected Revenue Trend
  • list — Top Opportunities
HR dashboard with horizontalBar, line, pie, funnel, list
HR · hr.employee

HR Dashboard — headcount, attendance & hiring

Track workforce health, leave mix, and recruitment progress in one board.

  • kpi / tile — Employees, Present, On Leave, Open Roles, Attrition
  • horizontalBar — Headcount by Department
  • line — Attendance Trend
  • pie — Leave Types
  • funnel — Recruitment stages
  • list — Recent Hires
Project dashboard with bar, horizontalBar, gauge, timeline, list
Project · project.task

Project Dashboard — tasks, workload & deadlines

Keep delivery on track with stage mix, assignee load, progress, and overdue alerts.

  • kpi / tile — Active Projects, Open Tasks, On Track, Overdue
  • bar — Tasks by Stage
  • horizontalBar — Workload by Assignee
  • gauge — Progress
  • timeline — Hours / sprint moments
  • list — Overdue Tasks

Each widget badge shows the exact item_type used — easy to recreate or extend with AI.

SalesPurchaseAccounting InventoryCRMHR Project kpifunneltreemap heatmapgaugelist

Build dashboards with AI — no analyst required

Describe what you need in plain language. AI designs the widgets, you preview and keep what you like, then your dashboard goes live in seconds.

AI dashboard generation demo

Watch the full journey: choose → describe → preview → save → get insights

Dashboard - AI in four simple steps
Create dashboard or generate items with AI
Two AI modes

Dashboard: Create a full board — or add widgets to one you already have

Whether you are starting fresh or improving an existing dashboard, AI adapts to the job.

  • Create Dashboard with AI — generate a complete new board with KPIs, charts, and lists
  • Generate Items with AI — suggest extra widgets for a dashboard you already use
  • Review every suggestion before anything is saved
  • Add only the widgets you select
Dashboard - Generate by model or keyword
Easy starting points

Dashboard: Generate by business area or by keyword

You do not need to design charts yourself. Pick a familiar business topic and let AI propose the right visuals.

  • By Model — choose Sales Orders, Invoices, Customers, Inventory, CRM, and more
  • By Keyword — tap ready-made topics like Sales, Revenue, Pipeline, or Tasks
  • Or type a Custom Keyword such as “Overdue invoices by salesperson”
  • Add optional extra instructions to guide the result

Dashboard: Popular keyword examples

One click is enough — AI understands the business context behind each word.

Sales Revenue Orders Quotations Invoices Payments Purchase Inventory Deliveries Customers Products Leads / CRM Pipeline Tasks Employees Custom Keyword
Example — Sales

AI can propose total sales tiles, team comparison bars, order-status doughnuts, quotation funnels, and a top-customers list — ready to preview.

Example — Inventory

Expect stock-level KPIs, moves over time, warehouse comparisons, delivery performance charts, and product highlight cards.

Example — CRM / Pipeline

Get lead tiles, stage funnels, win-rate gauges, owner scorecards, and activity lists that help managers coach the team.

Example — Custom Keyword

Type something specific like “Overdue invoices by salesperson” and AI builds matching widgets around that idea.

Dashboard - Preview AI suggested widgets
You stay in control

Dashboard: Preview every suggestion before saving

AI never blindly overwrites your board. You see a clear checklist of proposed widgets, tick the useful ones, and skip the rest.

  • See suggested names and chart styles instantly
  • Select / unselect widgets with one click
  • Adjust the maximum number of items before generating
  • Save only what you approve
Finished AI generated sales dashboard
Real example

Dashboard: From keyword “Sales” to a live performance board

In moments you can have a polished sales cockpit — tiles for totals, target progress, team bars, status breakdowns, and funnel views.

  • Executive KPI cards at the top
  • Trend and comparison charts in the middle
  • Pipeline / status visuals for action
  • Ready to filter, share, or put on TV Mode
Dashboard - AI chart insights and recommendations
Beyond building

Dashboard: Let AI explain what the numbers mean

After your dashboard is live, ask AI for plain-language insights on any widget — perfect for managers who need the “so what?” in seconds.

  • Highlight rises, drops, and unusual patterns
  • Suggest practical next steps
  • Explain analyses in everyday language
  • Connect your preferred AI provider API key in Settings (bring your own account)
  • Core dashboards work fully even if AI is not configured

Why teams love AI in Dynamic Dashboard

Stop spending hours dragging charts one by one. Start with AI, refine in the visual builder, and share a board that looks like it took days — in a single meeting.

Minutes instead of hours Preview before save Works for Sales, CRM, Inventory, Finance & more Your AI provider — your control
Drag and drop dashboard builder
Builder

Dashboard: Responsive fluid & flexible layout

Design personalized interactive layouts. Drag, resize, auto-arrange, and save — with sticky navbar, themes, and per-user preferences.

  • Drag, drop, and resize widgets freely
  • Edit layout mode with one-click auto arrange
  • Quick Edit name, theme, and type from the live board
  • Switch Layout — try bar → line → funnel instantly
  • Duplicate boards, import/export, or publish to menus
  • Bookmarks, categories, sticky navbar & per-user preferences
Dashboard - Chart types gallery
Visualizations

Dynamic & animated reporting dashboards

Powered by premium chart engine with zoom, legends, labels, stacking, targets, drill-down, and export — across 50+ widget types.

  • KPI cards with beautiful layouts and color themes
  • Bars, lines, funnels, gauges, maps, and many more
  • Advanced visuals like Sankey, Treemap, and Sunburst
  • Lists, to-do boards, and embedded pages
  • Odoo View & Iframe embeds inside the board
  • Export any widget as image, PDF, Excel, or CSV
Dashboard - Advanced filters and drill-down
Interactivity

Dashboard: Advanced date filter, linked filters & drill-down

Explore data the way managers expect. Change the degree of detail instantly — drill down for specifics or drill up for the big picture.

  • Ready-made date ranges plus custom periods
  • Compare with the previous period
  • Filter widgets: Toggle · Selection · Many2one · Date
  • Linked filters for teams, customers, and more
  • Click actions: open records, window/client actions, or URLs
Dashboard - Multiple data sources
Data Platform

Dashboard: Create charts from Odoo, files, sheets & more

Bring data from multiple places into one beautiful board. Build queries visually, reuse analyses, and keep heavy data fast with smart caching.

  • Odoo records · Excel · CSV · Google Sheets
  • PostgreSQL · MySQL · SQL Server connections
  • External APIs and Web Scrape (URL → JSON path)
  • Custom SQL Query with CTEs, JOINs, windows & Test Query
  • Use Visual Query Builder widget — design SQL without typing
  • Reusable analyses · data marts · PostgreSQL materialized views
  • Python ETL marts and multi-series charts (mix models)
Dashboard - KPI tiles and targets
Performance

Dashboard: KPIs, targets, realtime refresh & alerts

Track achievement against targets and keep boards fresh automatically — with live updates and threshold notifications.

  • KPIs that roll up from child metrics
  • Item formulas like {m1}/{m2}*100
  • Dynamic target lines by date range + CSV import/export
  • Show targets as numbers or progress bars
  • Auto-refresh intervals or realtime bus updates
  • KPI alerts and scheduled email reports
Dashboard - TV Mode and Present Mode
Boardroom

Dashboard: TV Mode, Present Mode, share & email

Put live KPIs on the wall, present to stakeholders, or share securely with secure links and dashboard snapshots.

  • TV Mode: rotate dashboards or slideshow widgets
  • Pause / Next / hide chrome for clean wallboards
  • Present Mode with presenter notes
  • Secure share links with expiry + access tracking
  • Email snapshots and scheduled digests
  • Internal Chat (Discuss) on any widget

Custom SQL Query & Visual Query Builder

Set Data Calculation Type = Custom SQL Query when you need full power. Prefer clicks over typing? Turn on Use Visual Query Builder and design JOINs, CTEs, windows, and filters visually — then chart the result.

Dashboard - Custom SQL and Visual Query Builder demo

Choose Custom SQL → enable Visual Query Builder → design → generated SQL → live chart

Dashboard - Custom SQL Query editor with CTE JOIN window functions
Data Calculation Type

Dashboard: Custom SQL Query — strong enough for complex analytics

Write real SELECT queries with CTEs, multi-table JOINs, window functions, aggregates, and dashboard placeholders. Validate with Test Query before going live.

  • CTEs (WITH …) for multi-step logic
  • JOINs across sale_order, partners, stock, and more
  • Window functions — running totals, ranks, partitions
  • Placeholders: {start_date} {end_date} {uid} {company_id}
  • Optional Materialized View cache for heavy SQL
  • SQL Row Limit + label/value column mapping to any chart
Dashboard - Visual Query Builder widget example for monthly sales
Use Visual Query Builder

Dashboard: The Visual Query Builder widget — with a real sales example

Below is the actual widget layout filled with a Monthly Sales Revenue example: source sale.order, partner JOIN, date/company filters, GROUP BY month, and generated SQL.

  • Source table + quick template + suggested joins
  • SELECT rows with DATE_TRUNC / SUM aliases (label, value)
  • LEFT JOIN res.partner on partner_id
  • WHERE with {start_date} / {company_id} placeholders
  • GROUP / ORDER + live Generated SQL preview
  • Test Query → Apply to Widget → chart as barLine
Dashboard - Custom SQL query examples for charts
Proper examples

Dashboard: Ready query patterns you can copy and adapt

Start from proven patterns — then map label/value columns to barLine, KPI, list, and more.

  • Sales by Month — CTE + date_trunc + SUM → barLine
  • Top Customers — JOIN partner + ORDER + LIMIT → horizontalBar
  • Running Revenue — SUM() OVER (…) → area
  • Stock Health — CASE + HAVING → list
Dashboard - From Visual Query Builder to live chart
End-to-end

Dashboard: From builder to beautiful chart in four steps

Enable Custom SQL + Visual Query Builder, design the query, generate SQL, Test Query, then render as any widget type.

  • 1 — Set Data Calculation Type = Custom SQL Query
  • 2 — Turn on Use Visual Query Builder
  • 3 — Configure SELECT / JOIN / WHERE / GROUP (or write SQL)
  • 4 — Test Query → map columns → save the widget

Beginners stay visual · Power users keep full SQL control · Both paths feed the same charts

Custom SQL Query Use Visual Query Builder CTEs JOINs Window functions Suggested joins Quick templates {start_date} Test Query Materialized View

Advanced capabilities that set you apart

Beyond beautiful charts — collaboration, reusable analyses, named connectors, formulas, live actions, and embeds that make Dynamic Dashboard a complete BI platform.

Dashboard - Internal Chat, Quick Edit and Switch Layout
Collaborate live

Dashboard: Internal Chat, Quick Edit & Switch Layout

Discuss a widget, tweak it, and try a new chart type — without leaving the dashboard.

  • Internal Chat — open Discuss on any widget with your team
  • Quick Edit — change name, theme, and type from the board
  • Switch Layout — bar → line → funnel in one click
  • Perfect for reviews, war-rooms, and fast iteration
Dashboard - Reusable Analyses editor
Analyses

Dashboard: Reusable Analyses — design once, use everywhere

Build metrics, dimensions, and filters in the Analysis Editor, then attach the same definition to KPIs, charts, and AI suggestions.

  • One definition across many widgets
  • Consistent KPIs for every department board
  • Safer updates — change the analysis, refresh everywhere
  • Role ready for Analysis Managers
Dashboard - Named data connectors including Postgres MySQL SQL Server scrape
Connectors

Dashboard: Named databases, APIs & web scrape

Connect the sources your IT team already trusts — with clear engine names, not vague promises.

  • PostgreSQL · MySQL · SQL Server
  • Odoo models, Excel/CSV, Google Sheets
  • External API (REST/JSON)
  • Web Scrape — URL + JSON path into a chart
Dashboard - Web scrape, materialized views, Python marts, multi-series
Data platform

Dashboard: Materialized views, Python marts & multi-series

Keep heavy analytics fast and flexible — from SQL caches to Python ETL and mixed-model charts.

  • PostgreSQL materialized views for heavy SQL
  • Python data marts with cron refresh
  • SQL data marts for reusable caches
  • Multi-series — mix models/series on one chart
Dashboard - KPI formulas and dynamic targets
Calculations

Dashboard: Formulas, dynamic targets & CSV target ops

Build calculated KPIs and seasonal quotas without leaving Odoo.

  • Item formulas using {m1}, {m2}, {count}
  • Dynamic target lines by date range
  • Import / export KPI targets as CSV
  • Hierarchical KPI roll-ups from child metrics
Dashboard - Filter widgets, click actions, realtime bus
Interactivity+

Dashboard: Filter widgets, click actions & realtime bus

Make boards interactive for every role — and keep them live for every viewer.

  • Filter types: Toggle, Selection, Many2one, Date
  • Click actions: Window, Client, URL, or open records
  • Realtime bus refresh — instant updates beyond polling
  • Sub-group by and fill temporal gaps for clean time series
Dashboard - Odoo View, Iframe, list pagination, TV controls
Embeds & polish

Dashboard: Odoo View, Iframe, lists & TV controls

Embed native Odoo screens or external pages, keep long lists usable, and run cleaner wallboards.

  • odoo_view — embed any window action
  • iframe — bring external pages into the board
  • List pagination + export-all records
  • TV pause / next / hide chrome · share access tracking
Internal Chat Quick Edit Switch Layout Analyses Postgres / MySQL / MSSQL Web Scrape Materialized Views Python Marts Multi-Series Formulas Dynamic Targets Realtime Bus Odoo View + Iframe

Visualize your business like never before

A modern, intuitive interface for effortless navigation and faster decisions.

Dynamic Dashboard main screen

Every visualization style included

Every visualization you can add to a dashboard — each with a clear example preview.

Dashboard - Tile example
Tile
Dashboard - KPI example
KPI
Dashboard - Scorecard example
Scorecard
Dashboard - Bar Chart example
Bar Chart
Dashboard - Bar + Line Chart example
Bar + Line Chart
Dashboard - Horizontal Bar Chart example
Horizontal Bar Chart
Dashboard - Line Chart example
Line Chart
Dashboard - Area Chart example
Area Chart
Dashboard - Step Line Chart example
Step Line Chart
Dashboard - Smoothed Line Chart example
Smoothed Line Chart
Dashboard - Waterfall Chart example
Waterfall Chart
Dashboard - Pie Chart example
Pie Chart
Dashboard - Doughnut Chart example
Doughnut Chart
Dashboard - Polar Area Chart example
Polar Area Chart
Dashboard - Radar Chart example
Radar Chart
Dashboard - Flower Chart example
Flower Chart
Dashboard - Scatter Chart example
Scatter Chart
Dashboard - Radial Bar Chart example
Radial Bar Chart
Dashboard - Gauge Chart example
Gauge Chart
Dashboard - Funnel Chart example
Funnel Chart
Dashboard - Pyramid Chart example
Pyramid Chart
Dashboard - Pictorial Chart example
Pictorial Chart
Dashboard - Bullet Chart example
Bullet Chart
Dashboard - Treemap example
Treemap
Dashboard - Sunburst example
Sunburst
Dashboard - Network Chart example
Network Chart
Dashboard - Pack Chart example
Pack Chart
Dashboard - Tree Chart example
Tree Chart
Dashboard - Partition Chart example
Partition Chart
Dashboard - Voronoi Treemap example
Voronoi Treemap
Dashboard - Sankey Diagram example
Sankey Diagram
Dashboard - Chord Diagram example
Chord Diagram
Dashboard - Directed Chord example
Directed Chord
Dashboard - Chord (Non-Ribbon) example
Chord (Simple)
Dashboard - Arc Diagram example
Arc Diagram
Dashboard - Map View example
Map View
Dashboard - Map Points example
Map Points
Dashboard - Matrix Heat Map example
Matrix Heat Map
Dashboard - Matrix Heat Map example
Matrix Heat Map
Dashboard - Word Cloud example
Word Cloud
Dashboard - Venn Diagram example
Venn Diagram
Dashboard - Candlestick Chart example
Candlestick Chart
Dashboard - OHLC Chart example
OHLC Chart
Dashboard - Timeline Chart example
Timeline Chart
Dashboard - Serpentine Timeline example
Serpentine Timeline
Dashboard - Spiral Timeline example
Spiral Timeline
Dashboard - List View example
List View
Dashboard - To-Do List example
To-Do List
Dashboard - Embedded Page example
Embedded Page
Dashboard - Odoo Screen example
Odoo Screen

Powerful chart options

Fine-tune every visual until it looks exactly right — compact controls for themes, labels, stacking, zoom, targets, and more.

Dashboard - Color Themes
Color Themes Cool, Warm, Neon, Ocean, Pastel, and more.
Dashboard - Legend Position
Legend Position Top, bottom, left, right — or hide it.
Dashboard - Show Data Labels
Show Data Labels Show exact values on any chart.
Dashboard - Stacked Charts
Stacked Charts Stack series for richer comparisons.
Dashboard - 100% Stacked View
100% Stacked View Compare share-of-total by category.
Dashboard - Semi Circle Charts
Semi Circle Charts Modern semi-circle score visuals.
Dashboard - Grid Lines
Grid Lines Toggle grids for clearer trends.
Dashboard - Interactive Tooltips
Interactive Tooltips Hover to reveal readable details.
Dashboard - Smooth Animation
Smooth Animation Polished chart entrance effects.
Dashboard - Zoom & Scroll
Zoom & Scroll Zoom into busy charts with ease.
Dashboard - Interactive Cursor
Interactive Cursor Track values with crosshairs.
Dashboard - One-click Export
One-click Export Save as image, PDF, Excel, or CSV.
Dashboard - Targets & Progress
Targets & Progress Goals as numbers or progress bars.
Dashboard - KPI Card Layouts
KPI Card Layouts 8 layouts: Accent, Hero, Pill, more.
Dashboard - Card Color Themes
Card Color Themes Ocean, Emerald, Rose, Navy, and more.
Dashboard - List Layouts
List Layouts Table, Card Grid, or Compact Rows.
Dashboard - Smart Number Formats
Smart Number Formats Exact, English (K/M/B), or Indian.
Dashboard - Map Styles
Map Styles Mercator, Orthographic, Natural Earth.
Dashboard - Funnel Direction
Funnel Direction Vertical or horizontal funnels.

Color Themes that make dashboards unforgettable

Match your brand mood in one click — from calm corporate blues to vibrant sunset accents. Keep the same data story, change the visual energy.

Dashboard - Color themes demo

Watch chart themes switch live — Cool, Warm, Neon, Ocean, Sunset, and more

Dashboard - Nine chart color themes
Chart themes

Dashboard: Nine polished chart themes ready to apply

Restyle bars, lines, pies, and advanced visuals instantly. Perfect when one board serves executives in the morning and a sales war-room in the afternoon.

  • Default — clean and professional
  • Cool / Ocean — calm analytical blues
  • Warm / Sunset — energetic oranges and reds
  • Neon / Vibrant — bold presentation energy
  • Pastel / Corporate — soft or formal boardroom looks
Dashboard - KPI card color themes
KPI card colors

Dashboard: Make every metric pop with beautiful card colors

Choose ready-made card themes like Ocean Blue, Emerald, Rose, Navy, and more — or use your own custom color for perfect brand alignment.

  • 20 ready color themes for KPI tiles
  • Custom color option for brand guidelines
  • Works with all card layouts (Accent, Hero, Pill…)
  • Great for status cues (growth, risk, operations)
Same dashboard in Cool, Ocean and Sunset themes
Whole-board styling

Restyle the entire dashboard without rebuilding it

Apply a theme once and keep widgets, filters, and layout intact. Ideal for demos, department branding, and executive presentations.

  • Switch themes without losing configuration
  • Keep one board, many visual personalities
  • Pair with Present Mode / TV Mode for wow moments
  • Consistent look across KPIs and charts
DefaultCoolWarm NeonPastelCorporate VibrantOceanSunset + 20 KPI card colors

Export and Share — from insight to action

Turn live dashboards into slides, reports, emails, and secure links. Keep stakeholders informed without giving everyone editing access.

Dashboard - Export and share demo

Export formats → full dashboard capture → secure sharing & email reports

Dashboard - Export PNG PDF Excel CSV
Flexible exports

Dashboard: Download in the format your audience needs

Export a single widget or the full board — ready for meetings, audits, finance packs, and offline analysis.

  • PNG — crisp images for presentations
  • PDF — print-ready leadership packs
  • Excel — continue analysis in spreadsheets
  • CSV — portable raw data for any tool
Export full dashboard snapshot
One-click capture

Export the full dashboard like a boardroom slide

Capture the complete view with KPIs and charts together — perfect when you need a snapshot “as shown on screen.”

  • Export the whole dashboard as image or PDF
  • Export individual widgets when you need focus
  • Email a snapshot directly to stakeholders
  • Keep visuals consistent with your live board
Dashboard - Secure share links and email reports
Secure collaboration

Dashboard: Share with links and scheduled email reports

Give people visibility without opening full Odoo access. Share securely now, or schedule recurring digests so updates arrive automatically.

  • Secure share links with automatic expiry
  • Simple preview for recipients
  • Email dashboard snapshots anytime
  • Scheduled reports: hourly, daily, weekly, or monthly
Meetings PNG / PDF snapshots for slides
Executives Scheduled KPI email digests
Partners Secure expiring share links
Analysts Excel / CSV for deep dives

All features at a glance

Everything your team needs to build, explore, share, and automate beautiful dashboards.

AI Dashboard Builder

AI Dashboard Builder

Create complete dashboards or add widgets using simple business keywords — no analyst required.

Dashboard - Drag & Drop Builder

Drag & Drop Builder

Move, resize, and auto-arrange widgets on a flexible canvas until the layout feels perfect.

Dashboard - Connect Any Data

Connect Any Data

Odoo, Excel/CSV, Google Sheets, PostgreSQL, MySQL, SQL Server, APIs, and web scrape.

Dashboard - Visual Query Builder

Visual Query Builder

Turn on Use Visual Query Builder for Custom SQL — JOINs, CTEs, windows, templates, and live validation.

Dashboard - Smart Filters

Smart Filters

Toggle, selection, many2one, and date widgets — plus linked filters and period compare.

Dashboard - Drill Down Insights

Drill Down Insights

Click any segment to go deeper, then open the related records instantly.

Dashboard - KPI Goals & Progress

KPI Goals & Progress

Targets, formulas, dynamic target lines, CSV import/export, and hierarchical roll-ups.

Dashboard - Smart Alerts

Smart Alerts

Get notified when a KPI falls below your threshold — in the inbox and by email.

Dashboard - Live Refresh

Live Refresh

Interval refresh or realtime Odoo bus updates so every viewer stays in sync.

Dashboard - TV & Present Mode

TV & Present Mode

Rotate dashboards on wall displays or present with notes in meetings.

Dashboard - Secure Sharing

Secure Sharing

Expiring secure links with access tracking for shared boards.

Dashboard - Export Anywhere

Export Anywhere

Download boards and widgets as images, PDF, Excel, or CSV.

Dashboard - Scheduled Email Reports

Scheduled Email Reports

Send beautiful KPI and chart digests hourly, daily, weekly, or monthly.

Dashboard - Bookmarks

Bookmarks

Star your favorite dashboards for one-click access every morning.

Dashboard - Publish to Menu

Publish to Menu

Place any dashboard under your Odoo menus for the whole team.

Dashboard - Import & Export Boards

Import & Export Boards

Duplicate or move dashboards between databases in minutes.

Dashboard - Role-based Access

Role-based Access

Control who can view, design, or administer dashboards with clear roles.

Dashboard - Multi-company Ready

Multi-company Ready

Keep each company's dashboards cleanly separated and secure.

Dashboard - Multi-currency Display

Multi-currency Display

Show amounts in the right currency with clean, readable formatting.

Dashboard - Multi-language & RTL

Multi-language & RTL

Support translated labels and right-to-left layouts for global teams.

Dashboard - Ready-made Examples

Ready-made Examples

Sales, Purchase, Accounting, Inventory, CRM, HR, and Project sample boards.

Dashboard - Internal Chat

Internal Chat

Open Discuss on any widget and collaborate without leaving the board.

Dashboard - Quick Edit

Quick Edit

Change widget name, theme, and type directly from the live dashboard.

Dashboard - Switch Layout

Switch Layout

Try bar, line, funnel, and more instantly — no form reopen needed.

Dashboard - Reusable Analyses

Reusable Analyses

Design metrics once and reuse them across KPIs, charts, and AI suggestions.

Dashboard - Named Databases

Named Databases

Connect PostgreSQL, MySQL, and SQL Server with dedicated connectors.

Dashboard - Web Scrape

Web Scrape

Pull JSON from a URL path and turn it into live widgets.

Dashboard - Materialized Views

Materialized Views

Cache heavy PostgreSQL SQL for fast interactive analytics.

Dashboard - Python Data Marts

Python Data Marts

ETL with Python code and cron refresh for advanced data prep.

Dashboard - Multi-Series Charts

Multi-Series Charts

Mix models and series on one visual — bars + lines together.

Dashboard - KPI Formulas

KPI Formulas

Calculate win rates and ratios with {m1}, {m2}, and {count}.

Dashboard - Dynamic Targets

Dynamic Targets

Seasonal quotas by date range, plus CSV import/export for ops teams.

Dashboard - Click Actions

Click Actions

Jump to window actions, client screens, URLs, or matching records.

Dashboard - Realtime Bus

Realtime Bus

Push instant refreshes to all viewers — stronger than polling alone.

Dashboard - Odoo View & Iframe

Odoo View & Iframe

Embed native Odoo screens or external pages inside your dashboard.

Frequently asked questions

Click a question to expand the answer. Still unsure? Email us before you buy.

Is this app compatible with Odoo Community and Enterprise?

Yes. Dynamic Dashboard works on Odoo Community, Enterprise (on-premise), and Odoo.sh. Odoo Online (SaaS) does not allow third-party apps, so it cannot be installed there.

Which Odoo version is supported?

This listing is built and tested for Odoo 19. If you need the app for another version, contact us and we will guide you on availability.

Do I need Sales, CRM, Accounting, or Inventory installed first?

No. The app works on a standard Odoo setup. Extra sample boards for Sales, Purchase, Inventory, or Accounting appear automatically when those apps are already installed.

How difficult is it to create the first dashboard?

Very easy. You can:

  • Use ready-made example boards after install
  • Ask AI to generate a full dashboard from a keyword like “Sales”
  • Or drag widgets manually and configure them visually

Most teams have a useful board ready within minutes.

Are AI features included in the purchase price?

Yes. Creating dashboards with AI, generating items with AI, and chart insights are included in the module. You bring your own AI provider account/API key in Settings (OpenAI, Gemini, Claude, Cursor, etc.), so you keep control of usage, billing, and privacy. All core features — charts, SQL, Visual Query Builder, KPIs, filters, TV Mode, and sharing — work fully without enabling AI.

Which AI providers can I use?

You can connect leading providers from Settings (such as OpenAI, Google Gemini, Anthropic Claude, or Cursor). Choose the one that fits your company policy and budget.

Does AI automatically change my dashboards without approval?

No. AI first shows suggested widgets. You preview, select what you want, and only then save. Nothing is added until you confirm.

Can I generate widgets with a simple business keyword?

Yes. Choose keywords like Sales, Revenue, Inventory, CRM, Pipeline, Invoices, and more — or type your own custom keyword such as “Overdue invoices by salesperson.”

How many chart and widget types are included?

You get 50 visualization styles, including KPI tiles, scorecards, bars, lines, pies, funnels, gauges, maps, treemaps, Sankey, lists, to-do boards, and more.

Can I customize colors, legends, labels, and targets?

Yes. Each chart supports rich options: themes, legend position, data labels, stacked views, tooltips, animation, zoom, export, target numbers/progress bars, card layouts, and number formats.

Can one chart use data from more than one place?

Yes. You can combine Odoo records, visual queries, reusable analyses, extra chart series, files, Google Sheets, and external sources into one dashboard experience.

What data sources are supported?

You can build widgets from:

  • Odoo business records
  • Custom queries with a visual query builder
  • Excel and CSV files
  • Google Sheets
  • External APIs
  • Web scrape (URL → JSON path)
  • PostgreSQL, MySQL, and SQL Server
  • Reusable analyses, SQL/Python data marts, and materialized views
Is there a visual query builder, or do I need to write complex queries myself?

Both. Set Data Calculation Type = Custom SQL Query for full SELECT power (CTEs, JOINs, window functions, placeholders like {start_date}/{company_id}, Test Query). Enable Use Visual Query Builder to design the same SQL visually with source tables, suggested joins, SELECT/WHERE/GROUP/Window/CTE sections, quick templates, and live validation. Beginners can stay fully visual; power users can edit the generated SQL anytime.

Can I filter dashboards by date, team, or company?

Yes. Use global date ranges, linked filters, compare-with-previous-period, and automatic current-user / current-company filters so each person sees the right slice of data.

Can users drill down into chart details?

Yes. Click a segment to drill deeper, use breadcrumbs to go back up, and open the related Odoo records when you need the source documents.

Does it support KPI targets and alerts?

Yes. Set targets as numbers or progress bars, use item formulas ({m1}/{m2}), dynamic target lines by date range, CSV import/export for quotas, and get alerts when a KPI falls below your threshold — in the inbox and by email.

Can dashboards refresh automatically?

Yes. Widgets can refresh on intervals (seconds/minutes) or via realtime bus so every open viewer updates instantly. You can also refresh manually anytime.

Can I show dashboards on a TV or wallboard?

Yes. TV Mode can rotate dashboards or slideshow widgets automatically. Present Mode is ideal for meetings, with optional presenter notes.

Can I share a dashboard with people outside Odoo?

Yes. Create a secure share link with automatic expiry. You can also email snapshots and schedule recurring report emails for stakeholders.

What export formats are available?

Export dashboards and widgets as PNG, PDF, Excel, or CSV. Perfect for presentations, audits, and offline sharing.

Can I publish a dashboard into the Odoo main menu?

Yes. Publish any dashboard under a parent menu so your team opens it like a normal Odoo app screen.

How do access rights / roles work?

Four clear roles are included:

  • Dashboard User — view and interact
  • Dashboard Manager — design boards and widgets
  • Analysis Manager — advanced analyses and data marts
  • Administrator — full setup including external connections

You can also restrict individual dashboards and widgets to selected groups.

Is it multi-company ready?

Yes. Dashboards and items respect company boundaries so each entity keeps its own secure analytics space.

Does it support multiple currencies and number formats?

Yes. Show values in the right currency and choose Exact, English (K/M/B), or Indian (Lakh/Crore) number formats — including custom number systems.

Is right-to-left (RTL) and multi-language supported?

Yes. Layout can follow the user language automatically, or you can force left-to-right / right-to-left. Dashboard names and labels support Odoo translations.

Can I import or export dashboards between databases?

Yes. Export a dashboard configuration and import it into another database to speed up rollouts across companies or staging environments.

Are sample dashboards included?

Yes. You get a chart-type gallery, a sample partners board, and business demos (when related apps are installed) so you can evaluate immediately.

Will this slow down my Odoo system?

The app is designed for interactive analytics with refresh controls, reusable analyses, and optional data marts / fast cache options for heavier queries so everyday use stays smooth.

Do I get free support after purchase?

Yes. You get 90 days free support from the purchase date for installation help, configuration guidance, questions, and bug fixing (excluding data recovery).

How do updates work?

Purchase is per Odoo major version listing (for example Odoo 19). Check this Apps Store page for the latest build of your version, and contact us if you need migration guidance to a newer Odoo series.

Can you customize the module for our industry?

Absolutely. We can help with industry dashboards, extra connectors, branding, and implementation. Email odootechsys@gmail.com with your requirements.

Is there a demo before buying?

Yes. Email odootechsys@gmail.com to request a personalized walkthrough. We can show AI generation, TV Mode, KPIs, and filters on real scenarios.

What is the license type?

The app is sold on the Odoo Apps Store under the standard proprietary Apps license. After purchase, you may use it on your Odoo databases according to the store terms.

Can I collaborate on a widget without leaving the dashboard?

Yes. Use Internal Chat (Discuss) on any widget, plus Quick Edit and Switch Layout to change name, theme, or chart type live on the board.

What are Reusable Analyses?

Analyses let you define metrics, dimensions, and filters once, then reuse that definition across KPIs, charts, and AI suggestions — so every board stays consistent.

Can I embed an Odoo screen or external page inside a dashboard?

Yes. Use odoo_view to embed a window action, or iframe to show an external URL inside the board.

Who should I contact for pre-sale or support questions?

Contact Techsys Softwares at odootechsys@gmail.com. We are happy to help before and after purchase.

TECHSYS SOFTWARES

Dashboard: Need complete Odoo delivery — not just an app?

Beyond Dynamic Dashboard, our team helps organizations plan, build, upgrade, and scale Odoo with senior consultants and developers. Tell us your goals — we’ll respond with a clear proposal.

Dashboard - Techsys Softwares Odoo Implementation Customization Migration Integration Outsourcing
01

Odoo Implementation

Discovery, configuration, training, and confident go-live.

02

Odoo Customization

Bespoke apps, workflows, reports, and UX to fit your process.

03

Odoo Migration

Version upgrades and data migration with careful cutover planning.

04

Odoo Integration

APIs, payments, eCommerce, ERPs, WMS, CRM, and internal systems.

05

Developer Outsourcing

Dedicated Odoo developers and squads — flexible capacity on demand.

For any Odoo Implementation, Customization, Migration, Integration, or Developer Outsourcing enquiry, contact Techsys Softwares at odootechsys@gmail.com

Email Us for Odoo Services Request a Consultation

Dashboard: Free 90 Days Support

Get installation help, configuration guidance, and bug fixing so your go-live is smooth. Need a personalized walkthrough? Email us — we can show AI generation, 50+ charts, TV Mode, KPIs, filters, and multi-source analytics on real scenarios. Extensively tested on Odoo 19 (Community, Enterprise & Odoo.sh).

Installation & setup help Configuration guidance Bug fixing (excl. data recovery) Personalized product walkthrough Pre-sale & purchase questions

Contact Techsys Softwares at odootechsys@gmail.com

Email Support Buy / Pre-Sale Question
Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
© Techsys Softwares · Dynamic Dashboard · Licensed for Odoo Apps Store
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 26301
Technical Name ai_dynamic_dashboard
LicenseOPL-1
Websitemailto:odootechsys@gmail.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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