Overview

BambooForge Dashboard turns any Odoo model into a visual dashboard. Each dashboard is a board that holds items; every item reads its own model, applies its own filter, and renders as a tile, a chart, a KPI, a list or a map. You arrange the items on a drag-and-drop grid and save the layout.

It covers:

• Tiles — a single number (count, sum, average, or a Python expression) with an icon, colour and optional unit.
• Charts — bar, horizontal bar, line, area, pie, doughnut, polar area, radial bar, scatter, radar, flower, funnel — each built from a model, a measure and a group-by.
• KPIs — a single headline number with an optional target or a previous-period comparison.
• Lists — a paginated table of records with the fields you choose, optional target and deviation columns.
• Maps — partners plotted by geolocation.
• Targets — a flat standard target, or dated target lines plotted against time-grouped charts and KPIs.

Every item reads live data through Odoo's own read_group / search engine, so it always reflects the current database and respects the user's access rights and the active company.

Requirements

• Odoo: 19.0, Community or Enterprise.
• Dependencies: the app depends on Spreadsheet Dashboard (spreadsheet_dashboard) and Geolocalization (base_geolocalize); both install automatically. The Spreadsheet Dashboard menu becomes the home of the Dashboard Pro menu, and Geolocalization provides partner latitude/longitude for the Map view.
• Python: no extra libraries beyond a standard Odoo 19 install. All charting libraries (amCharts 5, gridstack, pdfmake) ship inside the module.
• Odoo access: every internal user (group base.group_user) can view dashboards they are allowed to see. Only a Dashboard Manager (spreadsheet_dashboard.group_dashboard_manager) can create, edit or delete boards and items. The Odoo administrator (base.group_system) is a Dashboard Manager by default.
• Network: none. Everything runs inside Odoo against your own database.

Installation

1. Copy bambooforge_dashboard into your Odoo addons path.
2. Restart the Odoo service.
3. Open Apps, click Update Apps List, search for BambooForge Dashboard, and press Activate / Install. The Spreadsheet Dashboard and Geolocalization dependencies install automatically.

After install you will find a Dashboards application in the main menu. The app adds a Dashboard Pro entry under it (menu Dashboards ▸ Dashboard Pro). Demo data installs a ready-made Dashboard Demo board you can open to see every item type at once.

Getting started — build your first dashboard

You build a dashboard in three moves: create the board, add items (tiles, charts, KPIs, lists, maps) to it, then arrange and save the layout.

Step 2 — Add a chart with the chart builder

On the open dashboard, as a Dashboard Manager you get an Add the Charts button (the + in the control panel). Click it to open the item builder form.

Fill it in top to bottom:

1. Name — a unique label for the item.
2. Type — pick the item type. The live preview on the right updates as you configure the rest. Available types:

Type	What it renders
Tile	A single value with icon, colour and optional unit.
Bar Chart / Horizontal Bar Chart	Vertical or horizontal bars; supports stacking with a sub-group.
Line Chart / Area Chart	Trends over a group-by (often a date); supports a cumulative line.
Pie / Doughnut Chart	Share of a measure per group; doughnut/pie can render as a semi-circle.
Polar Area / Radial Bar Chart	Circular comparison of a measure across groups.
Scatter Chart	Points for value distribution.
Radar View / Flower View	Multi-axis comparison.
Funnel Chart	Stages sorted high-to-low (sort order is forced to descending).
List View	A paginated table of records with chosen fields.
KPI	A single headline number with optional target / comparison.
Map View	Partners plotted on a world map by geolocation.

3. Model (Data Source ▸ Model) — the model the item reads, e.g. Sales Order. This is the source of every measure and group-by below. Transient models are excluded.
4. Domain — optional filter conditions (the standard Odoo domain editor), e.g. only confirmed orders.
5. Date Filter Field — the date/datetime field the board's date filter applies to (defaults to Created on when you pick a model). It must be a Date or Datetime field.
6. Data Type (Computation ▸ Data Type) — how the measure is aggregated:

Data Type	Meaning
Count	Number of records matching the model + domain (no measure field needed).
Sum	Sum of a numeric Measure field.
Average	Average of a numeric Measure field.
Python Code	A small expression evaluated per group, with records (the matching recordset) in scope; set the answer in result. Example: result = len(records).

7. Measure — for Sum / Average, the numeric field to aggregate (only integer, float or monetary fields are offered).
8. Group By — the field that becomes the chart's x-axis / categories (any stored field except binary and x2many). If it is a date/datetime field, also pick a Group By Type (Day, Week, Month, Quarter, Year).
9. Sub Group By — optional second level of grouping; produces stacked bars or multiple series. With a sub-group you can enable Stacked Bar Chart.
10. Sort By Field / Sort Order — optional ordering of the buckets.

Switch to the Display tab to set colours, icon, layout, Show Data Value, Show Legend, Show Records (click-through to the underlying Odoo list), and custom unit (monetary or a short text unit such as km). Save the item; it appears on the board.

Step 3 — Set KPIs and targets

KPI item. Choose Type = KPI, pick a Model, Data Type and (for sum/average) a Measure. In the Target group:

• Tick Enable Target and enter a Standard Target value — the KPI shows the headline number against that target.
• Or tick Compare With Previous Period (in the KPI Data Source group) to show the current value next to the same metric for the previous period (Week/Month/Quarter/Year to Date map to last week/month/quarter/year).

Chart targets. Bar, horizontal bar, line and area charts can show a target too:

• A Standard Target value plots a flat target series across every bar/point. Show it as an extra bar, or as an overlaid line by enabling Show Target As Line.
• Dated target lines (per-date goals) apply when the chart is grouped by a date field: each goal has a Date and a Value, and the targets are matched to the matching time buckets of the chart. When dated target lines are in use, the list/pagination limit is managed automatically.

Usage

Customization

• Look — per item: background and font colour (with transparency), a built-in icon or an uploaded image, six tile layouts, decimal places, and a custom unit (monetary symbol or a short text unit, max 5 characters).
• Computation — beyond count/sum/average, the Python Code data type lets you compute a value per group from the matching records recordset (e.g. ratios across related models). The expression runs in Odoo's safe-eval sandbox.
• Click-through — enable Show Records so clicking an item opens the underlying Odoo records, or attach an Item Action (an existing window action on the same model) to jump to a specific view.
• Grouping — single or two-level grouping; date group-bys at Day/Week/Month/Quarter/Year; cumulative line on date-grouped charts; fill-temporal to show empty periods.

Troubleshooting

Frequently asked questions

Which Odoo versions are supported? Odoo 19.0, Community or Enterprise. The app depends on the standard Spreadsheet Dashboard and Geolocalization modules, which ship with Odoo.

Do I need to write code? No. Tiles, charts, KPIs, lists and maps are built entirely from the form by picking a model, a measure and a group-by. The optional Python Code data type is there only if you want a computed value; everything else is point-and-click.

Which models can I chart? Any non-transient Odoo model your user may read. Measures are numeric fields (integer/float/monetary); group-bys are any stored field except binary and x2many.

Can different teams see different dashboards? Yes. Set Allowed Groups on each board. Leave it blank for everyone, or pick groups to restrict a board to those users — the restriction is enforced down to the item data.

Who is allowed to edit dashboards? Only users in the Dashboard Manager group (the Odoo administrator is one by default). All other internal users are view-only.

How do I move or reuse an item? Use the item's Move action to send it to another board, or Duplicate to copy it onto one or more boards.

Can I email or print a dashboard? Yes — a manager can Send by Email (using the bundled report template), Print PDF, or Capture Dashboard as an image from the gear menu.

What support and refund policy do I get? Every request is answered within 24 hours, setup help included. If you report a bug within 2 months of purchase and it is not resolved within 15 days, you are entitled to a full money-back refund.

Data, privacy & limits

• The app reads from the Odoo models you point each item at, using the viewing user's own access rights and the active company; it does not send data outside your Odoo instance.
• Multi-company is respected: boards and items are scoped to companies via record rules.
• Board visibility is enforced by Allowed Groups plus record rules on both boards and items.
• In scope today: tiles, the full chart set (bar, horizontal bar, line, area, pie, doughnut, polar area, radial bar, scatter, radar, flower, funnel), KPIs with target / previous-period comparison, list views with target & deviation columns, partner maps, flat and dated targets, drag-and-drop layout, date filtering, email / PDF / image export.
• Limits: each chart is capped at 500 group-by buckets for performance, so a very high-cardinality group-by is truncated — group by a coarser field instead. The Map view plots partners that have geolocation coordinates. Targets render on bar/horizontal-bar/ line/area charts and KPIs only.

Support & updates

• Support: bambooforge.labs@gmail.com — answered within 24 hours, setup help included.
• Refund: report a bug within 2 months of purchase; if unresolved within 15 days, full refund.
• Full source is included. Updates track the supported Odoo 19 line.

Upgrading & version compatibility

This build targets Odoo 19.0. Each Odoo major series (17.0, 18.0, 19.0) has its own dedicated build of this module — always install the build that matches your Odoo version. Mixing a build with a different Odoo series is not supported.

Uninstallation

You can remove this module at any time from Apps → (this module) → Uninstall, or from the command line. Uninstalling is clean and reversible by reinstalling — but note what is and is not deleted.

Changelog