Why this module is essential
Why this module is essential
Business data in Odoo lives in many different apps. To answer a simple question like "How is the business doing this quarter?", managers must jump between Sales, Accounting, Purchase, Inventory, CRM, HR, and Project menus, then piece the numbers together manually.
The Business Insights Dashboard solves this by bringing all of your key business metrics into a single interactive Odoo dashboard. It reads live data directly from your installed Odoo apps and presents it as clean KPI cards, charts, and summary tables — with powerful filters for period, dates, teams, salespersons, departments, projects, and employees. No configuration, no data duplication, no waiting.
11 Ready-Made Dashboards
Live Data, No Sync Needed
Powerful Global Filters
Zero Configuration
Works With The Apps You Have
Installable Via ZIP Import
Standout Features
Standout Features
A complete business reporting layer engineered for speed, clarity, and effortless deployment.
Multi-Module Analytics
Dedicated dashboards for Executive, Accounting, Sales, Purchase, Inventory, Manufacturing, Product Performance, Leads & Opportunity, Returns, HR, and Project — all inside one Odoo menu.
Smart Global Filters
Slice every dashboard by period (monthly, quarterly, semi-annual, yearly), date range, sales team, salesperson, department, project, employee, or a specific sale order number.
Install-and-Go Design
A pure data-and-assets module with no server-side Python, so it can even be installed through Apps > Import Module. Charts are bundled locally — no external CDN and CSP-safe.
Graceful App Detection
The dashboard detects which Odoo apps are actually installed and only queries those. Missing apps never break the page — the related sections simply show no data.
Dashboards & Insights Included
Dashboards & Insights Included
Revenue & Operations
Track the commercial side of the business with live KPI cards, trend charts, breakdowns, and top-record tables covering:
- Executive Info — total revenue, invoiced amount, orders, employees, CRM win rate, revenue-over-time trend, team breakdown, KPI radar, and top sales orders
- Sales — quotations, confirmed orders, revenue, average order value, quote-to-order conversion, target achievement, lost/cancelled, pending deliveries and invoices, plus trend and team breakdowns
- Purchase — RFQs, confirmed purchase value, pending bills, purchase trend, and top vendors
- Inventory & Manufacturing — stock by category and transfer activity, plus MO counts, efficiency, lead time, work-center utilization, OEE, material availability, scrap, and manufacturing cost
- Product Performance & Returns — revenue by category, top products, and return trends by category
Finance, CRM & People
Complete the picture with financial health, pipeline visibility, and workforce analytics:
- Accounting — income vs expenses, a profit & loss summary (revenue, COGS, gross profit, operating expenses, net profit), invoice aging, expense breakdown, and net cash trend
- Leads & Opportunity — pipeline funnel by stage, lead trend, lead sources, salesperson performance, and won vs lost
- HR — active employees, open positions, pending leaves, attendance rate, headcount by department, recruitment funnel, and leave types
- Project — active projects, open/done/overdue tasks, logged hours, task status by project, priority mix, and completion radar
How It Works Inside Odoo
How It Works Inside Odoo
Reads Your Live Odoo Data
All figures are read directly from standard Odoo records — sale orders, invoices, purchase orders, transfers, leads, employees, and tasks — through Odoo's standard ORM web API. There is no separate database, no scheduled sync, and no duplicated data to maintain.
Filters Applied Everywhere
The filter bar sits above every dashboard. Choose a period and date range, narrow down to a sales team, salesperson, department, project, or employee, then click Apply. A Reset button restores the defaults, and a Refresh button reloads the current page with the latest data.
Rich, Responsive Visuals
KPIs are shown as metric cards; trends, breakdowns, and comparisons use bar, line, area, pie, doughnut, polar, and radar charts, plus summary tables such as top orders, top vendors, and recent opportunities. The layout adapts cleanly to smaller screens.
Functional Walkthrough
Functional Walkthrough
Need Custom Odoo Adjustments?
Get enterprise grade configurations, third-party support, and specialized integrations.
Need Custom Odoo Adjustments?
Get enterprise grade configurations, third-party support, and specialized integrations.
Exploring the Module
Exploring the Module
The Executive Info dashboard shows total revenue, invoiced amount, confirmed orders, active employees, and CRM win rate, along with a revenue-over-time chart, team breakdown, KPI radar, and top sales orders.
The Sales dashboard tracks quotations, confirmed orders, sales revenue, average order value, quote-to-order conversion, target achievement, lost/cancelled quotations, pending deliveries, and pending invoices, with a monthly sales trend and breakdowns by salesperson, team, and order status.
The Manufacturing dashboard covers total MOs, planned and completed quantities, delayed MOs, efficiency, average lead time, work-center utilization and capacity, OEE, material availability, component shortages, scrap, and manufacturing cost — with production trend, planned vs actual, and product-wise production charts.
The HR dashboard reports active employees, open positions, pending leaves, and attendance rate, with headcount by department, a recruitment funnel, leave by type, and department polar and headcount views.
The Accounting dashboard covers income vs expenses, a profit & loss summary, invoice aging, expense breakdown, and net cash trend.
The Purchase and Inventory dashboards track RFQs, confirmed purchase value, pending bills, top vendors, stock by category, and transfer activity.
The Leads & Opportunity dashboard visualizes the pipeline funnel, lead trend, sources, salesperson performance, won vs lost, and recent opportunities.
The Returns Analytics and Product Performance dashboards show return trends by category, revenue by category, and top-performing products.
The Project dashboard tracks active projects, open/done/overdue tasks, logged hours, task status by project, priority mix, and a completion radar.
The Executive Info dashboard shows total revenue, invoiced amount, confirmed orders, active employees, and CRM win rate, along with a revenue-over-time chart, team breakdown, KPI radar, and top sales orders.
The Sales dashboard tracks quotations, confirmed orders, sales revenue, average order value, quote-to-order conversion, target achievement, lost/cancelled quotations, pending deliveries, and pending invoices, with a monthly sales trend and breakdowns by salesperson, team, and order status.
The Manufacturing dashboard covers total MOs, planned and completed quantities, delayed MOs, efficiency, average lead time, work-center utilization and capacity, OEE, material availability, component shortages, scrap, and manufacturing cost — with production trend, planned vs actual, and product-wise production charts.
The HR dashboard reports active employees, open positions, pending leaves, and attendance rate, with headcount by department, a recruitment funnel, leave by type, and department polar and headcount views.
The Accounting dashboard covers income vs expenses, a profit & loss summary, invoice aging, expense breakdown, and net cash trend.
The Purchase and Inventory dashboards track RFQs, confirmed purchase value, pending bills, top vendors, stock by category, and transfer activity.
The Leads & Opportunity dashboard visualizes the pipeline funnel, lead trend, sources, salesperson performance, won vs lost, and recent opportunities.
The Returns Analytics and Product Performance dashboards show return trends by category, revenue by category, and top-performing products.
The Project dashboard tracks active projects, open/done/overdue tasks, logged hours, task status by project, priority mix, and a completion radar.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 1906 |
| Technical Name |
business_insights |
| License | LGPL-3 |
| Website | https://onestopodoo.com/ |
Please log in to comment on this module