Overview

Dashboard Kits brings live, decision-ready dashboards to Odoo Community. It ships with 8 ready-to-use dashboards (Overview, CRM, Sales, Invoicing, Inventory, Purchase, Project and HR), and a built-in dashboard and widget builder so you can create your own dashboards on any model, including your custom ones.

This guide covers:

• How dashboards, widgets and filters work
• How to build a custom dashboard from scratch
• How to manage access rights
• What the 8 predefined dashboards contain

Key Concepts

The module is built around three simple models:

dashboard.board

A dashboard: a named page shown in the app, containing a set of widgets and optional global filters.

dashboard.widget

A single tile or chart on a dashboard, pointing at any Odoo model (standard or custom), with a domain, an aggregation, and a chart type.

dashboard.filter

A global filter attached to a board (currently: period and company), applied to every widget on that board at once.

Getting Started

After installing the module, open the Dashboard Kits app from the main menu. It opens directly on the visual dashboard view - no extra click needed. Use the sidebar to switch between the dashboards you have access to.

The technical configuration screens (creating/editing dashboards, widgets and filters) live under Dashboard Kits > Configuration, and are restricted to the Manager and Administrator groups (see Access Rights below) so that regular users only see the polished, read-only dashboard view.

Creating a Custom Dashboard

1. Go to Dashboard Kits > Configuration > Dashboards (management).
2. Click New.
3. Fill in:
   • Name: the label shown in the sidebar.
   • Dashboard Type: a category tag (Overview, CRM, Sales, Custom, ...).
   • Owner: leave empty to make the dashboard visible to every user in the User group; set a specific user to make it private to them.
   • Allowed Groups: optionally restrict visibility to specific security groups, in addition to the owner.
   • Color / Icon: used for the sidebar entry and the KPI tiles created on this dashboard by default.
4. Save. The dashboard now appears in the sidebar of the main Dashboard Kits view (for the users who have access to it).

Creating Widgets

Widgets are created from the Widgets tab on a dashboard's form, or directly from Dashboard Kits > Configuration > Widgets.

Every widget needs:

• Widget Type: KPI Tile (a single number) or Chart (a visualization with several data points).
• Model: any installed Odoo model, standard or custom.
• Domain: the record filter, using the standard domain editor.
• Operation: Count, Sum, Average, Minimum or Maximum.
• Measured Field: required for every operation except Count - the numeric field to aggregate (e.g. amount_total).

For Chart widgets, also set:

• Group By: the field used to split the data into series (a relation, a selection field, or a date/datetime field - date fields are automatically grouped by month).
• Chart Type: Bar, Line, Donut or Funnel.
• Limit: the maximum number of groups/bars shown (e.g. "Top 5").

Other useful widget options:

• Clickable: when enabled (default), clicking the tile or a bar/ segment opens the underlying Odoo records (list view, pre-filtered with the widget's domain) - this is the drill-down feature.
• Color / Icon: used for KPI tiles and as the base color for chart series.
• Target / Compare to Previous Period: reserved for future use.

Creating Global Filters

Global filters (Dashboard Kits > Configuration > Filters, or the Global Filters tab on a dashboard) apply to every widget of a dashboard at once. The current version of the dashboard viewer applies two built-in global filters automatically from the toolbar:

• Period (date range)
• Company (for multi-company databases)

These do not require any configuration - they show up automatically as soon as a dashboard has widgets on models with a recognized date field (date_order, invoice_date, create_date, depending on the model) and/or a company_id field.

Access Rights

The module ships with four security groups (Settings > Users & Companies > Groups, category Dashboard Kits):

• Read Only: can view dashboards shared with them.
• User: can also apply filters and use drill-down. Implies Read Only.
• Manager: can additionally access the Configuration menu to create and edit dashboards, widgets and filters. Implies User.
• Administrator: full access to every dashboard, regardless of ownership or group restrictions. Implies Manager.

By default, only the Odoo administrator user is placed in the Administrator group; assign the other groups to your users from their user form.

Predefined Dashboards

The module installs 8 ready-to-use dashboards, each with 3-7 widgets covering the most common KPIs for that area:

• Overview - revenue, confirmed orders, unpaid invoices, open opportunities, revenue trend, top customers, revenue by product.
• CRM - opportunities by stage (funnel), expected revenue, win rate, opportunities by salesperson, opportunities created per month.
• Sales - confirmed revenue, pending quotations, average order value, sales by salesperson, top selling products, sales trend.
• Invoicing - total invoiced/outstanding, unpaid invoices, invoices by payment status, invoiced trend, top debtor customers.
• Inventory - done moves, pending receipts, deliveries to prepare, moves by product/status/trend.
• Purchase - amount purchased, pending RFQs, confirmed orders, purchases by vendor/status/trend.
• Project - total/unassigned tasks, tasks by stage/project, tasks created per month.
• HR - active employees, employees by department/job position.

The Inventory, Purchase, Project and HR dashboards are only visible once the corresponding Odoo app (Stock, Purchase, Project, Employees) is installed - each is added automatically, no manual step required.

Support

For questions or issues, please use this module's support page on the Odoo Apps Store rather than public comments, so we can follow up directly with you.