Easy Sales Dashboard | All in One Sales Analytics & Reporting
by Abdullah Al Arafat https://www.linkedin.com/in/abdullah-al-arafat/$ 29.70
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Odoo 15 - 19 Community & Enterprise
Easy Sales DashboardAll-in-one sales funnel analytics, KPIs and reports for Odoo.A single-screen, real-time overview of quotations, orders, deliveries, invoicing, website sales, margins, customers and team performance with drill-down actions plus PDF and Excel reports. |
Built for
Sales Managers Salespeople eCommerce Teams Owners
Uses standard Odoo sales data and respects sales security groups.
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All in One
Sales, website, invoicing and delivery funnel
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1 click
Drill down from KPIs, charts and alerts
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Live
Manual refresh and auto-refresh dashboard
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PDF/XLSX
Preview and export sales reports
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Why This Module
Sales information is often spread across quotations, sales orders, deliveries, invoices, website orders, teams, customers and reports. Managers need quick answers without opening every menu.
Easy Sales Dashboard puts the whole sales funnel on one screen with actionable KPIs, charts, channel comparison, sales alerts, fiscal-year analysis and export-ready reports.
Revenue KPIsTotal revenue, order count, quotations, website revenue, gross margin and discounts given with period-based visibility. |
Funnel & FulfillmentTo invoice, invoiced, to deliver, new customers, abandoned carts and average fulfillment days from confirmation to delivery. |
Charts & TrendsRevenue trend, sales by salesperson, channel split, top products, top customers, country or region sales and weekly order trend. |
Team OverviewSales team overview with members, quotations, orders, revenue, targets and target attainment for direct and website channels. |
Sales Alerts PanelExpiring quotations, stale quotations, undelivered orders, uninvoiced orders, abandoned carts, large discounts and teams below target. |
One-Click Drill-DownOpen the related quotations, orders, customers, products, deliveries, invoices and alert records directly from widgets. |
Filters for Sales AnalysisFilter the dashboard by channel, sales team, salesperson, customer, fiscal year and period. KPIs, charts, tables and alerts update for the selected scope. Refresh manually or enable live auto-refresh every 1, 5 or 15 minutes. |
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Complete Sales Reports with PDF & Excel Export
Open 16 sales reports with on-screen preview, then download the same result as QWeb PDF or Excel (.xlsx). Reports cover revenue, quotations, orders, products, customers, salespeople, teams, website orders, channels, countries, taxes, margins, deliveries, invoicing, conversion and fiscal-year analysis.
For Sales ManagersTrack team revenue, quotation conversion, target attainment, salespeople, customers and pipeline pressure. |
For eCommerce TeamsCompare website and direct sales, monitor abandoned carts, channel split, online revenue and conversion flow. |
For OwnersReview revenue, margins, orders, customers, countries, fulfillment and invoicing health from one place. |
What You Get
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Total revenue and order KPIs Quotation and conversion tracking Website revenue visibility Gross margin and discount KPIs To invoice and invoiced monitoring Delivery and fulfillment KPIs |
Revenue trend with sales and website series Salesperson and sales team rankings Channel split and channel comparison Top products and top customers Country or region sales analysis Conversion funnel and order status |
Configurable sales alerts Tax summary and invoicing status Fiscal-year aware analysis One-click record drill-down Report preview before download PDF and XLSX report exports |
Easy ConfigurationInstall and use with standard sales data. Configure dashboard settings such as alert thresholds, default periods, sales targets and refresh behavior as needed. |
Secure by DesignReads through standard Odoo models and respects sales users, sales managers, company access and record rules. |
Feature DetectionGracefully detects optional website_sale, sale_stock and sale_margin features when they are available in your database. |
Multiple Language SupportIncludes English, Bangla, Arabic RTL, Chinese, French, Spanish and German for multilingual sales teams. |
Built to Fit Your Odoo Sales Flow
| Version: Odoo 15 - 19 |
Edition: Community & Enterprise |
Dependencies: Sales, Web, xlsxwriter |
License: OPL-1 |
This module reads existing sales data through the standard Odoo ORM. It does not modify Odoo core and works with multi-company setups while honoring the company's fiscal year configuration.
Support & Developer Details
For installation help, customization, additional dashboard widgets, custom sales reports or implementation support, contact the maintainer.
| Name: Abdullah Al Arafat |
Mobile/Whatsapp: +8801712192445 |
Email: imbipul9@gmail.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 3134 |
| Technical Name |
easy_sales_dashboard |
| License | OPL-1 |
| Website | https://www.linkedin.com/in/abdullah-al-arafat/ |
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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