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  1. APPS
  2. Dashboard
  3. Dashboard Builder v 19.0
  4. Sales Conditions FAQ

Dashboard Builder

by ERP Heritage https://www.erpheritage.com.au/
Odoo
v 19.0 Third Party 14
Download for v 19.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Versions 16.0 17.0 18.0 19.0
  • Description
  • Manifest
  • License
ERP Heritage
Business Intelligence

Dashboard Builder

A live business-intelligence workspace for Odoo Community. Drag tiles onto a snapping grid, group any model in the database, and click straight through to the records behind any figure.

Over 20 original chart and widget types, a real world map, a pivot matrix, cross-model joins, safe read-only SQL, snapshots and alerts, and an optional bring-your-own-key AI. Built from the ground up in OWL with original SVG charts, so nothing loads from a CDN and there is nothing to subscribe to.

Free · OPL-1 One install Odoo 16 · 17 · 18 · 19 Community

Free, no paid dependencies. Installs alongside your existing apps.

A live sales dashboard: revenue and customer KPIs, a trend area chart, a target gauge, a revenue-and-order combo chart and a pipeline doughnut
20+ chart types
World map
Pivot matrix
Cross-filter & drill
No CDN

Why this dashboard

A real BI workspace on Community, not a chart arranger.

Every chart figure is produced with a grouped database read pushed to Postgres (a KPI tile adds a small trend read), so a board over a million-row ledger opens as fast as one over a handful of records. Figures from an Odoo model respect your record rules and multi-company access, because the aggregation runs as the person looking at it. And because the whole engine, including the charts, is written from scratch in OWL and SVG, there is no third-party charting bundle to license and nothing to pull from a content delivery network.

The chart catalogue

Over 20 widget types, one engine

Bar, column, horizontal bar, line, area, pie, doughnut, radar, polar, radial, rose, funnel, pyramid, scatter, bullet, heat map, gauge, KPI tiles, a pivot matrix, a decomposition tree, a sync slicer and rich text. Each is a small registered strategy, drawn as original SVG.

Geography that reads

A real choropleth world map

Group by a country field and each country is shaded by the measure itself, with a gradient legend and click-through. It is an original projected SVG map, not pins on a borrowed tile layer, and it falls back to a ranked coloured list for any non-country dimension.

The BI gesture

Cross-filter and multi-level drill

Click a mark and every widget re-scopes to it, or drill a chart a level deeper with a breadcrumb to climb back. A sync slicer drops a value chip that filters the whole board, and any figure opens the exact records behind it.

The full catalogue

Over twenty chart and widget types, all drawn from scratch.

A gallery of chart types: bar, stacked column, line, area, pie, doughnut, radar, polar area, radial bar, rose, funnel, scatter, heat map, gauge and horizontal bar

One engine, every chartBar, column, horizontal and stacked bars, line, area, pie, doughnut, radar, polar area, radial bar, a Nightingale rose, funnel, pyramid, scatter, bullet, heat map, gauge, KPI tiles, a pivot matrix, a decomposition tree, a slicer and rich text. No charting library, no CDN, every one original SVG.

See it in action

Countries shaded by the measure, not by pins.

A world choropleth map: customers by country, each country shaded from light to deep mint with a gradient legend

Choropleth mapEvery country is coloured by its own value with a gradient scale, hover read-out and click-through drill. The geometry is a pre-projected SVG asset, so nothing loads from an external map service.

Bring your own data

From any Odoo model, two models joined, a spreadsheet, or read-only SQL.

Any model

Group any Odoo model

Pick a model, a group-by field and a measure. Count, sum, average, min, max, distinct count, or a calculated formula over other measures.

Two models

Cross-model joins

Compare two models on a shared key, such as orders versus invoices, merged in Python so both sides stay rule-safe. No raw SQL join to write.

A spreadsheet

CSV and Excel files

Upload a CSV or Excel file and chart its columns directly. It is parsed to a light column list, never turned into a new database table, so a re-upload just refreshes.

Read-only SQL

Safe SQL, vaulted secrets

A single read-only SELECT, forced through a rolled-back savepoint with a statement timeout, restricted to administrators, with any credential kept in a vault.

A combo chart: revenue as blue bars on the left axis with an order-count line in green on a second right-hand axis

Combo charts with a second axisDraw one measure as bars and another as a line on its own right-hand scale, so a value and a rate read together on one chart.

A pivot matrix: pipeline status down the rows, months across the columns, revenue in every cell with row, column and grand totals

A true pivot matrixCross-tab any two dimensions with row, column and grand totals computed database side, a heat shade per cell, and click-through on any cell. Every total is exact for any aggregate, including averages.

Author with a live preview

Pick a type, pick a model, watch it draw itself.

The widget builder: a type rail on the left, a data and display panel in the middle with fields, measures, group-by, sort and a domain matcher, and a live preview on the right

A builder that explains itselfEvery field carries a plain example, a live preview redraws as you go, and a one-line summary reads back what you built. Data, display, actions, advanced and description tabs, a field quick-pick, drag-and-drop wells, conditional colour rules and a live record count, all in one panel.

Watch the numbers

Snapshots, alerts and a digest

Record each widget's headline value on a schedule to build history, raise a threshold alert that arms and re-arms cleanly, and email the whole board as a PDF to a chosen list on a cadence.

Your key, your endpoint

Optional bring-your-own-key AI

Plain-language read-outs of the board are computed offline, always, no key needed. Add your own OpenAI or Anthropic key and it rewrites those verified figures into a short narrative, calling your endpoint directly. Off by default, and never a vendor proxy.

Ready to run

Templates for six verticals

Start from a ready-made pack for Contacts, CRM and Sales, Accounting, Warehouse, Point of Sale or HR. Each stays inert until its base app is present, so the one module carries every vertical without depending on any of them.

Present and share

Presentation mode and exports

Play the board as a full-screen slideshow one widget at a time, or export it as vector PDF, Excel, CSV, a PNG of any chart, or the full board spec as JSON.

Author with control

A builder made for people

A tabbed builder with a live preview, drag-and-drop field wells, conditional colour rules, per-widget date ranges, sort and limit, and a full-text search over the model's fields. Delete asks first; discard reverts.

Everyone, everywhere

Accessible, right-to-left, translated

A screen-reader data table and keyboard drill sit behind every chart, the layout mirrors cleanly in right-to-left locales, and the interface ships with translations across nineteen languages.

Show it on the big screen

Press Play and the board presents itself.

Presentation mode: one widget spotlighted full-screen with a play, pause, previous and next control bar and slide progress at the bottom

A real slideshow, and a kioskSpotlight each widget in turn with play, pause and manual steps, or leave it auto-rotating on a wall display. It opens over whatever you were doing and closes right back to it.

Built right

Fast, safe and self-contained by design.

Grouped, not looped

Grouped in the database

Aggregation is pushed to the database with bounded grouped reads, never a full recordset loaded into Python and folded in a loop. A board over a large ledger stays quick, and no single read can run unbounded.

Your rules, always

Record-rule and company safe

Every figure is aggregated as the person viewing it, so record rules and multi-company scope always apply. There is no bypass switch, and each dashboard can be scoped to its own owner, groups or shared users.

Nothing external

Original OWL and SVG, no CDN

The grid, the charts and the map are all built from scratch, with no third-party charting bundle and nothing loaded from a content delivery network. It depends only on the web framework, so it installs everywhere.

Everything included

Free. No editions, no add-ons, no paid dependencies.

Charts and widgets
✓Bar, column and stacked
✓Line and area
✓Pie and doughnut
✓Radar
✓Polar, radial and rose
✓Funnel and pyramid
✓Scatter and bullet
✓Heat map and gauge
✓KPI tiles with trends
✓World choropleth map
✓Pivot / cross-tab matrix
✓Decomposition tree
✓Combo second axis
Data and sources
✓Any Odoo model
✓Cross-model joins
✓Calculated measures
✓CSV and Excel files
✓Safe read-only SQL
✓Credential vault
✓Six vertical templates
✓Save any board as one
✓Count, sum, average
✓Min, max, distinct count
✓Targets and comparisons
Explore and watch
✓Cross-filter
✓Multi-level drill-down
✓Breadcrumb to climb back
✓Sync slicer
✓Global date filter
✓Conditional formatting
✓Record click-through
✓Snapshot history
✓Threshold alerts
✓Emailed PDF digest
✓Offline smart insights
✓Bring-your-own-key AI
Share and trust
✓Presentation slideshow
✓Kiosk auto-rotation
✓Per-dashboard sharing
✓Chart palettes
✓Dark and light theme
✓Vector PDF and Excel
✓CSV, PNG and JSON
✓Record-rule safe
✓Screen-reader table
✓Right-to-left aware
✓Nineteen languages
✓Odoo 16 to 19

Honest boundaries

What it does, and what it does not.

The optional AI is a rewrite layer over figures the board already computed. It does not generate or run SQL, and it never sends your records, credentials or database name anywhere; it needs your own model key to do anything at all, and stays off until you add one.

The file source reads CSV and Excel columns for charting; it is not a two-way sync back to your files. Reading Excel needs the openpyxl library on your server, while CSV needs nothing extra.

The template packs target Sales, CRM, Accounting, Warehouse, Point of Sale and HR models by name and stay inert until the matching Odoo app is installed. This module itself depends only on the web framework.

One codebase, four releases

Runs on Odoo 16, 17, 18 and 19 Community.

Odoo 16.0 Odoo 17.0 Odoo 18.0 Odoo 19.0

Free, with no paid dependencies to pull in behind it. Install it, open the Dashboards menu, and a live welcome board is already waiting.

ERP Heritage
ERP Heritage

Dashboard Builder is a self-contained business-intelligence module. Support and questions: info@erpheritage.com.au

Free · OPL-1 · Odoo 16 to 19 Community

Developed by ERP Heritage • info@erpheritage.com.au

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 11666
Technical Name eh_board
LicenseOPL-1
Websitehttps://www.erpheritage.com.au/
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