Overview

Executive Helpdesk Dashboard is a professional customer support intelligence platform built for CEOs, Support Directors, Helpdesk Managers, service teams, and business owners who need clear visibility into support performance inside Odoo.

The app transforms Odoo Helpdesk data into executive-ready dashboards, ticket KPI cards, comparison analytics, forecasts, alerts, health indicators, advanced insights, scheduled reports, print-ready pages, PDF reports, and Excel workbooks.

What This App Gives You

Included Executive Centers

Executive Home

The Executive Home is the landing page of the app. It provides quick access to all Helpdesk command centers and gives managers one clean starting point for daily support review.

• Quick access to Executive Dashboard, Comparison Dashboard, Analytics, Forecast, Health, Alerts, Advanced Insights, Scheduled Reports, and Settings.
• Grouped command centers for executive analysis, planning, intelligence, monitoring, and administration.
• Header cards for centers, live Helpdesk KPIs, PDF reporting, and Excel analysis.
• Dark mode and quick-open controls for faster navigation.

Executive Helpdesk Dashboard

The main dashboard gives executives a real-time helpdesk summary using live Odoo data. It combines ticket value, ticket volume, availability, turnover, and agent information in one operational view.

• Helpdesk Value, Total Tickets, Tickets in Helpdesk, Average Helpdesk Value, Low Helpdesk, Helpdesk Turnover, Out of Helpdesk, Helpdesk Availability, Tickets, and Helpdesk Order Lines KPI cards.
• Quick Helpdesk Summary with today, current month, pending operations, confirmed tickets, top project, and top agent.
• Helpdesk Trend chart for selected period movement.
• Period filter, manual refresh, favorites, dark mode, compact mode, hide charts, PDF, print current page, and Excel actions.

Executive Comparison Dashboard

The Executive Comparison Dashboard compares helpdesk performance across executive periods. It focuses on movement between the selected period and the previous period, not only total values.

• Difference, Growth, Status, and Current Period cards.
• Comparison KPI cards for Ticket Value, Tickets, and Closed Tickets.
• This Month vs Last Month and other period comparison options.
• Comparison trend chart for current vs previous performance.
• PDF, Print, and Excel export buttons from the comparison page.

Analytics Center

The Analytics Center provides a deeper view of helpdesk performance using ticket, category, agent, and monthly analysis.

• Top Tickets analysis.
• Top Categories analysis.
• Top Agents analysis.
• Monthly Helpdesk performance chart.
• Executive KPIs for ticket value, open tickets, tickets, and projected tickets.

Forecast Center

The Forecast Center gives forward-looking helpdesk projections based on current movement and historical behavior.

• Forecasted Helpdesk Value.
• Helpdesk Forecast indicators.
• Forecast Probability card.
• Forecast Period count.
• Expected, projected, and actual comparison table.
• Monthly forecast chart for upcoming helpdesk movement.

Executive Alerts

Executive Alerts highlights operational support signals that require management attention. It helps managers quickly identify issues before they become larger service risks.

• High Priority Tickets signal.
• Late Confirmation Orders signal.
• Expired Helpdesk Orders monitoring.
• Helpdesk Goods Waiting section.
• Alert table with signal, detail, severity, and value.

Helpdesk Health

Helpdesk Health converts ticket and service indicators into a management-friendly health screen focused on closed tickets and support performance.

• Top Tickets and Closed Tickets Health chart.
• Health indicators based on ticket value, total tickets, and projected tickets.
• Helpdesk Growth chart for management review.
• Single place to understand support health and operational direction.

Advanced Insights

Advanced Insights summarizes the most important helpdesk observations and turns dashboard data into executive recommendations.

• Top executive insights.
• AI support-style observations without external AI services.
• Best ticket and worst ticket notes.
• Recommended actions for managers.
• Executive summary for faster support decisions.

Scheduled Reports

Scheduled Reports helps management receive helpdesk reports automatically without opening the dashboard manually. Reports can be sent by email using Odoo outgoing mail configuration.

• Daily, weekly, and monthly report delivery.
• PDF, Excel, or PDF + Excel attachments.
• Additional email recipients.
• Send Now action for immediate testing.
• Professional management screen for scheduled report records.

Scheduled Report List

Scheduled Report Configuration

PDF Export

Generate professional multi-page Executive Helpdesk PDF reports for management meetings, support reviews, and board-ready reporting.

• Executive Summary page.
• Helpdesk KPI tables.
• Executive Health Indicators.
• Performance bars and trend tables.
• Analytics, top lists, and executive alerts.
• Company footer, generated timestamp, and page numbering.

PDF Export - Page 1

PDF Export - Page 2

PDF Export - Page 3

PDF Export - Page 4

Excel Export

Export a professional Executive Helpdesk Excel workbook for deeper analysis, sharing, and offline management review.

• Executive Summary and KPI Dashboard sheets.
• Analytics, trends, alerts, and raw data sections.
• Freeze header, autofilters, autofit columns, and executive styling.
• Prepared for support leaders who need structured helpdesk analysis.

User Experience Features

• Dark mode and compact mode.
• Favorites and quick open navigation.
• Period filters and manual refresh.
• Hide charts option for focused KPI review.
• Print current page, PDF export, and Excel export.
• Responsive dashboard layout for different screen sizes.

How It Works

Step 1 - Install the App

Install the module from Apps. The module adds the Executive Helpdesk application and dashboard menus.

Step 2 - Open Executive Helpdesk

Open the Executive Helpdesk app from the Odoo app menu and start from the Executive Home landing page.

Step 3 - Choose a Center

Open Executive Dashboard, Executive Comparison Dashboard, Analytics Center, Forecast Center, Helpdesk Health, Advanced Insights, Executive Alerts, Scheduled Reports, or Dashboard Settings.

Step 4 - Review, Export, and Decide

Review helpdesk KPIs, compare performance, study trends, export reports, schedule email delivery, and make faster support decisions.

Technical Highlights

• Built for Odoo 19 Helpdesk workflows.
• Uses Odoo data and standard Odoo security model.
• No external Python libraries required.
• No external BI system required.
• PDF, Excel, print, and scheduled reports are included.
• Designed for Odoo Community, Enterprise, Odoo.sh, On-Premise, and Odoo Online where custom apps are allowed.

Best For

Compatibility

• Odoo 19 Community
• Odoo 19 Enterprise
• Odoo Online / SaaS where custom app installation is supported
• Odoo.sh
• On-Premise