Executive Project Dashboard
A complete executive project intelligence solution for Odoo 19 with live project KPIs, project and task analytics, period comparison, forecasts, alerts, health monitoring, scheduled reporting, PDF reports, and Excel exports.
Overview
Executive Project Dashboard is a professional project intelligence suite built for executives, project managers, PMOs, business owners, and decision makers who need clear visibility into project activity inside Odoo.
The app transforms live Odoo project data into executive dashboards, project and task KPIs, period comparison, analytics, forecasts, alerts, project health indicators, advanced insights, scheduled reports, professional PDF reports, and structured Excel workbooks.
It is designed for daily management review with a polished interface, practical filters, quick navigation, and no dependency on external analytics services.
What This App Gives You
Executive Project KPIsProject value, total projects, projects in progress, average project value, project progress, project availability, project counts, and supporting task indicators. |
Project IntelligenceProject and task analytics, top-project visibility, category and project-manager summaries, forecasts, alerts, health indicators, and actionable executive insights. |
Management ReportingProfessional PDF reports, multi-sheet Excel exports, print-current-page output, scheduled email delivery, and management-ready project summaries. |
Operational VisibilityReview project activity, task status, progress, workload signals, and delivery indicators directly from live Odoo data. |
Comparison DashboardCompare the selected period with the previous period using current values, previous values, difference, growth, status indicators, KPI cards, and visual trends. |
Executive ExperienceDark mode, comfort mode, saved preferences, period filters, quick navigation, loading indicators, responsive layouts, and consistent executive controls. |
Included Executive Centers
| Center | Purpose | Key Value |
|---|---|---|
| Executive Home | Central landing page and quick command center. | Fast access to all project intelligence pages. |
| Executive Project Dashboard | Live project and task KPI dashboard. | Daily visibility into project activity, progress, and operational status. |
| Executive Comparison Dashboard | Selected-period versus previous-period comparison. | Understand movement through current, previous, difference, growth, status, and visual trends. |
| Analytics Center | Project analytics, top lists, and management summaries. | Analyze project value, project counts, managers, categories, and related activity. |
| Forecast Center | Forward-looking project indicators. | Review projected project value, workload, completion expectations, and monthly outlook. |
| Executive Alerts | Project risks and management attention signals. | Surface project risks, waiting records, and operational warnings. |
| Tasks & Milestones Health | Health view for tasks, milestones, progress, and project exposure. | Review health cards, top task or milestone issues, and project health status. |
| Advanced Insights | Rule-based project interpretation and recommendations. | Turn current dashboard values into practical executive observations without external AI. |
| Scheduled Reports | Automated project report delivery. | Send recurring reports when Odoo outgoing email is configured. |
| Dashboard Settings | Saved user preferences. | Persist display mode, refresh, period, and section visibility settings. |
Executive Home
Executive Home is the central landing page for the project intelligence suite. It provides quick access to the Executive Project Dashboard, comparison, analytics, forecast, alerts, health, advanced insights, scheduled reports, and settings.
- Quick access cards for every available project center.
- Direct access to PDF and Excel reporting actions.
- Clear separation between analysis, monitoring, reporting, and configuration.
- Consistent executive navigation from one landing page.
Executive Project Dashboard
The Executive Project Dashboard presents live project KPIs and operational summaries for the selected period. It combines project value, project volume, projects in progress, average project value, progress indicators, availability, and supporting project and task summaries in one management view.
| Active Projects Active project performance and project movement visibility. |
Open Tasks Open task workload and operational project visibility. |
Completed Tasks Completed task performance with trend indication. |
| Milestones Current milestone and project stage visibility. |
Overdue / Upcoming Tasks Overdue task exposure and upcoming delivery obligation visibility. |
Project Workload Shows project workload, task distribution, and operational delivery visibility for management review. |
Executive Comparison Dashboard
Executive Comparison Dashboard compares project performance for the selected period with the immediately preceding period. It highlights current values, previous values, difference, growth, status, headline KPI cards, and a comparison trend chart.
- Current-period and previous-period project comparison.
- Difference and growth calculations for key project indicators.
- Healthy or attention status signals for faster interpretation.
- Comparison KPI cards and visual trend chart.
- Period selector with refresh, print, PDF, and Excel actions.
Analytics Center
Analytics Center provides a focused view of project data through KPI cards, top-project lists, project-status summaries, project-category summaries, and project-manager performance tables.
- Project value, project count, projects, and average project value KPIs.
- Top projects and top stages summaries.
- Project category distribution.
- Project-manager activity summary.
- Period filtering and export actions.
Forecast Center
Forecast Center provides forward-looking project indicators using current project activity. It displays projected project value, workload forecast, project probability, project count, a project forecast table, and a monthly visual outlook.
- Projected project value.
- Workload forecast.
- Project probability indicator.
- Projected project count.
- Project forecast table and monthly forecast chart.
- Period filters and export controls.
Executive Alerts
Executive Alerts highlights project conditions that may require management attention. The page combines project-risk indicators, executive signals, and project records waiting for review.
- Project risk summary card.
- Executive signals based on current project data.
- Project records waiting for management review.
- Clear status wording for quick prioritization.
- Period filters and reporting actions.
Tasks & Milestones Health
Tasks & Milestones Health summarizes delivery health across tasks, milestones, projects, and project value. It provides headline health cards together with lists for top tasks or milestones and project health.
- Milestone value indicator.
- Average project value.
- Project progress indicator.
- Total task count.
- Top tasks and milestones health list.
- Project health overview.
Advanced Insights
Advanced Insights interprets current project data with rule-based recommendations. It summarizes project value, project count, top-project ownership, profit or value indicators, executive observations, growth recommendations, project or task details, and execution advice without calling an external AI service.
- Executive recommendation summary.
- Growth and improvement recommendations.
- Project and task detail indicators.
- Execution advice generated from current project values.
- Rule-based analysis with no external AI dependency.
Scheduled Reports
Scheduled Reports lets management configure recurring project dashboard delivery from Odoo. The available configuration screen supports report selection, recipients, delivery format, frequency, activation, and immediate sending. Only the available configuration screenshot is shown for this module.
| Automatic Email Delivery Send executive project reports by email using Odoo outgoing mail configuration. |
PDF and Excel Reports Schedule professional PDF reports and Excel export files for management review. |
Recurring Frequency Prepare reports for daily, weekly, monthly, or management-defined review cycles. |
| Executive Recipients Send reports to CEOs, project managers, PMOs, operations leaders, owners, and management teams. |
Report Control Manage active schedules, report type, recipients, and delivery timing from Odoo. |
Professional Automation Reduce manual reporting work and keep decision makers updated automatically. |
Scheduled Report Configuration
PDF Export
The Project Dashboard PDF export produces a professional multi-page management report based on the current project data and selected period. The included screenshots show the executive summary, project performance tables, project trend information, project health, alerts, and supporting analysis.
- Professional report cover and executive summary.
- Project KPI and performance tables.
- Project and task trend information.
- Project health, alerts, and analysis sections.
- Company, generated-time, and page information.
- Three-page report preview matching the included screenshots.
PDF Export - Page 1
PDF Export - Page 2
PDF Export - Page 3
Excel Export
The Excel export provides a structured workbook for executive and operational project review. The screenshots included in this package show the Executive Summary sheet and KPI Dashboard sheet.
- Executive Summary sheet with report metadata and headline indicators.
- KPI Dashboard sheet with project values and top-project information.
- Formatted tables suitable for filtering, sharing, and additional analysis.
- Project-specific workbook branding and generated report details.
Excel Export - Executive Summary
Excel Export - KPI Dashboard
User Experience Features
| Refresh Reload live dashboard values. |
Print Current Print the current dashboard page. |
PDF Generate board-ready PDF reports. |
| Excel Export analysis-ready Excel files. |
Dark Mode Use a comfortable dark interface. |
Comfort Mode Use wider spacing and easier reading. |
How It Works
Step 1 - Install the App
Install the module from Apps. The module adds the Executive Project application and its dashboard menus.
Step 2 - Open Executive Project
Open the Executive Project app from the Odoo app menu and start from the Executive Home landing page.
Step 3 - Choose a Center
Use Executive Dashboard, Comparison Dashboard, Analytics Center, Analytics Center, Forecast Center, Alerts, Tasks & Milestones Health, Advanced Insights, Project Planning, Scheduled Reports, or Settings.
Step 4 - Review, Export, and Decide
Review live KPIs, compare performance, export PDF or Excel, print the current dashboard, and make faster executive decisions.
Technical Highlights
- Built for Odoo 19.
- Uses Odoo Project, Task, Milestone, Timesheet, Customer, and User assignment data where available.
- No external Python AI libraries required.
- No external reporting service required.
- No external dashboard platform required.
- PDF and Excel generated directly from the module.
- Project KPIs use Odoo projects, tasks, milestones, deadlines, stages, assignees, and timesheet data where available.
- Rule-based insights for executive recommendations.
- Professional OWL/backend interface.
- Optimized aggregate calculations for faster dashboard loading.
- Global action-button design consistency across the app.
- Dashboard Settings persistence for user preferences.
Compatibility
Compatible with Odoo 19 Community, Odoo 19 Enterprise, Odoo.sh, and on-premise/private servers.
The module is designed to stay lightweight, avoid external libraries, and keep standard Odoo compatibility.
Best For
| CEOs and business owners who need a project command center. | Project managers, PMOs, operations leaders, and management teams who need KPIs, project visibility, planning, and reports. |
| Management teams that need board-ready project PDF and Excel reports. | Odoo users who want executive project visibility without external BI tools. |
Support
Need customization, implementation, or technical support?
Developer: Mohammed IT
Email: mohammedkhoshnaw1710@gmail.com
Phone / WhatsApp: +964 750 499 2084
Website: Mohammed IT on Odoo Apps Store
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