Sales KPI & Reporting Dashboard
Sales KPI & Reporting Dashboard for Odoo provides a modern executive dashboard that goes far beyond Odoo's standard reporting - a single interactive screen showing real-time sales performance, quotation conversion, customer insights, delivery performance, and team productivity.
The Problem Odoo Doesn't Solve Out of the Box
Odoo's standard Sales module is excellent at capturing quotations and orders, but it doesn't natively surface what a sales manager needs to know every morning: which deals are moving, who on the team is actually closing, and whether orders are reaching customers on time. Getting that picture today means switching between quotations, orders, and delivery screens - or exporting everything into a spreadsheet and rebuilding it by hand.
By the time that manual report is ready, the numbers have already changed, and the insight arrives too late to act on.
Key Features at a Glance
Real-Time Performance Snapshots
Clear metric cards at the top of the screen show New Quotes, Sent Quotes awaiting approval, Confirmed Orders, Backlogs and Late Delivery Orders - the health of your business at a glance.
Win Rate & Delivery Success Tracking
The dashboard automatically calculates your Win Rate - how many quotes turn into actual sales - and your On-Time Delivery Rate, so you never have to work the maths out by hand.
Time-Travel Your Data
One-click date filters for Today, This Week, This Month, This Quarter, This Year, or a custom range. The entire dashboard updates instantly with every filter change.
Top Customer Performance Table
The Customer Performance tab ranks every customer by Total Quotations, Confirmed Orders, Revenue, and Win Rate - see instantly who's driving the business and who needs a nudge.
Top Product Performance Table
The Product Performance tab lists your Top 20 Sold Products, ranked by Total Quantity Sold and Total Revenue, so you always know what's actually moving.
Historical Trend Charts
Interactive charts visualise sales trends over days, weeks, or months, making it easy to spot growth - or a delivery backlog building up - before it becomes a problem.
How the Dashboard Looks - A Sample View
A real look at the dashboard in action, captured live inside a running Odoo Sales module. Every one of the six tabs below shares the same toolbar - switch chart type (Bar / Line / Pie) on the left, and jump between Today, This Week, This Month, This Quarter, This Year, or a Custom range on the right. Change the filter once, and every KPI, chart, and table on the page refreshes together.
Shared toolbar - present on every tab, so the way you filter never changes even as the data underneath does.
1. Overview - New Quotes, Sent Quotes, Confirmed SO, and Win Rate % KPI cards up top, with Quotation Trend and Sales Order Trend charts below, each with Daily / Weekly / Monthly toggles.
2. Customer Performance - a ranked table of every customer, showing Total Quotations, Confirmed Orders, Revenue, and Win Rate side by side.
3. Product Performance - the Top 20 Sold Products, ranked by Total Quantity Sold and Total Revenue.
4. Salesperson Performance - per-salesperson Quotes Created, Quotes Won, Quotes Lost, Win Rate, and Revenue Generated, alongside a Win Rate Trend chart and Sales Teams Performance breakdown.
5. Delivery Performance - Backlog Sales Orders, Late Sales Orders, and On-Time Delivery % KPI cards, plus OTD% Trend and Backlog Trend charts.
6. Backlog & Late Orders - a drillable order list showing delivery status and delivery date for every confirmed-but-undelivered order, with overdue orders flagged in red.
Need Any Help ?
One Dashboard, Six Tabs of Visibility
Instead of opening multiple reports and manually analysing spreadsheets, managers and sales teams get a single interactive dashboard covering the full commercial picture - organised into six focused tabs.
Overview
New Quotes, Sent Quotes, Confirmed SO, and Win Rate at a glance, with Quotation Trend and Sales Order Trend charts.
Customer Performance
Total Quotations, Confirmed Orders, Revenue, and Win Rate broken down customer by customer.
Product Performance
Top 20 Sold Products ranked by Total Quantity Sold and Total Revenue - spot your best sellers at a glance.
Salesperson Performance
Quotes Created, Quotes Won, Quotes Lost, Win Rate, and Revenue Generated per salesperson, with a Win Rate Trend chart and Sales Teams Performance breakdown.
Delivery Performance
Backlog Sales Orders, Late Sales Orders, and On-Time Delivery %, with OTD and Backlog Trend charts.
Backlog & Late Orders
A drillable list of every confirmed-but-undelivered order, with status and delivery date at a glance.
Powered by Time Intelligence
Analyze Performance Across Any Business Period
Switch instantly between quick filters, or define any custom period, to view sales performance exactly the way your business thinks about time.
Top Customer Analytics
Instantly Identify Your Most Valuable Customers
A dedicated view built to surface VIP customers at a glance, ranking every customer by Total Quotations, Confirmed Orders, Revenue, and Win Rate side by side.
Total Quotations
How many quotes have been sent to each customer
Confirmed Orders
How many of those quotes turned into firm sales orders
Revenue
Total revenue generated by each customer
Win Rate
The share of quotations each customer actually confirms
Sample Customer Performance view:
Key KPI Widgets Across the Dashboard
Beyond the six tabs, the dashboard ships with a focused set of ranked KPI widgets - each one built to surface the "who's winning" view in a single glance.
| KPI Widget | What it Shows |
|---|---|
| Customers | Top 10 Customers, ranked by performance |
| Sale Order | Top 10 Sale Orders |
| Product | Top 20 sold products |
| Sales Team | Top Sales Team, shown against target |
| Sales Person | Top Sales Person |
| Country | Top sales by country |
Sample view - Monthly Sales vs Target, Top Sales by Country, and Top 10 Sale Orders widgets:
Ideal For
Built for any business that needs one screen of truth across sales, customers, and delivery:
Manufacturing Companies
Track order-to-delivery performance alongside sales output.
Wholesale Businesses
Monitor high-volume order flow and customer concentration.
Distributors
Keep delivery commitments and sales targets visible together.
Retail Companies
Compare performance across time periods and locations.
Trading Companies
Track conversion and customer value across fast-moving deals.
B2B Organizations
Understand account-level revenue contribution and frequency.
Multi-Branch Companies
Roll up performance across teams and locations into one view.
Export Businesses
Analyse performance across custom, non-standard reporting periods.
Fast-Growing SMEs
Scale decision-making without scaling manual reporting effort.
Enterprise Sales Teams
Give Sales Directors an executive-level view across hundreds of opportunities.
Technical Specifications
• Sales (sale) • Base (base)
Odoo.sh · On Premise
Quick Setup Guide
Step 1 - Install the Module
- Copy module folder to your custom addons directory
- Go to Settings → activate Developer Mode
- Go to Apps → Update Apps List
- Search "Sales KPI & Reporting Dashboard" → click Install
Step 2 - Start Using Immediately
- Dashboard access follows standard Sales app access rights. To grant or restrict it, go to Settings → Users & Companies → Users, select the user, and set their Sales Dashboard field.
- Navigate to Sales → Reporting → Sales KPI & Reporting Dashboard
- Pick a date range and review your live sales performance
Frequently Asked Questions
Why should I buy this app? Odoo already provides sales reporting
You're right, Odoo does offer built-in reporting. But it's mostly report-oriented, not management-oriented. Our dashboard brings sales performance, quotation conversion, customer insights, delivery performance, and team productivity together on one screen.
I've purchased the app, can you help me set it up?
Sure, drop us an email at support.odoo@ahex.co.in and we'll help you with installation and setup.
Can your app ensure data security, privacy and compliance?
Indeed, our app ensures data security and regulatory compliance. We do not collect any data from your system.
Need some customization in this app, is it possible?
If you need additional features or widgets that aren't already part of the dashboard, you're welcome to customize the module yourself. We can also help, just drop us an email at support.odoo@ahex.co.in with your requirements.
What is the support policy for this module?
If any bug or issue arises in the listed features of this dashboard, we're committed to resolving it. Send us the issue details and screenshots at support.odoo@ahex.co, and we'll get it fixed.
Is this compatible with both Odoo Community and Enterprise?
Yes. The module works with both Community and Enterprise editions of Odoo 17.0, 18.0 and 19.0, and with both deployment types: Odoo.sh and On Premise. It depends only on the core Sales module, available in both editions.
Does every sales rep see the same data?
No. The dashboard automatically filters data based on who is logged in. Sales representatives see only their own quotes, orders, and win rate, while managers and executives see the full, company-wide picture.
Support & Documentation
Committed to ensuring you get the most out of the Sales KPI & Reporting Dashboard. For purchase support, installation assistance, or customisation enquiries, contact us through the channel where you purchased this module.
Other Modules by Ahex Technologies
Multi-Company CRM Stage Manager
Dynamic BOM from Sales Order
Maximum Order Quantity
Ahex Technologies
Building smarter Odoo experiences for growing businesses. We deliver production-ready modules, custom integrations, and ERP workflows, engineered for scale.
© Ahex Technologies - Odoo Apps & Solutions
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 2115 |
| Technical Name |
sales_kpi_and_reporting_dashboard |
| License | OPL-1 |
| Website | https://www.ahex.co |
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.
Please log in to comment on this module