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  1. APPS
  2. Productivity
  3. Universal Dynamic Dashboard – Build KPIs, Charts & Reports for Any Odoo Model with Integrated AI v 19.0
  4. Sales Conditions FAQ

Universal Dynamic Dashboard – Build KPIs, Charts & Reports for Any Odoo Model with Integrated AI

by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Odoo

$ 222.50

v 19.0 Third Party
Live Preview
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Versions 19.0 20.0
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Versions 19.0 20.0
  • Description
  • Manifest
  • License

Universal Dynamic Dashboard for Odoo

Build Executive Dashboards for Any Odoo Model - KPIs, Charts, Filters, Drill-Down & AI

Universal Dashboard Framework - Not Spreadsheet Dashboard, Not Board App

Universal Dynamic Dashboard is a complete dashboard builder for Odoo Enterprise. Connect any standard or custom model, configure KPIs, statistics, charts, tables, progress bars, gauges, rankings, HTML sections, and image widgets - then arrange them on a professional 12-column grid with drag-and-drop, resize, themes, filters, drill-down, full-screen view, import/export, PDF, Excel, email, and optional Odoo AI assistant integration.

Purpose of the Module

The purpose is to give consultants, developers, and business users a single reusable dashboard framework instead of building one-off dashboards per module. Every widget reads live Odoo data through domains, aggregations, group-by fields, and date filters - no hard-coded numbers. Dashboards can be duplicated, exported as JSON, shared with users or groups, and scheduled by email from the backend.

Real World Problem It Solves

Sales managers need revenue and pipeline views; finance needs invoice trends; warehouse teams need transfer status - but Odoo's native apps scatter this across menus. Universal Dashboard consolidates cross-functional KPIs on one executive screen (see Company Operations Overview demo), with click-through to filtered list, form, pivot, or graph views.

Built-in Theme Palette

Eight preset themes ship with the module - same colors used in the live dashboard UI:

Default#714B67 - #017E84
Blue#0D6EFD - #0DCAF0
Green#198754 - #20C997
Purple#6F42C1 - #D63384
Dark#8B5CF6 - #22D3EE
Professional#1B365D - #C4A35A
Modern#2563EB - #111827
Minimal#374151 - #9CA3AF

Main Features

See the Detailed Feature Guide and AI Integration Guide below for full explanations of every capability.

  • Dashboard Builder & Home Screen
    • Create, open, duplicate, and set default dashboards from the Statistics home screen.
    • Cover image on each dashboard card - shown on the Statistics home grid and on the Configuration Kanban.
    • Built-in templates for Sales, Purchase, Inventory, Manufacturing, Accounting, CRM, Project, and HR.
    • Import and export full dashboard JSON configuration.
  • Access, Visibility & Sharing
    • Visibility: Private (owner only), Shared (owner plus Sharing tab), or All Users.
    • Access Groups: limit an All Users dashboard to an Odoo group (for example Accounting / Invoicing & Banks). A normal Internal User or Dashboard User does not automatically see every dashboard.
    • Sharing tab: share with a user or a group, Read Only or Can Edit.
    • Dashboard Manager can see every dashboard. Numbers on the board still follow each user's normal Odoo rights (sales, accounting, inventory, and so on).
  • Widget Library (13 types)
    • KPI, Statistic, Chart, Table, List, Progress, Gauge, Percentage, Ranking, Recent, Top, HTML, Image.
    • 9 chart types: Bar, Line, Pie, Doughnut, Area, Stacked Bar, Horizontal Bar, Funnel, Gauge.
    • Section headers via HTML widgets for executive layouts (Board Brief, Commercial, Finance, etc.).
  • Data & Filters
    • Model search across all readable models; measures, aggregation, group-by, date grouping, domain filters.
    • Dashboard default model, default date field, and default date preset (This year, This month, and so on) so widgets can share one period.
    • Global date, company, user, and custom dashboard filters.
    • KPI targets, period comparison (previous period / previous year).
  • Interaction & Layout
    • Drag-and-drop grid layout, resize (1-12 columns x 1-8 rows), Edit mode with Save and Discard.
    • Drill-down on KPI, chart slice, and table row; click actions (List / Form / Pivot / Graph / URL / Odoo Action).
    • Full-screen widget dialog for charts and tables.
  • Automation, Export & AI
    • Auto-refresh, light/dark mode, 8 preset themes, PDF print, CSV/XLSX export, email wizard.
    • Scheduled dashboard emails (Statistics -> Scheduled Emails + cron).
    • Optional Odoo Enterprise AI only - no ChatGPT/API key in this module. The AI button is hidden if the AI app is not installed.
    • AI uses the same security as the UI. After AI adds a widget, the open dashboard refreshes by itself (no browser reload).

Menus Available

  • Statistics
    • My Dashboards (home screen, templates, cover-image cards)
    • Scheduled Emails
    • Settings (Dashboard Manager)
    • Configuration
      • Dashboards (kanban with cover images, list, form)
      • Themes (Dashboard Manager)
  • For more details, please refer to the screenshots and demo video provided below.
  • Universal Dashboard Live Preview:
    • Video 1: https://probuseappdemo.com/probuse_apps/universal_dashboard/1872
    • Video 2: https://probuseappdemo.com/probuse_apps/universal_dashboard/1873
    • Video 3: https://probuseappdemo.com/probuse_apps/universal_dashboard/1874

    Edition Compatibility


    Enterprise Odoo.sh Community

    Detailed Feature Guide

    Every capability below is implemented in the module today. Values always come from live Odoo records - never hard-coded.

    1. Dashboard Management

    Create & open dashboards

    From Statistics (home), click Create Dashboard or pick a Template card (Sales, Purchase, Inventory, Manufacturing, Accounting, CRM, Project, HR). Templates pre-create widgets for the model if the app is installed. Open any dashboard from the home grid; the last opened dashboard is remembered per browser.

    Duplicate, default & settings

    Duplicate copies the dashboard with all widgets for the current user. Set default marks your preferred dashboard. The gear icon opens settings: default model, default date field/preset, theme, auto-refresh interval, visibility (Private / Shared / All Users).

    Import & export JSON

    Import loads a full dashboard configuration (widgets, filters, theme name, color mode). Export -> JSON configuration saves the same structure for backup, migration, or sharing between databases. Widget positions, domains, and chart types are preserved.

    Cover image

    Upload a cover image on the dashboard form. It appears on the Statistics home cards and on Configuration -> Dashboards Kanban cards, so boards are easy to recognise.

    Sharing, visibility & access groups

    Visibility: Private (owner only), Shared (owner plus Sharing tab), or All Users.

    Access Groups: when visibility is All Users, pick one or more Odoo groups (for example Accounting / Invoicing & Banks). Only people in those groups see the dashboard. A normal Internal User or Dashboard User does not get every dashboard automatically. Dashboard Manager can still see all boards.

    Sharing tab: add a line for a user or a group (not both on the same line), Read Only or Can Edit. Delete is available from the backend list/form.

    Live numbers (invoices, stock, sales, and so on) always follow the logged-in user's normal Odoo rights. Opening a board does not require Access Rights on technical Models metadata.

    2. Widget Types (13)

    TypeWhat it showsTypical use
    KPISingle aggregated number with optional comparison % and targetTotal sales, order count, invoice amount
    StatisticFormatted metric card (same engine as KPI, alternate styling)Average order value, RFQ count
    ChartSVG bar, line, pie, area, funnel, etc.Trends, breakdowns, pipeline funnel
    TableSortable grid of records with chosen columnsRecent orders, invoice list
    ListCompact list layoutPO list, transfer list
    ProgressProgress bar vs target valueQuota attainment, invoice target
    GaugeGauge dial vs targetRevenue vs goal, outstanding AR
    PercentageShare of total in domainWin rate, paid invoice %
    RankingTop groups by measure (ranked list)Top customers, top vendors
    RecentLatest records by date/idRecent MOs, latest quotations
    TopHighest values by aggregationTop products by revenue
    HTMLRaw HTML section header or notesBoard Brief, section titles in executive layouts
    ImageUploaded logo/image stored on widgetCompany logo, branding

    3. Chart Types (9)

    Bar, Line, Area - time series when a date field is set (day/week/month/quarter/year grouping), or categories when group-by is used. Click a bar/point to drill down to filtered records.

    Pie & Doughnut - share of total by group-by field (e.g. order status, move type).

    Stacked Bar & Horizontal Bar - compare categories; horizontal layout suits long labels (salesperson names, vendors).

    Funnel - pipeline stages with labels beside bars (quotation -> sale -> done).

    Gauge (chart) - visual dial; display-only on chart widget (use Gauge widget type for KPI-style gauge).

    4. Data Configuration

    Model selection

    Any Odoo model the user can read - standard apps (sale.order, account.move) and custom models (sale.estimate, job.costing). Model search ranks business models first; type to find technical names.

    Aggregation & measures

    count, sum, avg, min, max. Sum/avg/min/max require a numeric or monetary measure field.

    Group by & date grouping

    Charts and rankings group by selection, many2one, boolean, etc. Date/datetime fields support day, week, month, quarter, year buckets for trend charts.

    Domain filters (widget-level)

    AND conditions in the widget editor: field, operator, static or dynamic value (Current record, Current user, Current company). Stored as JSON domain on the widget.

    Default model, default date & relation field

    On the dashboard you can set a default model (for example Journal Entry), a default date field, and a default date preset (This year, This month, All time, and so on). Widgets can follow that period. An optional relation field links widgets to the record the dashboard was opened from (e.g. show only lines for current sale.order).

    Targets & comparison

    Target value drives progress/gauge widgets. Comparison shows % change vs previous period or previous year on KPIs when a date field is set.

    Click actions

    Per widget: open List, Form, Pivot, Graph, external URL, or a configured Odoo Action when the user clicks the widget, a chart slice, or a table row.

    5. Filters

    Global filter bar on every dashboard: date preset (Today, This month, This year, Custom range, All time), company, user, plus custom dashboard filters you define.

    Custom filters (Add Filter wizard): date, user, company, many2one, selection, numeric, text, or raw domain - bound to a model field and applied across widgets.

    Date presets are converted to real date ranges before queries - safe for drill-down and KPI clicks in Odoo.

    6. Layout, Edit Mode & Interaction

    12-column grid - each widget has width (1-12) and height (1-8). Executive layouts mix 3-wide KPI strips, 8+4 chart pairs, and full-width tables.

    Edit mode - click Edit, drag widgets to reposition, use w+/-/h+/- to resize, duplicate or delete from widget toolbar. Save persists layout; Discard reloads from database and cancels unsaved moves.

    Full screen - expand icon on widget header opens a large dialog for charts and tables.

    Drill-down - click KPI, chart slice, or table row to open Odoo with the widget domain + slice filter applied.

    Auto-refresh - optional interval (minimum 10 seconds) reloads all widget data without leaving the page.

    7. Export, Email & Scheduling

    Export menu: CSV (flat table), Excel workbook (multi-sheet), PDF/Print (layout snapshot), JSON (full config).

    Email wizard: send dashboard to partners with optional PDF and XLSX attachments using the mail template.

    Scheduled emails (Statistics -> Scheduled Emails): daily/weekly/monthly cron sends dashboard PDF/XLSX to selected recipients.

    8. Appearance & Themes

    Eight preset themes (Default, Blue, Green, Purple, Dark, Professional, Modern, Minimal) control primary, secondary, background, card, text, border, and chart colors. Toggle Light / Dark color mode on the toolbar. Per-widget accent color and Font Awesome icon class supported. Each dashboard can have a cover image on home and Kanban cards.

    Odoo Enterprise AI Integration - Full Guide

    Universal Dashboard integrates with the official Odoo Enterprise AI app - not a custom OpenAI key or external API. When AI is installed, the module registers a Dashboard Assistant agent that can create dashboards, add widgets, list models/fields, update widgets, and explain live dashboard data - all through natural language in Odoo Discuss.

    Requirements

    • Odoo Enterprise with the AI application installed and configured by your administrator.
    • Universal Dynamic Dashboard module upgraded to the latest version.
    • User must have normal read/write access to dashboards and models - AI cannot bypass security.
    • No API key is entered in Universal Dashboard. Odoo AI credentials are managed centrally in Odoo.

    How to open the AI assistant

    Click the AI button (magic wand icon) on:

    • Statistics home - create new dashboards from scratch.
    • Inside a dashboard - add widgets or ask questions about the open dashboard (context includes dashboard id, name, existing widgets, default model).

    If AI is not installed, the button is hidden. If installed but setup fails, a clear error message is shown.

    AI opens in the standard Odoo Discuss chat panel with a dedicated channel titled e.g. AI: Company Operations Overview.

    What the AI can do (7 built-in tools)

    AI ToolDescription
    Create DashboardCreates a new dashboard owned by you. Optional default model (e.g. sale.order). Returns dashboard id. Home list updates automatically.
    List Readable ModelsSearches models you can access - use before picking a model for widgets. Supports query text like "invoice" or "sale".
    List Model FieldsReturns aggregatable, groupable, date, and searchable fields on a model - for measure, group-by, date field, list columns.
    List Dashboard WidgetsLists widgets on the current dashboard (id, name, type, model, size).
    Create WidgetAdds a widget: type, model, chart type, aggregation, measure, group-by, domain, limits, size, target, icon, etc. Requires write access.
    Update WidgetChanges an existing widget by id - title, type, model, domain, size, etc.
    Dashboard InsightsReads live computed values for every widget (respecting your access rights) and returns a structured summary for explanation/analysis.

    Live dashboard refresh (no manual reload)

    When AI creates or updates a widget, the open dashboard refreshes automatically:

    • Backend sends a bus notification (universal_dashboard.updated) to your user session.
    • While the AI chat is open, the client also polls every 2.5 seconds to pick up changes reliably.
    • A status banner shows "Updating dashboard from AI..." during refresh.
    • Widget layout positions are preserved when you are in Edit mode.

    You do not need to press F5 or leave the dashboard after AI adds widgets.

    Example prompts that work well

    "Create a sales dashboard with total revenue KPI, quotations count, sales by month bar chart, and top 10 customers."
    "Add a pie chart of sale orders grouped by state on this dashboard."
    "List fields on account.move I can use for a chart."
    "What does this dashboard show? Summarise the KPI values."
    "Update widget 42 to use a funnel chart instead of pie."
    "Create an invoice trend line chart for posted customer invoices by month."

    AI security & limitations

    Security (by design)

    • AI tools call the same create_widget, write_widget, and get_runtime_data methods as the UI - no sudo() on business data.
    • If you cannot read a model, AI cannot create widgets on it - you get an access error explained in chat.
    • AI is instructed not to invent model or field names; it should call List Models / List Fields first.

    What AI does not do

    • Does not configure click actions, image uploads, or HTML widgets via tools (use the widget editor for those).
    • Does not drag widgets on the grid - layout fine-tuning is manual in Edit mode.
    • Does not send emails, export PDF, or manage scheduled reports (use toolbar/backend for that).
    • Does not work without the Odoo AI app - there is no fallback to external ChatGPT/OpenAI keys in this module.

    Agent registration

    On module install/upgrade, Universal Dashboard auto-creates the Dashboard Assistant AI agent, topic, and server actions marked use_in_ai. Legacy custom API key settings were removed - only Odoo Enterprise AI is supported.

    AI feature status summary

    CapabilityStatusNotes
    AI button & Discuss chatAvailableWhen Odoo AI app installed
    AI create dashboardAvailableTool: Create Dashboard
    AI create / update widgetAvailableTools: Create/Update Widget
    AI list models & fieldsAvailableBefore widget creation
    AI dashboard insights / analysisAvailableLive computed values
    Auto UI refresh after AIAvailableBus + polling
    AI create filtersNot AvailableUse Add Filter in UI
    AI without Odoo AI appNot AvailableButton hidden

    Demo Dashboards (Company Operations Style)

    Run scripts/setup_demo_environment.py on your server to create professional demo dashboards with HTML section headers, executive KPI strips, advanced widgets, and live data - same layout philosophy as Company Operations Overview. Ready-made boards include Accounting Reconciliation, Sales, Invoice, Purchase, Inventory, and Manufacturing Shop Floor (screenshots below).

    DashboardThemeFocusWidgets (approx.)
    Company Operations OverviewProfessionalCross-functional executive board34+
    Accounting ReconciliationDarkBank matching, AR/AP, period close42
    Demo: Sales PerformanceProfessionalRevenue, funnel, rankings, orders20+
    Demo: Invoice & AccountingBlueInvoices, receivables, trends19+
    Demo: Purchase & VendorsGreenRFQs, spend, vendors14+
    Demo: Inventory & LogisticsModernPickings, stock, transfers14+
    Manufacturing Shop FloorPurpleManufacturing orders and work centers34+

    Setup command:
    odoo-bin shell -d universal_dashboard < universal_dashboard/scripts/setup_demo_environment.py

    Complete Feature Index

    Status legend: Available Partially Available Not Available

    Dashboard Management

    FeatureStatusNotes
    Create DashboardAvailableHome -> Create Dashboard
    Edit DashboardAvailableTitle, settings, Edit mode
    Duplicate DashboardAvailableToolbar action
    Delete DashboardAvailableBackend form
    Set Default DashboardAvailablePer user
    Dashboard SharingAvailableShare with a user or a group (Read / Edit)
    Dashboard PermissionsAvailablePrivate / Shared / All Users
    Access GroupsAvailableLimit All Users boards by Odoo group; Manager sees all
    Cover ImageAvailableHome cards and Configuration Kanban
    Dashboard TemplatesAvailable8 built-in templates
    Import / Export JSONAvailableFull configuration
    Dashboard SearchNot Available -
    Dashboard FavoritesNot Available -

    Widgets & Charts

    FeatureStatus
    KPI, Statistic, Chart, Table, List, Progress, Gauge, Percentage, Ranking, Recent, Top, HTML, ImageAvailable
    Bar, Line, Pie, Doughnut, Area, Stacked Bar, Horizontal Bar, Funnel, Gauge chartAvailable
    HTML section headers (executive layout)Available

    Data Configuration

    FeatureStatus
    Model selection & searchAvailable
    Measures, aggregation, group by, date field & groupingAvailable
    Domain filters, default model, default date field/preset, related modelsAvailable
    KPI targets & period comparisonAvailable

    Filters & Widget Management

    FeatureStatus
    Date, company, user, custom filtersAvailable
    Drag & drop, resize, duplicate, delete, editAvailable
    Edit Save & Discard, full screen, drill-down, click actionsAvailable
    Undo / redoNot Available

    Appearance & Automation

    FeatureStatus
    Cover image on home and Kanban cardsAvailable
    Light / dark mode, 8 themes, custom colors & iconsAvailable
    Auto-refresh, PDF, CSV, XLSX, email wizardAvailable
    Scheduled emailsAvailable
    Odoo Enterprise AI assistantAvailable
    Conditional formatting, version historyNot Available

    Dashboard Home - Statistics Screen

    Lists your dashboards with cover images, templates, Import, and AI entry point

    Statistics home with dashboard cover images

    Company Operations Overview - Executive Layout

    Cross-functional board with HTML section headers, KPI strip, gauge/progress/percentage gallery, commercial charts, finance, procurement, and master data. Uses Professional theme (#1B365D / #C4A35A).

    Company Operations Overview

    Configure Widget - Model Search & Click Actions

    Widget editor with model search, aggregation, group-by, domain filters, and click action configuration.

    Widget editor

    Edit Mode - Drag, Resize, Save & Discard

    Edit mode with drag-and-drop layout, widget resize, Save, and Discard.

    Edit mode

    Full Screen Widget & Drill-Down

    Expand icon for large chart/table view. Click widgets to open filtered Odoo records.

    Full screen

    Example: Accounting Reconciliation Overview - Executive Layout

    Finance-focused dashboard with reconciliation KPIs, reconciliation status, matched/unmatched transactions, outstanding items, aging analysis, bank and ledger comparisons, exception tracking, and accounting master data.

    Full screen

    Example: Inventory & Logistics Overview - Executive Layout

    Operations-focused dashboard with inventory KPIs, stock levels, warehouse performance, product movements, incoming and outgoing shipments, stock aging, replenishment status, logistics performance, and inventory master data.

    Full screen

    Example: Invoice & Accounting Overview - Executive Layout

    Finance-focused dashboard with invoice KPIs, receivables and payables, invoice status, payment tracking, outstanding balances, tax analysis, revenue and expense insights, and accounting master data.

    Full screen

    Purchase & Vendor Overview - Executive Layout

    Procurement-focused dashboard with purchase KPIs, vendor performance, purchase orders, RFQs, incoming shipments, spending analysis, vendor bills, outstanding purchases, and procurement master data.

    Full screen

    Sales Performance Overview - Executive Layout

    Sales-focused dashboard with sales KPIs, revenue trends, quotations, sales orders, customer performance, product performance, sales pipeline, order fulfillment, and sales master data.

    Full screen

    Manufacturing Shop Floor Overview - Executive Layout

    Manufacturing-focused dashboard with production KPIs, manufacturing orders, work orders, work center performance, production progress, material consumption, downtime, efficiency, costing, and shop floor master data.

    Full screen

    Example1: AI Assistant in Discuss

    Dashboard Assistant chat with live refresh after AI creates widgets.

    AI assistant

    Employee Overview - AI Prompt Configuration

    Create and configure AI prompts to analyze employee-related Odoo data and provide clear insights, metrics, trends, and operational summaries from actual employee records.

    AI assistant

    Employee Distribution by Department - Graphical

    Visual representation of employee distribution across departments, providing a clear comparison of workforce size by department.

    AI assistant

    Example 2: AI Assistant in Discuss

    Dashboard Assistant chat with live refresh after AI creates widgets.

    AI assistant

    Example 3: AI Assistant in Discuss

    Dashboard Assistant chat with live refresh after AI creates widgets.

    AI assistant

    Sales Trends & Comparisons - AI Widget

    Use AI prompts to create a graphical widget that analyzes sales trends and compares sales performance across relevant periods, products, customers, or categories using actual Odoo sales data.

    AI assistant

    Sales Trends & Comparisons - Dashboard Widget

    Using AI prompts, create dashboard widgets to analyze Sales by Month, Sales by Category, Sales by Status, and Top Customers, using actual Odoo sales data for clear graphical comparison and performance insights.

    AI assistant

    Example 4: AI Assistant in Discuss

    Dashboard Assistant chat with live refresh after AI creates widgets.

    AI assistant

    Example 5: AI Assistant in Discuss

    Dashboard Assistant chat with live refresh after AI creates widgets.

    AI assistant

    Export, Themes & Dark Mode

    Export CSV, Excel, PDF, JSON. Theme selector uses the same palette as the live dashboard (Default #714B67, Dark #111827, etc.).

    Export and themes

    Dashboard Configuration - Kanban View

    Configure, organize, and manage dashboards in Kanban. Each card shows the cover image, name, description, widget count, and visibility.

    Dashboard Configuration Kanban with cover images

    Dashboard Configuration - Backend Form View with Widget Tab

    Manage dashboard settings through the backend form view, with a dedicated widget tab to configure, organize, and manage dashboard widgets, including widget type, model, layout, visibility, styling, and display settings.

    Export and themes

    Dashboard Configuration - Backend Form View with Filter Tab

    Manage dashboard filter settings through the backend form view, with a dedicated filter tab to configure filter fields, filter types, default values, date ranges, model fields, and filtering behavior for dashboard data.

    Export and themes

    Dashboard Configuration - Backend Form View with Sharing Tab

    Manage dashboard sharing settings through the backend form view, with a dedicated sharing tab to configure dashboard visibility, user access, groups, shared users, and access permissions.

    Export and themes

    Dashboard Configuration - Backend Form View with Email Schedule Tab

    Manage dashboard email scheduling through the backend form view, with a dedicated email schedule tab to configure recipients, frequency, scheduled date and time, email templates, and automatic dashboard report delivery.

    Export and themes

    Dashboard Configuration - List View

    Manage and review all dashboard configurations in a structured list view, including dashboard name, category, status, visibility, access rights, and configuration details.

    Export and themes

    Dashboard Theme - List View

    Display available dashboard themes in a clear list view with theme names, styles, status, and configuration options for easy management and selection.

    Export and themes

    Dashboard Theme - Form View

    Configure and manage dashboard themes through the backend form view, including colors, fonts, backgrounds, widget styles, and overall dashboard appearance.

    Export and themes

    AI Assistant - Settings Menu

    Configure the AI Assistant through the Settings menu using the AI Assistant enable/disable checkbox and related configuration options.

    Export and themes

    Scheduled Dashboard Email - Form View

    Manage scheduled dashboard emails through the form view, with options to configure recipients, schedule details, email content, and a Send Now button for immediate delivery.

    Export and themes

    Email - Standard Odoo Form View

    Standard Odoo email form view for composing, reviewing, and managing email messages with recipients, subject, message content, attachments, and sending options.

    Export and themes

    CSV Table - Export Data Menu

    CSV Table option available under the Export Data menu to export dashboard or Odoo data in a structured CSV format for analysis and reporting.

    Export and themes

    Company Overview Dashboard - CSV Table Example

    Example of a CSV table generated from the Company Overview dashboard, showing key Odoo data such as Sales, Purchases, Inventory, Invoices, Manufacturing, and Accounting metrics in a structured tabular format.

    Export and themes

    Excel Workbook - Export Data Menu

    Excel Workbook option available under the Export Data menu for exporting dashboard data into a structured Excel workbook for analysis and reporting.

    Export and themes

    Company Overview Dashboard - Excel Workbook Data

    Export company overview dashboard data into an Excel workbook with structured sheets for key metrics, Sales, Purchase, Inventory, Manufacturing, Accounting, and other relevant business data.

    Export and themes

    PDF/Print - Export Data Menu

    Add a PDF/Print option under the Export Data menu to generate and print dashboard data in a structured PDF format.

    Export and themes

    Company Overview Dashboard - PDF Report

    Generate a professional PDF report of the Company Overview dashboard, including key KPIs, business metrics, charts, trends, and summaries across the relevant Odoo operations.

    Export and themes
    Export and themes
    Export and themes

    JSON Configuration - Export Data

    Add a JSON Configuration option under the Export Data menu to export dashboard configuration, widgets, filters, layouts, and related settings in a structured JSON format.

    Export and themes

    JSON Data Example - Export Data

    Display an example of the exported dashboard data in structured JSON format, including dashboard details, widgets, filters, layouts, and configuration settings.

    Export and themes

    Email Button - Dashboard

    Add an Email button to the dashboard to send the current dashboard report directly to selected recipients with the relevant dashboard data and layout.

    Export and themes

    Email Composer - Popup

    Standard Odoo email composer displayed in a popup, allowing users to enter recipients, subject, message, attachments, and send the dashboard report directly.

    Export and themes

    Filter Button - Dashboard

    Add a Filter button to the dashboard to allow users to filter dashboard data by relevant fields, values, and date ranges, with results updating dynamically.

    Export and themes

    Filter Button - Dashboard Wizard

    Add a Filter button that opens a filter wizard when clicked. Allow users to add and configure filter fields, values, operators, and date ranges, then apply the filters dynamically to the dashboard data.

    Export and themes

    Technical Notes

    • Module: universal_dashboard - Version: 19.0.1.0.23
    • Default colors: Primary #714B67 - Secondary #017E84 - Background #F4F3F2
    • Chart palette: #714B67, #017E84, #F06048, #F4A300, #28A745, #6F42C1, #20C997, #FD7E14
    • Depends: web, mail - AI optional with Enterprise AI app (no API key in this module)
    • Demo script: scripts/setup_demo_environment.py

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    Universal Dynamic Dashboard
    Availability
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    Odoo.sh
    On Premise
    Odoo Apps Dependencies Discuss (mail)
    Lines of code 8678
    Technical Name universal_dashboard
    LicenseSee License tab
    Websitehttp://www.probuse.com
    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
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