Reporting & Dashboard · Multiple clients

Odoo Dashboard

A reusable, configurable dashboard engine for Odoo, deployed for multiple clients, that turns any Odoo model into live KPI tiles, charts and drill-down lists without writing code.

Client
Multiple clients
Category
Reporting & Dashboard
Platform
Odoo 16 & 17 (Community & Enterprise)
Duration
8 weeks (reusable product)
Team
3 specialists

0%

less reporting time

0x

faster KPI loading

0%

self-service dashboards

The challenge

Many of our clients were exporting Odoo data to Excel every week just to build management reports. Standard Odoo reporting views were powerful but scattered across apps, and executives wanted one screen that showed the health of the whole business.

Rather than building a one-off dashboard per client, we built a reusable dashboard engine that business users configure themselves.

The system

Configurable KPI tiles, charts and drill-down lists, built by business users without code.

Dashboards
OD

Revenue (MTD)

1.24M+12%

Gross margin

34.8%+1.9%

Open orders

318-21

Receivables

412K-8%

Revenue vs target

024477195JanFebMarAprMayJunJulAugSepOctNovDec
Revenue Target

Revenue mix

  • Products61%
  • Services27%
  • Subscriptions12%

Sales by team

38
Retail
52
B2B
29
Online
17
Export

Top customers

CustomerOrdersRevenueTrend
Al Noor Group42186K▲ 14%
Vertex Retail35142K▲ 6%
Bluewave Co.2897K▼ 3%
Sahara Foods2188K▲ 22%

Illustrative view with representative data.

Problems & solutions

Problem 1

Slow dashboards on large databases

Early versions computed KPIs on every page load, which took 10+ seconds on databases with millions of records.

How we fixed it

We moved aggregation to optimised SQL with read_group, added per-tile caching with configurable refresh intervals and indexed the most-used filter fields.

Problem 2

Every client wanted different KPIs

Hard-coded dashboards meant a developer was needed for every new chart.

How we fixed it

We built a no-code tile designer: pick a model, measure, grouping, domain filter and chart type, and the tile is live instantly.

Problem 3

Security and multi-company

Users must never see figures from companies or teams they don't have access to.

How we fixed it

All tiles execute under the viewing user's access rights and company context, so record rules are always respected.

What we delivered

  • Drag-and-drop dashboard layouts per user, team or role
  • KPI tiles, line, bar, pie, funnel and table widgets
  • Click-through drill-down to the underlying Odoo records
  • Date-range comparisons (MoM, YoY) and targets
  • Scheduled PDF snapshots emailed to management
  • Respects Odoo access rights and multi-company rules

How the system flows

  1. 1Choose data model
  2. 2Define measure & filter
  3. 3Pick visual
  4. 4Place on dashboard
  5. 5Share with team
  6. 6Drill into records
Impact

Key operating metrics before the project and after go-live.

Weekly report preparation

-92%
Before6 hrs
After0.5 hrs

Dashboard load time

-90%
Before12 sec
After1.2 sec

KPIs tracked per client

+463%
Before8
After45

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