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    Creating Odoo Custom Dashboard

    Updated 16 July 2021

    Dashboards in Odoo are useful for visualization of data in a better way. In this article, i am going to explain how to create a custom Dashboard in Odoo. For creating the dashboard follow the steps below.

    • Step 1 :-> For creating a dashboard you need to create a model (custom.sales.dashboard in my case) and add some filed in it like color, name etc based on your requirement.
      class CustomSalesDashboard(models.Model):
          _name = "custom.sales.dashboard"
      
          color = fields.Integer(string='Color Index')
          name = fields.Char(string="Name")
      

    Step 2:-> Create a kanban and form view of this above-created model. You can create a kanban view and customize it as per your requirement. I have created a basic kanban view of the above model.

    <record id="channel_dashboard_kanban_view" model="ir.ui.view">
      <field name="name">custom.sales.dashboard.view</field>
      <field name="model">custom.sales.dashboard</field>
      <field name="arch" type="xml">
        <kanban class="oe_background_grey o_kanban_dashboard o_salesteam_kanban o_project_kanban " create="0">
           <field name="color"/>
           <field name="name"/>
           <templates>
              <span t-name="kanban-box"> <!-- Use <t> tag instead of <span> for color change -->
                 <div t-attf-class="#{kanban_color(record.color.raw_value)} ">
                    <div class="o_project_kanban_manage">
                       <a class="o_kanban_manage_toggle_button" href="#">More
                           <i class="fa fa-caret-down"/>
                        </a>
                    </div>
                    <div class="o_project_kanban_main" >
                      <div class="o_kanban_card_content o_visible">
                          <div class="o_kanban_primary_left" >
                              <div class="">
                                  <center>
                                     <span>
                                        <span t-field="record.name"/>
                                      </span>
                                  </center>
                               </div>
                                <div>
                                <center>
                                   <button class="btn btn-primary" type="action" name="dashboard_sales_action_id" string="Quotations">Quotations</button>
                                        <button class="btn btn-primary" type="action" name="dashboard_sales_order_action_id" >Sales order</button>
                                        <h3>Custom Dashboard for Sales</h3>
                                   </center>
                                    </div>
                                </div>
                            </div>
                         <div class="o_kanban_card_manage_pane o_invisible">
                             <div class="col-xs-6 o_kanban_card_manage_section o_kanban_manage_view">
                                 <div class="o_kanban_card_manage_title">
                                     <span>View</span>
                                 </div>
                                </div>
                              <div t-if="widget.editable" class="o_project_kanban_colorpicker" >
                                <ul class="oe_kanban_colorpicker" data-field="color"/>
                              </div>
                         </div>
                       </div>
                    </div>
                </span>
            </templates>
        </kanban>
      </field>
    </record>
     <record id="channel_dashboard_form_view" model="ir.ui.view">
          <field name="name">custom.sales.dashboard.form.view</field>
          <field name="model">custom.sales.dashboard</field>
         <field name="arch" type="xml">
               <form>
                   <field name="color"/>
                   <field name="name"/>
              </form>
         </field>
     </record>
    • Step 3 :-> Create the action of the above view.
      <record id="custom_sales_dashboard_action" model="ir.actions.act_window">
          <field name="name">Dashboard</field>
          <field name="res_model">custom.sales.dashboard</field>
          <field name="type">ir.actions.act_window</field>
          <field name="view_type">form</field>
          <field name="context">{}</field>
          <field name="view_mode">kanban,form</field>
      </record>
      
    • Step 4:-> Create the Menu for this action.
      <menuitem id="menu_sales_config_inherited" parent= "sales_team.menu_sale_config" sequence= "1" name= "Sales Test dashboard" action="custom_sales_dashboard_action"/>
    • This is all for creating a basic dashboard, now your dashboard is ready to use.IMg1

    This blog has been updated and I hope all of you there who faced any kind of issue you can try it again now. I have created the form view also that you can create a record also for the test purpose.

    For odoo12 dashboard Visit this link:  https://webkul.com/blog/custom-dashboard-odoo12/

    That is it.!!!
    If you liked this post, It would be very grateful if you write your opinions, comments and suggestions to keep the post updated and interesting.
    Thank you!

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