Create Custom Dashboard in Odoo12

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 Odoo12. 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 or tree 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_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>

 

<record id="channel_dashboard_form_view_tree" model="ir.ui.view">
	<field name="name">custom.sales.dashboard.tree.view</field>
	<field name="model">custom.sales.dashboard</field>
	<field name="arch" type="xml">
		<tree>
			<field name="color"/>
			<field name="name"/>
		</tree>
	</field>
</record>

 

<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">   <!-- User t tag(<t>) instead of <span> in Odoo for color change-->
	      <div t-attf-class="#{kanban_color(record.color.raw_value)} oe_kanban_global_click_edit " style="padding-left:10px; height:300px" >
		<div class="o_project_kanban_manage">
		  <a class="o_kanban_manage_toggle_button" href="#" style="margin-top:10px">More <i class="fa fa-caret-down"/></a>
	        </div>
		<div class="o_project_kanban_main wk_o_project_kanban_main">
		  <div class="o_kanban_card_content o_visible oe_kanban_global_click" style="display:block">
			<div class="o_kanban_primary_left">
			  <div class="o_primary">
			    <center>
				<span style="font-size:22px;"> This is a Test Dashboard</span>
				  <span style="color:black;">
					<span t-field="record.name.value"/>
				  </span>
			    </center>
			 </div>
		   </div>
                 </div>
		<div class="container o_kanban_card_manage_pane dropdown-menu" role="menu">
		   <div class="row o_kanban_card_settings" >
			<div t-if="widget.editable" class="o_project_kanban_colorpicker">
			   <ul class="oe_kanban_colorpicker" data-field="color"/>
			</div>
                     </div>
		   </div>
		</div>
	  </div>
	</span>
     </templates>
   </kanban>
</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="type">ir.actions.act_window</field>
	<field name="res_model">custom.sales.dashboard</field>
	<field name="view_mode">kanban,tree,form</field>
	<field name="view_type">form</field>
	<field name="view_id" ref="channel_dashboard_form_view_tree"/>
</record>

Step 4:-> Create the Menu for this action.

<menuitem id="dashboard_test" name="Dashboard Test" parent="sale.sale_order_menu" action="test_dashboard.custom_sales_dashboard_action"/>

 

This is all for creating a basic dashboard, now your dashboard is ready to use.

For odoo10 Visit this link :  https://webkul.com/blog/creating-odoo-custom-dashboard/

That is it.!!!
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Thank you!