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    Odoo Dashboard: For Quick Tracking and Analysis

    Dashboard is basically a tool which helps to track and monitor the data in a single place.

    Entrepreneurship is what most of the people are attracted to these days! You can earn monetary benefits as well as fame with its help.

    Alas! There are many unnoticed reasons for the failure of businesses/startups like knowledge, capital(money), team, resources, management and many more.

    On the other hand, many entrepreneurs are booming with the right business management that is required. 

    All these successful startups are the example for willingness to start their own business and we are proud to say Webkul is one of the examples for successful startups which is growing day by day.

    Businesses in Odoo!

    Challenges in Business

    When you start working on a business model which uses less resources then managing each part is comparatively easy. However, when your business grows there can be multiple management issues you may face. 

    It’s not possible for you to look into each resource as your team grows.

    In such cases you may need to find a solution so that you can know exactly what is happening in your business. 

    Hurray! You don’t need to manually look into each resource as you can track all your important data like your resources, sales data, financial growth and data related to many other things.

    Let the Dashboard track all that you need to know!!

    What is a Dashboard?

    Dashboard is a graphical or we can say an organized representation for the important data of your business. It lets you track and monitor your business data with the help of well represented graphs, charts and some data cards.

    Basically, a dashboard eases the process of tracking and monitoring for you. Hence, your time as well as efforts to go through each part yourself is saved.

    Types of Dashboards

    Specialized Dashboards facilitate you to gather essential data like sales data, resources, CRM, project management etc.

    Operational Dashboard helps you to show the progressive data like sales, customer management etc.

    Analytical Dashboard allows you to analyze the business growth for your organization.

    Digital Dashboard helps you to show the progressive data like sales, customer management etc.

    What are the advantages of a Dashboard?

    KeywordsBrief
    TrackableYou can easily track or monitor your resources and company growth with the help of dashboard.
    Filterable The reason why the dashboard is so helpful is that you can filter out data to check or track the desired data.
    Interactive User InterfaceIts interactive and easy interface helps to make it useful for everyone and that interface eases everything for non technical people as well.
    ReportingReporting data is never easy for anyone and when we work with the huge number of data then it becomes very complicated. But the dashboard also makes it easy for everyone because in the dashboard you can check the reporting in a single place.
    Multiple RepresentationYou can represent the dashboard data in multiple ways like using a bar graph, pie chart, donut chart, progress bar, liner view and many more.
    There are many other advantages of the dashboard which helps to reduce the tracking or monitoring resources issues for any business. 

    Key factors of the Dashboard

    The main key factors for the dashboard which plays a very important role to make the dashboard usable and interactive are as follows:

    Key FactorsDescription
    RepresentationRepresentation makes the dashboard interactive and user friendly.
    CategorisationCategorisation helps the dashboard to make it filterable.
    CentralizationCentralization helps to track and monitor every single data of the business.

    How to manage Dashboard in Odoo?

    Odoo is a perfect software to manage your business then how can it forget the most important part of a business; that is tracking and monitoring.

    Dashboard is such a famous tool now that’s why Odoo is now trying to give the dashboard for every Odoo solution like Sale, Inventory, Accounting, CRM, Website etc.

    But other than that Odoo also provides the feature to prepare the custom dashboard which helps to track the data as per your requirement. 

    Odoo Dashboard Installation

    So in order to manage Odoo Dashboard, first you need to install the “Dashboard” module in Odoo.

    To install the “Dashboard” module in Odoo follow the below mentioned steps.

    • Go to the Odoo app list
    • Then you can search for the module “board”(technical name).
    • Then click on the install button to achieve this feature in Odoo.

    Setting up Odoo Dashboard

    After the successful installation you can find one extra option inside the search bar of views in Odoo backend.

    You can notice a new option  “Add to my Dashboard” inside the favorites section.

    So this option helps you to add a custom dashboard as per your need.

    For example you want to add the custom dashboard for “Quotation” then after adding filters inside the sale orders you can simply click on the “Add to my Dashboard” option. After clicking on that option you will get an option to add the name for the dashboard.

    Once you have added the name you need to click on the “ADD” button to save the dashboard for the current filter. Once you click on that option you will get a message “Please refresh your browser for the changes to take effect” from Odoo.

    Then as per the instruction refresh the page and go to the dashboard menu. Here you can find the custom dashboard which is saved by you.

    You can also change the layout of your dashboard in Odoo by clicking on the “CHANGE LAYOUT” button.

    Here you can find options like one, two or more sections of a dashboard view layout. It lets you easily track all your Odoo data in a single place.

    So, it is all you can do with the help of Dashboard that comes by default with Odoo. However, if you want some enhanced overview of your business model then Webkul has something. 

    Webkul Dashboard for Odoo

    Odoo All-In-One Dynamic Dashboard 

    Create your own custom Odoo Dashboard for business Analytics using Neat Graphs and Data Plots. Now, create your Own Analytics Dashboard For Odoo to sort, organize, display and use the data as per your requirements. Odoo All in One Dynamic Dashboard allows you to customize your Odoo dashboard the way you want. 

    Create multiple menus to create graphs for which you want to analyze the data. You can use Pre-Defined Templates or create a Custom Graph as the way you want. Admins can edit and customize the dashboard whereas the users can only view the dashboard.

    To know the workflow of the module you can refer to the user guide.

    Odoo Delivery Dashboard

    Odoo Delivery Dashboard facilitates you to create a separate dashboard for each delivery method. Now, you can get the information of each shipping integration method via Graphs, data cards, pie chart and histogram. You can easily compare the data of each delivery method as you can compare the neatly plotted data graphs of each delivery method.

    To know the workflow of the module you can refer to the user guide.

    We Would Love to Hear From You!

    Hope you find the blog informative! Please feel free to share your feedback in the comments below.

    Also, check our store page to go through our Odoo modules.

    If you have any doubt or query then create a ticket or drop us a mail at support@webkul.com

    Thanks for paying attention!!

    🙂 😊

    . . .

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