{"id":238841,"date":"2020-03-23T07:05:22","date_gmt":"2020-03-23T07:05:22","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=238841"},"modified":"2024-07-18T14:21:50","modified_gmt":"2024-07-18T14:21:50","slug":"odoo-all-in-one-dynamic-dashboard","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-all-in-one-dynamic-dashboard\/","title":{"rendered":"User Guide for Odoo All in One Dynamic Dashboard"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>INTRODUCTION<\/strong><\/h2>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-all-in-one-dynamic-dashboard.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo All in One Dynamic Dashboard<\/a>: customize with best!!!!<\/p>\n\n\n\n<p>In this fast-paced world with a shortage of time, It&#8217;s hard to analyze large amounts of data manually. No one wants to read each data to analyze techniques to increase their business.<\/p>\n\n\n\n<p>Hence, the Odoo All-in-One Dynamic Dashboard allows you to customize your Odoo dashboard. Create your Odoo Analytics Dashboard to sort, organize, display, and use the data as needed.&nbsp;<\/p>\n\n\n\n<p>Odoo is an excellent platform for managing an organization&#8217;s resources (data). It is vital to analyze the data to ensure everything is going well.<\/p>\n\n\n\n<p>Create various menus for the graphs you want to analyze the data for. You can use pre-defined templates or construct your custom graph. Admins can change and customize the dashboard, while users can view it.<\/p>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-ai-dashboard.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo AI Dashboard<\/a> is an exceptional tool that simplifies the process of extracting valuable insights from your Odoo data. With its powerful search functionality, you only have to enter your query and get instant visuals<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FEATURES<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Odoo All in One Dynamic Dashboard allows you to analyze and plan data for growth strategies.<\/li>\n\n\n\n<li>Create several Dashboards for various Odoo modules such as Sales and so on.<\/li>\n\n\n\n<li>Set many Odoo dashboard access levels for users.<\/li>\n\n\n\n<li>Fetch the relevant data and plot it on the graph.<\/li>\n\n\n\n<li>To construct any plot\/graph, use the Predefined options.<\/li>\n\n\n\n<li>Personalize the Dynamic Dashboard Theme and Widgets<\/li>\n\n\n\n<li>Odoo All in One Dynamic Dashboard is compatible with several companies.<\/li>\n\n\n\n<li>This module is compatible with many devices.<\/li>\n\n\n\n<li>You may export the data from each graph to PDF.<\/li>\n<\/ol>\n\n\n\n<p>Explore and check out our<a href=\"https:\/\/webkul.com\/odoo-development\/\" target=\"_blank\" rel=\"noreferrer noopener\"> Odoo development<\/a> services and a plethora of quality<a href=\"https:\/\/store.webkul.com\/Odoo.html\" target=\"_blank\" rel=\"noreferrer noopener\"> Odoo Apps<\/a><em>.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>INSTALLATION<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. You will be able to see a folder named- \u2018wk_general_dashboard.\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n<li>Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.<\/li>\n\n\n\n<li>Then, open the Apps menu and click \u2018Update Modules List.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018wk_general_dashboard.\u2019<\/li>\n\n\n\n<li>You will be able to see the module in the search results. Click on \u2018Install\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>WORKFLOW<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the All in One Dynamic Dashboard after logging into your Odoo database.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-367.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-367-1200x541.png\" alt=\" Odoo All in One Dynamic Dashboard option in odoo backend\" class=\"wp-image-413142\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-367-1200x541.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-367-300x135.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-367-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-367-768x346.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-367.png 1320w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>Click on the Dashboard side panel, then on the &#8220;Add Menu&#8221; button.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-368.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-368-1200x541.png\" alt=\"create new dash board in  Odoo All in One Dynamic Dashboard\" class=\"wp-image-413143\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-368-1200x541.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-368-300x135.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-368-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-368-768x346.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-368.png 1320w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>Create a new menu by entering its name, label, model, sequence, and image.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-369.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-369-1200x541.png\" alt=\"configure new dashboard \" class=\"wp-image-413144\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-369-1200x541.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-369-300x135.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-369-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-369-768x346.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-369.png 1320w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>Now, select the menu you made and then click the &#8220;Add Items&#8221; option.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-370.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-370-1200x541.png\" alt=\"add item in you new dashboard in  Odoo All in One Dynamic Dashboard\" class=\"wp-image-413145\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-370-1200x541.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-370-300x135.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-370-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-370-768x346.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-370.png 1320w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>Choose any sample graph for the dashboard from this menu.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-371.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-371-1200x541.png\" alt=\"select type of chart you want to use \" class=\"wp-image-413146\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-371-1200x541.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-371-300x135.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-371-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-371-768x346.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-371.png 1320w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>Now, customize the dashboard to your needs by filling in the following fields:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Define the Origin Type (Pre-Defined or Custom).<\/li>\n\n\n\n<li>In Odoo, enter the name and model.<\/li>\n\n\n\n<li>Choose the appropriate Graph Type.<\/li>\n\n\n\n<li>Customize the graph by selecting parameters such as the Value of fields (x,y), Sort Order, etc.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-374.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-374-1200x541.png\" alt=\"configure the chart  Odoo All in One Dynamic Dashboard\" class=\"wp-image-413151\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-374-1200x541.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-374-300x135.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-374-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-374-768x346.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-374.png 1320w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>Now you can notice the graph according to the data you have filled in on the dashboard.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-372.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-372-1200x541.png\" alt=\"chart will appear on the dashboard of  Odoo All in One Dynamic Dashboard\" class=\"wp-image-413147\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-372-1200x541.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-372-300x135.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-372-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-372-768x346.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-372.png 1320w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"8\">\n<li>To change the layout, go to the dashboard and select the &#8220;Edit Layout&#8221; button.<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can alter the color to your liking;<\/li>\n\n\n\n<li>Drag and drag any tile anywhere you want.<\/li>\n\n\n\n<li>A fullscreen view is available with a single click.<\/li>\n\n\n\n<li>Download the PDF<\/li>\n\n\n\n<li>Remove any Tiles from your dashboard.<\/li>\n\n\n\n<li>Set the dashboard&#8217;s Refresh Time so that the feeds are updated.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-373.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"541\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-373-1200x541.png\" alt=\"edit your dynamic dashboard \" class=\"wp-image-413148\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-373-1200x541.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-373-300x135.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-373-250x113.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-373-768x346.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/11\/image-373.png 1320w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>NEED HELP?<\/strong><\/h2>\n\n\n\n<p>We hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>Also, please explore our <a href=\"https:\/\/webkul.com\/odoo-development\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo development services<\/a> &amp; an extensive range of quality <a href=\"https:\/\/store.webkul.com\/Odoo.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Apps<\/a><em>.<\/em><\/p>\n\n\n\n<p>For any doubt, contact us at <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support@webkul.com<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Odoo All in One Dynamic Dashboard: customize with best!!!! In this fast-paced world with a shortage of time, It&#8217;s hard to analyze large amounts of data manually. No one wants to read each data to analyze techniques to increase their business. Hence, the Odoo All-in-One Dynamic Dashboard allows you to customize your Odoo dashboard. <a href=\"https:\/\/webkul.com\/blog\/odoo-all-in-one-dynamic-dashboard\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":563,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[4633,1267,4630],"class_list":["post-238841","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-customize-odoo-dashboard","tag-odoo","tag-odoo-dashboard"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Odoo All in One Dynamic Dashboard<\/title>\n<meta name=\"description\" content=\"Odoo All in One Dynamic Dashboard allows you to customize your general dashboard as the way you want. 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