Dashboard Module in Odoo 18
By Braincuber Team
Published on January 10, 2026
A business owner wants to know how the company is performing today. Not next week after the accountant finishes reports. Not after compiling data from six different departments. Right now. She needs to see today's sales, check if warehouse delays are affecting deliveries, understand which marketing campaigns are driving traffic, and verify that support tickets aren't piling up. Previously, this required opening multiple applications, cross-referencing spreadsheets, and waiting for various managers to send updates.
Odoo 18's Dashboard module consolidates real-time KPIs from across your entire business into a single unified view. Sales quotations and revenue, CRM pipeline status, inventory alerts, manufacturing OEE, helpdesk response times, HR turnover rates, marketing campaign performance, website analytics—all visualized through interactive charts, graphs, and ranked lists. Each department has its own specialized dashboard with relevant metrics, and data updates automatically as transactions occur throughout the system.
Core Benefit: One module, complete visibility. Real-time KPIs from Sales, CRM, Finance, Inventory, Manufacturing, HR, Marketing, and more. Interactive charts update automatically. Make data-driven decisions without opening multiple apps.
Dashboard Module Categories
Sales & Revenue
Track quotations, orders, revenue, top products, best customers, POS performance, restaurant analytics, and rental metrics in real-time.
Finance & Accounting
Monitor income, expenses, receivables, payables, invoicing trends, benchmark margins, and expense reimbursement status.
Logistics & Manufacturing
View late deliveries, warehouse metrics, purchase performance, vendor analysis, manufacturing orders, and production efficiency.
HR & Recruitment
Analyze employee counts, turnover rates, payroll summaries, recruitment pipeline, new hires, and departure reasons.
Complete Dashboard Overview
ODOO 18 DASHBOARD MODULE - COMPLETE KPI REFERENCE ═══════════════════════════════════════════════════════════ SALES CATEGORY ─────────────────────────────────────────────────────────── Sales | Quotations, Orders, Revenue, Top customers Product | Best sellers, Categories by revenue Point of Sale | Orders, Revenue, Avg order, Top sessions POS Restaurant | Revenue per guest, Table revenue, Margins Rentals | Quotations, Revenue, Top products SUBSCRIPTIONS CATEGORY ─────────────────────────────────────────────────────────── Subscriptions | MRR, Subscription count, Lifetime value MRR Evolution | MRR over time, Top upgrades/downgrades Retention | Churn rate, Net retention rate Salesperson | New subscriptions, Churn per rep CRM CATEGORY ─────────────────────────────────────────────────────────── Leads | Close rate, Avg deal size, Days to win Pipeline | Expected/Closed amount, Open opportunities FINANCE CATEGORY ─────────────────────────────────────────────────────────── Accounting | Income, Expenses, Receivables, Payables Invoicing | Invoiced amount, DSO, Top invoices Benchmark | Gross/Net/Operating margins Expenses | Total expenses, To reimburse, Top categories LOGISTICS CATEGORY ─────────────────────────────────────────────────────────── Warehouse Daily | Late deliveries, Open transfers Operation Analysis | Fill rate, On-time delivery, Cycle time Warehouse Metrics | Reserved stock, Aging analysis Purchase & Vendor | Purchase value, Vendor performance Manufacturing | MO count, OEE, Cost/unit SERVICES CATEGORY ─────────────────────────────────────────────────────────── Project | Tasks by stage/state, Top assignees Timesheets | Billable hours, Billable rate % Helpdesk | Tickets, Response time, Ratings MARKETING CATEGORY ─────────────────────────────────────────────────────────── Events | Events count, Revenue, Attendees Email Marketing | Click rates, Engagement, Bounce rate WEBSITE CATEGORY ─────────────────────────────────────────────────────────── Livechat | Sessions, Response time, Ratings eLearning | Courses, Attendees, Revenue eCommerce | Carts, Orders, Abandoned, Revenue HUMAN RESOURCES CATEGORY ─────────────────────────────────────────────────────────── Employees | Headcount, Turnover rate, Departures Payroll | Avg/Total wages, FTE Recruitment | Applications, Hires, Process duration
Sales Dashboard Deep Dive
SALES DASHBOARD - DETAILED METRICS ═══════════════════════════════════════════════════════════ HEADER CARDS (Real-Time Totals) ─────────────────────────────────────────────────────────── Quotations: 47 pending (↑ 12 this week) Orders: 156 confirmed (↑ 23 this week) Revenue: $284,500 (↑ 15% vs last month) TOP CUSTOMERS ─────────────────────────────────────────────────────────── # | Customer | Orders | Revenue ─────────────────────────────────────────────────────────── 1 | GlobalCorp Ltd | 12 | $187,500 2 | Apex Industries | 8 | $142,300 3 | Horizon Tech | 15 | $128,900 TOP SALESPEOPLE ─────────────────────────────────────────────────────────── 1. Sarah Mitchell $98,500 2. David Rodriguez $76,200 3. Emily Chen $64,800 TOP SOURCES & MEDIUMS ─────────────────────────────────────────────────────────── Sources: LinkedIn | Trade Shows | Referrals | Website Mediums: Email | Phone | Direct | Social FILTER OPTIONS ─────────────────────────────────────────────────────────── Period | Country | Product | Customer | Team | Salesperson
Finance Dashboard
FINANCE DASHBOARD - DETAILED METRICS ═══════════════════════════════════════════════════════════ ACCOUNTING OVERVIEW ─────────────────────────────────────────────────────────── Current Income: $342,500 Current Expenses: $198,400 Receivables: $87,600 (aged: 45 days avg) Payables: $52,300 (due: 30 days avg) BENCHMARK ANALYSIS ─────────────────────────────────────────────────────────── Gross Profit Margin: 58.2% Net Profit Margin: 24.6% Operating Margin: 32.1% EXPENSES OVERVIEW ─────────────────────────────────────────────────────────── Total Expenses: $45,600 this month To Reimburse: $5,600 (approved, pending)
Logistics & Manufacturing
LOGISTICS & MANUFACTURING DASHBOARD ═══════════════════════════════════════════════════════════ WAREHOUSE DAILY ─────────────────────────────────────────────────────────── Late Deliveries: 3 (urgent) Late Receptions: 5 (supplier delays) On-Time Delivery: 91.5% MANUFACTURING ─────────────────────────────────────────────────────────── Manufacturing Orders: 28 this month OEE: 84.5% Avg Cost/Unit: $124.50
HR Dashboard
HUMAN RESOURCES DASHBOARD ═══════════════════════════════════════════════════════════ EMPLOYEE OVERVIEW ─────────────────────────────────────────────────────────── Total Employees: 156 New Employees: 8 (this quarter) Turnover Rate: 7.8% (annual) PAYROLL METRICS ─────────────────────────────────────────────────────────── Avg Net Wage: $4,850/month Total Net Wages: $756,600/month RECRUITMENT ─────────────────────────────────────────────────────────── New Applications: 67 this month Hired Rate: 7.5% Process Duration: 18 days (avg)
Navigation Steps
Access the Dashboard
- From main menu, click Dashboard
- Sales KPIs load by default
- Left sidebar shows all categories
Navigate Categories
- Sales: Sales, Product, POS, Rentals
- Finance: Accounting, Invoicing, Expenses
- Logistics: Warehouse, Manufacturing, Purchase
- HR: Employees, Payroll, Recruitment
Apply Filters
- Period: Today, Week, Month, Quarter
- Geographic: Country, region, city
- Team: Sales team, salesperson
Best Practices
✅ Dashboard Usage Guidelines:
- Check daily: Start each workday with a dashboard review
- Set benchmarks: Know your target KPIs to spot deviations
- Use filters: Compare periods to identify trends
- Monitor late items: Warehouse delays need immediate attention
- Track top performers: Identify what's working
- Review retention: Churn signals underlying issues
Key Alerts to Watch
🚨 Late Deliveries
Any above zero requires investigation. Impacts customer satisfaction.
🚨 High DSO
Above 45 days indicates collection problems. Follow up on overdue.
🚨 Negative Stock
Indicates inventory discrepancies. Investigate immediately.
Conclusion
The Odoo 18 Dashboard module consolidates real-time KPIs from across your entire business into a single, unified view. Instead of opening multiple applications, you see live data: sales, CRM, warehouse, manufacturing, HR, and marketing—all in one place. Each category has specialized dashboards with relevant metrics, interactive graphs, and ranked lists. Filters let you drill down by period, geography, product, or team.
🎯 Key Takeaway: One module, nine categories, real-time KPIs. Sales, finance, warehouse, HR, marketing—all in one view. Stop compiling spreadsheets and start making data-driven decisions.
