Dashboard Module Overview Odoo 18
By Braincuber Team
Published on January 3, 2026
Executives spend 45+ minutes daily gathering business metrics: Sales VP opens three browser tabs pulling revenue numbers from sales module, CFO exports accounting data to Excel for margin calculations, Operations Director manually compiles warehouse statistics, Marketing Manager searches through email reports for campaign performance—all because KPIs scattered across 15+ separate modules instead of unified view showing complete business health at single glance.
Odoo 18 Dashboard module consolidates every business metric into centralized command center where executives monitor real-time KPIs across Sales, CRM, Finance, Inventory, Manufacturing, HR, Marketing, and Services without switching applications. Interactive charts visualize trends, top performer lists identify stars and problems, drill-down capability connects summary numbers to underlying transactions, and customizable filters focus analysis on specific periods, products, or teams—transforming scattered data into actionable intelligence within seconds instead of hours.
Core Benefit: Dashboard module = single screen showing complete business performance. Revenue trends, sales pipeline, inventory status, expense tracking, employee metrics—all visualized together with live data from every Odoo module. No more tab-switching, spreadsheet exports, or delayed reports.
Understanding the Dashboard Module
Centralized KPI Monitoring
View key performance indicators from all Odoo modules in one unified interface. Sales revenue, expense totals, inventory levels, manufacturing efficiency—everything visible without navigation.
Interactive Visualizations
Bar charts, pie charts, line graphs, and trend indicators transform raw numbers into understandable patterns. Identify growth trajectories, seasonal patterns, and anomalies at a glance.
Drill-Down Analysis
Click any metric to explore underlying data. See $500K quarterly revenue? Click to view by month, by product, by salesperson. Every summary connects to detailed transactions.
Top Performer Tracking
Automatic rankings show top salespeople, best-selling products, highest-value customers, most active operators. Identify what's working and where attention needed.
Accessing the Dashboard Module
Launch the Dashboard module from the main Odoo application menu. The centralized interface organizes metrics into logical business categories for easy navigation.
Navigate to Dashboard
From Odoo main menu, click Dashboard application icon:
- Main display shows aggregated KPIs at top: Quotations, Orders, Revenue
- Category sidebar organizes dashboards: Sales, CRM, Finance, Logistics, Services, Marketing, Website, HR
- Each category contains multiple specialized dashboards
- Data updates in real-time as transactions occur across Odoo modules
Dashboard Categories Overview:
SALES CATEGORY ├── Sales (Orders, Revenue, Monthly Analysis) ├── Product (Best Sellers, Revenue by Category) ├── Point of Sale (POS Orders, Sessions, Top Products) ├── POS Restaurant (Hourly Revenue, Table Analysis) └── Rentals (Rental Orders, Revenue Tracking) CRM CATEGORY ├── Leads (Close Rate, Deal Size, Win Days) └── Pipeline (Expected Amount, Open Opportunities) SUBSCRIPTIONS CATEGORY ├── Subscriptions (MRR, Lifespan, Lifetime Value) ├── MRR Evolution (Monthly Recurring Revenue Trends) ├── Retention (Churn Rate, Net Retention) └── Salesperson (Performance by Sales Rep) FINANCE CATEGORY ├── Accounting (Income, Expenses, Cash Position) ├── Invoicing (Invoice Value, DSO Days) ├── Benchmark (Profit Margins, Performance) └── Expenses (Amount to Reimburse, Categories) LOGISTICS CATEGORY ├── Warehouse Daily (Deliveries, Transfers, Delays) ├── Operation Analysis (Cycle Time, Fill Rate) ├── Warehouse Metrics (Stock Aging, Reserved Qty) ├── Purchase & Vendor (Order Value, Lead Time) └── Manufacturing (MO Count, OEE, Cost/Unit) SERVICES CATEGORY ├── Project (Tasks by Stage, Top Assignees) ├── Timesheets (Billable Hours, Utilization Rate) └── Helpdesk (Tickets, Response Time, Ratings) MARKETING CATEGORY ├── Events (Registration, Revenue, Attendees) └── Email Marketing (Open Rate, Click Rate, Bounce) WEBSITE CATEGORY ├── Live Chat (Sessions, Response Time, Ratings) ├── eLearning (Courses, Attendees, Revenue) └── eCommerce (Carts, Orders, Revenue, Abandonment) HUMAN RESOURCES CATEGORY ├── Employees (Headcount, Turnover, Departures) ├── Payroll (Wages, Hours, FTE Analysis) └── Recruitment (Applications, Hires, Duration)
Sales Dashboards
Track complete sales performance from quotations through order fulfillment with real-time revenue visibility and team analytics.
Primary metrics displayed at dashboard top:
- Quotations: Number of pending sales quotes awaiting customer response
- Orders: Confirmed sales orders in processing
- Revenue: Total sales value for selected period
- Monthly Sales Graph: Visual trend showing revenue progression
- Top Lists: Customers, Products, Categories, Sales Teams, Salespeople
- Source Tracking: Which marketing channels drive orders (LinkedIn, Email, Web)
Sales Dashboard Metrics:
HEADER METRICS Quotations: 47 pending Orders: 128 confirmed this month Revenue: $342,500 monthly total MONTHLY SALES GRAPH (Bar Chart) January: $285,000 February: $312,000 March: $342,500 ← Current month trending up TOP SALESPEOPLE 1. Jennifer Martinez - $89,500 (26%) 2. Michael Chen - $76,200 (22%) 3. Sarah Johnson - $68,300 (20%) 4. David Wilson - $58,500 (17%) 5. Emily Brown - $50,000 (15%) TOP PRODUCTS BY REVENUE 1. Enterprise Software License - $125,000 2. Professional Services Package - $78,500 3. Hardware Bundle - $45,000 4. Support Contract - $42,000 5. Training Sessions - $28,000 TOP CUSTOMERS 1. TechCorp Industries - $65,000 2. Global Manufacturing Inc - $48,000 3. Retail Solutions Ltd - $42,500 FILTER OPTIONS AVAILABLE Period: This Month | This Quarter | This Year | Custom Country: All | United States | Canada | Europe Product: All | Category | Specific Product Salesperson: All | Team | Individual Source: All | LinkedIn | Email | Direct | Referral
Real-time retail performance tracking:
- Orders: Total POS transactions processed
- Revenue: Retail sales amount
- Average Order: Transaction value benchmark
- Orders Per Month: Graph showing daily/weekly transaction volumes
- Top Sessions: Highest performing cashier shifts
- Top Products: Best-selling items in retail locations
Restaurant-specific analytics:
- Revenue per Order/Guest: Average ticket size metrics
- Discount Rate: Promotional impact measurement
- Hourly Revenue: Peak hour identification for staffing optimization
- Daily Revenue: Day-of-week performance patterns
- Top Products per Margin: Most profitable menu items
- Table per Revenue: Seating section performance comparison
CRM Dashboards
Monitor lead pipeline health and sales opportunity progress for accurate revenue forecasting.
Lead performance and conversion tracking:
- Close Rate: Percentage of leads converting to customers
- Average Deal Size: Typical opportunity value
- Revenue: Total closed business value
- Days to Win: Average sales cycle length
- Days to Assign: Lead response time measurement
- Top Lost Reasons: Why deals fail - identify improvement areas
- Top Sources: Which channels generate quality leads
Lead Analytics Example:
LEAD PERFORMANCE SUMMARY Close Rate: 28.5% Average Deal Size: $24,500 Total Revenue: $1.2M this quarter Days to Win: 45 days average Days to Assign: 2.3 days average TOP LOST REASONS (Identify Issues) 1. Price too high - 32% 2. Chose competitor - 24% 3. No budget approved - 18% 4. Project delayed - 15% 5. No response - 11% ACTION INSIGHT: 32% lose on price = review pricing strategy or improve value communication TOP LEAD SOURCES (Marketing ROI) 1. LinkedIn Ads - 156 leads, 34% close rate 2. Website Form - 128 leads, 22% close rate 3. Email Campaign - 89 leads, 31% close rate 4. Trade Show - 67 leads, 41% close rate 5. Referral - 45 leads, 52% close rate ACTION INSIGHT: Referrals convert 52% = invest in customer referral program PIPELINE SUMMARY Expected Amount: $2.8M (all stages) Closed Amount: $1.2M (won deals) Open Opportunities: 87 active TOP SALESPEOPLE BY WIN RATE 1. Sarah Johnson - 38% close rate 2. Michael Chen - 32% close rate 3. Jennifer Martinez - 28% close rate
Subscription Dashboards
SaaS and subscription business metrics tracking recurring revenue health and customer retention.
Monthly recurring revenue trend analysis:
- MRR Over Time: Line graph showing revenue growth trajectory
- MRR Breakdown: New vs Expansion vs Contraction vs Churn
- Top Upgrades: Customers increasing subscription value
- Worst Downgrades: Customers reducing subscription value
- MRR by Recurrence: Monthly vs Annual vs Custom billing
- MRR by Team: Revenue attribution by sales team
Customer retention health monitoring:
- Customer Churn Rate: Percentage of customers leaving
- Revenue Churn: Dollar value of lost recurring revenue
- Net Retention Rate: Expansion vs churn balance (target >100%)
- Customer Lifetime Value: Total revenue per customer relationship
- Year-over-Year Comparison: Retention trends by annual cohort
Finance Dashboards
Complete financial visibility covering income, expenses, receivables, and profitability metrics.
Core financial health indicators:
- Current Income: Revenue recognized this period
- Receivables: Outstanding customer invoices
- Current Expense: Costs incurred this period
- Payables: Outstanding vendor bills
- Cash Position: Available bank balances
- Profitability: Net income percentage
- Liquidity: Current ratio and quick ratio
Financial Dashboard Metrics:
FINANCIAL SUMMARY - JANUARY 2026 Current Income: $485,000 Current Expense: $312,000 Net Profit: $173,000 (35.7% margin) BALANCE SHEET SNAPSHOT Receivables: $156,000 (45 days avg) Payables: $89,000 (32 days avg) Cash Position: $234,000 PROFITABILITY RATIOS Gross Margin: 58.2% Net Margin: 35.7% Operating Margin: 41.5% INVOICING METRICS Invoiced This Month: $485,000 Average Invoice: $4,850 DSO (Days Sales Outstanding): 45 days TOP INVOICES BY VALUE 1. TechCorp Enterprise Deal - $125,000 2. Global Manufacturing Q1 - $78,500 3. Retail Solutions Package - $45,000 EXPENSE BREAKDOWN Amount to Report: $12,500 Amount to Validate: $8,200 Amount to Reimburse: $15,800 TOP EXPENSE CATEGORIES 1. Travel & Accommodation - $18,500 2. Marketing & Advertising - $12,000 3. Software & Subscriptions - $8,500 4. Office Supplies - $3,200
Logistics Dashboards
Warehouse operations and supply chain visibility for inventory management and delivery tracking.
Daily operational health monitoring:
- Late Deliveries: Overdue customer shipments needing attention
- Late Receptions: Overdue vendor receipts impacting inventory
- Late Internal Transfers: Delayed warehouse movements
- Deliveries Next 7 Days: Upcoming shipment workload forecast
- Receptions Next 7 Days: Incoming inventory forecast
- Open Transfers: In-progress movements requiring completion
Production efficiency and output tracking:
- Manufacturing Orders: Active production orders count
- Quantity Produced: Units completed this period
- OEE (Overall Equipment Effectiveness): Machine utilization percentage
- Average Cost/Unit: Production cost benchmark
- Weekly Production: Graph showing output trend
- Top Products: Most frequently manufactured items
Logistics Performance Example:
WAREHOUSE DAILY SUMMARY Late Deliveries: 3 (requires immediate action) Late Receptions: 2 (contact vendors) Late Internal Transfers: 0 (on track) UPCOMING WORKLOAD Deliveries Next 7 Days: 47 shipments Receptions Next 7 Days: 23 vendor deliveries Open Transfers: 12 in progress OPERATION ANALYSIS Average Delay: 1.2 days Cycle Time: 3.5 days Fill Rate: 94.5% On-Time Delivery Rate: 91.2% WAREHOUSE METRICS Reserved Stock Qty: 28% of total Stock with Zero Qty: 15 SKUs (replenish) Lines with Negative Stock: 2 (investigate) MANUFACTURING SUMMARY Manufacturing Orders: 18 active Quantity Produced: 1,247 units this week OEE: 78.5% Average Cost/Unit: $127.50 TOP MANUFACTURED PRODUCTS 1. Widget Assembly A - 450 units 2. Component Package B - 380 units 3. Finished Product C - 280 units PURCHASE & VENDOR ANALYSIS Purchase Value This Month: $285,000 Average Order Value: $8,500 Days to Receive: 12 days average Supplier Service Level: 87% On-Time Vendor Deliveries: 84%
Services Dashboards
Project delivery and service team performance tracking for professional services organizations.
Project status and resource visibility:
- Tasks by Stage: Visual pipeline of work status (To Do, In Progress, Done)
- Tasks by State: Open vs closed task distribution
- Top Assignees: Team members with most assigned work
- Top Projects: Highest activity projects
- Top Customers: Clients with most active work
Time tracking and billability analysis:
- Billable Hours: Time allocated to customer projects
- Non-Billable Hours: Internal time (meetings, training, admin)
- Billable Rate: Percentage of time generating revenue
- Time Billed by Week: Graph showing weekly utilization
- Top Employees: Highest contributors by hours
- Top Projects: Most time-consuming projects
Customer support performance metrics:
- Tickets: Total support requests received
- Ratings: Customer satisfaction scores
- Time to Assign: Initial response speed
- Time to Respond: First reply duration
- Time to Close: Total resolution time
- Tickets by Stage: Visual pipeline (New, In Progress, Resolved)
Marketing Dashboards
Campaign performance and event management analytics for marketing team optimization.
Email campaign performance tracking:
- Click-to-Open Rate: Engagement quality measurement
- Click-Through Rate: Link engagement percentage
- Engagement Rate: Overall interaction measurement
- Bounce Rate: Undeliverable email percentage
- Mails Sent Per Month: Campaign volume trend
- Top Link Trackers: Highest performing CTAs
- Top 5 Failed Reasons: Delivery issues to address
Marketing Analytics Example:
EMAIL MARKETING SUMMARY Click-to-Open Rate: 18.5% Click-Through Rate: 3.2% Engagement Rate: 24.7% Bounce Rate: 2.1% MONTHLY SEND VOLUME January: 45,000 emails February: 52,000 emails March: 48,000 emails TOP CAMPAIGNS (Last 30 Days) 1. Q1 Product Launch - 32% open rate 2. Monthly Newsletter - 28% open rate 3. Webinar Invitation - 35% open rate 4. Discount Promo - 41% open rate TOP LINK PERFORMANCE 1. "Start Free Trial" - 892 clicks 2. "Learn More" - 654 clicks 3. "Book Demo" - 445 clicks 4. "View Pricing" - 312 clicks EVENT METRICS Events This Quarter: 8 Total Revenue: $125,000 Total Attendees: 1,247 Average Revenue/Attendee: $100.24 TOP EVENT VENUES 1. Convention Center A - 3 events 2. Hotel Conference Room - 2 events 3. Virtual Platform - 3 events
HR Dashboards
Workforce analytics covering employee metrics, payroll summaries, and recruitment pipeline.
Workforce health and turnover tracking:
- Total Employees: Current headcount
- New Employees: Recent hires this period
- Departing Employees: Attrition count
- Average Contract Duration: Tenure benchmark
- Turnover Rate: Attrition percentage
- Departure Reasons: Why employees leave (voluntary, retirement, etc.)
Compensation and labor cost analysis:
- Average Net Wage: After-tax compensation benchmark
- Average Basic Wage: Base salary benchmark
- Total Net Wage: Aggregate payroll cost
- Total Basic Wage: Base payroll cost
- Average Hours/Days: Working time patterns
- FTE (Full-Time Equivalent): Standardized headcount
Hiring pipeline and efficiency tracking:
- New Applications: Candidates entering pipeline
- New Hires: Successfully onboarded employees
- Hired Rate: Offer acceptance percentage
- Process Duration: Average time-to-hire
- Applications Refused per Stage: Where candidates drop out
- Top Mediums/Sources: Best recruiting channels
HR Analytics Example:
EMPLOYEE SUMMARY Total Employees: 247 New Employees (Last 30 Days): 12 Departing Employees: 4 Turnover Rate: 8.2% annual TENURE ANALYSIS Average Contract Duration: 3.2 years New (< 1 year): 45 employees (18%) Established (1-5 years): 142 employees (57%) Veteran (> 5 years): 60 employees (24%) TOP DEPARTMENTS BY HEADCOUNT 1. Engineering - 78 employees 2. Sales - 52 employees 3. Customer Support - 38 employees 4. Marketing - 24 employees 5. HR & Admin - 18 employees DEPARTURE REASONS (Last 12 Months) 1. Voluntary Resignation - 62% 2. Better Opportunity - 18% 3. Retirement - 12% 4. Termination - 8% PAYROLL SUMMARY Average Net Wage: $4,850/month Average Basic Wage: $5,500/month Total Monthly Payroll: $1.36M FTE Count: 238.5 RECRUITMENT PIPELINE New Applications: 156 this month New Hires: 12 this month Hired Rate: 7.7% Process Duration: 28 days average TOP JOB POSITIONS (Open Requisitions) 1. Software Developer - 8 openings 2. Sales Representative - 5 openings 3. Customer Support Agent - 4 openings TOP RECRUITING SOURCES 1. LinkedIn - 45% of applicants 2. Company Website - 28% 3. Referrals - 15% 4. Job Boards - 12%
Website Dashboards
Digital presence analytics covering eCommerce, live chat support, and eLearning platforms.
Online store performance tracking:
- Carts: Active shopping sessions
- Orders: Completed purchases
- Abandoned Carts: Lost potential sales
- Total Revenue: Online sales value
- Monthly Sales Graph: Revenue trend visualization
- Top Products/Categories: Bestselling items online
Real-time customer support metrics:
- Sessions: Total chat conversations
- Average Time to Answer: Response speed
- Average Session Duration: Conversation length
- Average Rating: Customer satisfaction
- Daily Sessions Graph: Volume patterns
- Sessions by Operator: Agent workload distribution
Using Dashboard Filters
Every dashboard provides flexible filtering to focus analysis on specific time periods, products, teams, or regions.
Common Filter Options:
TIME PERIOD FILTERS Today | Yesterday | Last 7 Days | Last 30 Days This Month | Last Month | This Quarter | This Year Custom Date Range: [Start Date] to [End Date] ORGANIZATIONAL FILTERS Company: All Companies | Company A | Company B Department: All | Sales | Marketing | Engineering | HR Team: All Teams | Team Alpha | Team Beta Employee: All | Specific Employee Name PRODUCT/SERVICE FILTERS Category: All Categories | Electronics | Services | Subscriptions Product: All Products | Specific SKU Sales Order: All | Specific Order GEOGRAPHIC FILTERS Country: All Countries | United States | Canada | Europe City: All Cities | New York | Los Angeles | Toronto Region: All Regions | North | South | East | West SOURCE/CHANNEL FILTERS Source: All | LinkedIn | Email | Website | Referral Medium: All | Organic | Paid | Social | Direct Campaign: All | Q1 Launch | Summer Promo | Holiday Sale COMBINING FILTERS (Example) View: Sales Dashboard Period: This Quarter Product Category: Enterprise Software Salesperson: Jennifer Martinez Country: United States Result: Jennifer's US enterprise software sales Q1 2026
Best Practices for Dashboard Usage
✅ Follow These Guidelines:
- Start each day with Dashboard review: 5-minute morning scan identifies urgent issues (late deliveries, pipeline changes, expense approvals) before they escalate
- Use consistent time periods for comparison: Compare month-over-month or quarter-over-quarter rather than arbitrary date ranges for meaningful trend analysis
- Drill down on anomalies: When numbers spike or drop unexpectedly, click through to underlying data rather than accepting summary at face value
- Share dashboard views in meetings: Present live dashboards in team meetings rather than static slides—enables real-time Q&A and drill-down
- Set benchmark targets: Know your goal metrics (95% on-time delivery, 30% close rate) so dashboard deviations immediately visible
- Monitor leading indicators: Focus on pipeline value and lead count (predictive) not just revenue (trailing) for proactive management
- Review multiple categories: Don't just check your department—cross-functional awareness prevents surprises (HR attrition impacts Engineering projects)
- Document insights: When dashboard reveals important patterns, note them for later analysis rather than relying on memory
Common Dashboard Use Cases
🔔 Daily Operations Manager Check-In
Open Warehouse Daily dashboard every morning at 8 AM. Check late deliveries count—if > 0, click to see specific orders and prioritize carrier follow-up. Review next 7 days workload to schedule staff appropriately.
🔔 Weekly Sales Team Meeting
Sales Manager opens Sales dashboard during Monday team meeting. Reviews quotation-to-order conversion, highlights top performer of the week, identifies stalled deals in pipeline needing intervention.
🔔 Monthly Executive Review
CFO presents Accounting dashboard to leadership. Shows income vs expense trend, discusses receivables aging, explains margin changes. Drill-down to specific large transactions as needed.
🔔 Quarterly Board Preparation
CEO exports dashboard screenshots for investor presentation. Subscription MRR trend, customer retention rates, pipeline growth—all visualized without manual report creation.
Conclusion
Odoo 18 Dashboard module transforms business intelligence from time-consuming report compilation into instant real-time visibility. Access unified KPI view spanning Sales quotations and revenue, CRM leads and pipeline opportunities, Subscription recurring revenue and retention, Finance income, expenses, and cash position, Logistics warehouse operations and manufacturing efficiency, Services project status and billable utilization, Marketing campaign performance and event analytics, and HR workforce metrics and recruitment pipeline—all in single centralized interface with interactive charts, top performer rankings, and drill-down capability to underlying transactions. Filter by time period, product, team, or geography to focus analysis, and leverage live dashboards in meetings for data-driven decision making without waiting for monthly spreadsheet reports.
🎯 Key Takeaway: Dashboard module = your business health at a glance. Stop switching between 15 modules compiling metrics manually. Start with single dashboard showing real-time KPIs across entire organization—identify issues in seconds, make decisions with data, track performance visually.