How to Use Odoo 18 Dashboard Module: Complete Step by Step Guide
By Braincuber Team
Published on March 17, 2026
Odoo 18's Dashboard module is an effective tool for helping users observe and track important company KPIs in real-time. Through the integration of data from many Odoo modules, including Sales, Inventory, CRM, Accounting, HR, and more, it provides a centralized view of performance metrics. Businesses can make data-driven choices effectively using dynamic and customized dashboards. This complete tutorial will guide you through every aspect of the Odoo 18 Dashboard module.
What You'll Learn:
- Navigate and access the Dashboard module in Odoo 18
- Understand Sales dashboards including Quotations, Orders, and Revenue tracking
- Master CRM analytics for Leads and Pipeline management
- Analyze Finance dashboards for Accounting, Invoicing, and Expenses
- Utilize Logistics dashboards for Warehouse and Manufacturing metrics
- Explore Services dashboards for Project, Timesheets, and Helpdesk
- Implement Marketing dashboards for Events and Email campaigns
- Monitor Website analytics for Livechat, eLearning, and eCommerce
- Track HR metrics for Employees, Payroll, and Recruitment
Accessing the Dashboard Module
Navigate to Dashboard Module
Log in to your Odoo 18 instance and select the Dashboard module from the main menu. The module provides a centralized view of all your business KPIs in real-time.
Sales Dashboard Analytics
When you open the Dashboard module, you can see the created Quotations, Orders, and Revenue details at the top of the screen. The Sales section provides comprehensive analysis through graphs and detailed metrics.
Create and Track Sales Quotations
Go to the Sales module and click the New button to create a quotation. Add a customer name and select products in the Order Lines tab. Return to Dashboard to see the quotation count increase in real-time.
Confirm Sales Orders
Return to the Sales module, click Confirm to create a sales order. The Dashboard will show decreased quotations and increased orders with monthly sales analysis graphs.
| Sales Dashboard Metrics | Description |
|---|---|
| Top Quotations & Orders | Highest value quotations and sales orders |
| Country Analysis | Orders by geographic origin |
| Top Customers | Best performing customers by revenue |
| Sales Teams & People | Performance by teams and individuals |
Product Analytics
Click on the Product option to identify Best Seller products and Best Categories. Analyze Best Sellers by Revenue with detailed graphs showing product performance trends.
Point of Sale Dashboard
Select Point of Sale from Sales to view Orders, Revenue, and Average order metrics. Analyze monthly order patterns and access Top Orders, Top Sessions, Top Point of Sale locations, Top Responsibles, and Top Products.
POS - Restaurant Analytics
The POS - Restaurant option displays Untaxed revenue, revenue per order/guest, order counts, Total revenue, and Discount Rate. View Hourly and Daily Total Revenue graphs, plus Top 15 Products per Margin, Products per Category, Table per Revenue, and Top Responsibles.
Rentals Dashboard
Select Rentals to track Quotations, Rentals, and Revenue. Analyze daily rental patterns with graphs showing Top Product Categories, Top Products, Top Salespeople, and Top Customers.
Subscriptions Dashboard
Subscription Analytics
Under Subscriptions, analyze Monthly Recurrence Revenue, Subscriptions count, Custom Lifespan, and Custom Lifetime Value. View pie charts for MRP by Products Category and MRP by Recurrence, plus Top Plans, Top Products, Top Sales Team, Top Salesman, Top Recurrences, and Top Countries.
MRR Evolution
Track MRR over time and MRR Breakdown with comprehensive graphs. View Top Upgrades, Worst Downgrades, MRR by Recurrence, MRR by Team, Top Salesperson, and MRR by Country.
Retention Metrics
Monitor Customer Churn Rate, Revenue Churn, Net Retention rate, and Customer Lifetime Value. Analyze customer churn rate, revenue churn rate, and net retention rate trends across different years.
Salesperson Performance
View New Subscription, Churn, and MRR Evolution by salesperson. Analyze subscription details with graphs showing Worst Churn, Top New, Worst Contraction, Top Expansion, and Top Recurrence metrics.
CRM Dashboard Analytics
Leads Management
Select Leads from CRM to view Close rate percentage, Average Deal Size, Revenue, Days to Win, and Days to Assign. Access detailed lists of Top Countries, Top Tags, Top Lost Reasons, Top Mediums, Top Campaigns, Top Sources, Top Sales Teams, and Top Salespeople.
Pipeline Analysis
In the Pipeline option, track Expected amount, Closed amount, and number of Open opportunities. View Top Opportunities, Top Salespeople, Top Sales Teams, Top Countries, Top Cities, Top Mediums, and Top Sources in organized lists.
Finance Dashboard
Accounting Overview
Select Accounting under Finance to view Current Income, Receivables, Current Expense, and Payables. Analyze monthly invoiced details with graphs. Access Cash, Profitability, Performance, Balance sheet, Position, Solvency, and Liquidity metrics.
Invoicing Analytics
Track Invoiced amount, Average Invoice amount, and DSO days. View monthly invoiced amount graphs and access Top Invoices, Top Countries, Top Categories, Top Products, and Top Salespeople.
Financial Benchmarks
The Benchmark option provides analyses including Gross profit margin, Net profit margin, Operating margin, and other key financial performance indicators.
Expense Management
Monitor Expenses, amount to report, amount to validate, and amount to reimburse. Analyze expenses by month with graphs and view Top Expenses, Top Categories, Top Reinvoiced Orders, and Top Employees.
Logistics Dashboard
Warehouse Daily Operations
Select Warehouse Daily to track Late deliveries, Late receptions, and Late internal transfers. Analyze Transfer to be assigned, Open transfers, receptions, internal transfers, and deliveries to date. View upcoming receptions and deliveries for the next 7 days with comprehensive graphs.
Operation Analysis
Monitor Avg Delay, Avg Cycle Time, Fill rate, and On Time delivery percentage. Analyze Fill rate by Top Demand, On time rate by Top Demand, Moves lines count by operation, Internal Lead Time, Weekly Stock Moves Lines, Transfers by responsible, Stock adjustments by category, and Qty scrapped by category.
Warehouse Metrics
Track Share reserved stock Qty, Share reserved stock value, and Lines with negative stock. View Available and reserved stock quantity, ageing stock value, ageing stock quantity by category and creation date, and Ageing stock value by product and creation date. Access the top 10 products with negative stock.
Purchase & Vendor Analytics
View purchased value, Average order value, Number of orders, Quantity ordered, Days to receive, Days to confirm, Supplier service level, and on-time deliveries. Analyze Purchase Value by creation date, on-time delivery percentage by vendor, top vendors by amount and lead time, average product cost by week, and purchase orders by buyer.
Manufacturing Dashboard
Track Manufacturing Orders, Quantity Produced, OEE percentage, and average cost/unit. Analyze Weekly Production and Most Produced Products with graphs. Access Top Products, Top Operation Types, and Top Responsibles.
Services Dashboard
Project Management
In the Project option, view graphs analyzing Tasks by Stage and Tasks by State. Access Top Assignees, Top Projects, Top Tags, and Top Customers lists for comprehensive project oversight.
Timesheet Analytics
Analyze Billable Hours, Non-billable Hours, and Billable Rate percentage. View Time Billed by Week graphs and access Top Projects, Top Tasks, Top Departments, and Top Employees.
Helpdesk Performance
Monitor Tickets, Ratings, Time to Assign, Time to Respond, and Time to Close. Analyze Tickets by Stage with bar and pie charts. View Top Teams, Top Assignees, Tickets by Stage, Tickets by Tags, and Top Customers.
Marketing Dashboard
Events Management
Track Events, Revenue, and Attendees. View Events Status and Registration Status graphs. Access Top Venues, Top Templates, Top Tags, and Top Organizers for event performance analysis.
Email Marketing Analytics
Monitor Click-to-Open Rate, Click-Through Rate, Engagement Rate, and Bounce Rate. View Mails sent per month and previous period comparisons. Access Top 10 recent mailing campaigns, campaigns in preparation, Top 10 best link trackers, and Top 5 failed reasons.
Website Dashboard
Livechat Performance
View sessions, average time to answer, average session duration, and average rating. Analyze Daily Sessions and Sessions by operator with graphs. Access Top Operators performance lists.
eLearning Analytics
Track Courses, Content, Rating, Attendees, and Revenue. Analyze Revenues, Attendees by Course, and Views by Course with comprehensive graphs.
eCommerce Performance
Monitor Carts, Orders, Abandoned Carts, and Total Revenue. Analyze Monthly Sales data and identify Top Products and Top Categories for strategic insights.
Human Resources Dashboard
Employee Metrics
Track Employees, New employees, Departing employees, Average contract duration, Contracts, and Turnover Rate percentage. Analyze Variation in Employees by Month and Turnover by Month. Access Top Departments, Top Paid Job Positions, and Departure reasons.
Payroll Analytics
Monitor Average net wage, Average basic wage, Total net wage, Total basic wage, Average hours/days, and FTE. Analyze Payroll and Work entries with detailed graphs and lists.
Recruitment Performance
Track New Applications, New Hires, Hired Rate, and Process Duration. Analyze New Applications, Most Hired Job Positions, Applications refused per stage, and Total offers per validity date. Access Recent Job Positions, Top job positions, Top applicant refuse reasons, Top offer refuse reasons, Top mediums, Top sources, and Top recruiters.
Real-Time Analytics
Get instant updates on all business KPIs as transactions happen across your Odoo modules.
Comprehensive Integration
Connect data from Sales, CRM, Finance, Logistics, Services, Marketing, Website, and HR modules.
Visual Analytics
Transform complex data into easy-to-understand graphs, charts, and performance metrics.
Multi-Dimensional Views
Filter and analyze data by period, country, product, customer, category, team, and more.
• Use the Period filter to analyze data by specific time ranges
• Apply Country filters to understand geographic performance
• Filter by Product to identify best and worst performers
• Customer filters help analyze client-specific metrics
• Category filters provide product group insights
• Team and Salesperson filters enable performance analysis
• Source and Medium filters track marketing effectiveness
Important Note
The Dashboard module updates in real-time as transactions occur across all Odoo modules. Ensure your users have appropriate permissions to view specific dashboard sections based on their roles and responsibilities.
Frequently Asked Questions
How often does the Odoo 18 Dashboard update?
The Dashboard updates in real-time as transactions occur across all Odoo modules. Data refreshes automatically without manual intervention.
Can I customize the Dashboard views?
Yes, you can filter data by period, country, product, customer, category, sales team, salesperson, sources, and mediums to create customized views.
What modules are integrated with the Dashboard?
The Dashboard integrates with Sales, CRM, Finance, Logistics, Services, Marketing, Website, and Human Resources modules for comprehensive analytics.
How do I access historical data in the Dashboard?
Use the Period filter to select specific date ranges and view historical performance trends across all integrated modules.
Can I export Dashboard data for reports?
Yes, most Dashboard views allow data export in various formats. Use the export options typically available in each dashboard section.
Need Help with Odoo Dashboard Implementation?
Our experts can help you configure and customize your Odoo 18 Dashboard module for optimal business insights and performance tracking.