Overview
Modern Purchase Dashboard gives Odoo 18 procurement managers a visual purchase dashboard with spending trends, KPIs, and vendor insights.
Supports v 18.0 — available directly on the Odoo Apps Store.
Description
Modern Purchase Dashboard replaces the standard list-based view of Odoo's purchase module with a single-screen purchase dashboard that consolidates spending trends, key performance indicators, vendor performance, and top product data. Built with Odoo's Owl framework, it is designed for procurement managers and finance teams in Odoo 18 who need real-time visibility into purchase activity without exporting data or building separate reports.
Key Features of the Purchase Dashboard
- Spending Trend Chart: A dynamic chart visualizing monthly purchase spending trends in Odoo 18.
- Key Performance Indicators: Tracking of Total Purchase Amount, Total Orders, and Average Order Value.
- Top Vendor Insight: Identification of top vendors based on total spend within a selected period.
- Top Product Insight: Visibility into products that account for the highest procurement spend.
- Advanced Filters: Filtering by date range, vendor, product, and category, with search options available in dropdowns.
- Modern UI with Owl Framework: A dashboard interface built using Odoo's Owl framework.
How It Works
The purchase dashboard pulls data from confirmed purchase orders in Odoo 18 and presents it through KPIs, charts, and ranked lists of vendors and products. Users can apply date range, vendor, product, and category filters to narrow the data shown, and the charts and KPIs update dynamically as filters are changed. This allows spending to be compared across different periods simply by adjusting the date range filter.
Business Use Cases
- Cost Control: Procurement teams can observe spending patterns over time using the spending trend chart to identify areas where costs may be optimized.
- Vendor Management: Finance and procurement staff can identify which vendors contribute most to total procurement spend using the top vendor insight feature.
- Procurement Efficiency: Instead of navigating multiple list views in the standard purchase module, users can review critical purchase information — KPIs, spending trends, vendor data, and product data — from a single dashboard.
- Period Comparison: Teams that need to compare procurement spend between two time frames can use the date range filter to view each period separately.
Frequently Asked Questions
Does the purchase dashboard include confirmed POs and RFQs?
By default, the dashboard displays confirmed purchase orders. The supplied module information notes that including RFQs in addition to POs is not available by default.
Can I compare spending between two periods?
Yes. Applying the date range filter for a specific period updates the charts and KPIs dynamically, allowing different periods to be reviewed one at a time.
Does the dashboard display spending in multiple currencies?
No. KPIs are displayed in the base currency of the company in Odoo 18.
Which platforms are supported?
The module supports Odoo.sh and On-Premise installations. Odoo Online (SaaS) is not supported.
Which editions of Odoo does this work with?
The supplied module information indicates compatibility with both Community and Enterprise editions of Odoo 18.
