Overview
Modern Sales Dashboard is an Odoo 18 app that shows sales managers a visual sales dashboard with KPIs, trend charts, top customers, and filters.
Supports v 18.0 — available directly on the Odoo Apps Store.
Description
Modern Sales Dashboard replaces manual spreadsheet exports with a single-screen sales dashboard for Odoo 18, giving sales managers and directors a visual read on revenue trends, order volume, and top performers without building separate reports. The Standard Odoo 18 Sales app only offers list and pipeline views, so this module adds a dedicated dashboard view built on Odoo's Owl framework to surface confirmed sales data at a glance.
Key Features
- Monthly Sales Trend Charts — a line chart showing monthly revenue trends in Odoo 18 Sales.
- Key Performance Indicators — Total Sales Revenue, Total Orders, and Average Order Value shown on the dashboard.
- Top Customer Insights — instantly identify the top customers for a selected period.
- Top Product Insights — see which products generate the most sales in Odoo 18.
- Advanced Filters — filter dashboard data by Date Range, Customer, Product, and Category using searchable dropdowns.
- Modern Owl UI — built on Odoo's Owl framework for a responsive dashboard experience in Odoo 18.
How It Works
The sales dashboard pulls data from confirmed sales orders in Odoo 18 and displays it through KPIs and a monthly trend chart. Users apply the advanced filters — Date Range, Customer, Product, and Category — through searchable dropdowns, and the KPIs, trend chart, and top performer lists update to reflect the selected filters. Because it is built on the Owl framework, the dashboard renders as a single interactive view rather than requiring navigation between separate list or pipeline screens.
Business Use Cases
Sales managers and directors who need a quick view of sales performance can open the dashboard instead of creating separate reports or exporting data to Excel sheets. Since the Date Range filter can be set to any period, teams can review one date range and then change the filter to a different month or quarter to compare KPIs and charts across periods. Identifying top customers and top products for a given period also supports reviewing which accounts and items are driving confirmed sales in Odoo 18.
Frequently Asked Questions
Does the sales dashboard include quotations, or only confirmed sales?
The dashboard shows data from confirmed sales orders only. A custom version that includes both quotations and confirmed sales can be requested separately.
Can I compare sales performance between two different periods?
Yes. Use the Date Range filter to set a specific period, review the KPIs and charts, then change the filter to a different month or quarter — the dashboard updates each time a new filter is applied.
Does the dashboard support multiple currencies?
All KPIs reflect the base currency in Odoo 18. A multi-currency version can be requested separately.
Will this sales dashboard work on Odoo Community edition?
Yes, it works on Odoo 18.0 Community and Enterprise editions on Odoo.sh and On-Premise deployments, and requires the Sales module to be installed. It is not supported on Odoo Online (SaaS).
Do I need any additional modules for this to work?
The Sales module must be installed, since the dashboard displays data drawn from confirmed sales orders.
