+
+
+
+
+
+
+
diff --git a/sales_dashboard/static/src/js/sales_dashboard.js b/sales_dashboard/static/src/js/sales_dashboard.js
new file mode 100644
index 000000000..5789fa379
--- /dev/null
+++ b/sales_dashboard/static/src/js/sales_dashboard.js
@@ -0,0 +1,337 @@
+/** @odoo-module **/
+import { registry } from "@web/core/registry";
+import { useService } from "@web/core/utils/hooks";
+import { Component, useState, onMounted } from "@odoo/owl";
+
+const actionRegistry = registry.category("actions");
+
+
+class SalesDashboard extends Component {
+ setup() {
+ this.orm = useService("orm");
+ this.actionService = useService('action')
+ this.charts = {};
+ this.state = useState({
+ data: {
+ sales_info: {
+ sale_orders: 0,
+ quotation: 0,
+ orders_to_invoice: 0,
+ orders_fully_invoiced: 0,
+ }
+ },
+ filters: {
+ global_filter: "select_period",
+ custom_range: { from: null, to: null },
+ limit: "10",
+ team_filter: "this_week",
+ person_filter: "this_week",
+ product_filter: "this_week",
+ low_product_filter: "this_week",
+ customer_filter: "this_week",
+ order_filter: "this_week",
+ invoice_filter: "this_week",
+ },
+ });
+ onMounted(() => this._fetch_data());
+ }
+
+ async _fetch_data() {
+ const result = await this.orm.call(
+ "sale.order",
+ "get_sales_dashboard_data",
+ [],
+ { filters: this.state.filters }
+ );
+
+ this.state.data = result;
+ this._render_charts();
+ }
+
+
+ goToRecord(model, id) {
+ window.location.href = `/web#model=${model}&id=${id}&view_type=form`;
+ }
+ async viewOrders(){
+ const domain = await this.orm.call(
+ "sale.order",
+ "get_tile_domain",
+ [],
+ {
+ base_domain: [['state', 'in', ['sale', 'done']]],
+ filters: this.state.filters
+ }
+ );
+
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Sale Orders",
+ res_model: "sale.order",
+ domain,
+ views: [[false, "list"], [false, "form"]]
+ })
+ }
+
+ async viewQuotations(){
+ const domain = await this.orm.call(
+ "sale.order",
+ "get_tile_domain",
+ [],
+ {
+ base_domain: [['state', 'in', ['draft','sent']]],
+ filters: this.state.filters
+ }
+ );
+
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Quotations",
+ res_model: "sale.order",
+ domain,
+ views: [[false, "list"], [false, "form"]]
+ })
+ }
+
+ async viewToInvoiceOrders(){
+ const domain = await this.orm.call(
+ "sale.order",
+ "get_tile_domain",
+ [],
+ {
+ base_domain: [['invoice_status', '=', 'to invoice']],
+ filters: this.state.filters
+ }
+ );
+
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "To Invoice",
+ res_model: "sale.order",
+ domain,
+ views: [[false, "list"], [false, "form"]]
+ })
+ }
+
+ async viewFullyInvoicedOrders(){
+ const domain = await this.orm.call(
+ "sale.order",
+ "get_tile_domain",
+ [],
+ {
+ base_domain: [['invoice_status', '=', 'invoiced']],
+ filters: this.state.filters
+ }
+ );
+
+ this.actionService.doAction({
+ type: "ir.actions.act_window",
+ name: "Fully Invoiced",
+ res_model: "sale.order",
+ domain,
+ views: [[false, "list"], [false, "form"]]
+ })
+ }
+
+ _render_charts() {
+ const d = this.state.data;
+ if (!d.sales_by_team) return;
+ Object.values(this.charts).forEach(chart => chart?.destroy());
+ this.charts = {};
+
+ const pie = (id, labels, data, bg, chartKey) => {
+ const ctx = document.getElementById(id);
+ if (!ctx) return;
+ this.charts[chartKey] = new Chart(ctx, {
+ type: "pie",
+ data: {
+ labels,
+ datasets: [{ data, backgroundColor: bg }],
+ },
+ options: {
+ responsive: true,
+ plugins: { legend: { position: 'bottom' } }
+ }
+ });
+ };
+ const bar = (id, labels, data, bg, chartKey) => {
+ const ctx = document.getElementById(id);
+ if (!ctx) return;
+ this.charts[chartKey] = new Chart(ctx, {
+ type: "bar",
+ data: {
+ labels,
+ datasets: [{ label: "", data, backgroundColor: bg }],
+ },
+ options: {
+ responsive: true,
+ scales: { y: { beginAtZero: true } },
+ plugins: { legend: { display: false } }
+ }
+ });
+ };
+
+ pie("salesByTeamChart",
+ d.sales_by_team.map(x => x.name),
+ d.sales_by_team.map(x => x.amount),
+ ["#007bff", "#28a745", "#ffc107", "#dc3545", "#ff7e00"],
+ "team");
+
+ pie("salesByPersonChart",
+ d.sales_by_person.map(x => x.name),
+ d.sales_by_person.map(x => x.amount),
+ ["#17a2b8", "#ffc107", "#6c757d", "#6610f2"],
+ "person");
+
+ bar("topProductsChart",
+ d.top_products.map(x => x.name),
+ d.top_products.map(x => x.qty),
+ "#28a745",
+ "top_products");
+
+ bar("lowestProductsChart",
+ d.lowest_products.map(x => x.name),
+ d.lowest_products.map(x => x.qty),
+ "#dc3545",
+ "lowest_products");
+
+ pie("orderStatusChart",
+ d.order_status.map(x => x.status),
+ d.order_status.map(x => x.count),
+ ["#6c757d", "#17a2b8", "#28a745", "#ffc107"],
+ "order_status");
+
+ pie("invoiceStatusChart",
+ d.invoice_status.map(x => x.status),
+ d.invoice_status.map(x => x.count),
+ ["#343a40", "#28a745", "#ffc107"],
+ "invoice_status");
+
+ bar(
+ "overdueCustomersChart",
+ d.overdue_customers.map(x => x.name),
+ d.overdue_customers.map(x => x.amount),
+ d.overdue_customers.map(x =>
+ x.amount > 10000 ? "red" :
+ x.amount > 5000 ? "orange" :
+ "yellow"),
+ "overdue_customers");
+
+ pie("newVsReturningChart",
+ d.new_vs_returning.summary.labels,
+ d.new_vs_returning.summary.values,
+ ["#28a745", "#ffc107"],
+ "new_vs_returning");
+ }
+
+ onChangeGlobalFilter(ev) {
+ this.state.filters.global_filter = ev.target.value;
+
+ if (this.state.filters.global_filter === "select_period") {
+ this.state.filters = {
+ global_filter: "select_period",
+ custom_range: { from: null, to: null },
+ limit: "10",
+ team_filter: "this_week",
+ person_filter: "this_week",
+ product_filter: "this_week",
+ low_product_filter: "this_week",
+ customer_filter: "this_week",
+ order_filter: "this_week",
+ invoice_filter: "this_week",
+ overdue_filter: "this_week",
+ nvrc_filter: "this_week",
+ };
+
+ this.render();
+ this._fetch_data();
+ return;
+ }
+
+ if (this.state.filters.global_filter !== "custom") {
+ this.state.filters.custom_range = { from: null, to: null };
+ }
+
+ this._fetch_data();
+}
+
+ onChangeCustomFrom(ev) {
+ this.state.filters.custom_range.from = ev.target.value;
+ this._maybeFetchCustom();
+ }
+
+ onChangeCustomTo(ev) {
+ this.state.filters.custom_range.to = ev.target.value;
+ this._maybeFetchCustom();
+ }
+
+ _maybeFetchCustom() {
+ if (this.state.filters.global_filter === "custom" &&
+ this.state.filters.custom_range.from &&
+ this.state.filters.custom_range.to) {
+ this._fetch_data();
+ }
+ }
+
+ onChangeTeamFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.team_filter = ev.target.value;
+ this._fetch_data();
+ }
+ onChangePersonFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.person_filter = ev.target.value;
+ this._fetch_data();
+ }
+ onChangeCustomerFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.customer_filter = ev.target.value;
+ this._fetch_data();
+ }
+ onChangeOrderFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.order_filter = ev.target.value;
+ this._fetch_data();
+ }
+
+ onChangeInvoiceFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.invoice_filter = ev.target.value;
+ this._fetch_data();
+ }
+ onChangeProductFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.product_filter = ev.target.value;
+ this._fetch_data();
+ }
+ onChangeProductCategory(ev) {
+ const val = ev.target.value;
+ this.state.filters.product_category_id = val ? parseInt(val) : null;
+ this._fetch_data();
+ }
+ onChangeLowProductFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.low_product_filter = ev.target.value;
+ this._fetch_data();
+ }
+ onChangeLowProductCategory(ev) {
+ const val = ev.target.value;
+ this.state.filters.low_product_category_id = val ? parseInt(val) : null;
+ this._fetch_data();
+ }
+ onChangeOverdueFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.overdue_filter = ev.target.value;
+ this._fetch_data();
+ }
+ onChangeNvRFilter(ev) {
+ if (this.state.filters.global_filter === "custom") return;
+ this.state.filters.nvrc_filter = ev.target.value;
+ this._fetch_data();
+ }
+ onChangeGlobalLimit(ev) {
+ this.state.filters.limit = parseInt(ev.target.value);
+ this._fetch_data();
+ }
+}
+SalesDashboard.template = "sales_dashboard.SalesDashboardTemplate";
+registry.category("actions").add("sales_dashboard", SalesDashboard);
\ No newline at end of file
diff --git a/sales_dashboard/static/src/xml/sales_dashboard.xml b/sales_dashboard/static/src/xml/sales_dashboard.xml
new file mode 100644
index 000000000..9931e838c
--- /dev/null
+++ b/sales_dashboard/static/src/xml/sales_dashboard.xml
@@ -0,0 +1,563 @@
+
+
+
+
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ + A Module For Visualizing Sales Metrics +
+Sales Dashboard +
+
+ 
+
+
+
+
+ 
+ Email Us
+
+
+ 
+ Skype Us
+
+
+
+ Email Us
+
+
+
+ Skype Us
+
+
+ 
+
+
+
+ 
+
+
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+ 
+
+
+
+
+
+
+
+
+
+ Key + Highlights
+
+
+
+
+
+ 
+
+
+ + KPI Tiles +
++ Key Performance Indicator tiles
+
+
+
+
+
+
+
+
+ + Analysis Charts +
++ Perform analysis on Sales by team & person, Top/bottom performers, Order/Invoice status, Overdue/Customer Behaviour +
+
+
+
+
+
+
+
+
+ + Powerful Filters +
++ Apply time-based filters and limit record counts for focused insights. +
+
+
+
+
+
+
+
+
+
+ Sales Dashboard
+
+ Ready to take control of your sales pipeline?
+
+
+
+ Ready to take control of your sales pipeline?
+ Monitor KPIs, boost conversions, and drive revenue growth.
+
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+
+
+
+
+
+
+
+
+
+ 
+
+
+ 
+
+
+
+
+
+
+
+ + KPI + + Tiles +
+
+
+ + Quick tiles to monitor total sales orders, open quotations, orders pending invoicing, and fully invoiced sales. + View month-to-date (MTD) and year-to-date (YTD) revenue in company currency. +
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+ + Sales Team & Person + + Analysis +
+
+
+ + Breakdown of revenue contribution by sales teams and individual salespeople. +
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+ + Top & Bottom + + Performers +
+
+
+ + Identify top customers, top-selling products, and low-performing products in one glance. +
+
+
+ 
+
+
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+ + Overdue Customers & Customer Behavior +
+
+
+ + Spot customers with overdue invoices.Distinguish between new and returning customers to track growth and loyalty trends. +
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+ + Order & Invoice + + Status +
+
+
+ + At-a-glance view of order pipeline stages and invoice states (draft, posted, cancelled). +
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+ + Powerful + + + Filters +
+
+
+ + Apply time-based filters (this week, month, year, or custom ranges) and limit record counts (top 5, top 10, etc.) for focused insights. +
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ + KPI Tiles
+
+
+
+
+
+
+
+
+
+ + Sales Team & Person Analysis +
+
+
+
+
+
+
+
+
+
+
+ + Top & Bottom Performers Analysis +
+
+
+
+
+
+
+
+
+
+ + Overdue Customers & Customer Behavior Analysis
+
+
+
+
+
+
+
+
+
+ + Order & Invoice Status Analysis +
+
+
+
+
+
+
+
+
+
+ + Comes with powerful filters +
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + A customizable dashboard for monitoring sales KPIs in Odoo 18. +
+
+
+
+
+
+
+ + Yes, the dashboard allows you to apply filters to existing KPIs and set record limits (e.g., top 5, top 10) for a more focused sales view. +
+
+
+
+
+
+ + No, KPIs auto-load from sales data. Developers can extend with custom KPIs. +
+
+
+
+
+
+
+
+ + Latest Release 18.0.1.0.0 +
+ + 4th September, 2025 + +
+
+
+
+
+
+
+ Add
+
+
+
+ -
+
- + Initial Commit + + +
+
+ + Related Products +
+ +
+ 
+ 
+ 
+ 
+ 
+ + Our Services
+
+
+
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+
+
+
+
+
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+ ....
+
+
+
+ 📊 Sales Dashboard
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Sale Orders
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Quotations
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Orders to Invoice
+
+
+
+
+
+
+
+
+
+
+
+ Fully Invoiced
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Order Conversion Rate
+
+
+
+
+
+
+
+
+
+
+
+
+ Total Revenue MTD
+
+
+
+
+
+
+
+
+
+
+
+
+ Total Revenue YTD
+
+
+
+
+
+
+
+
+
+
+
+ Average Order Value
+
+
+
+
+
+
+
+
+
+
+
+ Sales by Team
+
+
+
+
+
+
+
+
+
+
+
+ | Team | +Amount | +
|---|---|
| + | + |
+
+
+
+ Sales by Person
+
+
+
+
+
+
+
+
+
+
+
+ | Salesperson | Amount |
|---|---|
| + | + |
+
+
+
+
+
+
+
+
+ Top Selling Products
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ | Product | +Quantity Sold | +
|---|---|
| + | + |
+
+
+
+ Least Selling Products
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ | Product | Quantity Sold |
|---|---|
| + | + |
+
+
+
+
+
+
+ Top Customers
+
+
+
+
+
+
+
+
+
+
+ | Customer | Amount |
|---|---|
| + | + |
+
+
+
+
+
+
+
+
+ Order Status
+
+
+
+
+
+
+
+
+
+
+
+ | Status | Count |
|---|---|
| + | + |
+
+
+
+ Invoice Status
+
+
+
+
+
+
+
+
+
+
+
+ | Status | Count |
|---|---|
| + | + |
+
+
+
+
+
+
+
+ Overdue Customers
+
+
+
+
+
+
+
+
+
+
+
+ | Customer | Amount |
|---|---|
| + | + |
+
+
+
+ New vs Returning Customers
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ New Customers
+| Customer |
|---|
| + |
Returning Customers
+| Customer |
|---|
| + |