Spreadsheet Dashboard
Create interactive KPI dashboards with real-time data and dynamic charts
Spreadsheet Dashboard Overview
Spreadsheet Dashboard in Odoo 19 allows you to create interactive dashboards with KPIs, charts and reports from real-time data. Combine the power of spreadsheet with data visualization capabilities to create professional dashboards for every department: Sales, Accounting, Inventory, HR, and more.
Key points
• Create dashboard with intuitive drag-and-drop interface
• KPI cards displaying key metrics with trend indicators
• Dynamic charts: line, bar, pie, scatter, waterfall, gauge
• Data automatically updates from Odoo modules
• Ready-made templates for Sales, Accounting, Inventory, HR
• Share dashboard with team or export to PDF
• Responsive design displays well on all devices
• Drill-down from dashboard to detailed reports
Terminology Reference
Key terminology in Spreadsheet Dashboard:
Terminology
| Tiếng Việt | English | Mô tả |
|---|---|---|
| Dashboard | Dashboard | Bảng điều khiển hiển thị tổng quan dữ liệu |
| KPI | Key Performance Indicator | Chỉ số đo lường hiệu suất quan trọng |
| Widget | Widget | Thành phần hiển thị trên dashboard |
| Biểu đồ | Chart | Đồ thị trực quan hóa dữ liệu |
| Thẻ KPI | KPI Card | Widget hiển thị một chỉ số quan trọng |
| Trend | Trend | Xu hướng thay đổi theo thời gian |
| Filter | Filter | Bộ lọc dữ liệu hiển thị |
| Template | Template | Mẫu dashboard có sẵn |
| Real-time | Real-time | Dữ liệu cập nhật tức thời |
| Drill-down | Drill-down | Xem chi tiết từ tổng hợp |
| Gauge Chart | Gauge Chart | Biểu đồ đồng hồ đo |
| Pivot Table | Pivot Table | Bảng tổng hợp dữ liệu đa chiều |
Creating New Dashboard
Step-by-step guide to create custom dashboard from scratch or from template.
Steps
1. Go to main menu > Dashboards > Spreadsheet Dashboard
2. Click "New" to create new dashboard
3. Select "Blank Dashboard" or choose ready-made template
4. Name the dashboard (e.g., "Sales Performance Q1 2024")
5. Choose layout: Single column, Two columns, or Grid
6. Add widgets: Click "Add Widget" and select type (KPI, Chart, Table)
7. Configure data source for each widget
8. Customize appearance: colors, fonts, spacing
9. Save and share dashboard with team members
KPI Cards and Metrics
Create KPI cards to display key metrics with trend indicators and comparisons.
Key points
• Add comparison with previous period (MoM, QoQ, YoY)
• Display target vs actual with progress bar
• Color coding: green (good), red (bad), yellow (warning)
• Sparkline charts to show mini trends
• Click on KPI card to drill-down details
KPI Types
| KPI Type | Data Source | Display Options |
|---|---|---|
| Revenue | ODOO.SALE.REVENUE() | Current value, % change, trend arrow |
| Profit Margin | ODOO.ACCOUNT.MARGIN() | Percentage, comparison to target |
| Customer Count | ODOO.PARTNER.COUNT() | Number, growth rate, sparkline |
| Inventory Value | ODOO.STOCK.VALUE() | Amount, variance, gauge chart |
| Employee Count | ODOO.HR.EMPLOYEE.COUNT() | Number, department breakdown |
| Open Tickets | ODOO.HELPDESK.OPEN() | Count, aging, priority split |
Dynamic Charts
Create different chart types to visualize data effectively.
Key points
• Line Chart: Track trends over time (revenue, sales, traffic)
• Bar Chart: Compare between categories (products, regions, teams)
• Pie Chart: Display percentage distribution (market share, expenses)
• Stacked Bar: Compare multiple metrics simultaneously
• Scatter Plot: Analyze correlation between two variables
• Waterfall Chart: Display cumulative effect (cash flow, P&L)
• Gauge Chart: Display progress toward goal
• Heatmap: Visualize data density and patterns
• Combo Chart: Combine line and bar in one chart
• Area Chart: Display volume changes over time
Dashboard Templates
Use ready-made templates to quickly create professional dashboards for each department.
Key points
• Customize templates according to specific company needs
• Save customized dashboard as new template
• Share templates with other users in organization
Templates
| Template | KPIs chính | Charts |
|---|---|---|
| Sales Dashboard | Revenue, Orders, Conversion Rate | Revenue trend, Top products, Sales by region |
| Accounting Dashboard | P&L, Cash Flow, Receivables | Revenue vs Expenses, Aging analysis, Balance sheet |
| Inventory Dashboard | Stock Value, Turnover, Stockouts | Stock levels, Movement analysis, ABC analysis |
| HR Dashboard | Headcount, Turnover, Attendance | Department breakdown, Recruitment funnel, Leave balance |
| CRM Dashboard | Pipeline, Win Rate, Lead Source | Opportunity stages, Conversion funnel, Activity log |
| Project Dashboard | Tasks, Milestones, Budget | Gantt chart, Resource allocation, Time tracking |
Multi-module Data Integration
Combine data from multiple Odoo modules in a single dashboard.
Key points
• Sales + Accounting: Revenue recognition and cash collection
• Inventory + Purchase: Stock levels and purchase orders
• CRM + Sales: Lead conversion and sales performance
• HR + Project: Resource allocation and project staffing
• Manufacturing + Inventory: Production output and material consumption
• Helpdesk + Sales: Customer satisfaction and repeat purchases
• Website + eCommerce: Traffic, conversion, and online sales
• Marketing + CRM: Campaign performance and lead generation
Filters and Interactivity
Add filters and interactive elements so users can customize their view.
Steps
1. Add Date Range filter: Today, This Week, This Month, This Quarter, Custom
2. Add dropdown filters: Company, Department, Product Category, Salesperson
3. Use slicers for quick filtering of pivot tables
4. Create cascading filters: Country > State > City
5. Add search box to filter by name or code
6. Enable click-through: Click chart element to filter entire dashboard
7. Add reset button to clear all filters
8. Save filter presets for common views
Real-time Data Updates
Configure dashboard to automatically update data from Odoo modules.
Key points
• Auto-refresh: Set interval (1 min, 5 min, 15 min, 1 hour)
• Manual refresh: Click refresh button to update immediately
• Live data: Some KPIs update real-time without refresh
• Last updated timestamp: Display time data was updated
• Refresh indicator: Loading spinner when updating data
• Partial refresh: Only refresh specific widgets instead of entire dashboard
• Background refresh: Update data without interrupting user interaction
• Cache strategy: Balance between freshness and performance
Sharing and Permissions
Manage access and sharing options for dashboards.
Key points
• Share with specific users or groups
• Set expiration date for shared links
• Embed dashboard into external websites (iframe)
• Email scheduled reports from dashboard
Permissions
| Permission Level | Quyền hạn | Use Case |
|---|---|---|
| Owner | Full control, edit, delete, share | Dashboard creator |
| Editor | Edit dashboard, add/remove widgets | Team leads, analysts |
| Viewer | View only, apply filters, export | Team members, stakeholders |
| Public Link | View-only via shareable link | External stakeholders, clients |
Export and Reporting
Export dashboard and create scheduled reports for stakeholders.
Key points
• Export to PDF: Preserve layout and charts for presentations
• Export to Excel: Include raw data and formulas
• Export to Image: PNG or JPG for quick sharing
• Print-friendly view: Optimize layout for printing
• Scheduled email reports: Daily, Weekly, Monthly summaries
• Snapshot history: Save dashboard state at specific dates
• Batch export: Export multiple dashboards at once
• Custom branding: Add company logo and colors to exports
Best Practices
Tips to create effective and user-friendly dashboards:
Key points
• Keep it simple: Not too many widgets on one dashboard (8-12 is optimal)
• Prioritize KPIs: Place most important metrics at top-left
• Consistent colors: Use consistent color scheme for branding
• Meaningful titles: Use descriptive names for widgets and charts
• Context matters: Add comparisons (vs last period, vs target)
• Mobile-friendly: Test dashboard on mobile devices
• Performance: Optimize queries so dashboard loads fast
• Documentation: Add tooltips and descriptions for KPIs
• Regular review: Update dashboard when business needs change
• User feedback: Collect feedback from dashboard users
• Version control: Save versions before major changes
• Test filters: Ensure filters work correctly with all combinations