Documents Spreadsheet Dashboard

• Document analytics dashboard with usage and engagement metrics

• Workflow tracking monitoring document lifecycle and approval status

• Storage metrics dashboard managing capacity and optimization

• Tag analysis to organize and categorize documents

• Access control dashboard tracking permissions and sharing

• Version history tracking with change analysis

• Compliance dashboard for document retention and audit

• Team collaboration metrics and activity tracking

1. Create new dashboard with "Document Analytics" template

2. Use ODOO.DOCUMENTS.STATS() to get document statistics

3. Create metrics: Total Documents, New This Month, Most Viewed, Most Downloaded

4. Add line chart tracking document creation trend

5. Create bar chart displaying documents by workspace

6. Add pie chart for document types (PDF, Word, Excel, Images)

7. Calculate average document size and total storage used

8. Set up drill-down to individual documents

• Use ODOO.DOCUMENTS.WORKFLOW() to get workflow data

• Funnel chart displaying document flow through stages

• Highlight bottlenecks with conditional formatting

• List overdue approvals with assigned approvers

• Approval rate calculation and trend analysis

• Average approval time by document type

• Use ODOO.DOCUMENTS.STORAGE() to get storage metrics

• Total storage used vs available capacity

• Storage breakdown by workspace, document type, user

• Gauge chart displaying storage utilization percentage

• Identify largest documents and duplicate files

• Storage growth trend and forecast

• Recommendations for storage optimization

• Archive candidates: Old documents not accessed recently

• Word cloud visualization of most used tags

• Tag co-occurrence analysis to suggest tag combinations

• Identify untagged documents needing categorization

• Tag hierarchy visualization

• Suggest new tags based on document content (OCR)

• Tag cleanup recommendations: Unused, duplicate tags

• Use ODOO.DOCUMENTS.ACCESS() to get permission data

• List publicly shared documents with expiration dates

• Documents shared externally (outside organization)

• Permission matrix: Users vs Workspaces

• Identify overly permissive access settings

• Access violations and security alerts

• User access activity log

• Recommendations for access tightening

• Documents with most versions (high churn)

• Version creation trend over time

• Average time between versions

• Most active editors by version count

• Storage impact of version history

• Version cleanup recommendations

• Use ODOO.DOCUMENTS.COMPLIANCE() to get compliance data

• Documents approaching retention expiration

• Documents missing required metadata

• Audit trail completeness check

• Compliance score by workspace

• Documents requiring periodic review

• Regulatory requirements checklist

• Non-compliant documents list with remediation actions

• Most collaborative users ranking

• Document sharing network visualization

• Comment activity trend

• Cross-workspace collaboration analysis

• Peak activity times and days

• Inactive users identification

• Set up automated tagging rules to improve organization

• Regular cleanup of old versions to save storage

• Monitor approval bottlenecks and adjust workflows

• Review access permissions quarterly for security

• Use OCR to extract metadata from scanned documents

• Set up retention policies per regulatory requirements

• Create workspace-specific dashboards for different teams

• Export compliance reports for auditors

• Track document lifecycle from creation to archival

• Implement naming conventions to improve searchability