Dynamic Dashboard Builder with AI: KPI, Charts, Alerts, Cash Forecast

Odoo holds your sales, invoices, stock and pipeline, but each figure sits in its own report. This app puts them on one screen, live, and tells you what changed since yesterday.

• Managers open an executive summary, a 13-week cash forecast and the customers who pay later than usual.
• Sales teams follow revenue against target, the pipeline and a leaderboard on a TV screen.
• Warehouse, production and support get their own dashboards for inventory, manufacturing and helpdesk.
• Each user starts the day on a Home dashboard with what is due today.

1. Install the app and open KPI Dashboards.
2. Pick one of the 22 ready-made dashboards in the gallery, or start from an empty one. Only the dashboards that match the apps installed on your database are offered, and they show your real figures at once.
3. Click Add a widget and choose its type on a grid of drawings: KPI card, chart, gauge, ranking, list or finance widget.
4. Pick a model, a measure and a date field. The form shows a live preview of the card while you set its style, colors, target and thresholds.
5. Drag the widgets into place, then share the dashboard with a group or with everyone.

There are 30 widget types, from KPI cards in 12 styles to bar, line, area, pie, funnel and radar charts, a world map, gauges, heatmaps and cohorts. An AI assistant can also build a dashboard from a sentence, but it is optional.

The gallery covers the main Odoo apps: executive summary, sales, revenue and invoicing, payments and cash collections, purchases and vendors, CRM pipeline, inventory, sales team leaderboard, point of sale, eCommerce, projects and timesheets, helpdesk, people, manufacturing, expenses, email marketing, financial performance, subscriptions, a personal "My Day" page and a TV wallboard. Each one is a starting point: change any widget, add your own, or remove what you do not need.

A click on "Why?" next to a KPI lists the five biggest moves behind it, by customer, product, salesperson or team, and each line opens the matching Odoo records. Every morning, the app compares yesterday with the same weekday of the last seven weeks and flags the days that look unusual. Goals show the progress and the pace expected today, and alerts and a weekly email digest keep the team informed.

All of this runs on your own server, without any AI key.

Once Invoicing is installed, the finance widgets are ready as they are:

• Cash forecast: the bank balance today, then money in and out week by week for 13 weeks. Each invoice is placed on the date this customer usually pays, not on its due date.
• Receivables aging: not due, 1-30, 31-60, 61-90 and over 90 days.
• Top debtors: the amount, the days overdue and the usual payment delay, with a badge when a customer is later than usual.
• DSO: days sales outstanding, with its daily history.

• The same dashboards on Odoo Community and Enterprise, with no Odoo Studio and no Spreadsheet needed.
• Every card is computed with the access rights of the person who looks at it, and a card can be kept for some groups only, like the margin for the managers.
• Send a dashboard by email as PDF, Excel or CSV, now or every day, week or month, or share a read-only link with your accountant.
• A TV mode shows big numbers in full screen and rotates the dashboards on its own.
• Dashboards export to JSON and import into another database, so your work survives an Odoo upgrade.