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How to Create a Dashboard in Odoo: 3 Ways, in Community and Enterprise

My Dashboard, the Dashboards app or a dashboard module: what each one does in Odoo 18, 19 and 20, and which one to pick.

Animation: switch to the sidebar, open a dashboard, then fold the sidebar to its icons
Animation: switch to the sidebar, open a dashboard, then fold the sidebar to its icons
Animation: a dashboard sent by email, from the click to the outgoing mail with its PDF and Excel files
Animation: a dashboard sent by email, from the click to the outgoing mail with its PDF and Excel files
Animation: add a widget, search its type and see a live preview of the chart in its form
Animation: add a widget, search its type and see a live preview of the chart in its form
Animation: give a bar chart its target line, see it in the preview, then on the dashboard
Animation: give a bar chart its target line, see it in the preview, then on the dashboard
Animation: Odoo dashboards in dark mode, from sales to the executive summary, collections, CRM and cash
Animation: Odoo dashboards in dark mode, from sales to the executive summary, collections, CRM and cash
Animation: a running total and a second measure on an Odoo bar chart, in the widget form then on the dashboard
Animation: a running total and a second measure on an Odoo bar chart, in the widget form then on the dashboard
Odoo KPI dashboard: revenue, margin, cash and goals with period comparison
Odoo KPI dashboard: revenue, margin, cash and goals with period comparison
Build an Odoo dashboard by chatting with AI: KPIs, rankings and lists created from one request
Build an Odoo dashboard by chatting with AI: KPIs, rankings and lists created from one request
Odoo KPI dashboard home page with a personal greeting, activities due today and key figures
Odoo KPI dashboard home page with a personal greeting, activities due today and key figures
Explain a KPI change by customer, product and salesperson in Odoo
Explain a KPI change by customer, product and salesperson in Odoo
Zoom into an Odoo chart from the months to the days, with a custom date range
Zoom into an Odoo chart from the months to the days, with a custom date range
Odoo dashboard with radial bars, polar area and a world map of sales by country
Odoo dashboard with radial bars, polar area and a world map of sales by country
Odoo KPI computed from two figures: the share of online sales in percent, with its target
Odoo KPI computed from two figures: the share of online sales in percent, with its target
Odoo dashboard charts with the values written on the bars and in the slices
Odoo dashboard charts with the values written on the bars and in the slices
Odoo cash flow forecast dashboard with receivables aging and DSO
Odoo cash flow forecast dashboard with receivables aging and DSO
Odoo receivables aging and top debtors dashboard with payment delays
Odoo receivables aging and top debtors dashboard with payment delays
Odoo KPI goal with pace, alert rules and email digest
Odoo KPI goal with pace, alert rules and email digest
Share an Odoo KPI with colleagues in a Discuss chat, with its period and a link to the dashboard
Share an Odoo KPI with colleagues in a Discuss chat, with its period and a link to the dashboard
Send an Odoo dashboard by email with PDF, Excel or CSV attached, now or every week
Send an Odoo dashboard by email with PDF, Excel or CSV attached, now or every week
Odoo dashboards listed in a sidebar, one click to open each one
Odoo dashboards listed in a sidebar, one click to open each one
Odoo dashboard sidebar folded to a slim bar of colored icons
Odoo dashboard sidebar folded to a slim bar of colored icons
An Odoo dashboard sent by email waiting in the outgoing mail with its PDF and Excel files
An Odoo dashboard sent by email waiting in the outgoing mail with its PDF and Excel files
Ready-made Odoo dashboard templates for sales, invoicing, cash and CRM
Ready-made Odoo dashboard templates for sales, invoicing, cash and CRM
Odoo dashboard in the company colors: cards, bars and slices in the brand green and gold
Odoo dashboard in the company colors: cards, bars and slices in the brand green and gold
Odoo bar chart with a dashed target line and its value
Odoo bar chart with a dashed target line and its value
Odoo dashboard TV mode wallboard with big numbers
Odoo dashboard TV mode wallboard with big numbers
Configurable Odoo KPI card styles with progress ring, bullet chart and status colors
Configurable Odoo KPI card styles with progress ring, bullet chart and status colors
Odoo KPI widget form with a live preview of the card style
Odoo KPI widget form with a live preview of the card style
Change the style of one Odoo KPI card from its paintbrush menu
Change the style of one Odoo KPI card from its paintbrush menu
Apply one style to every KPI card of an Odoo dashboard at once
Apply one style to every KPI card of an Odoo dashboard at once
Download one Odoo dashboard card in Excel, CSV, PDF or PNG
Download one Odoo dashboard card in Excel, CSV, PDF or PNG

You want one screen with the sales of the month, the invoices to collect and the open opportunities. Odoo has all the data. But where do you build that dashboard, and what can you do without Odoo Enterprise or a developer?

Odoo offers several tools to create a dashboard, and they are easy to confuse:

  • My Dashboard, filled from your own views.
  • The Dashboards app, with dashboards prepared by Odoo.
  • Dashboard modules from the Odoo Apps Store.

Here is what each one does in Odoo 18, 19 and 20, in Community and in Enterprise, so you can pick the right one in five minutes.

Method 1: "Add to my dashboard", the free shortcut

Open a list, pivot or graph view, for example your sales orders grouped by salesperson. Apply your filters, open the gear menu next to the view title and choose Add to my dashboard. Give it a name: the view now sits in Dashboards > My Dashboard.

If the option is missing, install the Dashboards module from the Apps menu (remove the Apps filter of the search to find it). It works in Community and in Enterprise.

  • Good for: a personal page with the three or four views you check every day.
  • Limits: one dashboard per user, no comparison with last month, no targets, nothing to share with the team.

Method 2: the Dashboards app, ready-made but fixed in Community

The Dashboards app shows dashboards prepared by Odoo for the apps you use: sales, invoicing, point of sale, eCommerce and more. They work at once with your data.

In Community, you read them but cannot change them: no new KPI, no new dashboard. In Enterprise, they are Odoo spreadsheets, so you can edit them and create your own with formulas and pivot tables.

  • Good for: Enterprise users at ease with spreadsheets.
  • Limits: fixed content in Community; in Enterprise, every change is spreadsheet work, and there are no alerts or forecasts.

Method 3: a dashboard module built around your KPIs

When the native tools are not enough, a dashboard module adds what is missing. We built our KPI Dashboards app for that, and it works the same way in Community and Enterprise:

  • 22 ready-made dashboards: sales, CRM, invoicing, cash, point of sale, projects, helpdesk, HR, manufacturing and more.
  • Every KPI compared with the previous period, and a Why? button that shows which customer, product or salesperson moved it.
  • Your own widgets in three questions, or by asking an optional AI assistant in plain words.
  • A 13-week cash forecast, targets with their pace, and alerts sent to the right people.
  • Each person sees their own figures, with their Odoo access rights.
Gallery of ready-made Odoo dashboards: sales, invoicing, cash, CRM and point of sale
The gallery: pick a dashboard for your job and it shows your data at once.

Get it on the Odoo Apps Store

Which Odoo dashboard should you choose?

My DashboardDashboards appDashboard module
In CommunityYesRead onlyYes
Your own KPIsSaved viewsEnterprise onlyYes
Comparison with last periodNoWith formulasYes
Targets and alertsNoNoYes
Shared with the teamNoYesYes, with access rights

For a personal page, method 1 is enough. In Enterprise, if you like spreadsheets, method 2 goes far. For a company dashboard in Community, or KPIs that explain why they moved, a module saves you the most time.

Odoo KPI dashboard explaining why sales changed, by salesperson, team and country
"Why did sales change?": the biggest moves by salesperson, team or country.
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Install the app from the Odoo Apps Store, open KPI Dashboards and pick a dashboard in the gallery: no setup, no AI key needed. Community and Enterprise, paid once. No subscription.

Get it on the Odoo Apps Store

Every feature in detail in our dashboard article and on the app page.
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