AI Business Dashboards & KPI Builder for Odoo

Name: AI Business Dashboards & KPI Builder for Odoo
Brand: ECOSIRE
SKU: ai-dashboards-kpi-builder

Key Features

Drag-and-drop dashboard canvas: place chart, KPI scorecard, pivot list, to-do, and AI insight tiles onto a resizable grid with no code

20+ chart types — bar, stacked/grouped bar, line, area, pie/donut, gauge, funnel, scatter, heatmap, waterfall, treemap, and more — each backed by ORM read_group aggregations, never raw SQL

Cross-module KPI tiles that pull live figures from Sales, Accounting, Inventory, Manufacturing, HR, CRM, Helpdesk, and any custom model on one screen

AI natural-language insight cards that summarize what a KPI or chart is showing in plain English and highlight the top drivers of change

AI anomaly detection that flags outliers — margin drops, pipeline stalls, inventory spikes, cost overruns — against each metric's recent trend

Scheduled dashboard snapshots delivered as branded QWeb-rendered PDFs by email on a daily, weekly, or monthly cron (ir.cron automated action)

Excel/CSV import as a native dashboard data source — chart external budgets, targets, or legacy data alongside live Odoo records

Computed KPI fields using @api.depends so metrics like margin %, DSO, or on-time delivery recalculate automatically when source records change

Row- and record-level security: dashboards and tiles respect ir.model.access.csv ACLs and record rules so users see only data they're permitted to

Interactive drill-down and click-through — click a chart segment to open the filtered Odoo list/form behind it (e.g. the actual overdue invoices)

Global and per-tile filters — date ranges, company, team, region, product category — with saved filter presets per dashboard

Dashboard export/import to move templates across instances (staging → production, HQ → subsidiary) as portable data files

XML-RPC / JSON-RPC API exposure so external tools (Power BI, mobile apps, portals) can read the same aggregated KPI data

Multi-company aware — respects Odoo company boundaries and can consolidate or segment KPIs across your company tree

Role-based dashboard sharing with view/edit permissions, plus a personal 'My Dashboards' space per user

Manual PDF/PNG/CSV export of any dashboard on demand, in addition to the scheduled snapshots

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Odoo.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

AI Business Dashboards & KPI Builder is a self-service business-intelligence layer that ECOSIRE designs, builds, and installs on your Odoo 17, 18, or 19 database — Community or Enterprise. Instead of exporting to spreadsheets or paying for a separate BI tool, your team assembles live dashboards directly inside Odoo by dragging tiles onto a canvas: charts, KPI scorecards, pivot lists, to-do panels, and AI insight cards. Every tile reads live from your own Odoo models through the ORM, so a revenue KPI reflects the exact same sale.order and account.move records your accountants close on — no stale nightly exports, no second source of truth.

This is a build-to-order engagement, not an off-the-shelf apps.odoo.com download. After purchase, an ECOSIRE Odoo engineer scopes your KPIs, models, and access rules, then develops a proper Odoo addon (a versioned __manifest__.py with models/, views/, security/ir.model.access.csv, record rules, and data/ for scheduled actions) tailored to your database. Typical delivery is 2–4 weeks depending on the number of dashboards, data sources, and the complexity of your KPI logic. You receive the full module source — nothing obfuscated, nothing locked to us.

The dashboard engine is built on real Odoo primitives so it stays maintainable and upgrade-safe. Charts are backed by read_group aggregations over your models (no raw SQL, no sql.raw()), computed KPI fields use @api.depends so they recalculate automatically, and every dashboard and tile is a proper Odoo record protected by access-control lists and record rules — a sales manager sees only their team's pipeline, a regional lead only their region. Views are rendered with OWL components layered over standard Odoo web, and the scheduled PDF snapshots are produced with QWeb report templates, so exported dashboards carry your branding and print cleanly.

The AI layer turns raw tiles into narrative. Point an insight card at a KPI or chart and it generates a plain-language summary of what changed, flags anomalies (an unexpected margin drop, a stalled pipeline stage, an inventory spike), and surfaces the likely drivers pulled from the underlying grouped data. AI runs against aggregated, access-filtered figures — never raw customer records dumped to a third party — and the provider and prompt scope are configured during the build so it fits your data-governance rules.

Because it lives inside Odoo, the module composes with everything else you run. A single dashboard can blend tiles from Sales, Inventory, Accounting, Manufacturing, HR, and Helpdesk on one screen; import an external Excel/CSV budget file as a first-class data source and chart actuals against it; and expose dashboard data over Odoo's XML-RPC / JSON-RPC API so a Power BI report, a mobile app, or a partner portal can read the same numbers. Dashboards can be exported and imported across instances, so a template you perfect in staging ships to production — or to a subsidiary's database — in minutes.

ECOSIRE hands over documented, tested code, configures your first set of dashboards with you, trains your team to build their own, and backs it with a support window. You end up with a BI capability your staff actually operates day to day, without a per-seat SaaS bill and without your reporting data ever leaving your ERP.

What you get

Complete, unobfuscated Odoo module source (proper __manifest__.py, models/, views/ OWL+XML, security/ir.model.access.csv, record rules, data/ cron definitions) built for your Odoo 17, 18, or 19 database

Installation and deployment on your instance (Community or Enterprise; on-premise, Odoo.sh, or ECOSIRE-managed hosting), including dependency and asset-bundle wiring

Initial dashboard configuration workshop — we build your first set of live dashboards and KPI tiles with you against your real models

AI insight/anomaly layer configured to your data-governance rules (provider, prompt scope, aggregation-only access) and connected to your chosen metrics

Scheduled-snapshot setup: QWeb PDF report templates branded to your identity plus the ir.cron jobs and recipient lists for email delivery

Written technical documentation (data model, KPI/field definitions, how to add new tiles) plus a short admin/end-user how-to guide

Live training session for your team so staff can build and maintain their own dashboards without depending on us

Security review of ACLs and record rules against your role matrix, so each user sees only permitted data

Who this is for

Operations & Finance Manager

Needs a single live view of revenue, cash, margin, and backlog without waiting on IT to build reports or exporting to spreadsheets. Wants scheduled PDF snapshots in their inbox each Monday and AI summaries that explain the week's movements at a glance.

Odoo Administrator / ERP Lead

Owns the Odoo instance and wants a maintainable, upgrade-safe BI layer built on standard ORM patterns and proper security rules — not brittle SQL views or a bolt-on SaaS tool. Values receiving documented source code and being trained to extend it in-house.

Department Head (Sales, Inventory, or Production)

Wants a self-service, role-scoped dashboard for their team that drills straight into the underlying Odoo records. Needs KPI tiles specific to their function — pipeline conversion, stock turns, on-time delivery — refreshed live and shareable with their reports.

Multi-entity Group Controller

Oversees several companies or subsidiaries in one database and needs consolidated and per-entity KPIs that respect company boundaries, plus the ability to export a proven dashboard template and roll it out across every subsidiary.

How AI Business Dashboards & KPI Builder for Odoo Compares

Criterion	ECOSIRE	Custom Build	Competitor
Time to a working dashboard	2–4 week build, then live and configured on your instance	Months of in-house dev, if you have Odoo/OWL skills at all	Instant install, but generic tiles you must fight to fit
AI natural-language insights & anomaly detection	Yes — configured to your metrics and data-governance rules	Only if you build and maintain the AI integration yourself	Rarely; when present it's fixed and not scoped to your data
Cross-module KPI tiles on one canvas	Yes — any Sales/Accounting/Inventory/HR/custom model together	Possible but you write every aggregation and view yourself	Usually limited to the module the app targets
Scheduled branded PDF snapshots by email	Yes — QWeb reports on ir.cron to your recipient lists	Build the cron, report template, and mailer yourself	Sometimes, with limited branding/scheduling control
Security (ACLs + record rules per user/role)	Reviewed against your role matrix during the build	You design and test all access control yourself	Basic or all-or-nothing; often bypasses record rules
Fit to your exact KPIs and models	Built to spec against your real database	Fully custom — at full in-house cost and risk	Configurable within the vendor's fixed feature set
Source code ownership & maintainability	Full unobfuscated source handed over + team trained	You own it, but also own all the maintenance burden	Often encrypted/obfuscated and locked to the vendor
Total cost of ownership	One-time build + optional support; no per-seat SaaS fee	High dev + ongoing maintenance salary cost	Low upfront, but recurring or per-user licensing adds up

Frequently Asked Questions about AI Business Dashboards & KPI Builder for Odoo

How long until the dashboards are live, and is this an instant download?

This is a build-to-order engagement, not an instant apps.odoo.com download. After purchase, an ECOSIRE Odoo engineer scopes your KPIs, models, and access rules, then develops the module for your specific database. Typical delivery is 2–4 weeks depending on the number of dashboards, the count and complexity of data sources, and your KPI logic. You'll get a firm timeline and milestones at the end of scoping, and we install it on your instance when it's ready.

What support and updates do I get after delivery?

Every build includes a post-delivery support window (duration confirmed at scoping) covering bug fixes, configuration help, and compatibility assistance across Odoo minor versions. Because we hand over the full, unobfuscated source and train your team, you're never locked to us — but we remain available for enhancements, new dashboards, or major-version migrations (17→18→19) under a support or retainer agreement.

Does this work on Odoo Community or only Enterprise?

Both. The module is built on standard Odoo primitives — the ORM, OWL/XML views, QWeb reports, ir.cron, and ir.model.access.csv with record rules — so it runs on Odoo 17, 18, and 19, Community or Enterprise. If you're on Enterprise it composes cleanly alongside the built-in Spreadsheet/Dashboard apps; on Community it gives you a self-service BI layer you'd otherwise lack.

Where does my data go when the AI generates insights?

AI insight and anomaly cards run against aggregated, access-filtered figures — the same grouped numbers already shown on the tile — never raw customer or transaction records. The AI provider, prompt scope, and what data is allowed to leave the instance are all configured during the build to match your data-governance policy. If you require a fully self-hosted or no-external-AI setup, we scope that at the start.

Can dashboards combine data from different Odoo apps and external files?

Yes. A single dashboard can blend tiles from Sales, Accounting, Inventory, Manufacturing, HR, CRM, Helpdesk, and any custom model, because every tile reads through the Odoo ORM. You can also import an Excel or CSV file (a budget, targets, or legacy data) as a first-class data source and chart your live Odoo actuals against it on the same canvas.

Will it slow down my Odoo instance or break on upgrade?

The engine uses ORM read_group aggregations and @api.depends computed fields rather than raw SQL or heavy per-record loops, and expensive metrics can be cached or refreshed on a schedule. Because it's built on standard, documented Odoo APIs and shipped as a clean versioned module, it's designed to survive minor-version upgrades; we also provide compatibility assistance during your support window.