Company Overview Dashboard

Key Features

Custom OWL client-action dashboard registered as an Odoo menu item, rendered through QWeb with themable KPI tiles, sparklines, and gauges

Cross-app aggregation layer reading `sale.order`, `account.move`, `crm.lead`, `stock.valuation.layer`, and `purchase.order` via `read_group`/`_read_group` for query efficiency

Computed KPI fields using `@api.depends` so margin %, DSO, win rate, and AOV share one definition across every view

Single global context bar: multi-company selector, date-range presets, and prior-period comparison that recalculate the whole board coherently

Drill-through from any KPI tile straight into the underlying Odoo list/form records via act_window actions

Optional stored snapshot model with scheduled `ir.cron` jobs to trend KPIs historically instead of recomputing live every load

Row-level security via `ir.model.access.csv` plus `ir.rule` record rules so viewers see only the companies or teams they own

Target-vs-actual tracking with configurable KPI goals stored per company and per period

Server-side aggregation (SQL/`read_group`) tuned to stay responsive on multi-million-row transaction tables

QWeb PDF board-pack report so the same KPIs export as a boardroom-ready document

Read-only KPI exposure over XML-RPC/JSON-RPC for downstream BI tools such as Power BI or Looker Studio

Configurable KPI catalog defined in data records — new metrics added without hard-coding the layout

Version-correct build for Odoo 17.0 / 18.0 / 19.0 with Community-vs-Enterprise feature guards

Automated-action or cron-driven cache warming so the dashboard opens instantly for executives at login

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

Leadership teams running Odoo usually have the numbers they need — they just live in eight different places. Revenue sits in Invoicing, pipeline in CRM, stock value in Inventory, margin in Sales, cash position in Accounting, and each has its own filters and its own idea of "this month." Odoo's native per-app dashboards, pivot views, and the Spreadsheet dashboards are strong in isolation, but out of the box there is no single governed screen that reconciles cross-app KPIs, applies one consistent date and company context, and presents an executive-grade snapshot the moment someone logs in. Stitching that together from saved pivots and manual exports is where most teams run out of road: definitions drift, refresh is manual, and nobody fully trusts the number in the Monday meeting.

The Company Overview Dashboard is a made-to-order Odoo module that ECOSIRE builds around your actual KPI definitions. Technically it is a proper addon with its own __manifest__.py and a custom aggregation layer — computed/transient models plus, where history matters, stored snapshot models that read across sale.order, account.move, crm.lead, stock.valuation.layer, purchase.order, and any other source you nominate. We use read_group/_read_group and SQL-backed aggregation rather than row-by-row loops so the dashboard stays responsive on large datasets, and @api.depends compute methods keep derived KPIs (margin %, DSO, win rate, on-time delivery) consistent everywhere they appear.

The front end is an OWL client action rendered through QWeb: KPI tiles, trend sparklines, target-vs-actual gauges, and drill-through links that open the underlying Odoo records so an executive can go from "revenue is down" to the exact invoices in two clicks. Every figure honors a single global context — company selector (multi-company aware), date-range presets, and comparison period — so the whole board recalculates coherently. Access is governed the Odoo way: ir.model.access.csv for model rights plus ir.rule record rules so a regional director sees only their companies while the CEO sees the group, and optional scheduled ir.cron snapshots let you trend KPIs over time and expose them to Power BI or another tool over the standard XML-RPC/JSON-RPC API.

Delivery is build-to-order. We start with a short scoping call to lock the exact KPI list, source models, security model, and target Odoo version (we support 17.0, 18.0, and 19.0, and account for Community vs Enterprise differences — for example Enterprise-only widgets are never assumed on a Community deployment). You approve a fixed quote and a KPI specification, we build on a staging copy of your database, you sign off through UAT, and we deploy with a rollback plan. Typical delivery is 2–4 weeks from confirmed scope. Pricing starts from $249 (indicative, single-company base scope); multi-company consolidation, a larger KPI catalog, external-system integrations, and historical data backfill increase the quoted scope.

What you get

Installable, commented source code for the module built to your Odoo major version (17.0, 18.0, or 19.0)

Installation and configuration on your environment, including access rules and the KPI catalog wired to your data

Technical documentation: model/field reference, security matrix, and KPI calculation definitions

End-user guide plus a live training session for executives and admins

UAT on a staging copy of your database with a documented rollback plan before production deployment

Post-go-live support window for defect fixes and configuration tweaks

Git repository handover with full commit history and tagged release

KPI specification sign-off document mapping each metric to its source models and formula

Who this is for

CEO / Managing Director

Wants one trustworthy screen at login showing revenue, margin, cash, pipeline, and stock value across all companies — with drill-through when a number looks off, not a spreadsheet emailed on Friday.

CFO / Finance Controller

Needs cross-app financial KPIs (DSO, gross margin, AR/AP, cash position) that reconcile to Accounting and honor multi-company boundaries, with period comparisons and an exportable board pack.

Operations / Sales Director

Tracks pipeline conversion, on-time delivery, inventory value, and team performance, and wants role-scoped access so each manager sees only their region while leadership sees the group.

Odoo System Administrator

Responsible for the deployment and wants a clean, upgrade-safe addon with clear `ir.model.access.csv`/record rules, no core patching, and a git handover they can maintain.

How Company Overview Dashboard Compares

Criterion	ECOSIRE	Custom Build	Competitor
KPI definitions	Reconciled to your exact formulas, one shared definition across all tiles	Whatever your team codes; consistency depends on in-house discipline	Fixed metric set defined by the vendor, limited redefinition
Cross-app consolidation	Single governed screen spanning Sales, Invoicing, CRM, Inventory, Accounting	Possible but you build and maintain the aggregation yourself	Often scoped to one domain or a preset app combination
Multi-company & security	`ir.rule` record rules scoped to your org structure during scoping	Depends on how carefully your team implements record rules	Generic access levels, may not match your company hierarchy
Delivery model	Built, installed, and UAT-tested on staging in 2–4 weeks	Internal backlog dependent; often months of elapsed time	Instant download, but configuration and fit are on you
Fit to your data	Tuned against a copy of your real database before go-live	Full control, but full responsibility for performance tuning	Generic; may need workarounds for non-standard flows
Ownership & lock-in	Full source and git repo handover, no lock-in	You own everything, including all maintenance burden	Encrypted or vendor-controlled code common, upgrade-dependent
Support & upgrades	Post-go-live window plus optional version-upgrade service	Whatever your team can allocate later	Vendor support tiers, quality and responsiveness vary
Total cost	From $249 indicative, fixed quote after scoping	Developer time adds up fast, hard to cap	Low sticker price, hidden configuration and fit costs

Frequently Asked Questions about Company Overview Dashboard

Is this an existing app I can download and install today?

No. The Company Overview Dashboard is build-to-order. ECOSIRE builds it around your specific KPI definitions, source apps, and security model, then installs and supports it. There is no instant download — the value is that the KPIs and access rules match your business exactly.

How long does delivery take?

Typical delivery is 2–4 weeks from confirmed scope. After the scoping call we agree the KPI list and a fixed quote, build on a staging copy of your database, run UAT with you, and then deploy. Larger KPI catalogs, multi-company consolidation, or historical data backfill can extend the timeline, and we tell you that up front.

How does pricing and scoping work?

Pricing starts from $249 as an indicative figure for a single-company base scope. It is not a fixed final price — after a short scoping call we send a fixed quote. Drivers that increase scope include multi-company consolidation, the number and complexity of KPIs, external integrations, and volume of historical data to migrate.

Which Odoo versions and editions do you support?

We build for Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. We account for edition differences during scoping — for example we never assume Enterprise-only widgets on a Community deployment, and we confirm your exact version before quoting.

What about support and future updates?

Every build includes a post-go-live support window for defect fixes and configuration tweaks. Beyond that we offer ongoing support and version-upgrade services — because you receive the full git repository and source code, you are never locked in and can maintain it yourself if you prefer.

Will it slow down our database?

No. The aggregation layer uses `read_group`/`_read_group` and SQL-backed queries rather than row-by-row loops, and for heavy datasets we use scheduled `ir.cron` snapshots so the dashboard reads pre-computed figures. We tune the queries against a copy of your real data during UAT.

Can executives only see the data they are allowed to?

Yes. Access is governed with `ir.model.access.csv` model rights and `ir.rule` record rules, so a regional director sees only their companies while group leadership sees consolidated figures. The security matrix is part of the scoping sign-off and documented in the handover.