- Home
- Apps
- SaaS Tools
- Sales Real-Time Dashboard
Illustrative previewAn executive-grade, live sales command center built into your Odoo
— real-time KPIs, target tracking, drill-downs and a spreadsheet-style list mode. Made to order by ECOSIRE, then installed and supported for Odoo 17.0/18.0/19.0.
What is Sales Real-Time Dashboard?
An executive-grade, live sales command center built into your Odoo — real-time KPIs, target tracking, drill-downs and a spreadsheet-style list mode. Made to order by ECOSIRE, then installed and supported for Odoo 17.0/18.0/19.0. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your Odoo.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- Odoo Compatibility
- Odoo 17, Odoo 18, Odoo 19
- Editions
- Enterprise & Community
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- PostgreSQL 12+
About this Product
Sales leaders live in two worlds: the pipeline in Odoo and the "real" numbers in a sprawling spreadsheet that someone rebuilds every Monday. Odoo core gives you solid list, kanban, pivot and graph views on sale.order and crm.lead, but the moment you want a single executive screen that shows today's booked revenue against target, this week's win rate, top reps, aging quotations and month-over-month trend — all refreshing without a manual export — you hit the ceiling. Standard pivots don't do live KPI tiles, gauge-style target progress, or one-click drill-through from a headline number to the exact orders behind it. That gap is where deals get missed and forecasts get argued about instead of managed.
Sales Real-Time Dashboard is a build-to-order Odoo module ECOSIRE designs, builds, installs and supports for you. Technically it ships as a proper addon with its own __manifest__.py, an OWL-based dashboard client action rendered from JavaScript components, and server-side aggregation methods on new models (e.g. a transient sale.dashboard plus stored sale.dashboard.target records) that use read_group / SQL-backed @api.depends computes over sale.order, sale.order.line and crm.lead rather than loading records row-by-row. KPI tiles (bookings, invoiced, average order value, win rate, quotation aging) recompute against a configurable date range and refresh on an interval or on demand; each tile and each chart segment is a live drill-down that opens the underlying filtered Odoo action, so a number on the board and a number in the list are always the same number. A dedicated list mode gives managers a fast, sortable, groupable, inline-editable operational grid alongside the visual board for people who think in rows.
Targets are first-class: you define per-period, per-team and per-salesperson goals as stored records, and the dashboard renders attainment as gauges and progress bars with pace-to-target math (are we ahead or behind for the day of the month). Everything respects Odoo's security model — access is governed by ir.model.access.csv plus record rules so a rep sees their own figures while a sales manager sees the team, and multi-company boundaries are honored. Charts are drawn with the framework's charting layer inside QWeb/OWL templates; scheduled snapshots can be captured via an automated action (ir.cron) for period-over-period comparison, and the same aggregates are reachable through Odoo's XML-RPC/JSON-RPC API if you want to feed an external screen or BI tool. We target Odoo 17.0, 18.0 and 19.0 and adapt to Community or Enterprise — where an Enterprise-only widget isn't available on Community, we implement an equivalent so the board looks and behaves the same on your edition.
Because this is made to order, nothing is downloadable today — we build it against your actual sales process. A typical engagement starts with a short scoping call to confirm which KPIs, targets, teams and filters matter, then we deliver working software: source for your Odoo version, installation and configuration on your environment, UAT on a staging database, and a training session. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company consolidation, extra data sources or connectors, deeper localization, and large historical-data migration for trend backfill increase the quoted scope — you get a fixed quote after the scoping call, never a surprise.
What you get
- Installable source code for your exact Odoo version (17.0, 18.0 or 19.0), Community or Enterprise
- Installation and configuration on your environment (staging then production) including menu, targets and security setup
- Technical documentation — models, computed fields, security rules, cron jobs and configuration options
- End-user guide plus a live training session for sales managers and reps
- UAT on a staging database with a documented rollback plan before go-live
- Post-go-live support window for defect fixes and adjustments
- Private git repository handover with full commit history and README
- Configured KPI, target and filter set tuned to your sales process during scoping
Who this is for
Head of Sales / Sales Director
Runs pipeline and forecast reviews and is tired of arguing over whose spreadsheet is right. Needs one live executive screen with bookings-vs-target, win rate and trend that everyone trusts, with drill-down to the orders behind every number.
Sales Operations Manager
Owns the Odoo sales configuration and reporting hygiene. Wants targets, teams and KPIs modeled properly inside Odoo with correct security so each role sees the right data, instead of maintaining brittle exports and manual pivots.
Sales Team Lead / Regional Manager
Manages a team against monthly quota and needs an at-a-glance attainment and pace-to-target view plus a fast list mode to work the quotations that are aging or stuck in a stage.
Managing Director / CFO of an Odoo-run SMB
Wants a reliable, self-updating revenue picture drawn straight from the ERP for wallboards and board reviews, without paying for a separate BI stack or trusting hand-built sheets.
How Sales Real-Time Dashboard Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Availability | Built to order for your process, then installed and supported | Built from scratch in-house or by a freelancer | Instant download of a fixed, generic module | Included in Odoo, no build needed |
| Live executive KPI board | Purpose-built OWL board with live tiles and auto-refresh | Possible but you design and maintain it yourself | Prebuilt board, layout and KPIs as the vendor decided | Pivot/graph views only — no live KPI tiles or gauges |
| Targets & pace-to-target | Per-period/team/rep targets with attainment gauges and pacing | Whatever you scope and build yourself | Basic targets if the module offers them, not tailored | No native quota/target attainment view |
| Drill-down to source orders | Every number opens the exact filtered Odoo records | Depends on your implementation effort | Limited or fixed drill paths | Manual filtering within list/pivot views |
| Fit to your sales process | Tailored KPIs, filters, teams and security to your workflow | Fully tailored — but full cost and risk on you | One-size-fits-all; you adapt to the module | Generic — you work within core capabilities |
| Security & multi-company | Record rules + ir.model.access.csv tuned to your roles | You implement and test all access rules | Vendor defaults, may not match your roles | Standard Odoo access, no dashboard-specific tuning |
| Support & ownership | Post-go-live support window plus full git repo handover | You own maintenance entirely | Vendor ticket support, source often obfuscated | Covered by your Odoo support/subscription |
| Version coverage | Delivered and validated for 17.0/18.0/19.0, your edition | Whichever version you build against | Specific versions the vendor chose to support | Matches your installed Odoo version |
Frequently Asked Questions about Sales Real-Time Dashboard
Is this an app I can download and install right now?
No. Sales Real-Time Dashboard is build-to-order. ECOSIRE builds it against your actual sales process, KPIs and targets, then installs and configures it on your Odoo. There is no instant download — you receive working, installable source code for your version as part of delivery.
How long does delivery take?
Typically one working week from confirmed scope. After a short scoping call we lock the KPIs, targets, teams and filters, then build, test on staging (UAT), and deploy. Larger scope — multi-company consolidation, extra data sources, or historical-data backfill for trends — can extend the timeline, which we confirm in the quote.
How does pricing and scoping work?
Pricing starts from $999 as an indicative single-company base scope. It is not a fixed final price. After the scoping call we send a fixed written quote based on your KPIs, target structure, edition, number of companies and any integrations or data migration. You approve the quote before we build.
Which Odoo versions and editions do you support?
Odoo 17.0, 18.0 and 19.0, on both Community and Enterprise. Where a dashboard widget exists only in Enterprise, we implement an equivalent so the board looks and behaves the same on Community. We confirm your exact version and edition during scoping.
What about support and updates after go-live?
Every engagement includes a post-go-live support window for defect fixes and adjustments. Beyond that we offer optional ongoing support and version-upgrade work (for example migrating the module when you move to a newer Odoo release). Because you receive the full git repository, you are never locked in.
Will it slow down my Odoo database?
No. KPIs are computed with grouped SQL aggregation (read_group) rather than loading records one by one, refresh is configurable, and heavy period comparisons can be served from scheduled snapshots via ir.cron. We tune the queries against your data volume during UAT.
Can reps see each other's numbers?
Only if you want them to. Access is enforced with ir.model.access.csv and record rules — a typical setup lets a salesperson see their own figures while managers see the whole team, and multi-company boundaries are respected. The exact visibility rules are agreed during scoping.
Related Modules

Sales Contract and Recurring Invoices
A build-to-order Odoo module that turns signed sales contracts into automatically generated recurring invoices on the billing cadence and terms each agreement defines. ECOSIRE designs, builds, installs, and supports it for your Odoo 17/18/19 instance.

Salesforce CRM Connector for Odoo
Build-to-order Odoo module to migrate and two-way sync Salesforce leads, accounts and opportunities with Odoo CRM.

Sales Target & Quota Management
Set, track and gamify sales quotas by rep, team and period with live attainment dashboards. Built-to-order for Odoo 17/18/19 by ECOSIRE.

SAML 2.0 Single Sign-On
A build-to-order SAML 2.0 Service Provider for Odoo that brings your instance under corporate SSO with Azure AD, Okta, Google Workspace, or OneLogin — including SP- and IdP-initiated login, just-in-time provisioning, and IdP-group-to-Odoo-group mapping. ECOSIRE scopes, builds, installs, and supports it for Odoo 17.0, 18.0, and 19.0.
Sales Real-Time Dashboard
An executive-grade, live sales command center built into your Odoo — real-time KPIs, target tracking, drill-downs and a spreadsheet-style list mode. Made to order by ECOSIRE, then installed and supported for Odoo 17.0/18.0/19.0.
- OWL client-action dashboard registered as a menu item, loaded as a single-page board rather than a stock pivot/graph view
- Live KPI tiles (bookings, invoiced amount, average order value, quotation count, win rate, aging quotations) computed server-side via read_group aggregation over sale.order and sale.order.line
- Configurable refresh — on-demand reload plus optional auto-refresh interval so the board stays current without manual export
- Per-tile and per-chart drill-down that opens the exact filtered Odoo act_window behind any headline number