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Sales Real-Time Dashboard — An executive-grade, live sales command center built into your Odoo — real-time KPIs, target track — 1/1Vista previa ilustrativa

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.

¿Qué es 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.

Características clave

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
Target model (sale.dashboard.target) storing per-period, per-team and per-salesperson goals with gauge and progress-bar attainment rendering
Pace-to-target computation showing ahead/behind status relative to the elapsed portion of the period
Spreadsheet-style list mode: fast sortable, groupable, inline-editable operational grid alongside the visual board
Date-range and team/salesperson filters that recompute all KPIs and charts in one pass
Trend and comparison charts (period-over-period, top salespersons, pipeline by stage) drawn in the framework charting layer inside OWL/QWeb templates
Access enforced through ir.model.access.csv plus record rules — reps see their own figures, managers see the team, multi-company boundaries respected
Optional scheduled snapshots via ir.cron to persist period figures for reliable historical comparison and backfill
Aggregated figures exposed through Odoo's XML-RPC/JSON-RPC API for external screens, wallboards or BI tools
Currency-aware totals that respect company currency and conversion where multi-currency sales exist
Built and validated against Odoo 17.0, 18.0 and 19.0 with Community/Enterprise parity so the board behaves the same on your edition

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

  1. 1

    Haces el pedido

    Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

  2. 2

    Creamos e instalamos

    ECOSIRE la crea, la configura y la instala en tu Odoo.

  3. 3

    En marcha + soporte

    Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.

Especificaciones técnicas

Compatibilidad con Odoo
Odoo 17, Odoo 18, Odoo 19
Ediciones
Enterprise y Community
Licencia
La licencia requiere confirmación
Requisito de Python
Python 3.10+
Base de datos
PostgreSQL 12+

Sobre este producto

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.

lo que obtienes

  • 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

¿Para quién es esto?

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.

Cómo se compara Sales Real-Time Dashboard

CriterioECOSIREConstrucción personalizadaCompetidorNativo de Odoo
AvailabilityBuilt to order for your process, then installed and supportedBuilt from scratch in-house or by a freelancerInstant download of a fixed, generic moduleIncluded in Odoo, no build needed
Live executive KPI boardPurpose-built OWL board with live tiles and auto-refreshPossible but you design and maintain it yourselfPrebuilt board, layout and KPIs as the vendor decidedPivot/graph views only — no live KPI tiles or gauges
Targets & pace-to-targetPer-period/team/rep targets with attainment gauges and pacingWhatever you scope and build yourselfBasic targets if the module offers them, not tailoredNo native quota/target attainment view
Drill-down to source ordersEvery number opens the exact filtered Odoo recordsDepends on your implementation effortLimited or fixed drill pathsManual filtering within list/pivot views
Fit to your sales processTailored KPIs, filters, teams and security to your workflowFully tailored — but full cost and risk on youOne-size-fits-all; you adapt to the moduleGeneric — you work within core capabilities
Security & multi-companyRecord rules + ir.model.access.csv tuned to your rolesYou implement and test all access rulesVendor defaults, may not match your rolesStandard Odoo access, no dashboard-specific tuning
Support & ownershipPost-go-live support window plus full git repo handoverYou own maintenance entirelyVendor ticket support, source often obfuscatedCovered by your Odoo support/subscription
Version coverageDelivered and validated for 17.0/18.0/19.0, your editionWhichever version you build againstSpecific versions the vendor chose to supportMatches your installed Odoo version

Preguntas frecuentes sobre 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.

Solicitar presupuesto

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

Solicitar presupuesto

Cuéntanos tus necesidades de Sales Real-Time Dashboard y te enviaremos precios, opciones de licencia y una propuesta a medida, normalmente en un día hábil.

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