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Company Overview Dashboard — A build-to-order executive command center for Odoo that unifies KPIs from Sales, Invoicing, Inve — 1/1Aperçu illustratif

A build-to-order executive command center for Odoo that unifies KPIs from Sales,

Invoicing, Inventory, CRM, and Accounting into one governed dashboard.

ECOSIRE scopes, builds, installs, and supports it — this is not an off-the-shelf download.

Qu'est-ce que Company Overview Dashboard ?

A build-to-order executive command center for Odoo that unifies KPIs from Sales, Invoicing, Inventory, CRM, and Accounting into one governed dashboard. ECOSIRE scopes, builds, installs, and supports it — this is not an off-the-shelf download. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Fonctionnalités clés

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

Fait sur commande, clé en main

Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.

  1. 1

    Vous commandez

    Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.

  2. 2

    Nous développons et installons

    ECOSIRE la développe, la configure et l'installe sur votre Odoo.

  3. 3

    Mise en ligne + assistance

    Vous êtes en ligne en une semaine ouvrée environ, avec deux semaines d’assistance après la mise en production. Les défauts du code que nous livrons sont corrigés gratuitement.

Spécifications techniques

Compatibilité Odoo
Odoo 17, Odoo 18, Odoo 19
Éditions
Enterprise et Community
Licence
Licence à confirmer
Version Python requise
Python 3.10+
Base de données
PostgreSQL 12+

À propos de ce produit

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 one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company consolidation, a larger KPI catalog, external-system integrations, and historical data backfill increase the quoted scope.

Ce que vous obtenez

  • 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

Pour qui c'est

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.

Comment Company Overview Dashboard se compare

CritèreÉCOSIREConstruction personnaliséeConcurrentNatif Odoo
KPI definitionsReconciled to your exact formulas, one shared definition across all tilesWhatever your team codes; consistency depends on in-house disciplineFixed metric set defined by the vendor, limited redefinitionPer-app pivots and Spreadsheet dashboards, definitions drift between apps
Cross-app consolidationSingle governed screen spanning Sales, Invoicing, CRM, Inventory, AccountingPossible but you build and maintain the aggregation yourselfOften scoped to one domain or a preset app combinationNo unified cross-app executive screen out of the box
Multi-company & security`ir.rule` record rules scoped to your org structure during scopingDepends on how carefully your team implements record rulesGeneric access levels, may not match your company hierarchyStandard company scoping, but not tailored to executive roles
Delivery modelBuilt, installed, and UAT-tested on staging in one working weekInternal backlog dependent; often months of elapsed timeInstant download, but configuration and fit are on youAlready present, but requires manual assembly per KPI
Fit to your dataTuned against a copy of your real database before go-liveFull control, but full responsibility for performance tuningGeneric; may need workarounds for non-standard flowsGeneric per-app views, no executive-fit tuning
Ownership & lock-inFull source and git repo handover, no lock-inYou own everything, including all maintenance burdenEncrypted or vendor-controlled code common, upgrade-dependentNo custom code to own; also no consolidated dashboard
Support & upgradesPost-go-live window plus optional version-upgrade serviceWhatever your team can allocate laterVendor support tiers, quality and responsiveness varyCovered by your general Odoo support, no bespoke help
Total costFrom $999 indicative, fixed quote after scopingDeveloper time adds up fast, hard to capLow sticker price, hidden configuration and fit costsNo license cost, high manual effort and drift risk

Foire aux questions sur 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 one working week 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 $999 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.

Demander un devis

Company Overview Dashboard

A build-to-order executive command center for Odoo that unifies KPIs from Sales, Invoicing, Inventory, CRM, and Accounting into one governed dashboard. ECOSIRE scopes, builds, installs, and supports it — this is not an off-the-shelf download.

  • 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

Demander un devis

Décrivez vos besoins pour Company Overview Dashboard et nous vous enverrons les tarifs, les options de licence et une proposition sur mesure, généralement sous un jour ouvré.

Aucun paiement maintenant. Ceci envoie une demande de devis à notre équipe — nous vous recontacterons par e-mail avec les tarifs et les prochaines étapes.