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Advanced Sales Dashboard — A build-to-order Odoo sales command center with real-time dynamic tiles, drill-down KPIs, and AI-g — 1/1Pré-visualização ilustrativa

A build-to-order Odoo sales command center with real-time dynamic tiles,

drill-down KPIs, and AI-generated narrative insights.

ECOSIRE scopes, builds, installs, and supports it on your Odoo 17/18/19 database.

O que é Advanced Sales Dashboard?

A build-to-order Odoo sales command center with real-time dynamic tiles, drill-down KPIs, and AI-generated narrative insights. ECOSIRE scopes, builds, installs, and supports it on your Odoo 17/18/19 database. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Recursos Principais

OWL client-side dashboard action registered in the web client, not a static saved graph view, so tiles refresh live without a full page reload
Dynamic KPI tiles for bookings, won/lost revenue, average deal size, win rate, sales-cycle days, and forecast-vs-target gap, each with period-over-period delta and sparkline
Server-side aggregation via `_read_group` and stored/computed `fields` on `sale.order`, `sale.order.line`, `crm.lead`, and `account.move` to avoid row-by-row scans on large datasets
AI-generated narrative insights: aggregates are compiled and sent to your configured LLM endpoint over a key-protected server-side call, with the narrative rendered back into the dashboard
Scheduled `ir.cron` job that regenerates insights and can email a QWeb PDF sales digest to management on a cadence you define
One-click drill-down from any tile into the underlying records using standard Odoo actions and search domains
Full access control through `ir.model.access.csv` plus record rules, so reps, team leads, and executives each see a scoped slice of the data
Multi-company and multi-currency aware, with per-company toggles and currency conversion on aggregated monetary metrics
Configurable comparison periods (WoW, MoM, QoQ, YoY) and rolling windows set from a settings model, no code change to re-slice
Sales-team and salesperson leaderboards computed from `crm.team` and `res.users` with target attainment against `crm.team` quotas
Filter bar bound to Odoo domains (team, salesperson, product category, company, date range) that re-drives every tile in one pass
Exportable to XLSX/PDF and embeddable as a menu item or a homepage action, with the AI digest optionally attached
Graceful degradation when the AI endpoint is unavailable: tiles still render metrics and the insight panel shows a clear fallback state instead of erroring
Built and tested against Odoo 17.0, 18.0, and 19.0 on both Community and Enterprise, with edition differences documented in the handover

Feito sob encomenda, pronto para você

Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.

  1. 1

    Você faz o pedido

    Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.

  2. 2

    Nós criamos e instalamos

    A ECOSIRE cria, configura e instala no seu Odoo.

  3. 3

    No ar + suporte

    Você entra no ar em cerca de uma semana útil, com duas semanas de suporte após a entrada em produção. Defeitos no código que entregamos são corrigidos gratuitamente.

Especificações Técnicas

Compatibilidade com Odoo
Odoo 17, Odoo 18, Odoo 19
Edições
Enterprise e Community
Licença
A licença precisa de confirmação
Requisito Python
Python 3.10+
Banco de Dados
PostgreSQL 12+

Sobre este Produto

Most sales leaders running Odoo hit the same wall. The native Sales module gives you list, kanban, pivot, and graph views, but assembling one live picture of pipeline velocity, margin, rep performance, and forecast attainment means jumping between menus, exporting pivots to spreadsheets, and reconciling numbers by hand. Odoo's built-in dashboards are largely static saved views that refresh only on reload, and they cannot narrate what changed or why. A typical off-the-shelf apps.odoo.com module fixes one slice of this but rarely fits your team structure, your multi-company and multi-currency setup, or the specific KPIs your board actually reviews. That gap between the raw data Odoo already holds and a decision-ready sales cockpit is exactly what we build.

The Advanced Sales Dashboard is a made-to-order Odoo module that ECOSIRE designs, builds, and installs on your database. Technically it ships as a proper addon with its own __manifest__.py, an OWL-based client-side dashboard action, and computed KPI models (models.Model with stored and non-stored fields, @api.depends compute methods, and _read_group aggregations) that roll up sale.order, sale.order.line, crm.lead, and account.move without hammering your database. Tiles are dynamic: each renders a live metric (bookings, won revenue, average deal size, win rate, sales-cycle days, forecast gap) with period-over-period deltas, sparklines, and one-click drill-down into the underlying records via standard Odoo actions and domains.

The AI-generated insight layer is the differentiator. On a scheduled ir.cron pass (or on demand from a tile), the module compiles a structured summary of the current period's aggregates, sends it to your configured LLM endpoint over a server-side, key-protected call, and renders the returned narrative ("net-new bookings up 18% week-over-week, driven by the EMEA team; three deals over 30 days in stage Proposal are dragging the average cycle") back into the dashboard and, optionally, into a scheduled QWeb PDF digest emailed to management. No customer data leaves your server except the aggregate figures you approve, and the entire feature can be toggled off per company. Every metric respects Odoo's security model: access is governed by ir.model.access.csv plus record rules so a regional manager sees only their teams, and multi-company rules keep company data isolated.

Because this is build-to-order, delivery follows a clear path. We start with a scoping call to lock the exact KPIs, tile layout, security matrix, and Odoo edition/version, then build against a staging copy of your database, run UAT with your team, and deploy to production with a rollback plan. Typical delivery is one working week from confirmed scope. It is engineered for Odoo 17.0, 18.0, and 19.0, on Community or Enterprise (we note where an Enterprise-only view or spreadsheet feature is replaced with an equivalent for Community). Pricing starts from $999 (indicative, single-company base scope); additional companies, custom KPI models, deeper localization, third-party data integrations, and larger data-migration volumes increase the quoted scope. You get a fixed quote after the scoping call, never a surprise invoice.

O que você ganha

  • Installable module source code for your specific Odoo version (17.0, 18.0, or 19.0), packaged as a standard addon with `__manifest__.py`
  • Installation and configuration on your staging environment, then production, including cron scheduling and LLM endpoint wiring
  • Technical documentation: data model, compute methods, security matrix, and the AI insight pipeline
  • End-user guide plus a live training session for your sales and management users
  • UAT on a staging copy of your database with a documented rollback plan before go-live
  • Post-go-live support window for defect fixes and configuration adjustments
  • Git repository handover with full commit history and tagged release
  • Security review notes covering `ir.model.access.csv`, record rules, and multi-company isolation

Para quem é isso

VP / Head of Sales

Wants one live cockpit for bookings, win rate, cycle time, and forecast attainment instead of stitching pivots together, plus a plain-language weekly narrative of what moved and why.

Odoo Administrator / Internal IT

Runs the company's Odoo and needs a clean, upgrade-safe addon with proper security rules and documented models, not a fragile customization that breaks at the next version bump.

Sales Operations / RevOps Analyst

Owns pipeline hygiene and reporting cadence; needs configurable comparison periods, team leaderboards, and an exportable digest they can circulate without rebuilding spreadsheets.

Finance / Managing Director

Wants margin-aware, multi-company revenue visibility tied back to `account.move`, with currency-correct roll-ups and a scheduled PDF summary landing in their inbox.

Como Advanced Sales Dashboard se compara

CritérioECOSIREConstrução personalizadaConcorrenteNativo do Odoo
How you get itBuilt to your spec, installed and supported by ECOSIREYou hire/allocate developers to build from scratchDownload a fixed off-the-shelf module and self-installAlready in Odoo, nothing to install
Real-time dynamic tilesLive OWL tiles with deltas, sparklines, drill-downPossible, but you design and build the OWL layer yourselfOften static or reload-only, layout fixed by vendorSaved graph/pivot views refresh only on reload
AI-generated narrative insightsIncluded, key-protected server-side, per-company toggleOnly if you design the LLM pipeline and safeguardsRarely offered, or a locked black-box you can't configureNot available
Fit to your KPIs and teamsExact KPIs, security matrix, and layout you specifyFull control, but full build and maintenance costGeneric set; you adapt your process to the moduleLimited to standard fields and grouping
Security and multi-companyRecord rules + `ir.model.access.csv`, multi-company awareDepends entirely on your team's rigorVaries by vendor; often single-company assumptionsStandard Odoo access rules only
Odoo version coverageDelivered for your 17.0 / 18.0 / 19.0, Community or EnterpriseYou port and test each version yourselfWhatever versions the vendor chose to supportTied to your installed version's stock features
Source code and ownershipFull source + git repo handover, you own itYou own it, having paid full build costOften obfuscated or license-restrictedCore code, not customizable without a module
Cost and timelineFrom $999 indicative, fixed quote, one working weekHighest cost, longest and least predictable timelineLow sticker price, but hidden fit/customization costNo extra cost, but no extra capability

Perguntas frequentes sobre Advanced Sales Dashboard

Is this an app I can download and install right now?

No. This is a build-to-order productized service. ECOSIRE designs, builds, installs, and supports the module for your specific Odoo database and version after you request a quotation. It is not an existing apps.odoo.com download, and there is no instant download.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The clock starts after the scoping call when the KPIs, tile layout, security matrix, and Odoo version are locked. Larger scopes (multiple companies, custom KPI models, data migration, extra integrations) can extend the timeline, which we confirm in the fixed quote.

How does pricing and scoping work?

Pricing starts from $999 as an indicative single-company base-scope figure. After a short scoping call we send a fixed written quote. Drivers such as additional companies, custom metrics, localization depth, third-party integrations, and data-migration volume adjust the quoted scope, so you never get a surprise invoice.

What support and updates do I get after go-live?

Every engagement includes a post-go-live support window for defect fixes and configuration tweaks. Because you receive the full source and git repository, you own the code. We also offer ongoing support and version-upgrade retainers (for example when you move from Odoo 17 to 18 or 19) as a separate, optional arrangement.

Does the AI insight feature send my customer data to a third party?

Only aggregated figures you approve (totals, counts, deltas) are sent to your configured LLM endpoint over a server-side, key-protected call. Individual customer records are not transmitted. The entire AI layer can be toggled off per company, and the dashboard still renders all metric tiles without it.

Does it work on Odoo Community, and on which versions?

Yes. It is built and tested for Odoo 17.0, 18.0, and 19.0 on both Community and Enterprise. Where a feature depends on an Enterprise-only view or spreadsheet capability, we implement a Community-compatible equivalent and document the difference in the handover.

Will it slow down my Odoo instance on large datasets?

Metrics use server-side `_read_group` aggregations and appropriately stored computed fields rather than row-by-row loops, so tiles stay responsive at scale. Heavy AI regeneration runs on a scheduled `ir.cron` pass rather than on every page load, keeping the interactive dashboard fast.

Solicitar orçamento

Advanced Sales Dashboard

A build-to-order Odoo sales command center with real-time dynamic tiles, drill-down KPIs, and AI-generated narrative insights. ECOSIRE scopes, builds, installs, and supports it on your Odoo 17/18/19 database.

  • OWL client-side dashboard action registered in the web client, not a static saved graph view, so tiles refresh live without a full page reload
  • Dynamic KPI tiles for bookings, won/lost revenue, average deal size, win rate, sales-cycle days, and forecast-vs-target gap, each with period-over-period delta and sparkline
  • Server-side aggregation via `_read_group` and stored/computed `fields` on `sale.order`, `sale.order.line`, `crm.lead`, and `account.move` to avoid row-by-row scans on large datasets
  • AI-generated narrative insights: aggregates are compiled and sent to your configured LLM endpoint over a key-protected server-side call, with the narrative rendered back into the dashboard

Solicitar orçamento

Conte-nos suas necessidades de Advanced Sales Dashboard e enviaremos preços, opções de licença e uma proposta personalizada, normalmente em um dia útil.

Sem pagamento agora. Isto envia um pedido de orçamento à nossa equipe — responderemos por e-mail com preços e próximos passos.