Portal Dashboard
A dashboard is a view of geographic information that helps you monitor sale, purchase, invoice, project, lead, bills activities. Dashboards are designed to display multiple visualizations that work together on a single screen. Do you want to show a dashboard to your portal users? Do you want to show a well-formatted dashboard to your customer/vendor on my account screen? Do you want to show information on the lead, opportunity, quotation, sales, RFQ, purchase, invoices, bills, task, etc in graphical view? So here it is. we have made a materialize dashboard design for my account page. currently in odoo 'my account' have not well-formatted dashboard and is not well designed. we have modified and made that very beautiful and attractive.
Features
- Portal Dashboard For Customer, Vendor.
- Material Design.
- Beautiful Counters.
- Well organized Dashboard.
- Beautiful layout for customers and vendors.
- Easy to use and configuration features.
- Many graphs for graphical presentations.
- Easy to filter charts and table by today, yesterday, current week, month, year.
- Easy to Enable disable charts or tables from rec config settings.
Configuration Settings
Config Setting for Customer:
- Sales Analysis (Sales Chart) You can see the Sales analysis of the year chart in the dashboard.
- Show Recent Quotation Table You can see the recent quotation records in the table view.
- Is Show Recent Sale Order Table You can see the recent sale order records in the table view.
- Invoice Analysis (Invoice Chart) You can see the Invoice analysis of the year chart in the dashboard.
- Show Recent Invoice Table You can see the recent invoice records in the table view.
- Bill Analysis (Bill Chart) You can see the Bill analysis of the year chart in thedashboard.
- Purchase Analysis (Purchase Chart) You can see the Purchase analysis of the year chart in the dashboard.
- Is Show Recent Purchase Order Table You can see the recent purchase order records in the table view.
- Show Recent RFQ Table You can see the recent RFQ records in the table view.
- Show Recent Bill Table You can see the recent bill records in the table view.
- Is Show Recent Project Task Table You can see the recent project and task records in the table view.
- In config setting 'How many recent records do you want to show' set number of recent records which is shown in the dashboard.
Config Setting for Vendor:
Config Setting for Project and Task:
Portal dashboard settings in website settings.
Enable the 'Sales Analysis (Sales Chart)'.
In website, go to user --> my account and you can see tiles design looks like below.
Sales analysis charts.
Go to the website settings and enable the 'Purchase Analysis (Purchase Chart)'.
Purchase analysis charts.
Go to the website settings and enable the 'Invoice Analysis (Invoice Chart)'.
Invoice analysis charts.
Go to the website settings and enable the 'Bills Analysis (Bills Chart)'.
Bills analysis charts.
Go to the website settings and enable the 'Is Show Project Task Table'.
Project Task data tables
Go to the website settings and enable the 'Is Show Recent Quotation Table' & 'Is Show Recent Sales Order Table'.
Latest Quotation/Sale Order Table with status.
Go to the website settings and enable the 'Is Show Recent RFQ Table' & 'Is Show Recent Purchase Order Table'.
Latest RFQ/Purchase Order Table With Status.
Go to the website settings and enable the 'Is Show Recent Invoice Table' & 'Is Show Recent Bill Table'.
Latest invoice and bill table with status.
Filter charts and table by today, yesterday, current week/month/year etc.
Here Mitchell Admin is a Buyer, so his can only see purchase data.
Purchase data for vendor Mitchell Admin.
Here Mitchell Admin is a Sales Person, so his can only see purchase data.
Sales data for customer Mitchell Admin.
Version 18.0.1 | Released on : 5th November 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at [email protected]to request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.