Odoo Dashboards: How to See What Matters Most
Drowning in data but starving for insights?
Imagine walking into your office, opening your Odoo dashboard, and instantly seeing the exact metrics that drive your business—sales trends flashing green, overdue tasks highlighted in red, and inventory levels neatly summarized. No more digging through endless reports or guessing what needs attention.
For many business owners, Odoo’s powerful tools are underused because the default dashboard feels overwhelming. But with a few smart tweaks, you can turn it into a real-time business GPS—guiding you toward smarter decisions every day.
Let’s break down how to customize your Odoo dashboard to show only what matters most to your success.
Why Your Odoo Dashboard Needs a Makeover
A cluttered dashboard is like a car dashboard with every warning light on—it’s noisy, stressful, and unhelpful. Instead, your Odoo dashboard should:
✔ Highlight critical KPIs (e.g., daily sales, overdue invoices, low-stock items)
✔ Save time by eliminating manual report checks
✔ Improve decision-making with real-time visual data
Most users stick with Odoo’s default setup, missing out on the system’s true potential. Let’s fix that.
Step 1: Identify Your Key Metrics
Before customizing, ask:
“What’s the #1 number I need to see every morning?”
This could be:
- Sales teams → Open leads, conversion rates, monthly revenue
- Operations → Project deadlines, task completion rates
- Inventory managers → Stock levels, reorder alerts
- CEOs/CFOs → Cash flow, profit margins, expense tracking
Example: A retail business might prioritize daily sales vs. targets, top-selling products, and low-stock alerts.
Step 2: Customize Your Dashboard (The Easy Way)
Odoo lets you drag, drop, and resize widgets. Here’s how:
- Go to your dashboard → Click Edit Dashboard (pencil icon).
- Add/Remove Widgets:
- Sales teams: Add "Sales Performance" or "Pipeline" graphs.
- Inventory teams: Use "Stock Overview" or "Reordering Rules".
- Prioritize Layout: Place your top 3 metrics at the top.
- Save & Refresh → Now, your dashboard shows only what you care about.
Pro Tip: Use color-coded graphs (e.g., red for overdue tasks) for faster scanning.
Step 3: Advanced Tweaks for Power Users
Want deeper control? Try these:
🔹 Create Custom Reports → Build graphs for niche metrics (e.g., "Repeat Customer Rate").
🔹 Automate Alerts → Set up notifications for stock shortages or unpaid invoices.
🔹 Multi-Dashboard Views → Switch between "Sales Mode" and "Operations Mode" dashboards.
Example: A service business could track project timelines, team workload, and client payments in one view.
Real-World Impact: A Dashboard That Works for You
- Faster Decisions: No more wasting time on irrelevant data.
- Proactive Alerts: Spot issues (like declining sales) before they escalate.
- Team Alignment: Share dashboards so everyone focuses on the same goals.
A well-designed dashboard isn’t just nice to have—it’s a competitive advantage.
Final Thought: What’s Your #1 Metric?
Your business is unique, so your dashboard should be too. Whether it’s daily revenue, customer satisfaction scores, or inventory turnover, Odoo can spotlight what drives your success.
Try This Today:
- Log in to Odoo.
- Remove 1 unused widget.
- Add 1 critical KPI you’ve been missing.
What’s the first metric you’ll add? Reply below—we’d love to hear what matters most to your business! 🚀