Download to read offline
More Related Content
Similar to Dashboard Overview in Odoo 18 - Odoo Slides
More from Celine George
Dashboard Overview in Odoo 18 - Odoo Slides
- 1. Dashboard Overview in Odoo18 Enterprise
- 2. Enterprise Odoo 18 introducessignificant enhancements to its dashboard functionalities, offering users a more intuitive and customizable experience. The updated dashboards provide real-time insights into various business operations, enabling informed decision-making. Introduction
- 3. Enterprise So as openingthe dashboard module in odoo we can see the overview as follows
- 4. Enterprise Since there areno sale orders, all analyses are empty. Let's start by creating a sale order and then observe the changes in the overview.
- 5.
- 6. Enterprise Once we createdthe quotation we can see the no. of quotations as well as the top quotations list updated in the dashboards
- 7. Enterprise After confirming theorder we can see the overview changes
- 8. Enterprise And on theaccounting and invoicing section also all the analysis are empty.
- 9. Enterprise Now, let's createthe invoice and confirm and observe how the values and analysis change accordingly.
- 10.
- 11. Enterprise Now we cansee how accounting section is changed
- 12. Enterprise When an invoiceis created, financial metrics on the dashboard update to reflect revenue recognition. Current income and receivables are adjusted based on invoiced amounts and on scrolling down we can see the analysis of cash, profitability, performance, balance sheet, positon, solvency and liquidity as well.
- 13.
- 14. Enterprise Under the invoicingsection we have overview of invoice per month, total invoiced and average invoice amount etc as follows
- 15. Enterprise On scrolling downwe can see the analysis based on top invoices, top countries, top categories etc
- 16. Enterprise Under the benchmarksection we can see the overview as follows
- 17. Enterprise Here we cansee the overview of the profit margins, cash flow ratios , working capitals etc and can see the filtered overview based on each month year etc.
- 18. Enterprise Under logistics sectionwe have the analysis based on warehouse daily operations, operation analysis, warehouse metrics, and purchase and vendor analysis
- 19.
- 20.
- 21.
- 22.
- 23.
- 24. Enterprise And to seethe purchase and vendor analysis we need to create some purchase orders on receiving the product and to create the bill then let see the analyst form the dashboard as follows
- 25.
- 26.
- 27. Enterprise We can sharethe analysis by clicking the share icon as well.
- 28. Enterprise In conclusion thedashboard in Odoo 18 provides a dynamic and real-time overview of sales and financial activities. Each action, such as creating a sales order, confirming it, and generating an invoice, directly influences various dashboard metrics, ensuring accurate business insights at all times.
- 29. For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com