Documentation
Interactive, step-by-step guides for getting the most out of Odoo Dashboards. Click through each walkthrough at your own pace.
How to use the Dashboard Builder
The Dashboard Builder is where you assemble a dashboard from individual widgets. You start with an empty canvas, drop in the widgets you need, point each one at a dataset, and choose how it should be visualised — a KPI tile, a bar chart, a pivot, a list. Everything is drag-and-drop and runs inside Odoo, so no data leaves your server. Once the layout looks right you save the dashboard and share it with the Odoo user groups that should see it.
In this guide
- Create a new dashboard and lay out the canvas
- Add, resize, and rearrange widgets
- Bind a widget to a dataset and pick the fields it shows
- Choose a visualisation — KPI, chart, pivot, or list
- Apply dashboard-level filters and date ranges
- Save the dashboard and share it with the right user groups
Follow along in the interactive walkthrough below.
How to create a new dataset
A dataset is the query layer between an Odoo model and the widgets on your dashboard. Instead of writing SQL, you pick a model — Sales Orders, Invoices, CRM Leads, or any custom model in your database — select the fields you care about, decide what to measure and how to group it, then narrow it down with a domain filter. Datasets are reusable: build one well and every widget across every dashboard can pull from it.
In this guide
- Pick the Odoo model the dataset reads from
- Select the fields to expose to widgets
- Set measures (sum, average, count) and grouping
- Narrow the result with a domain filter
- Save the dataset and reuse it across dashboards
Follow along in the interactive walkthrough below.