KPI overview
Headline cards for sales, orders and receivables sit at the top, so the state of the business is clear the moment the screen opens.
Insights
Executive Dashboard for Odoo
Your business numbers, one glance away
Sales, orders and receivables from Odoo in a clear dashboard for leadership, with charts, trends and drill-down on phone and web.
Available on
- Web
- iOS
- Android
- Odoo
Leadership needs answers, not exports
Reports that arrive as spreadsheets are out of date by the time they are read. The Executive Dashboard for Odoo reads the figures directly from your Odoo data, so leaders open one screen to see where sales, orders and receivables stand.
Features
What the dashboard is designed to do
A focused view of the numbers leaders ask about most, built on the data you already keep in Odoo.
Sales and order summaries
Revenue and order counts are summarized by period, such as this week and this month, for quick comparison.
Receivables visibility
Follow what customers still owe so finance and management can see where collections need attention.
Charts and trends
Visual charts show how figures move over time, making patterns easier to spot than in a table of rows.
Drill-down to the detail
Tap a figure to move from the summary to the records behind it, such as the orders or invoices that make up a total.
Role-based views
Each role sees the dashboard that suits it, from company-wide totals for executives to a narrower view for team leads.
How it works
From your Odoo data to a live dashboard
We begin with the questions your leadership asks, then build the views that answer them.
Discover and map
We agree which figures matter, where they live in Odoo and who needs to see which ones.
Configure and build
We define the measures and build the dashboard for phone and web, with Arabic and English labels.
Pilot with your team
A small group of leaders checks the figures against what they know and tells us what to refine.
Go live and support
We release the dashboard to every role and keep adding or adjusting views as your questions change.
Benefits
What leadership gains
Faster, better-informed decisions
Current figures are available whenever a question comes up, without waiting for someone to prepare a report.
Everyone reads the same numbers
Because the figures come straight from Odoo, finance, sales and management work from the same numbers.
Insight wherever you are
The same dashboard works on a phone in a meeting or on a screen in the office.
Integration
Built on the data already in Odoo
There is no separate data silo to maintain. The dashboard reads from the system your teams already use every day.
- Pulls sales, order and receivables data from your Odoo instance, including fields added by custom modules.
- Keeps phone and web views on the same Odoo data, so the figures match across devices.
- Respects your Odoo users and roles, so people only see the data their position allows.
FAQ
Questions about the Executive Dashboard
Which data does the dashboard use?
It works from the data in your Odoo instance, such as sales orders, invoices and customer balances. We can include data from custom modules when your reporting needs it.
Who is the dashboard for?
Business owners, executives, finance leads and team managers who want a quick, reliable view of performance. Different roles can be given different views.
How do we get started?
We talk through the figures you want to track, build the views, and test them with a small group before opening them to everyone. We continue to support and extend the dashboard after release.
Does it work in Arabic and English, on phone and web?
Yes. It is designed for both languages, including right-to-left layouts, and for use on iOS and Android phones as well as in the browser.
More products
Explore more Taqnix products
- Operations
Mobile Approvals for Odoo
Approve or reject requests from your phone, with every decision recorded and driven by your Odoo workflows.
Available onView product- iOS
- Android
- Odoo
- Compliance
ZATCA Integration
E-invoicing for Saudi Arabia, connected to your Odoo accounting so invoices are issued and reported from one system.
Available onView product- Web
- Odoo
- Property
Real Estate Portal
A portal for listing and presenting properties and handling inquiries, connected to your Odoo back office.
Available onView product- Web
- Odoo
Executive Dashboard for Odoo
Put your Odoo numbers on one screen
Tell us which figures your leadership checks each week and we will outline a dashboard around your Odoo data.
Prefer email? Write to us atinfo@taqnix.com