How to Use Dashboards in Odoo to Track KPIs
Tracking Key Performance Indicators (KPIs) in Odoo is one of the best ways to make data-driven decisions across your business. Odoo offers built-in dashboards as well as customizable tools to visualize performance across sales, inventory, finance, HR, and more.
✅ Steps to Use Dashboards in Odoo:
1. Use Built-In Dashboards
Each major Odoo module (e.g., Sales, CRM, Inventory, Invoicing) includes a default dashboard view with visual KPI widgets. These cover metrics like:
Revenue and targets
Win/loss ratio
Lead conversion rates
Inventory turnover
2. Create Custom Dashboards
Using the Odoo Studio or third-party apps like Dashboard Ninja, you can create personalized dashboards that display:
Real-time KPIs
Charts and graphs
Custom data views filtered by date, team, or location
3. Track KPIs by Role or Department
You can build dashboards tailored for:
Sales teams (e.g., deals closed, revenue per rep)
Finance (e.g., outstanding payments, profit margins)
HR (e.g., attrition rate, training hours)
4. Schedule Reports and Alerts
Automate KPI tracking by scheduling weekly reports or setting alerts when a metric crosses a defined threshold.
🔗 Bonus: Integrating Odoo Linkly with Dashboards
If you're using Odoo Linkly for POS and EFTPOS integrations (especially in Australia), you can include payment data from Linkly directly into your dashboards. For example:
Daily or hourly sales by terminal
POS transaction volume
EFTPOS reconciliation status
This gives retail or multi-store businesses complete visibility into front-line payment performance—right within Odoo.
🧠 Final Thoughts
Odoo dashboards are a powerful way to monitor and act on KPIs across your organization. And when integrated with tools like Linkly, your decision-making becomes even more accurate and efficient by pulling in real-time transactional data.
Let me know if you want a visual dashboard template or need help tracking specific KPIs!