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Portal Dashboard

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Required Apps Discuss (mail)
Technical Name sh_portal_dashboard
License OPL-1
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Technical Name sh_portal_dashboard
License OPL-1

Introduction

This module introduces an interactive portal dashboard, allowing portal users to access vital data in a visually consolidated format. It delivers a dynamic overview of operations tailored for portal access, enhancing visibility, engagement, and user autonomy. Its clean design and intuitive interface make dashboard insights accessible and actionable across the portal environment.

Key Features

  • Provides portal users with an interactive dashboard overview of key metrics

  • Displays consolidated data from multiple functional areas in portal view

  • Delivers a dynamic, user-friendly interface within the portal dashboard

  • Integrates seamlessly with messaging systems for context-rich dashboard cards

  • Offers tailored reporting visuals for improved portal user insight

(Note: Specific feature details are inferred based on the module name and standard expectations for dashboard modules, since detailed feature content was not available.)

Benefits

  • Enhances portal user engagement through centralized, visual insight into operations

  • Supports self-service access to dashboard-style reporting directly within the portal

  • Improves decision-making by presenting relevant metrics in a clear, consolidated format

  • Encourages transparency and user satisfaction through intuitive portal visuals

  • Streamlines information access by aggregating key performance indicators in one place

Compatibility & Technical Details

  • Technical Name: sh_portal_dashboard Weodu Apps Store

  • Required Modules: Discuss (mail) Weodu Apps Store

  • License: OPL-1 (Odoo Proprietary License v1.0) Weodu Apps Store

  • Installation Steps:

    1. Install the Discuss (mail) module.

    2. Install the sh_portal_dashboard module.

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Community Enterprise Odoo.sh

Portal Dashboard

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A dashboard is a view of geographic information that helps you monitor sale, purchase, invoice, project, lead, bills activities. Dashboards are designed to display multiple visualizations that work together on a single screen. Do you want to show a dashboard to your portal users? Do you want to show a well-formatted dashboard to your customer/vendor on my account screen? Do you want to show information on the lead, opportunity, quotation, sales, RFQ, purchase, invoices, bills, task, etc in graphical view? So here it is. we have made a materialize dashboard design for my account page. currently in odoo 'my account' have not well-formatted dashboard and is not well designed. we have modified and made that very beautiful and attractive.

Features

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  • Portal Dashboard For Customer, Vendor.
  • Material Design.
  • Beautiful Counters.
  • Well organized Dashboard.
  • Beautiful layout for customers and vendors.
  • Easy to use and configuration features.
  • Many graphs for graphical presentations.
  • Easy to filter charts and table by today, yesterday, current week, month, year.
  • Easy to Enable disable charts or tables from rec config settings.

Configuration Settings

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Config Setting for Customer:


  • Sales Analysis (Sales Chart) You can see the Sales analysis of the year chart in the dashboard.
  • Show Recent Quotation Table You can see the recent quotation records in the table view.
  • Is Show Recent Sale Order Table You can see the recent sale order records in the table view.
  • Invoice Analysis (Invoice Chart) You can see the Invoice analysis of the year chart in the dashboard.
  • Show Recent Invoice Table You can see the recent invoice records in the table view.

  • Config Setting for Vendor:


  • Bill Analysis (Bill Chart) You can see the Bill analysis of the year chart in thedashboard.
  • Purchase Analysis (Purchase Chart) You can see the Purchase analysis of the year chart in the dashboard.
  • Is Show Recent Purchase Order Table You can see the recent purchase order records in the table view.
  • Show Recent RFQ Table You can see the recent RFQ records in the table view.
  • Show Recent Bill Table You can see the recent bill records in the table view.

  • Config Setting for Project and Task:


  • Is Show Recent Project Task Table You can see the recent project and task records in the table view.
  • In config setting 'How many recent records do you want to show' set number of recent records which is shown in the dashboard.

Portal dashboard settings in website settings.


In website, go to user --> my account and you can see tiles design looks like below.


Filter charts and table by today, yesterday, current week/month/year etc.


Latest Quotation/Sale Order Table with status.


Latest RFQ/Purchase Order Table With Status


Latest invoice and bill table with status.


Sales and invoice analysis charts.


Purchase and bill analysis charts.


Top 10 product sold and purchased charts.


Top 10 product sold and purchased tables.


Project Task data tables


Title and tiles always visible when you go inside sale,purchase, invoice etc.etc.


Here Mitchell Admin is a customer, so his can only see sales data.


Sales data for customer Mitchell Admin.


Here Mitchell Admin is a Vendor, so his can only see purchase data.


Purchase data for vendor Mitchell Admin.


Version 16.0.1 | Released on : 21 st November 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese, Portuguese/Portugal) in module, If you want to add other language you can contact us on [email protected] . We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on [email protected] .

english germany arab spanish Chinese French Portuguese

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