v 13.0 Third Party 58
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 5901
Technical Name sh_portal_dashboard
LicenseSee License tab
Websitehttps://www.softhealer.com
Versions 17.0 11.0 12.0 13.0 16.0 15.0 14.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 5901
Technical Name sh_portal_dashboard
LicenseSee License tab
Websitehttps://www.softhealer.com
Versions 17.0 11.0 12.0 13.0 16.0 15.0 14.0
Portal Dashboard

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


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


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.

Version


v13.0.3 (20th July 2021)
  • Update We have removed website dependency.
v13.0.2 (30th June 2021)
  • Update Internal users also can see their related records in the portal dashboard.
v13.0.1 (13th November 2019)
  • Initial Relase

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.


Multi-Languages


We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español) in module, If you want to add other language you can contact us on support@softhealer.com. 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 support@softhealer.com.

english germany arab spanish

You May Also Like


Help & Support

You will get free 90 days support and assistance in case of any issues


Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
Can this module be made to work without Website Module like V14 version?
by
Zubair H
on 7/13/21, 1:44 PM


Re: Can this module be made to work without Website Module like V14 version?
by
Softhealer Technologies
on 7/21/21, 1:21 PM Author

yes we did it. pls check.