Sales Dashboard

Introduction

In today’s fast-paced business environment, making the right sales decisions depends heavily on clear, accurate and real-time data. Standard reports often fall short when businesses need instant insights, visual clarity, and flexibility in analysis.

To bridge this gap, Srikesh Infotech introduces the Sale Dashboard Addon a powerful analytics tool designed to transform raw sales data into meaningful insights through dynamic visualizations and intuitive metrics. Fully compatible with Odoo Community, this addon delivers a seamless, mobile-responsive sales analytics experience.

Why We Built This Module

While working closely with Odoo users across various industries, we noticed a recurring challenge:
sales data was available, but insights were not easily accessible.

Businesses needed:
    * A single dashboard instead of multiple reports
    * Real-time sales performance at a glance
    * Clear visibility into profit, revenue, top products and customers
    * Mobile access for managers on the go

Existing tools lacked visual depth and flexibility. That’s why we built the Sale Dashboard — to provide actionable insights, simplify decision-making and empower businesses with visually rich analytics.

Key Features

1. Custom Date Filtering

Analyze sales performance with flexible date options such as Today, predefined timeframes or custom date ranges. Easily compare performance across periods without complex reporting.

2. Dynamic Graphical Representation

Visualize sales data using interactive charts: Bar, Line, Doughnut, Polar and Radar.

These graphs help identify trends, patterns and growth opportunities instantly.

3. Mobile Responsive Dashboard

Access real-time sales analytics anytime, anywhere. The dashboard adapts perfectly to mobile devices, allowing decision-makers to monitor revenue and profit on the move.

4. Revenue & Profit Metrics

Get a complete financial snapshot:
    * Revenue: Sum of untaxed invoice amounts
    * Profit Margin: Total margin from sale orders
    * Margin Percentage: Margin divided by untaxed revenue
    * Cost of Sales: Clear visibility into profitability

5. Order Count Tracking

Track the total number of invoices generated within the selected date range to understand sales volume and transaction frequency.

6. Top Products Analysis

Identify your best-selling products based on sales volume. This helps optimize inventory, pricing strategies, and marketing focus.

7. Top Customers Identification

Highlight your most valuable customers based on invoicing data, enabling better relationship management and targeted engagement.

8. Sales Performance Insights

    * Today’s Sales: Displays current day invoice totals (static and independent of filters)
    * Sales History: Aggregated customer-wise invoice amounts
    * Top Customers & Products: Ranked insights for strategic planning

Business Benefits

    * Faster Decision-Making with real-time visual insights
    * Improved Profitability through margin and cost tracking
    * Enhanced Sales Strategy using top product and customer data
    * Time Savings by eliminating manual report generation
    * Better Mobility with responsive design for managers and sales teams
    * Clear Performance Monitoring in one unified dashboard

Get the Sales Dashboard module now on the Odoo App Store:

https://apps.odoo.com/apps/modules/19.0/skit_sale_dashboard

Conclusion

The Sale Dashboard Addon is more than just a reporting tool. It's a complete sales intelligence solution for Odoo users. By combining powerful analytics, flexible filtering and visually rich dashboards, it helps businesses stay informed, agile and competitive. Whether you’re a growing enterprise or an established organization, this addon provides the clarity you need to drive smarter sales decisions and maximize profitability.
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