NexGen Solutions
Dynamic Dashboard AI
Create amazing interactive Dashboard reports inside Odoo. This Dynamic Dashboard / AI Dashboard builder by NexGen Solutions gives you drag-and-drop layouts, 50+ beautiful visuals, multi-provider AI, spreadsheets, databases & external data, KPIs, TV wallboards, and scheduled insights — in one powerful Odoo Dashboard app.
Ready to transform your Odoo experience?
Main screen cover (GIF) — this is the image used on the Odoo Apps listing card.
What sets this app apart?
Tired of jumping between menus to track performance? Bring sales, inventory, finance, HR and operations into one interactive, real-time cockpit.
AI Builder
Create boards & items from business keywords
50+ Charts
Far beyond basic bar / line / pie
Multi-Source
Odoo, sheets, files, databases & more
TV Mode
Wallboard rotation & presentations
KPIs & Alerts
Targets, achievement & notifications
Ready-made business dashboards with the right item types
Launch Sales, Purchase, Accounting, Inventory, CRM, HR, and Project boards that already use the best item_type for each story — KPIs, charts, funnels, lists, and more.
Sales Dashboard — pipeline to revenue in one view
Track quotations, orders, win rate, and quota attainment with visuals that sales managers actually use every day.
- kpi / tile — Revenue, Orders, Avg Order, Win Rate, Quotations
- barLine — Revenue vs Target by Month
- funnel — Leads → Qualified → Proposal → Won
- doughnut — Sales by Team
- gauge — Quota Attainment
- list — Top Sales Orders
Purchase Dashboard — spend, vendors, and delivery health
Control procurement cost and supplier performance with clear vendor ranking, category mix, and on-time delivery signals.
- kpi / tile — Spend MTD, Open POs, Late Receipts, Lead Time, RFQs
- horizontalBar — Spend by Vendor
- area — Purchase Trend
- pie — Spend by Category
- radialBar — On-Time Delivery
- list — Recent Purchase Orders
Accounting Dashboard — cash, aging, and P&L clarity
Give finance leaders receivable/payable health, cash movement, and a clean profit bridge without leaving Odoo.
- kpi / tile — Receivable, Payable, Cash Balance, Overdue AR, Net Profit
- waterfall — Profit & Loss Bridge
- bar — Revenue vs Expense
- doughnut — AR Aging
- scorecard — Cash Scorecard
- list — Invoice List
Inventory Dashboard — stock, moves, and replenishment
See warehouse load, category mix, busy zones, and low-stock alerts so operations can act before stockouts happen.
- kpi / tile — On Hand, Incoming, Outgoing, Low Stock, Locations
- bar — Stock by Warehouse
- treemap — Category Mix
- heatmap — Warehouse Heatmap
- timeline — Moves Timeline
- list — Low Stock Alerts
CRM Dashboard — pipeline, sources & opportunities
Give sales leaders a clear view of lead flow, win rate, and expected revenue.
- kpi / tile — Leads, Opportunities, Win Rate, Expected Revenue
- funnel — Pipeline stages
- doughnut — Leads by Source
- area — Expected Revenue Trend
- list — Top Opportunities
HR Dashboard — headcount, attendance & hiring
Track workforce health, leave mix, and recruitment progress in one board.
- kpi / tile — Employees, Present, On Leave, Open Roles, Attrition
- horizontalBar — Headcount by Department
- line — Attendance Trend
- pie — Leave Types
- funnel — Recruitment stages
- list — Recent Hires
Project Dashboard — tasks, workload & deadlines
Keep delivery on track with stage mix, assignee load, progress, and overdue alerts.
- kpi / tile — Active Projects, Open Tasks, On Track, Overdue
- bar — Tasks by Stage
- horizontalBar — Workload by Assignee
- gauge — Progress
- timeline — Hours / sprint moments
- list — Overdue Tasks
Each widget badge shows the exact item_type used — easy to recreate or extend with AI.
Responsive fluid & flexible layout
Design personalized interactive layouts. Drag, resize, auto-arrange, and save — with sticky navbar, themes, and per-user preferences.
- Drag, drop, and resize widgets freely
- Edit layout mode with one-click auto arrange
- Quick Edit name, theme, and type from the live board
- Switch Layout — try bar → line → funnel instantly
- Duplicate boards, import/export, or publish to menus
- Bookmarks, categories, sticky navbar & per-user preferences
Dynamic & animated reporting dashboards
Powered by premium chart engine with zoom, legends, labels, stacking, targets, drill-down, and export — across 50+ widget types.
- KPI cards with beautiful layouts and color themes
- Bars, lines, funnels, gauges, maps, and many more
- Advanced visuals like Sankey, Treemap, and Sunburst
- Lists, to-do boards, and embedded pages
- Odoo View & Iframe embeds inside the board
- Export any widget as image, PDF, Excel, or CSV
Advanced date filter, linked filters & drill-down
Explore data the way managers expect. Change the degree of detail instantly — drill down for specifics or drill up for the big picture.
- Ready-made date ranges plus custom periods
- Compare with the previous period
- Filter widgets: Toggle · Selection · Many2one · Date
- Linked filters for teams, customers, and more
- Click actions: open records, window/client actions, or URLs
Create charts from Odoo, files, sheets & more
Bring data from multiple places into one beautiful board. Build queries visually, reuse analyses, and keep heavy data fast with smart caching.
- Odoo records · Excel · CSV · Google Sheets
- PostgreSQL · MySQL · SQL Server connections
- External APIs and Web Scrape (URL → JSON path)
- Custom SQL Query with CTEs, JOINs, windows & Test Query
- Use Visual Query Builder widget — design SQL without typing
- Reusable analyses · data marts · PostgreSQL materialized views
- Python ETL marts and multi-series charts (mix models)
KPIs, targets, realtime refresh & alerts
Track achievement against targets and keep boards fresh automatically — with live updates and threshold notifications.
- KPIs that roll up from child metrics
- Item formulas like {m1}/{m2}*100
- Dynamic target lines by date range + CSV import/export
- Show targets as numbers or progress bars
- Auto-refresh intervals or realtime bus updates
- KPI alerts and scheduled email reports
TV Mode, Present Mode, share & email
Put live KPIs on the wall, present to stakeholders, or share securely with secure links and dashboard snapshots.
- TV Mode: rotate dashboards or slideshow widgets
- Pause / Next / hide chrome for clean wallboards
- Present Mode with presenter notes
- Secure share links with expiry + access tracking
- Email snapshots and scheduled digests
- Internal Chat (Discuss) on any widget
Build dashboards with AI — no analyst required
Describe what you need in plain language. AI designs the widgets, you preview and keep what you like, then your dashboard goes live in seconds.
Watch the full journey: choose → describe → preview → save → get insights
Create a full board — or add widgets to one you already have
Whether you are starting fresh or improving an existing dashboard, AI adapts to the job.
- Create Dashboard with AI — generate a complete new board with KPIs, charts, and lists
- Generate Items with AI — suggest extra widgets for a dashboard you already use
- Review every suggestion before anything is saved
- Add only the widgets you select
Generate by business area or by keyword
You do not need to design charts yourself. Pick a familiar business topic and let AI propose the right visuals.
- By Model — choose Sales Orders, Invoices, Customers, Inventory, CRM, and more
- By Keyword — tap ready-made topics like Sales, Revenue, Pipeline, or Tasks
- Or type a Custom Keyword such as “Overdue invoices by salesperson”
- Add optional extra instructions to guide the result
Example business topics for AI generation
One click is enough — AI understands the business context behind each word.
AI can propose total sales tiles, team comparison bars, order-status doughnuts, quotation funnels, and a top-customers list — ready to preview.
Expect stock-level KPIs, moves over time, warehouse comparisons, delivery performance charts, and product highlight cards.
Get lead tiles, stage funnels, win-rate gauges, owner scorecards, and activity lists that help managers coach the team.
Type something specific like “Overdue invoices by salesperson” and AI builds matching widgets around that idea.
Preview every suggestion before saving
AI never blindly overwrites your board. You see a clear checklist of proposed widgets, tick the useful ones, and skip the rest.
- See suggested names and chart styles instantly
- Select / unselect widgets with one click
- Adjust the maximum number of items before generating
- Save only what you approve
From keyword “Sales” to a live performance board
In moments you can have a polished sales cockpit — tiles for totals, target progress, team bars, status breakdowns, and funnel views.
- Executive KPI cards at the top
- Trend and comparison charts in the middle
- Pipeline / status visuals for action
- Ready to filter, share, or put on TV Mode
Let AI explain what the numbers mean
After your dashboard is live, ask AI for plain-language insights on any widget — perfect for managers who need the “so what?” in seconds.
- Highlight rises, drops, and unusual patterns
- Suggest practical next steps
- Explain analyses in everyday language
- Connect your preferred AI provider API key in Settings (bring your own account)
- Core dashboards work fully even if AI is not configured
Why teams love AI in Dynamic Dashboard
Stop spending hours dragging charts one by one. Start with AI, refine in the visual builder, and share a board that looks like it took days — in a single meeting.
Visualize your business like never before
A modern, intuitive interface for effortless navigation and faster decisions.
Every visualization style included
Every visualization you can add to a dashboard — each with a clear example preview.
Powerful chart options
Fine-tune every visual until it looks exactly right — compact controls for themes, labels, stacking, zoom, targets, and more.
Color Themes that make dashboards unforgettable
Match your brand mood in one click — from calm corporate blues to vibrant sunset accents. Keep the same data story, change the visual energy.
Watch chart themes switch live — Cool, Warm, Neon, Ocean, Sunset, and more
Nine polished chart themes ready to apply
Restyle bars, lines, pies, and advanced visuals instantly. Perfect when one board serves executives in the morning and a sales war-room in the afternoon.
- Default — clean and professional
- Cool / Ocean — calm analytical blues
- Warm / Sunset — energetic oranges and reds
- Neon / Vibrant — bold presentation energy
- Pastel / Corporate — soft or formal boardroom looks
Make every metric pop with beautiful card colors
Choose ready-made card themes like Ocean Blue, Emerald, Rose, Navy, and more — or use your own custom color for perfect brand alignment.
- 20 ready color themes for KPI tiles
- Custom color option for brand guidelines
- Works with all card layouts (Accent, Hero, Pill…)
- Great for status cues (growth, risk, operations)
Restyle the entire dashboard without rebuilding it
Apply a theme once and keep widgets, filters, and layout intact. Ideal for demos, department branding, and executive presentations.
- Switch themes without losing configuration
- Keep one board, many visual personalities
- Pair with Present Mode / TV Mode for wow moments
- Consistent look across KPIs and charts
Custom SQL Query & Visual Query Builder
Set Data Calculation Type = Custom SQL Query when you need full power. Prefer clicks over typing? Turn on Use Visual Query Builder and design JOINs, CTEs, windows, and filters visually — then chart the result.
Choose Custom SQL → enable Visual Query Builder → design → generated SQL → live chart
Custom SQL Query — strong enough for complex analytics
Write real SELECT queries with CTEs, multi-table JOINs, window functions, aggregates, and dashboard placeholders. Validate with Test Query before going live.
- CTEs (WITH …) for multi-step logic
- JOINs across sale_order, partners, stock, and more
- Window functions — running totals, ranks, partitions
- Placeholders:
{start_date}{end_date}{uid}{company_id} - Optional Materialized View cache for heavy SQL
- SQL Row Limit + label/value column mapping to any chart
The Visual Query Builder widget — with a real sales example
Below is the actual widget layout filled with a Monthly Sales Revenue example: source sale.order, partner JOIN, date/company filters, GROUP BY month, and generated SQL.
- Source table + quick template + suggested joins
- SELECT rows with DATE_TRUNC / SUM aliases (label, value)
- LEFT JOIN res.partner on partner_id
- WHERE with {start_date} / {company_id} placeholders
- GROUP / ORDER + live Generated SQL preview
- Test Query → Apply to Widget → chart as barLine
Ready query patterns you can copy and adapt
Start from proven patterns — then map label/value columns to barLine, KPI, list, and more.
- Sales by Month — CTE + date_trunc + SUM → barLine
- Top Customers — JOIN partner + ORDER + LIMIT → horizontalBar
- Running Revenue — SUM() OVER (…) → area
- Stock Health — CASE + HAVING → list
From builder to beautiful chart in four steps
Enable Custom SQL + Visual Query Builder, design the query, generate SQL, Test Query, then render as any widget type.
- 1 — Set Data Calculation Type = Custom SQL Query
- 2 — Turn on Use Visual Query Builder
- 3 — Configure SELECT / JOIN / WHERE / GROUP (or write SQL)
- 4 — Test Query → map columns → save the widget
Beginners stay visual · Power users keep full SQL control · Both paths feed the same charts
Advanced capabilities that set you apart
Beyond beautiful charts — collaboration, reusable analyses, named connectors, formulas, live actions, and embeds that make Dynamic Dashboard a complete BI platform.
Internal Chat, Quick Edit & Switch Layout
Discuss a widget, tweak it, and try a new chart type — without leaving the dashboard.
- Internal Chat — open Discuss on any widget with your team
- Quick Edit — change name, theme, and type from the board
- Switch Layout — bar → line → funnel in one click
- Perfect for reviews, war-rooms, and fast iteration
Reusable Analyses — design once, use everywhere
Build metrics, dimensions, and filters in the Analysis Editor, then attach the same definition to KPIs, charts, and AI suggestions.
- One definition across many widgets
- Consistent KPIs for every department board
- Safer updates — change the analysis, refresh everywhere
- Role ready for Analysis Managers
Named databases, APIs & web scrape
Connect the sources your IT team already trusts — with clear engine names, not vague promises.
- PostgreSQL · MySQL · SQL Server
- Odoo models, Excel/CSV, Google Sheets
- External API (REST/JSON)
- Web Scrape — URL + JSON path into a chart
Materialized views, Python marts & multi-series
Keep heavy analytics fast and flexible — from SQL caches to Python ETL and mixed-model charts.
- PostgreSQL materialized views for heavy SQL
- Python data marts with cron refresh
- SQL data marts for reusable caches
- Multi-series — mix models/series on one chart
Formulas, dynamic targets & CSV target ops
Build calculated KPIs and seasonal quotas without leaving Odoo.
- Item formulas using {m1}, {m2}, {count}
- Dynamic target lines by date range
- Import / export KPI targets as CSV
- Hierarchical KPI roll-ups from child metrics
Filter widgets, click actions & realtime bus
Make boards interactive for every role — and keep them live for every viewer.
- Filter types: Toggle, Selection, Many2one, Date
- Click actions: Window, Client, URL, or open records
- Realtime bus refresh — instant updates beyond polling
- Sub-group by and fill temporal gaps for clean time series
Odoo View, Iframe, lists & TV controls
Embed native Odoo screens or external pages, keep long lists usable, and run cleaner wallboards.
- odoo_view — embed any window action
- iframe — bring external pages into the board
- List pagination + export-all records
- TV pause / next / hide chrome · share access tracking
Export and Share — from insight to action
Turn live dashboards into slides, reports, emails, and secure links. Keep stakeholders informed without giving everyone editing access.
Export formats → full dashboard capture → secure sharing & email reports
Download in the format your audience needs
Export a single widget or the full board — ready for meetings, audits, finance packs, and offline analysis.
- PNG — crisp images for presentations
- PDF — print-ready leadership packs
- Excel — continue analysis in spreadsheets
- CSV — portable raw data for any tool
Export the full dashboard like a boardroom slide
Capture the complete view with KPIs and charts together — perfect when you need a snapshot “as shown on screen.”
- Export the whole dashboard as image or PDF
- Export individual widgets when you need focus
- Email a snapshot directly to stakeholders
- Keep visuals consistent with your live board
Share with links and scheduled email reports
Give people visibility without opening full Odoo access. Share securely now, or schedule recurring digests so updates arrive automatically.
- Secure share links with automatic expiry
- Simple preview for recipients
- Email dashboard snapshots anytime
- Scheduled reports: hourly, daily, weekly, or monthly
All features at a glance
Everything your team needs to build, explore, share, and automate beautiful dashboards.
Frequently asked questions
Click a question to expand the answer. Still unsure? Email us for support.
What is Odoo Dynamic Dashboard with AI?
Odoo Dynamic Dashboard with AI is a complete Dashboard Builder for Odoo 19. It lets you create an interactive Dynamic Dashboard, AI Dashboard, KPI Dashboard, and business boards (Sales, CRM, Inventory, Accounting, HR, Project) with drag-and-drop layouts, 50+ charts, SQL, filters, TV Mode, and AI-assisted generation.
How do I create a Dynamic Dashboard in Odoo?
Install Odoo Dynamic Dashboard with AI, open the Dashboard app, then either use ready-made templates, ask AI to generate a board from a keyword (for example “Sales”), or drag-and-drop widgets and connect Odoo models, SQL, Excel, Google Sheets, or external databases.
Is this app compatible with Odoo Community and Enterprise?
Yes. Dynamic Dashboard works on Odoo Community, Enterprise (on-premise), and Odoo.sh. Odoo Online (SaaS) does not allow third-party apps, so it cannot be installed there.
Which Odoo version is supported?
This listing is built and tested for Odoo 20. If you need the app for another version, contact us and we will guide you on availability.
Do I need Sales, CRM, Accounting, or Inventory installed first?
No. The app works on a standard Odoo setup. Extra sample boards for Sales, Purchase, Inventory, or Accounting appear automatically when those apps are already installed.
How difficult is it to create the first dashboard?
Very easy. You can:
- Use ready-made example boards after install
- Ask AI to generate a full dashboard from a keyword like “Sales”
- Or drag widgets manually and configure them visually
Most teams have a useful board ready within minutes.
Are AI features included in the free application?
Yes. Creating dashboards with AI, generating items with AI, and chart insights are included in the module. You bring your own AI provider account/API key in Settings (OpenAI, Gemini, Claude, Cursor, etc.), so you keep control of usage, billing, and privacy. All core features — charts, SQL, Visual Query Builder, KPIs, filters, TV Mode, and sharing — work fully without enabling AI.
Which AI providers can I use?
You can connect leading providers from Settings (such as OpenAI, Google Gemini, Anthropic Claude, or Cursor). Choose the one that fits your company policy and budget.
Does AI automatically change my dashboards without approval?
No. AI first shows suggested widgets. You preview, select what you want, and only then save. Nothing is added until you confirm.
Can I generate widgets with a simple business keyword?
Yes. Choose keywords like Sales, Revenue, Inventory, CRM, Pipeline, Invoices, and more — or type your own custom keyword such as “Overdue invoices by salesperson.”
How many chart and widget types are included?
You get 50 visualization styles, including KPI tiles, scorecards, bars, lines, pies, funnels, gauges, maps, treemaps, Sankey, lists, to-do boards, and more.
Can I customize colors, legends, labels, and targets?
Yes. Each chart supports rich options: themes, legend position, data labels, stacked views, tooltips, animation, zoom, export, target numbers/progress bars, card layouts, and number formats.
Can one chart use data from more than one place?
Yes. You can combine Odoo records, visual queries, reusable analyses, extra chart series, files, Google Sheets, and external sources into one dashboard experience.
What data sources are supported?
You can build widgets from:
- Odoo business records
- Custom queries with a visual query builder
- Excel and CSV files
- Google Sheets
- External APIs
- Web scrape (URL → JSON path)
- PostgreSQL, MySQL, and SQL Server
- Reusable analyses, SQL/Python data marts, and materialized views
Is there a visual query builder, or do I need to write complex queries myself?
Both. Set Data Calculation Type = Custom SQL Query for full SELECT power (CTEs, JOINs, window functions, placeholders like {start_date}/{company_id}, Test Query). Enable Use Visual Query Builder to design the same SQL visually with source tables, suggested joins, SELECT/WHERE/GROUP/Window/CTE sections, quick templates, and live validation. Beginners can stay fully visual; power users can edit the generated SQL anytime.
Can I filter dashboards by date, team, or company?
Yes. Use global date ranges, linked filters, compare-with-previous-period, and automatic current-user / current-company filters so each person sees the right slice of data.
Can users drill down into chart details?
Yes. Click a segment to drill deeper, use breadcrumbs to go back up, and open the related Odoo records when you need the source documents.
Does it support KPI targets and alerts?
Yes. Set targets as numbers or progress bars, use item formulas ({m1}/{m2}), dynamic target lines by date range, CSV import/export for quotas, and get alerts when a KPI falls below your threshold — in the inbox and by email.
Can dashboards refresh automatically?
Yes. Widgets can refresh on intervals (seconds/minutes) or via realtime bus so every open viewer updates instantly. You can also refresh manually anytime.
Can I show dashboards on a TV or wallboard?
Yes. TV Mode can rotate dashboards or slideshow widgets automatically. Present Mode is ideal for meetings, with optional presenter notes.
Can I share a dashboard with people outside Odoo?
Yes. Create a secure share link with automatic expiry. You can also email snapshots and schedule recurring report emails for stakeholders.
What export formats are available?
Export dashboards and widgets as PNG, PDF, Excel, or CSV. Perfect for presentations, audits, and offline sharing.
Can I publish a dashboard into the Odoo main menu?
Yes. Publish any dashboard under a parent menu so your team opens it like a normal Odoo app screen.
How do access rights / roles work?
Four clear roles are included:
- Dashboard User — view and interact
- Dashboard Manager — design boards and widgets
- Analysis Manager — advanced analyses and data marts
- Administrator — full setup including external connections
You can also restrict individual dashboards and widgets to selected groups.
Is it multi-company ready?
Yes. Dashboards and items respect company boundaries so each entity keeps its own secure analytics space.
Does it support multiple currencies and number formats?
Yes. Show values in the right currency and choose Exact, English (K/M/B), or Indian (Lakh/Crore) number formats — including custom number systems.
Is right-to-left (RTL) and multi-language supported?
Yes. Layout can follow the user language automatically, or you can force left-to-right / right-to-left. Dashboard names and labels support Odoo translations.
Can I import or export dashboards between databases?
Yes. Export a dashboard configuration and import it into another database to speed up rollouts across companies or staging environments.
Are sample dashboards included?
Yes. You get a chart-type gallery, a sample partners board, and business demos (when related apps are installed) so you can evaluate immediately.
Will this slow down my Odoo system?
The app is designed for interactive analytics with refresh controls, reusable analyses, and optional data marts / fast cache options for heavier queries so everyday use stays smooth.
Do I get free support?
Yes. You get 90 days free support from the installation date for installation help, configuration guidance, questions, and bug fixing (excluding data recovery).
How do updates work?
Available per Odoo major version listing (for example Odoo 19). Check this Apps Store page for the latest build of your version, and contact us if you need migration guidance to a newer Odoo series.
Can you customize the module for our industry?
Absolutely. We can help with industry dashboards, extra connectors, branding, and implementation. Email nexgensolutionsodoo@gmail.com with your requirements.
Is there a demo before buying?
Yes. Email nexgensolutionsodoo@gmail.com to request a personalized walkthrough. We can show AI generation, TV Mode, KPIs, and filters on real scenarios.
What is the license type?
The app is sold on the Odoo Apps Store under the Odoo Proprietary License v1.0 (OPL-1) by NexGen Solutions. You may use it on your Odoo databases according to the store terms.
Can I collaborate on a widget without leaving the dashboard?
Yes. Use Internal Chat (Discuss) on any widget, plus Quick Edit and Switch Layout to change name, theme, or chart type live on the board.
What are Reusable Analyses?
Analyses let you define metrics, dimensions, and filters once, then reuse that definition across KPIs, charts, and AI suggestions — so every board stays consistent.
Can I embed an Odoo screen or external page inside a dashboard?
Yes. Use odoo_view to embed a window action, or iframe to show an external URL inside the board.
Who should I contact for pre-sale or support questions?
Contact NexGen Solutions at nexgensolutionsodoo@gmail.com. We are happy to help anytime.
Explore our premium solutions
Elevate your Odoo workspace with our meticulously crafted modules.
Free 90 Days Support
Get installation help, configuration guidance, and bug fixing so your go-live is smooth. Need a personalized walkthrough? Email us — we can show AI generation, 50+ charts, TV Mode, KPIs, filters, and multi-source analytics on real scenarios. Extensively tested on Odoo 19 (Community, Enterprise & Odoo.sh).
Contact NexGen Solutions at nexgensolutionsodoo@gmail.com
Email Support Support QuestionDynamic Dashboard with AI · License OPL-1
Author & Maintainer: NexGen Solutions · nexgensolutionsodoo@gmail.com