• Portal Dashboard
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  • About Module


    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


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


    Configuration Settings


    • Configuration Settings for Customer:

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

    • Configuration Settings for Vendor:

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

    • Configuration Settings for Project and Task:

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

    Versions


    • v13.0
    • v12.0
    • v11.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_portal_dashboard’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_portal_dashboard’.

    7) Click on ‘Install’ to install it.

    Workflow


    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.

    Support

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