7 Major Challenges of Creating Custom Dashboards in Odoo

Odoo

5 MIN READ

December 26, 2024

Challenges of Creating Custom Dashboards in Odoo

Dashboards in Odoo play a vital role in summarizing and centralizing critical information. They transform raw data into actionable insights. As they visualize key performance indicators (KPIs), dashboards help businesses effectively manage data across Odoo modules and make decisions faster. 

As every business has its own set of objectives & requirements, custom dashboards come into the picture. These dashboards ensure that only the most relevant metrics and data points are displayed, aligning with specific business needs. 

While Odoo offers the ability to create a custom dashboard, the process involves its own set of challenges. This blog intends to educate you on the challenges involved in creating Odoo custom dashboards and how Dashboard Ninja with AI helps overcome those challenges. 

What is an Odoo Custom Dashboard? 

Custom dashboards in Odoo are personalized dashboards that let you visualize and analyze data relevant to your business requirements. You can select and display specific data from different Odoo modules and choose how to present it. 

For example, consider you are a sales manager using an Odoo ERP and want to track specific sales metrics, such as the total revenue, number of new leads, number of active customers, conversion rate, customer retention, etc. In this case, you need to create an Odoo dashboard that helps you visualize and analyze all the necessary sales metrics efficiently. 

Additionally, Odoo custom dashboards provide you with the flexibility to use various data visualization elements, including pie charts, bar graphs, pivot tables, and more. They support adding interactive elements, such as filtering, drill-down capabilities, etc., allowing you to navigate data effortlessly. 

Benefits-of-Custom-Dashboards-in-Odoo

Also Read: How to Create a Custom Dashboard in Odoo with Dashboard Ninja? 

Top 7 Challenges of Creating Custom Dashboards in Odoo

Let us now shed light on some major challenges you can encounter while creating a custom dashboard in Odoo. 

1. Limited Customization

While Odoo offers the provision to customize default dashboards to some extent, the options are limited. For advanced customizations, you need to write custom code, which is time-consuming, requires technical expertise, and increases the cost of the project. 

2. Limited Visualization Options 

Odoo offers basic visualization types, including bar graphs, pie charts, and more. However, it does not support advanced visualization options, such as area charts, radial charts, etc. As a result, if your business requires sophisticated data representation, this limitation can hinder the ability to present your data effectively. 

3. Lack of Real-Time Data Updates

One of the major challenges with default Odoo dashboards is that they may not update data in real-time, especially when dealing with large datasets. As a result of this, your dashboard may display outdated information, which may affect decision-making and lead to inaccurate conclusions. 

4. Limited Filtering and Drill-down Capabilities

Default Odoo dashboards have basic filtering capabilities. They are limited to drilling down into specific data points or analyzing granular details. For instance, imagine that you are a sales manager and want to track the total revenue based on the region, product, and time period. Default Odoo dashboards may not allow you to explore data in-depth with advanced filters. 

5. Limited Exporting Options

Businesses leverage insights displayed by Odoo dashboards for various purposes and might need them in multiple formats, such as PDFs, CSV files, etc. Exporting data in the desired format requires custom development, which, in turn, increases the project cost and timelines.  

6. Basic Layout 

The layout of Odoo dashboards is very simple and basic. They are limited to supporting the requirements of dynamic, highly responsive designs. With limited customization options, you may not get enough flexibility to create dashboards that suit your specific business needs. 

7. Dependency on Development Expertise 

Odoo dashboard customization involves direct code modifications, requiring technical expertise. If you don’t have an in-house Odoo expert, you need to hire one, which will again lead to high costs. Additionally, you need to rely on developers for every small change in the dashboard, which reduces flexibility. 

How Does Dashboard Ninja with AI Overcome the Above Challenges? 

Dashboard Ninja with AI, the ultimate Odoo dashboard tool, addresses all the above challenges of creating custom dashboards in Odoo. Let’s explore how our top-selling product helps you. 

1. AI-Powered Dashboard Creation 

Creating a custom dashboard is now quick and easy with Dashboard Ninja with AI. Utilizing the potential of AI, this app lets you generate dashboards and various dashboard items (dynamic elements) with just a few clicks. Additionally, our tool provides the ability to generate keyword-driven dashboard items, enabling you to generate visualizations specific to your needs. 

2. Advanced Visualization Options 

Dashboard Ninja with AI supports 17 impressive dashboard item types for quick and easy interpretation of your business data. Dashboard items range from basic to advanced, which include the doughnut chart, map view, polar area chart, radar chart, and more, to meet your every analytical need. 

Switch Layout

What makes Dashboard Ninja with AI stand out is its dynamic adaptability –  you can switch from one graph style to another with just a single click. Based on the data, our app automatically provides different graph layouts. 

3. Real-Time Streaming Dashboards 

Now, you don’t have to worry about outdated or inaccurate data while making decisions. Our Odoo app lets you create dashboards that display up-to-date information with real-time data streaming capabilities. For any changes in data from the Odoo back-end, your dashboards will reflect them in real-time or after specific intervals. This ensures timely, accurate, and informed decision-making. 

4. Advanced Filters and Drill-Down & Drill-Up Capabilities 

Dashboard Ninja with AI comes with advanced filtering options, such as Group By, Sort By, and Limit, allowing you to fetch the desired data for any dashboard item. With the 20 pre-defined Date filters or any custom date, our app lets you present data in a timely manner. 

The drill-down and drill-up capabilities enhance your data analysis process by helping you dive deeper into specific data points or zoom out to view overarching trends. 

5. Multiple Export Options 

With our Odoo dashboard app, you can export an entire dashboard or specific dashboard items to the same system or different Odoo instances in different formats (PDF, CSV, Excel, and PNG). You can leverage these exported data items for offline presentations, seminars, or emails.

6. Responsive Fluid & Flexible Layout 

Dashboard Ninja with AI lets you create dashboards with a responsive, flexible layout. You can represent your data over different devices such as Mobile, Desktop, or Tablet for easy access. 

7. No Technical Expertise 

With AI-powered features and the point-and-click interface, our Odoo dashboard app eliminates the need for technical expertise. Without dedicated technical personnel, your non-technical team members can create, customize, and maintain Odoo dashboards efficiently. 

Dashboard Ninja with AI – The Ultimate Tool for Odoo Custom Dashboards!

While Odoo dashboard customization is possible, it requires extensive technical expertise and adequate resources. This is time-consuming and ultimately increases the project costs and timelines. 

This is where Dashboard Ninja with AI comes in handy. This powerful tool addresses all the above challenges of creating Odoo custom dashboards. With its AI features, advanced filtering & customization options, real-time data streaming capabilities, and intuitive interface, it empowers businesses to create custom dashboards and turn their raw data into actionable insights.

AUTHOR

author image
Neha Negi

Odoo

Neha Negi, Presales and Business Associate Head at Ksolves is a results-driven ERP consultant with over 8 years of expertise in designing and implementing tailored ERP solutions. She has a proven track record of leading successful projects from concept to completion, driving organizational efficiency and success.

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