Product Detail

Go to Dynamic Dashboard → Dashboard Configuration, then click on New to add a new dashboard configuration.

Choose the model from which you want to fetch data, then apply a domain filter to retrieve only the required records dynamically.

Enable the Main Table option to mark the dashboard as the primary table, then define a custom route (endpoint) for it. This endpoint will be used to access the dashboard via a URL, and an “Open Dashboard” button will appear, allowing you to quickly redirect and view the dashboard.

Inside the dashboard configuration, use the Dashboard Lines section to add fields that you want to display in the table. For Many2one fields, you can additionally select a specific field from the related model to control which value is shown in the dashboard.

Click the Open Dashboard button to display the dashboard table, which will render data using the fields and configurations you have selected.

We can define custom column names for the dashboard table, allowing you to display fields with user-friendly or descriptive labels instead of the default field names.

In the Dashboard Lines, you can assign a sub-dashboard to relational fields, such as the Order Lines of a Sale Order. Sub-dashboards should be created without enabling the Main Table option, as they are considered secondary tables.

Once selected, configure the sub-dashboard to define which fields and data should be displayed for the related records in the dashboard.

In the Dashboard Lines, you can enable the Operational Field option to create calculated columns. Once enabled, you can choose the operation type: Addition or Multiplication. Then, select the fields whose values will be used in the calculation, and define a custom column name to display the result on the dashboard table.

Clicking the Open Dashboard button redirects you to the configured website endpoint, where the dashboard table is displayed. This view includes all selected fields, relational sub-tables, and any operational (calculated) fields you have configured.

Within the dashboard configuration, you can define dynamic search filters by selecting multiple fields to search across. The dashboard dynamically filters and displays records based on the applied search conditions.

In this scenario, the customer name is applied as a filter to retrieve records associated with a specific customer. Additionally, a Clear Filter option is provided to remove the applied filters and restore the full dataset view.

In the dashboard configuration, a date filter field is available, allowing users to select any date or datetime field to filter records within a specific range (from–to).

The dashboard allows you to filter records within a specified date range (from–to) using either date or datetime fields.

In the configuration, you can define card fields to highlight key information, enhancing the dashboard’s visual appeal. Multiple cards can be configured and displayed simultaneously on the dashboard.

Each card dynamically displays the count of records for the selected field.

In the dashboard configuration, you can define Card Days to display summary cards based on predefined time periods. These cards calculate and show record counts using the selected Date Filter Field.

Each option represents a previous day range such as Last 7 Days, Last 30 Days, Last 90 Days, and automatically displays the number of matching records on the dashboard.

you can enable the Today Records option to quickly identify records created or updated today based on the selected Today Filter Field.

When you select a field in the Today Filter Field configuration and click the Today Records button on the dashboard, the system automatically filters and displays records for the current day based on the selected field.

In the dashboard configuration, you can enable Selection Field Editing to update selection-type field values directly from the dashboard in real time.

This option is available within the Dashboard Lines configuration, where only selection fields can be made editable. Once enabled, users can update specific record values instantly without navigating away from the dashboard.

This option is available within the To ensure data integrity, the system displays a warning message when this feature is activated, as real-time updates can directly impact business processes. This helps users make informed decisions while modifying important data.

When Selection Editable is enabled, the dashboard displays selection fields in editable mode, allowing users to directly change the selection value from the dashboard, and the system instantly updates the selected value for the specific record in real time.

In the dashboard configuration, a Table Design tab is available, allowing you to customize the appearance of the dashboard table. You can select a color field, based on which the table records will be visually styled.

Once a color field is selected, its values are automatically populated in the Color Mapping section. Here, users can choose any color using the integrated color picker and assign specific colors to each field value.

When font colors are configured through color mapping, the dashboard automatically applies the selected styles based on the corresponding field values, creating a more organized, visually clear, and user-friendly data presentation.

Colors are dynamically applied to the corresponding records in the dashboard, enhancing readability and visual distinction.

In Color Mapping, you can also configure background colors by assigning specific colors to field values, allowing the dashboard records to display integrated background styling for better visualization.

In Color Mapping, you can also configure background colors by assigning specific colors to field values, allowing the dashboard records to display integrated background styling for better visualization.

We have real-time dashboards tailored for specific business workflows, enabling users to monitor and analyze data efficiently.

Delivery Overview :

Invoice Dashboard :

Inventory Overview :