Case Study

How SDLC Corp Built Odoo AI Dashboard Ninja for Live BI Dashboards

Odoo teams manage sales, CRM, finance, inventory, and HR data in one ERP system. But many reporting workflows still depend on exports, Excel files, and manual checks. SDLC Corp built Odoo AI Dashboard Ninja to help teams create live KPI dashboards, track real-time analytics, speed up reporting, and make better business decisions inside Odoo.

Build Odoo dashboards without code

Track live KPIs from Odoo records

Share dashboards with role-based access

View Odoo App Build Your Odoo Dashboard

Live KPI View 12 Widget Types

Odoo AI Dashboard Ninja Live BI Dashboard

Role-Based Access Odoo Security Rules

Project Snapshot

Quick Overview of the Odoo
AI Dashboard Solution

This snapshot shows what SDLC Corp built, who uses it, how AI setup works, and what reporting problem the module solves.

Odoo BI Reporting Module

AI Dashboard
Ninja by SDLC Corp

A native Odoo BI dashboard app that helps teams build live reports, track KPIs, and reduce manual spreadsheet-based report work.

Odoo 18.0 & 19.0 Gemini AI ERP / BI Reporting Dashboard Module

Product AI Dashboard Ninja

Company SDLC Corp

Platform Odoo 18.0 & 19.0

AI Setup Gemini API Key

What, Who & Why

Main Need Quicker business reviews without exporting data to external tools live KPI views inside Odoo.

Key Users Sales, CRM, Finance, Inventory, Purchase, Project, HR, and Admin teams.

Core Features KPI tiles, charts, lists, AI builder, templates, and linked records back to live Odoo source.

Industry Built for businesses using Odoo across operations, sales, finance, inventory, and HR, with real-time reporting and less spreadsheet work.

Final Outcome A native Odoo BI dashboard app that helps teams track live KPIs, reduce manual reporting, and make faster business decisions from one analytics view.

Client Overview

Why Odoo Teams Needed Better Business Visibility

Many teams use Odoo for daily work, but reporting often becomes a separate task.

Odoo data was spread across daily work screens

Managers check sales orders, leads, invoices, stock, tasks, and employee records from different screens.

Reporting moved outside Odoo into Excel

Then someone exports the data and prepares reports in Excel before managers can review business updates.

Old reports created delays and trust issues

That flow creates delays. It also makes reports harder to trust because the numbers may be old by the time the file is shared.

SDLC Corp built AI Dashboard Ninja to close this gap

The goal was to help Odoo users build live dashboards inside Odoo without moving data to another BI system.

Live Odoo KPIs

No Excel Export Flow

Visibility Gap From scattered checks to live dashboards

Live View

Before Different Screens

Before Excel Reports

Needed Faster Reviews

Goal Dashboards in Odoo

Built for better business visibility AI Dashboard Ninja helps teams review live Odoo data without moving reports to another BI system.

Problems

Reporting Problems Before AI Dashboard Ninja

Odoo stored the data, but teams still depended on exports, Excel files, and manual checks. Business reviews took more time, and managers could not check key metrics quickly.

Problem

Business Impact

Too Much Manual Report Work

Teams exported data, cleaned sheets, and rebuilt the same reports for daily and weekly reviews.

Slower Business Reviews

Hours spent on preparation meant managers received reports late, making timely decisions harder.

Too Many Screens to Check

Managers had to open CRM, sales, invoices, inventory, and project records before seeing the full picture.

Incomplete Cross-Team View

No single view of business performance meant key connections between sales, finance, and inventory were missed.

Reports Became Outdated Quickly

Excel reports lost accuracy once Odoo data changed. Teams needed live numbers instead of old files.

Decisions Based on Stale Data

Business decisions were made using outdated report copies that no longer matched current Odoo records.

Small Changes Needed Developers

Even simple chart, filter, or field changes often needed Odoo Customization Services. This slowed all business teams.

Developer Bottleneck for Reports

Business teams waited on developer queues for every small reporting change, reducing agility and speed.

The Clear Objective Build a native Odoo dashboard module that reduced export-based reporting and let users create live KPI views without code or developer support.

The Solution

Solution Built by SDLC Corp for Live Odoo Reporting

SDLC Corp built AI Dashboard Ninja as a native BI module. It brings KPI tiles, charts, lists, and linked records into one clean analytics view.

One View for Daily Reviews

Managers can check sales, CRM, finance, inventory, and project data in one place. This reduces screen switching and makes reviews faster.

Reports Without Developer Support

Users choose fields, filters, measures, and chart types on their own. Small report changes no longer wait on developer queues.

Faster Widget Setup With AI

Users type a simple request like "show monthly sales by salesperson" and the AI builder prepares the widget for review instantly.

Ready Dashboards With Safe Access

Teams start with ready templates. Odoo roles and record rules ensure users only see data they are permitted to view.

The product needed to feel simple for business users and reliable for technical teams keeping everything inside Odoo without extra BI tools, connectors, or separate viewer access.

Discuss Your Odoo Dashboard Project →

Process

Core Workflow After Odoo AI Dashboard Ninja Implementation

AI Dashboard Ninja keeps the full review flow simple, from setup to team sharing. Every step is built to work directly inside Odoo.

Step 01

Install the Module

Add AI Dashboard Ninja to the Odoo setup.

Step 02

Set Access Roles

Assign Viewer, User, or Manager access per team.

Step 03

Build or Open a Dashboard

Start with a ready template or create a new view.

Step 04

Add Useful Widgets

KPI tiles, charts, lists, funnels, gauges added.

Step 05

Share With the Right Team

Share dashboards while keeping permissions active.

Result: A cleaner reporting flow inside Odoo Teams move from setup to shared dashboard review without repeated exports, file sharing, or developer help for every small report change. Live Odoo data is always ready when the team needs it.

No Excel export needed

No extra BI tool required

Live data, always up to date

Features

Key Features Delivered in AI Dashboard Ninja

AI Dashboard Ninja helps Odoo teams build reports, track KPIs, and review live data faster — all without leaving the ERP system.

Current Metric Views

Check sales, finance, CRM, inventory, and project numbers from one dashboard.

No-Code Report Builder

Create report widgets with clicks. Choose fields, filters, and chart types without coding.

AI Widget Setup

Type the report you need. The AI helps create the widget faster for review.

8 Ready Dashboard Templates

Start with built-in dashboards for Sales, CRM, Finance, Inventory, Purchase, Project, HR, and Contacts.

Linked Records

Click any KPI and open the related orders, invoices, leads, tasks, or stock records.

Role-Based Sharing

Share dashboards safely. Each user sees only the data allowed by Odoo access rules.

Get Odoo Implementation Support →

Built With

Technology Stack Used for AI Dashboard Ninja

AI Dashboard Ninja was built as a native Odoo module. The stack supports real-time data views, AI-assisted setup, secure sharing, and metric tracking inside the ERP system.

Backend

Python Backend

Handles dashboard logic, widget setup, filters, measures, and report rules inside the Odoo module.

Native

Database

Odoo ORM

Reads permitted Odoo records and connects dashboards with live business data — no exports needed.

Native

Frontend

JavaScript Frontend

Supports dashboard layout, widget actions, chart views, drag-and-drop, and interactive record links.

Native

AI Layer

Gemini API Integration

Uses the user's own Gemini API key for AI-assisted widget creation from simple plain-text prompts.

API

Security

Odoo Security Rules

Applies user roles, record rules, and company-wise access before showing any dashboard data.

Native

Platform

Odoo Framework

Built for Odoo 18.0 and 19.0 with full support for Community and Enterprise edition installations.

Native

Odoo Online Cloud-hosted deployment — fully supported

Odoo.sh Platform-hosted deployment — fully supported

On-Premise Self-hosted deployment — fully supported

Transformation

Reporting Workflow Before and After AI Dashboard Ninja

Odoo teams no longer needed repeated exports, old report files, or separate BI access to review business data.

Area

Before

After

Reporting

Export Odoo data to prepare reports manually

View live dashboards inside Odoo directly

Report Format

Prepare Excel reports and clean sheets manually

Use KPI tiles, charts, and lists inside Odoo

Data Access

Check many apps separately before every review

Review key data from one unified dashboard

Report Changes

Wait for developer time for small report changes

Build widgets with clicks — no developer needed

Sharing

Share report files manually via email or folders

Share dashboards by Odoo role instantly

Data Freshness

Review old report copies with outdated numbers

Check current live Odoo data every time

Access Control

Manage BI viewer access separately from Odoo

Use Odoo roles and record rules natively

Outcome

Business Results After AI Dashboard Ninja

AI Dashboard Ninja helped Odoo teams reduce export-based report work and review key business numbers from one place.

Faster

Report Reviews

Managers open current KPI views inside Odoo instead of rebuilding Excel reports for daily and weekly reviews.

Less

Manual Report Work

Teams reduced repeated exports, sheet cleaning, and file preparation — spending more time reviewing and less time preparing.

Clearer

Cross-Team Visibility

Sales, CRM, finance, inventory, purchase, project, HR, and contact updates became easier to review from one reporting view.

Widget and Chart Types Supported

KPI tiles, lists, charts, funnels, gauges, and more — supporting different report needs across all business teams.

Ready Dashboard Templates

Teams started faster with ready views for Sales, CRM, Finance, Inventory, Purchase, Project, HR, and Contacts.

Safer

Protected Access

Dashboard access followed Odoo roles, record rules, and company-wise permissions — no restricted records exposed.

Improve Odoo Reporting →

Odoo BI Dashboard Module

Build Live Odoo Dashboards Without Excel Work

Need custom dashboards for your ERP? Hire Odoo Developer from SDLC Corp to build reporting views for your business.

View Odoo App → Book Odoo Dashboard Demo

No Excel Exports Needed Role-Based Access Included 8 Ready Dashboard Templates

Let’s Talk About Your Product

Get expert guidance on scope, architecture, timelines, and delivery approach so you can move forward with confidence.

How SDLC Corp Built Odoo AI Dashboard Ninja for Live BI Dashboards