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Related Records Dashboard

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Related Records Dashboard

See all related records across modules on one screen

Sales managers open a customer record and spend five minutes clicking between tabs to check open quotes, active projects, pending invoices, and support tickets. Project managers jump across modules to see deliverables, tasks, timesheets, and invoices for one client. This widget ends the tab dance. Configure once which related records matter for any model—customers, projects, products, employees—and see counts, statuses, and quick links in a single dashboard card. One sales director cut deal-prep time from 12 minutes to under 2 by surfacing opportunity pipeline, quote aging, and invoice status on the partner form. Install the widget, pick your relationships, and get instant cross-module context every time you open a record.

Details

  • Odoo versions: 16, 17, 18, 19
  • Dependencies: base
  • License: LGPL-3
  • Technical name: related_records_dashboard
  • Quality score: 90.5/100
  • Source: GitHub