Odoo Spreadsheet and Dashboard Module Guide

What Is Odoo Spreadsheet?

Odoo Spreadsheet is a collaborative spreadsheet tool built into Odoo that connects directly to your business data. Unlike Google Sheets or Excel, Odoo Spreadsheet pulls live data from CRM, Sales, Accounting, Inventory, and other modules — no exports or manual data entry needed. It powers the Dashboard feature for real-time KPI visualization.

Accessing Spreadsheets

Spreadsheets are created from multiple entry points:

• Documents module — Create standalone spreadsheets
• Any list view — Insert data into a spreadsheet from the list view menu
• Pivot views — Send pivot data to a spreadsheet
• Graph views — Insert charts into a spreadsheet
• Dashboards — Create dashboard spreadsheets

Core Spreadsheet Features

Formulas

Odoo Spreadsheet supports standard spreadsheet formulas:

# Standard formulas:
# =SUM(A1:A10)
# =VLOOKUP(B2, Sheet2!A:C, 3, FALSE)
# =IF(C5>1000, "High", "Low")
# =AVERAGE(D1:D100)
# =COUNTIF(E:E, "Completed")

# Odoo-specific formulas:
# =ODOO.PIVOT(1, "amount_total", "stage_id", "Won")
# =ODOO.PIVOT.HEADER(1, "stage_id", "Won")
# =ODOO.LIST(1, 1, "name")
# =ODOO.LIST.HEADER(1, "name")

Odoo Data Functions

The ODOO.PIVOT and ODOO.LIST functions are what make this spreadsheet unique:

Creating Data-Connected Spreadsheets

From a Pivot View

1. Open any module's pivot view (e.g., CRM → Reporting → Pipeline Analysis)
2. Configure the rows, columns, and measures you need
3. Click the Spreadsheet icon → Insert in Spreadsheet
4. The pivot data appears in the spreadsheet with live ODOO.PIVOT formulas
5. Add calculations, formatting, and charts around the data

From a List View

1. Open any list view and select records
2. Click the Spreadsheet icon → Insert in Spreadsheet
3. Selected records appear with ODOO.LIST formulas
4. Data updates automatically when records change in Odoo

Charts and Visualization

Insert charts from the toolbar:

• Bar charts — Compare categories (revenue by product line)
• Line charts — Track trends over time (monthly sales)
• Pie charts — Show proportions (revenue by region)
• Scorecard — Single KPI with trend indicator

Dashboards

Dashboards are specialized spreadsheets designed for at-a-glance KPI monitoring.

Creating a Dashboard

1. Go to Dashboards (or Documents → Dashboard)
2. Create a new dashboard spreadsheet
3. Insert pivots from CRM, Sales, Accounting, HR
4. Add charts and scorecards
5. Arrange the layout for visual clarity
6. Share with team members or set as a module's default dashboard

Dashboard Examples

# Executive Dashboard:
# - Revenue scorecard (MTD, QTD, YTD)
# - Pipeline value by stage (bar chart)
# - Cash flow trend (line chart)
# - AR aging summary (table)
# - Employee headcount by department (pie chart)

# Sales Dashboard:
# - New leads this month (scorecard)
# - Win rate trend (line chart)
# - Top salespeople table
# - Revenue by product category (bar chart)

Collaboration

Multiple users can edit the same spreadsheet simultaneously. Changes are saved in real-time. Version history lets you review or revert changes. Comments can be added to specific cells for discussion.

Sharing and Access

• Internal — Share with specific users or all internal users
• Published — Pin to a module's dashboard view
• Download — Export as Excel for offline use

Best Practices

• Use ODOO.PIVOT over manual data — Live data beats static numbers
• Keep dashboards focused — 5-7 KPIs per dashboard maximum
• Name spreadsheets clearly — Include date range and purpose
• Refresh awareness — Data updates on open, but cached for performance
• Use scorecards for KPIs — Clearer than embedding numbers in tables

DeployMonkey + Spreadsheet

DeployMonkey's AI agent creates pre-built dashboard templates for your industry — executive overviews, sales performance, financial summaries, and operational KPIs all connected to your live Odoo data.