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Project & Employee Dashboard Overview

The Project Analytics Dashboard provides a comprehensive, real-time view of project progress, team workload, and productivity metrics. This page walks through every section of the dashboard from top to bottom.

Accessing the Dashboardโ€‹

Navigate to Project > Dashboard from the Odoo main menu. The dashboard auto-refreshes every 60 seconds. A green Live badge in the header indicates active monitoring.


Stat Cardsโ€‹

Six animated stat cards span the top of the dashboard, giving you an at-a-glance summary of your entire project portfolio.

Stat Cards

CardColourDescription
Total ProjectsPurpleCount of active projects. Click to open the project list.
Total TasksBlueAll tasks with a 30-day trend arrow and sparkline chart.
Total EmployeesTealHR headcount. Click to open the employee list.
Completed TasksGreenTasks marked as done.
Pending TasksOrangeTasks still in progress.
Overdue TasksRedTasks past their deadline. Click to view overdue tasks.

Each card includes a trend comparison (e.g., "Up 15% vs last 30 days") and mini sparkline charts showing Created, Completed, and Overdue trends over the past 7 days.


Smart Insightsโ€‹

Below the stat cards, up to 5 rule-based text insights provide actionable recommendations based on your current data.

Smart Insights

Insight TypeExample
Performance"Excellent! 85% completion rate -- your team is performing above targets."
Overdue Alert"Critical: 8 tasks are overdue. Immediate attention required."
Best Project"Website Redesign leads with 92% completion."
Worst Project"Cloud Migration is at 23% -- needs intervention."
Workload"Pending tasks exceed completed -- consider redistributing work."
info

Insights are rule-based, not AI/ML. They evaluate completion rates, overdue counts, project progress, and workload balance to generate recommendations.


All Tasks Cardโ€‹

The All Tasks card provides a consolidated view of every task across your projects, with counts and status breakdowns.

All Task Card


Total Employee Listโ€‹

View a summary of all employees involved in projects, with department distribution and headcount details.

Total Employee List


Department Distribution, Task Breakdown, and Chartsโ€‹

This section presents a department-level pie chart alongside task distribution charts, giving you visibility into how work is spread across your organization.

Department Pie, Task, and Chart

The Department Pie Chart shows employees grouped by department, helping you visualize team composition and identify where resources are concentrated.


Team Workloadโ€‹

The team workload chart displays the top 10 team members ranked by task count using horizontal bars.

Team Workload

Use this chart to identify overloaded or underutilized staff members and redistribute work accordingly.


Weekly Trend (Velocity Chart)โ€‹

The velocity chart tracks tasks created versus tasks completed on a week-by-week basis, with a net line showing the difference.

Weekly Trend

This 8-week trend helps you spot capacity issues early. When the "created" line consistently exceeds the "completed" line, your team may be taking on more work than it can handle.


Workload Heatmapโ€‹

The workload heatmap provides a visual grid of task distribution across team members and time periods.

Workload Heatmap

Darker cells indicate higher concentrations of work. Use this to identify bottlenecks and ensure even workload distribution across the team.


Stage-Wise Projectsโ€‹

Badges display project counts grouped by stage -- On Track, At Risk, Off Track, Done, and any custom stages configured in your Odoo instance.

Stage-Wise Total Projects

This section adapts automatically to your Odoo project stage configuration, so custom stages appear without any additional setup.


Project Progress Barsโ€‹

Colour-coded progress bars show completion percentage for each project at a glance.

Project Progress

ColourCompletion
GreenAbove 75%
Blue50--75%
Orange25--50%
RedBelow 25%

Recent Tasksโ€‹

A table of the 8 most recent tasks provides quick access to current work items.

Recent Tasks

Each row displays:

  • Task Name -- click to open the task form
  • Project -- parent project
  • Stage -- current kanban stage
  • Status -- Done or In Progress

Departmentsโ€‹

The departments section provides a detailed breakdown of employees and tasks organized by department.

Departments


Celebration Confettiโ€‹

When your team reaches 100% completion on all tasks, a 50-particle confetti animation fires automatically to celebrate the milestone.

Need Help?โ€‹

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