Sales teams that live inside Odoo’s quotation workflow have a new command center. The Quotations section of the Sales app now opens to a kanban-style dashboard that surfaces the numbers that matter most — how many quotes need confirmation, how many confirmed orders are waiting for delivery, and how much revenue is sitting in the pipeline — all without running a single report or switching to an analytics view.
Three Cards That Replace a Daily Standup
The dashboard’s headline feature is a row of status cards that segment the quotation pipeline into its three most actionable states: To Confirm, To Deliver, and To Invoice. Each card shows a count and acts as a one-click filter — tap “To Deliver” and the dashboard immediately narrows to show only those orders, with their full kanban cards visible below.
This sounds simple, and it is. That’s exactly the point. Before this update, getting the same information required navigating to the quotation list, applying the right status filter, switching to the right view, and mentally tallying the results. The dashboard collapses that into a glance. A sales manager opening Odoo at 8 AM can immediately see that there are 24 quotes waiting for confirmation, 18 orders ready to ship, and 11 that need invoicing — and can drill into any of those buckets with a single click.
Revenue Metrics With a Time Dial
Below the status cards, the dashboard surfaces two headline numbers: total Sales Orders and total Sales Revenue for the selected period. Each metric includes a rate of change indicator that shows how the current period compares to the previous one — a quick visual signal for whether the pipeline is growing or contracting.
The time range is adjustable. A selector in the dashboard header lets users switch between 7-day, 30-day, 90-day, and 365-day windows. This is the kind of control that sounds like a nice-to-have until you actually use it: a 7-day window catches sudden drops in quotation activity that a 90-day view would smooth out, while the annual view gives the broader trajectory that quarterly reviews demand. The rate of change may show as unavailable for certain period combinations where comparative data doesn’t exist, which is an honest design choice — better no number than a misleading one.
Defaults That Respect How Sales Teams Actually Work
The dashboard opens to “My Quotations” by default, which means every salesperson sees their own pipeline when they land on the page. This is a deliberate decision that reflects how most sales organizations operate: individual reps need to manage their own funnel first, and team-level visibility is a secondary concern that managers can access through the search bar and additional filters.
The navigation path has also been cleaned up. The menu now routes through “Orders → Quotations” rather than the previous “Orders → Orders” path, which was a source of genuine confusion for new users who couldn’t tell whether they were looking at quotations or confirmed sales orders. It’s a small naming fix that eliminates a surprisingly common support question.
A Dashboard That Earns Its Screen Real Estate
The broader trend here is Odoo continuing to add operational dashboards directly into the views where people already work. Rather than building a separate analytics module that sales teams have to remember to check, the dashboard lives right where quotations are created and managed. The data is always fresh because it’s drawn from the same records visible on the page.
For sales teams that process dozens of quotations daily, the time savings compound quickly. The status cards alone eliminate the back-and-forth of checking which quotes need follow-up, which orders are stuck in the delivery queue, and which completed orders haven’t been invoiced yet. When every rep on a team can see their pipeline health at a glance, the morning “where are we at?” conversation gets a lot shorter — or disappears entirely.