Quick Chart¶

The Quick Chart builder is the fastest way to create charts in Dashboard. It provides pre-built metric presets organized by business area so you can create meaningful visualizations without any configuration.

Note

The Quick Chart builder only shows categories for modules you have installed and have read access to. If you don’t see a category (e.g., CRM), the corresponding module may not be installed.

Available Metric Categories¶

Sales¶

Requires the Sales module (sale.order).

Total Revenue - Sum of confirmed order totals over time
Number of Orders - Count of confirmed orders
Average Order Value - Average amount per confirmed order
Revenue by Customer - Revenue broken down by customer
Revenue by Salesperson - Revenue broken down by salesperson
Quotations - Count of draft and sent quotations

CRM¶

Requires the CRM module (crm.lead).

New Leads - Count of new leads created
Pipeline Value - Sum of expected revenue for active opportunities
Won Deals - Count of opportunities marked as won
Lost Deals - Count of lost opportunities
Opportunities by Stage - Count of active opportunities per pipeline stage
Leads by Source - Count of leads grouped by source

Inventory¶

Requires the Inventory module (stock.picking).

Incoming Shipments - Count of completed incoming transfers
Outgoing Shipments - Count of completed outgoing transfers
Pending Transfers - Count of transfers waiting to be processed

HR¶

Requires the HR module (hr.employee).

Employee Count - Total number of active employees
By Department - Employee count per department
By Job Position - Employee count per job position

Projects¶

Requires the Project module (project.task).

Open Tasks - Count of tasks in non-folded stages
Tasks by Stage - Task count per stage
Completed Tasks - Count of tasks in folded (done) stages
Planned Hours - Sum of planned hours across tasks

Accounting¶

Requires the Accounting module (account.move).

Invoice Total - Sum of posted customer invoice amounts
Outstanding Receivables - Sum of unpaid customer invoice amounts
Vendor Bills - Sum of posted vendor bill amounts

KPI Metrics¶

Requires the Progrid KPI modules to be installed.

Days Sales Outstanding (DSO) - Average days to receive customer payment
Invoice Payment Status - Count of paid invoices over time
Days Payable Outstanding (DPO) - Average days to pay vendor bills
Cash Conversion Cycle (CCC) - Combined DSO/DPO/inventory cycle
Billing Cycle Time - Average time from completion to payment
Change Order Approval Time - Average change order approval duration
Lead-to-Cash Cycle - Full lead-to-payment cycle duration

Creating a Quick Chart¶

Navigate to Dashboard ‣ Quick Chart
Select a category from the available business areas (Sales, CRM, etc.)

Note
Only categories for installed modules you have access to will appear.
Choose a metric from the list (e.g., “Total Revenue”)
Select a grouping to define how data is organized on the chart axis:
- Time-based: Day, Week, Month, Quarter, Year
- Entity-based: Salesperson, Customer, Team, Stage, Department, etc.
Choose a date range to filter the data:
- Today, Yesterday, This Week, Last Week
- This Month, Last Month, This Quarter, Last Quarter
- This Year, Last Year
- Last 7/30/90/365 Days
Select a chart type or use the default suggested type

The system suggests a chart type based on the metric (e.g., pie chart for “Revenue by Customer”, line chart for trends over time).
Preview the chart to verify the visualization looks correct
Click Create Chart to save the chart configuration

Adding the Chart to a Dashboard¶

After creating a chart, you can add it to any dashboard:

When prompted after chart creation, select an existing dashboard or create a new one
The chart is automatically placed in the next available position on the dashboard grid
You can reposition and resize it from the dashboard view

Tip

Charts created with Quick Chart can be further customized using the Advanced Chart Builder or Chart Library. Quick Chart is just a faster starting point.