diff --git a/content/applications/productivity/dashboards.rst b/content/applications/productivity/dashboards.rst index 693defac45..2729c86091 100644 --- a/content/applications/productivity/dashboards.rst +++ b/content/applications/productivity/dashboards.rst @@ -10,10 +10,10 @@ Dashboards dashboards/build_and_customize_dashboards dashboards/my_dashboard -**Odoo Dashboards** allows you to consult, customize, and build interactive dashboards that display -real-time data from your Odoo database in an easy-to-understand way. By centralizing data from -various Odoo sources in a single location, dashboards provide an overview of key business metrics -that can help you monitor business performance and make informed decisions. +**Odoo Dashboards** allows you to consult, interact with, customize, and build interactive +dashboards that display real-time data from your Odoo database in an easy-to-understand way. By +centralizing data from various Odoo sources in a single location, dashboards provide an overview of +key business metrics that can help you monitor business performance and make informed decisions. :doc:`Odoo spreadsheets <../../applications/productivity/spreadsheet>` serve as the foundation for dashboards, with tables and charts used to structure and visualize dynamic Odoo data. :ref:`Data @@ -24,10 +24,10 @@ refreshed. With Odoo Dashboards, users can, depending on their :ref:`access rights `: -- :ref:`consult dashboards `, including :ref:`standard, - pre-configured dashboards ` -- :ref:`interact with dashboards ` using filters and by - accessing underlying data +- :ref:`consult and interact with dashboards `, including + :ref:`standard, pre-configured dashboards ` +- use :ref:`global filters ` to filter all the data shown + on a dashboard - :ref:`share a snapshot of a dashboard ` with internal users who do not have the appropriate access rights or with external users - :doc:`build custom dashboards @@ -36,8 +36,8 @@ With Odoo Dashboards, users can, depending on their :ref:`access rights - :ref:`customize dashboards ` to modify what data is shown, the layout, or the filters available - :ref:`manage access rights ` to dashboards -- centralize frequently consulted Odoo views on a personal - :doc:`../../applications/productivity/dashboards/my_dashboard` page +- centralize frequently consulted Odoo views in a personal + :doc:`../../applications/productivity/dashboards/my_dashboard` .. tip:: - Once a spreadsheet has been converted into a dashboard, it can only be accessed via the @@ -45,67 +45,116 @@ With Odoo Dashboards, users can, depending on their :ref:`access rights - Unlike other Odoo dashboards, :guilabel:`My Dashboard` is not based on Odoo Spreadsheet, but rather on :doc:`Odoo views <../studio/views>`. -.. _dashboards/consult-dashboards: +.. _dashboards/use-dashboards: -Consult dashboards -================== +Use dashboards +============== -On the main Dashboards page, the left panel lists all :ref:`dashboards a user has access to -`, grouped by section. Clicking on a dashboard name opens that -dashboard in the main part of the page. +When the Dashboards app is opened, the left panel lists all :ref:`standard, pre-configured +dashboards ` and :doc:`custom-built dashboards +` to which a user has been :ref:`granted access +`, grouped by section. + +Clicking on a dashboard name opens that dashboard in the main view. + +.. image:: dashboards/leads-dashboard.png + :alt: Overview of Leads dashboard .. tip:: - Clicking the :icon:`fa-angle-double-left` :guilabel:`(double chevron)` icon at the top of the - left panel collapses the panel, maximizing the space available for dashboards. + - Click the :icon:`fa-angle-double-left` :guilabel:`(double chevron)` icon at the top of the + left panel to collapse the left panel, maximizing the space available for dashboards. + - Mark a dashboard as a favorite by clicking the :icon:`fa-star` :guilabel:`(Toggle favorite)` + icon in the upper-right corner. Favorited dashboards are grouped in a :guilabel:`Favorites` + section at the top of the left panel for easy access. -.. _dashboards/consult-dashboards/standard: +.. _dashboards/use-dashboards/filter-sort: -Standard dashboards -------------------- +Filter and sort data +-------------------- -Depending on which apps are installed, a series of standard dashboards is available by default. +Filtering and sorting allow you to manage what data is displayed and how it is displayed. This can +help tailor the view to answer specific business questions. -These pre-configured dashboards have been designed to provide the most relevant insights -for the topic in question. Data on specific aspects of the topic is presented in tables and charts, -while dashboard-specific filters allow users to tailor the view to their needs. +- :ref:`Filtering ` limits the data presented in charts and + tables, allowing you to focus only on records that meet specific criteria, e.g., viewing sales + data only for a specific sales team. +- :ref:`Sorting ` reorders the data presented in table columns, + allowing you to see the data from different perspectives, e.g., viewing products by sales revenue + from highest to lowest. -.. example:: - Within the :guilabel:`Sales` section in the Dashboards app, the :guilabel:`Sales` dashboard gives - an overview of the number of quotations and orders, the revenue, and the average order value, as - well as a chart showing monthly sales. It also includes tables listing top quotations and sales - orders, top-performing products and salespeople, and top countries served. +.. _dashboards/use-dashboards/global-filters: - A series of pre-configured global filters, available via the search bar above the dashboard, - allows the entire dashboard to be filtered by, e.g., product or sales team. A default value of - `Last 90 days` in the period filter means data from the previous 90 days is automatically - retrieved every time the dashboard is opened or refreshed. +Apply filters +~~~~~~~~~~~~~ - .. image:: dashboards/sales-dashboard.png - :alt: Overview of Sales dashboard +If :doc:`global filters ` are available for a dashboard, a search bar +above the dashboard allows you to filter the entire dashboard for the selected values. -Standard dashboards can be :ref:`customized ` by a user -with the appropriate :ref:`access rights `. -For example, dashboard elements like tables and charts, or global filters can be added, edited, or -removed. +.. tip:: + - Global filters are available for all :ref:`standard dashboards `. + Additional :doc:`global filters can be added ` by a user with the + appropriate :ref:`access rights `. + - It is also possible to :ref:`search for values ` by typing directly in the + search bar; the search categories shown reflect the available global filters. -.. important:: - When customizing a standard dashboard, it is highly recommended to :ref:`duplicate the dashboard - ` and make any changes on the - duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any - customizations on the original version are lost. +.. image:: dashboards/global-filters.png + :alt: Global filters on the Warehouse Daily Operations dashboard + :scale: 80% + +To apply global filters: + +#. Click within the search bar or click on the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon to + access all filters available for that dashboard. +#. For the relevant filter, select a conditional operator from the first dropdown, e.g., + :guilabel:`is in`, then select the desired value from the second dropdown. +#. Click :guilabel:`Filter`. -.. _dashboards/use-dashboards/interact: +For dashboards with a date filter, this filter can be set via the search bar or via the button +with the :icon:`fa-calendar` :guilabel:`(calendar)` icon. -Interact with dashboards ------------------------- +.. image:: dashboards/global-filters-time.png + :alt: Filtering a dashboard by date period -In addition to consulting a dashboard for a high-level overview of key business data, it is also -possible to interact with the dashboard for a more detailed analysis: +.. tip:: The :guilabel:`Custom Range` at the bottom of the period selector shows either a manually + entered custom range, if relevant, or the start and end date of the selected period. -- **Filter data**: Most standard dashboards have one or more :doc:`global filters - `, shown as dropdown menus, at the top of the dashboard. These filters - allow all the data on the dashboard to be filtered at the same time, for example, to show data - only for a specific period of time, or for one or more salespeople or customers. +To remove a value from a filter, click the :icon:`fa-times` :guilabel:`(remove)` icon beside the +name of the value; to empty a filter, click the :icon:`fa-times` :guilabel:`(remove)` icon at the +far right of the filter. + +.. _dashboards/use-dashboards/sort: + +Sort data +~~~~~~~~~ + +Depending on the dashboard and the table in question, it may be possible to sort the data by column, +by clicking the column heading. A :icon:`fa-caret-down` :guilabel:`(caret down)` or +:icon:`fa-caret-up` :guilabel:`(caret up)` icon beside a column heading indicates that the column +has been sorted in descending or ascending order, respectively. If, when hovering over other column +headings, a :icon:`fa-sort` :guilabel:`(sort)` icon appears, the column can be sorted. + +.. tip:: + If conditional formatting has been applied to a table, the original formatting is maintained when + the table is resorted by a different column. + + .. example:: + In this example, the table was originally sorted by revenue per CRM tag, in decreasing + order. Conditional formatting was defined to visualize the proportional revenue using data + bars. When the table is resorted by number of leads in descending order, the data bars still + reflect the revenue per tag in decreasing order. + + .. image:: dashboards/sorting-data-bars.png + :alt: Sorting a table with conditional formatting using data bars + :scale: 80% + +.. _dashboards/use-dashboards/underlying-data: + +Access underlying records +------------------------- + +While dashboards provide a user-friendly summary of key data, drilling down to the underlying data +allows a more detailed analysis. This can be useful for investigating anomalies or providing the +full context needed for decision-making. - **Open underlying database records**: To access database records referenced by a dashboard, click on the relevant value in a table or on a data point on a chart. Doing so opens either the @@ -118,12 +167,101 @@ possible to interact with the dashboard for a more detailed analysis: .. tip:: To return to a dashboard after drilling down to underlying records or views, click the - :guilabel:`Dashboards` breadcrumb at the upper left of the page. + :guilabel:`Dashboards` breadcrumb in the upper-left corner. + +.. _dashboards/use-dashboards/charts: + +Expand, copy or download charts +------------------------------- + +To see charts in full screen, hover over a chart and click the :icon:`fa-expand` icon. + +It is also possible to copy or download a chart by hovering over the chart and clicking the +:icon:`fa-ellipsis-v` (vertical ellipsis) icon, then clicking :icon:`os-copy-as-image` +:guilabel:`Copy as image` or :icon:`fa-download` :guilabel:`Download` as relevant. + +.. tip:: + :ref:`Expanding a time-series chart to full screen + ` allows a more detailed analysis. + +.. _dashboards/use-dashboards/time-series-charts: + +Analyze time-series charts +-------------------------- + +Time-series charts, i.e., charts showing data over time, can be analyzed more closely by: + +- :ref:`adjusting the granularity `; +- :ref:`zooming in ` on a chosen time + span. + +.. _dashboards/use-dashboards/time-series-charts-granularity: + +Adjust granularity +~~~~~~~~~~~~~~~~~~ + +For many time-series charts it is possible to adjust the granularity of the unit of time on the +x-axis. + +To do so, hover over the chart, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon, then +select the desired granularity. + +.. image:: dashboards/granularity.png + :alt: Changing time granularity on a chart's y-axis + :scale: 80% + +.. _dashboards/use-dashboards/time-series-charts-zoom-scroll: + +Zoom in on a time span and scroll +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +When a time-series chart is :ref:`expanded to full screen `, a +slider below the chart allows you to: + +- zoom in on a specific time span by dragging the ends of the slider to select the desired time + span; +- when you have zoomed in, to scroll through the chart while maintaining the level of zoom by + dragging the slider to the left or right. + +Resize the slider to return to the initial view. + +.. example:: + In this example from the :guilabel:`Warehouse Daily Operations` dashboard, the chart shows + transfers yet to be assigned to a responsible user, by day. The zoom of the chart has been + adjusted to show data for five days, and the current position of the slider allows data from the + last five days to be shown. + + .. image:: dashboards/navigate-charts.png + :alt: Zoomed-in chart with slider + +.. _dashboards/standard: + +Standard dashboards +=================== + +Depending on which apps are installed, a series of standard dashboards is available by default. + +These pre-configured dashboards have been designed to provide the most relevant insights +for the topic in question, and users with the appropriate :ref:`access rights +` can :ref:`consult and interact ` with +them. Dashboard-specific :ref:`filters `, available via +the search bar, allow the entire dashboard to be filtered for selected values. + +Standard dashboards can be :ref:`customized ` by a user +with the appropriate :ref:`access rights `. +For example, dashboard elements like tables and charts, or global filters can be added, edited, or +removed. + +.. important:: + When customizing a standard dashboard, it is highly recommended to :ref:`duplicate the dashboard + ` and make any changes on the + duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any + customizations on the original version are lost. .. _dashboards/configuration: -Configuration -============= +Configuration settings +====================== .. note:: Only a user with the appropriate :ref:`access rights ` can configure or @@ -161,11 +299,11 @@ actions are possible: - **Add or remove user groups** to :ref:`control access to the dashboard `. -- **Select a company** if, in a :doc:`multi-company +- **Select one or more companies** if, in a :doc:`multi-company <../../applications/general/companies/multi_company>` database, the dashboard should only be - visible to users of one company. If this field is left blank, the dashboard is visible to all - users with the appropriate access rights, regardless of which company is currently selected in the - database. + visible to users of a specific company or companies. If this field is left blank, the dashboard is + visible to all users with the appropriate access rights, regardless of which company is currently + selected in the database. - **Unpublish a dashboard** by disabling the :guilabel:`Is Published` toggle. @@ -191,8 +329,8 @@ actions are possible: :guilabel:`Group` and :guilabel:`Company` fields if needed. - To start creating a dashboard from scratch, select :guilabel:`Blank spreadsheet`. To return to - the section overview, click the name of the section at the top left of the page. Update the - :guilabel:`Group` and :guilabel:`Company` fields if needed. + the section overview, click the name of the section in the top-left corner, above the menu + bar. Update the :guilabel:`Group` and :guilabel:`Company` fields if needed. .. note:: After a spreadsheet has been converted into a dashboard, it can only be :ref:`accessed and @@ -200,8 +338,8 @@ actions are possible: .. tip:: - A newly created dashboard is by default accessible to users belonging to the default internal - :ref:`user group `. Edit this if needed via the configuration page of - the relevant dashboard section. + :ref:`user group `. Edit this if needed via the + :guilabel:`Configuration` settings of the relevant dashboard section. - It is also possible to :ref:`convert a spreadsheet into a dashboard ` and add it to a dashboard section starting from the spreadsheet in the Documents app. @@ -213,14 +351,14 @@ Access rights and sharing .. _dashboards/access-and-sharing/viewing: -Consulting dashboards ---------------------- +Using dashboards +---------------- The *right to view and interact with a dashboard* is based on :ref:`user groups `, and is managed in the :ref:`Configuration settings ` of the Dashboards app. Only users who are part of a group that has been granted access to a specific dashboard see that dashboard in the left-hand -panel on the main Dashboards page. Users with `Dashboard / Admin` access rights can view all +panel when the Dashboards app is opened. Users with `Dashboard / Admin` access rights can view all dashboards. However, the *visibility of dynamic Odoo data within a dashboard* is handled separately. This is @@ -272,8 +410,8 @@ for the Documents app, `Documents / User` access rights. .. _dashboards/access-and-sharing/sharing: -Share dashboard snapshot ------------------------- +Sharing a dashboard snapshot +---------------------------- To share a frozen version of a dashboard with an internal user who does not have the appropriate access or with an external party, click :icon:`fa-share-alt` :guilabel:`Share` at the top-right of diff --git a/content/applications/productivity/dashboards/build_and_customize_dashboards.rst b/content/applications/productivity/dashboards/build_and_customize_dashboards.rst index a8fc987be2..ab98e5a751 100644 --- a/content/applications/productivity/dashboards/build_and_customize_dashboards.rst +++ b/content/applications/productivity/dashboards/build_and_customize_dashboards.rst @@ -2,7 +2,7 @@ Build and customize dashboards ============================== -In addition to consulting :ref:`standard dashboards `, users +In addition to consulting :ref:`standard dashboards `, users with the appropriate :ref:`access rights ` can :ref:`build custom dashboards from scratch ` or :ref:`customize existing dashboards ` to respond to @@ -99,20 +99,23 @@ This stage involves: Customize a dashboard ===================== -Dashboards are customized by editing the dashboard's underlying spreadsheet. - -.. important:: - When customizing a :ref:`standard dashboard `, it is - highly recommended to :ref:`duplicate the dashboard - ` and make any changes on - the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at - each Odoo version upgrade, meaning any customizations on the original version are lost. +A dashboard can be customized by :ref:`opening its underlying spreadsheet +`, i.e., the Odoo spreadsheet from which +the dashboard has been created, and :ref:`making any desired changes +`. .. _build_and_customize_dashboards/customize/open-spreadsheet: Open the underlying spreadsheet ------------------------------- +.. important:: + When customizing a :ref:`standard dashboard `, it is highly recommended to + :ref:`duplicate the dashboard ` + and make any changes on the underlying spreadsheet of the duplicated version. Standard + dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the + original version are lost. + To open a dashboard's underlying spreadsheet: #. In the Dashboards app, go to :menuselection:`Configuration --> Dashboards`. @@ -120,12 +123,12 @@ To open a dashboard's underlying spreadsheet: :icon:`fa-pencil` :guilabel:`Edit`. .. tip:: - - Users who do not have the appropriate :ref:`access rights - ` to customize a dashboard can still - access a read-only version of the dashboard's underlying spreadsheet. - To temporarily unpublish a dashboard while you make changes, disable :guilabel:`Is Published` *before* editing the dashboard, making note to republish it when the customization has been finalized. + - Users who do not have the appropriate :ref:`access rights + ` to customize a dashboard can still + access a read-only version of the dashboard's underlying spreadsheet. - With :ref:`developer mode ` activated, click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon beside the name of a dashboard in the left panel to open its underlying spreadsheet. @@ -146,7 +149,7 @@ The spreadsheet that opens typically consists of at least two sheets: :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*. - For :ref:`standard dashboards `, while the data sources + For :ref:`standard dashboards `, while the data sources are still active and visible in the :menuselection:`Data` menu, the corresponding lists and pivot tables have been removed from the spreadsheet for better performance and a neater appearance. @@ -187,10 +190,12 @@ Dashboards can be customized in various ways, such as by: or to other sheets within the same spreadsheet. .. tip:: - Dashboard elements that are no longer needed can be deleted from the spreadsheet. If, after - deleting a dashboard element, a :ref:`data source ` is no longer - being used in the spreadsheet, this is indicated by a :icon:`fa-exclamation-triangle` - :guilabel:`(warning)` icon in the :guilabel:`Data` menu. + - The first tab of the spreadsheet serves as the front end of the dashboard. Any tables or charts + that should be visible on the final dashboard need to be added to this sheet. + - Dashboard elements that are no longer needed can be deleted from the spreadsheet. If, after + deleting a dashboard element, a :ref:`data source ` is no + longer being used in the spreadsheet, this is indicated by a :icon:`fa-exclamation-triangle` + :guilabel:`(warning)` icon in the :guilabel:`Data` menu. .. image:: build_and_customize_dashboards/list-deleted.png :alt: Warning to indicate data source no longer used in spreadsheet @@ -198,10 +203,14 @@ Dashboards can be customized in various ways, such as by: .. _dashboards/customize-dashboard/edit-spreadsheet-new-odoo-data: Insert new Odoo data --------------------- +~~~~~~~~~~~~~~~~~~~~ + +New Odoo data, such as lists, pivot tables, or charts, can be inserted into a dashboard, starting +from the relevant list view, pivot view, or graph view. Concretely, a list or pivot table is +inserted into a new sheet in the dashboard's underlying spreadsheet; a chart is inserted on the +first sheet of the spreadsheet. -Inserting new Odoo data into a dashboard's underlying spreadsheet requires starting from the -relevant Odoo view. To do so: +To insert new data: #. With the relevant list view, pivot view or graph view open in your database, proceed as follows: @@ -215,8 +224,8 @@ relevant Odoo view. To do so: #. Click the :guilabel:`Dashboards` tab then select in which dashboard the list, pivot table, or chart should be inserted. -A list or pivot table is inserted into a new sheet in the dashboard's underlying spreadsheet; a -chart is inserted on the first sheet of the spreadsheet. +The dashboard's underlying spreadsheet opens, with the new data inserted either on a new sheet (list +or pivot table) or on the first sheet (chart). .. seealso:: :doc:`Inserting Odoo data into a spreadsheet diff --git a/content/applications/productivity/dashboards/global-filters-time.png b/content/applications/productivity/dashboards/global-filters-time.png new file mode 100644 index 0000000000..64ec934873 Binary files /dev/null and b/content/applications/productivity/dashboards/global-filters-time.png differ diff --git a/content/applications/productivity/dashboards/global-filters.png b/content/applications/productivity/dashboards/global-filters.png new file mode 100644 index 0000000000..c8cfcfe153 Binary files /dev/null and b/content/applications/productivity/dashboards/global-filters.png differ diff --git a/content/applications/productivity/dashboards/granularity.png b/content/applications/productivity/dashboards/granularity.png new file mode 100644 index 0000000000..993f2cca84 Binary files /dev/null and b/content/applications/productivity/dashboards/granularity.png differ diff --git a/content/applications/productivity/dashboards/leads-dashboard.png b/content/applications/productivity/dashboards/leads-dashboard.png new file mode 100644 index 0000000000..3d5b9a7f44 Binary files /dev/null and b/content/applications/productivity/dashboards/leads-dashboard.png differ diff --git a/content/applications/productivity/dashboards/my_dashboard.rst b/content/applications/productivity/dashboards/my_dashboard.rst index 7c6d322ad1..a0c7f63be1 100644 --- a/content/applications/productivity/dashboards/my_dashboard.rst +++ b/content/applications/productivity/dashboards/my_dashboard.rst @@ -4,17 +4,25 @@ My Dashboard **My Dashboard** allows you to centralize the :doc:`Odoo views <../../studio/views>` you consult most regularly, making it possible to see critical tasks at a glance without having to first -navigate through multiple apps. Unlike other Odoo dashboards, My Dashboard is not based on **Odoo -Spreadsheet**. +navigate through multiple apps. + +My Dashboard is empty until at least one view has been added. + + .. image:: my_dashboard/my-dashboard.png + :alt: Example of views added to My Dashboard Views inserted in My Dashboard are fully dynamic and retain many features of the source view, e.g., sorting of lists, changing the measures used for a pivot table or cohort view, changing the chart type, or clicking on a value or data point to view the underlying record(s). .. tip:: - It is not possible to change the domain, i.e., the filtering or grouping, of a view that has been - added to My Dashboard. To change the domain, make the necessary changes in the original view, - then re-insert the view in My Dashboard and delete the originally inserted view. + - It is not possible to change the domain, i.e., the :doc:`filtering or grouping + <../../essentials/search>`, of a view that has been added to My Dashboard. To change the + domain, make the necessary changes in the original view, then re-insert the view in My + Dashboard and delete the originally inserted view. + - Unlike other Odoo dashboards, My Dashboard is not based on **Odoo Spreadsheet**. + +.. _dashboards/my-dashboard/add-views: Add views ========= @@ -42,6 +50,8 @@ The added view is now visible as a widget in My Dashboard in the Dashboards app. .. tip:: If added views are not showing in My Dashboard, refresh the browser page. +.. _dashboards/my-dashboard/layout: + Customize layout ================ diff --git a/content/applications/productivity/dashboards/my_dashboard/my-dashboard.png b/content/applications/productivity/dashboards/my_dashboard/my-dashboard.png new file mode 100644 index 0000000000..f1b6398b37 Binary files /dev/null and b/content/applications/productivity/dashboards/my_dashboard/my-dashboard.png differ diff --git a/content/applications/productivity/dashboards/navigate-charts.png b/content/applications/productivity/dashboards/navigate-charts.png new file mode 100644 index 0000000000..3db9dc09fd Binary files /dev/null and b/content/applications/productivity/dashboards/navigate-charts.png differ diff --git a/content/applications/productivity/dashboards/sales-dashboard.png b/content/applications/productivity/dashboards/sales-dashboard.png deleted file mode 100644 index 53b1874fa5..0000000000 Binary files a/content/applications/productivity/dashboards/sales-dashboard.png and /dev/null differ diff --git a/content/applications/productivity/dashboards/sorting-data-bars.png b/content/applications/productivity/dashboards/sorting-data-bars.png new file mode 100644 index 0000000000..06ee8dc097 Binary files /dev/null and b/content/applications/productivity/dashboards/sorting-data-bars.png differ diff --git a/content/applications/productivity/spreadsheet.rst b/content/applications/productivity/spreadsheet.rst index 83c01985ba..e26dd5be74 100644 --- a/content/applications/productivity/spreadsheet.rst +++ b/content/applications/productivity/spreadsheet.rst @@ -43,9 +43,8 @@ The Spreadsheet module is part of **Odoo Documents**. display dynamic Odoo data and provide an overview of key business metrics. :ref:`Standard, pre-configured dashboards - ` can be :ref:`customized - ` by editing the dashboard's underlying spreadsheet via - Dashboards. :ref:`Custom dashboards + ` can be :ref:`customized ` by + editing the dashboard's underlying spreadsheet via Dashboards. :ref:`Custom dashboards ` can also be created from scratch, starting from an Odoo spreadsheet; any subsequent :ref:`modifications ` are performed via Dashboards.