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Overview

Live business overview from your Odoo ·

Not connected

ANALYTICS WORKSPACE

Data Studio

Explore your data, build a dashboard, and shape the story behind the numbers.

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START WITH YOUR DATA

Bring your data into focus

Import a spreadsheet to get a clear view of the key metrics, patterns, and relationships in your data. Your original file is never changed.

CSV · TSV · XLSX · XLS · JSON

  • Find trends with charts and KPIs
  • Filter, sort, and inspect rows
  • Build pivots and drill-downs

Parsed entirely in this browser — no file, and no AI API call, ever leaves your machine.

AI Assistant

Enter to send · Shift+Enter for a new line · drop a file anywhere

Widget Builder

Compose KPI, chart, table and progress widgets from your live Odoo data or an imported file — filter, drill into full size, export, then share or put them on a TV.

Odoo Live Not connected

Pick an installed app, then explore its models — insights and charts adapt to the app you choose.

Select a moduleChoose an app below

Task assignments

Plan work, assign it to people and track it through to done.

Team

Team directory

Audit log

Every change to people, tasks and hiring — who did what, when, where and what exactly changed.

Activity · last 14 days
BreakdownClick to filter

Audit events matching the current filters. Select a row to see its full detail.
WhenWhoActionItemDetailsOpen
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Settings

Workspace preferences, integrations and data management

Your profile

Your name, username, photo and status — shown in the sidebar, reports and activity feed

Not saved yet
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Your name
@username
Add a job title
Profile strength0%
Fill in your details to complete your profile.

Identity

How people see you across DashView.

@
3–24 characters: letters, numbers, dots, dashes and underscores.

Contact & region

Used for reports, scheduled summaries and date formatting.

Comes from your sign-in account and can't be changed here.

Status & look

Let teammates know your availability and pick an avatar colour.

Preview

This is how your profile appears in the sidebar.

Your name

workspace · Admin

Workspace

Your workspace identity across the dashboard

acme-corp
Shown in the sidebar and exported reports.
Set by your account permissions.

Account & login

Choose how sign-in works for this dashboard

Simple (built-in)
Off (default): a local admin account that you create the first time you sign in. There is no default password — the password you choose is stored only as a salted hash on this device, repeated wrong attempts lock sign-in for a while, and the session ends after 30 idle minutes. It is a convenience gate for a static site, not protection against someone who controls this browser; use the accounts backend for real multi-user security. Forgot it? Clear this site’s data in your browser to set up a new admin account.
On: real sign-up/sign-in against your deployed DashView API. Requires wrangler d1 create, running the migration, and setting the JWT_SECRET/ODOO_ENC_KEY secrets (see worker-src/README.md).

Appearance & preferences

Configure your workspace look and dashboard behaviour here. Changes are saved immediately.

Theme and Liquid Glass surface are independent.
Used for highlights and chart accents.
Surface materialApply the frosted-glass effect without changing your light or dark colours.

Accessibility

Reduce motion to limit interface and chart animation.

Dashboard defaults

Choose how the dashboard looks and where it opens.

Odoo integration

Connect to any Odoo instance — Cloud, Odoo.sh, or self-hosted — for live data

Not connected
Use the HTTPS site root, without a database or app path.
Odoo Online: usually your instance name; otherwise use the exact database name.
Odoo → Settings → Users → your account → Account Security → New API Key. Leave blank to retain a previously saved key.
Optional when signed in to DashView. Deploy cloudflare-worker.js and paste its HTTPS .workers.dev URL to use the Odoo Live explorer's read-only Worker path. Task assignments and Team data use authenticated DashView Node API methods, never Worker writes.
Credentials are saved in this browser and sent over HTTPS to the configured Odoo proxy for Odoo Live reads. Task assignments and Team use the authenticated DashView Node API; task writes are limited to allowlisted project.task fields and require an Owner/Admin session. No task write goes through the Worker or directly from the browser to Odoo. A passcode encrypts the saved key at rest.
Browse live data →

3-step setup

Takes about 5 minutes — no servers, no code

1
Create an Odoo API key

In Odoo: Settings → Users → your account → Account Security → New API Key. Use this key here — not your login password.

2
Deploy the Cloudflare Worker (free, 2 min)

Go to workers.cloudflare.com → free account (no credit card) → Create Worker → paste the full contents of cloudflare-worker.js → Deploy → copy the Worker URL (e.g. https://dashview-proxy.yourname.workers.dev).

3
Fill the fields above and connect

Enter your Odoo URL, database, username and API key; sign in to DashView to use its authenticated Node API, or add the read-only Worker URL for the Odoo Live explorer → click Connect to Odoo. Task assignments and Team use authenticated Node API reads and task writes.

AI Assistant

Connect a live AI model, or keep the free offline demo engine

Offline demo engine
Offline mode runs entirely in your browser — nothing sent anywhere.
Your key is saved only in this browser's local storage and sent directly from your browser to the provider you pick, on every message. Don't use a key you're not comfortable exposing on this device.

Connect AI to Odoo

Decide whether the assistant can see your live Odoo data — separate from the AI provider's API key above

Connected
Connect to Odoo dataOff keeps the assistant fully general-purpose — no company data leaves the browser.
Data it can readOnly ticked areas are included in context — untick anything sensitive.
Reads only — the assistant queries Odoo the same read-only way as Odoo Live. It never creates, edits or deletes records.

Response behaviour

Fine-tune how the assistant answers, for a more consistent, professional output

Soft guardrail against runaway API spend on paid providers.

Data & backup

Workspace files and preferences stay in this browser — export to keep them safe

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Browser local storage Calculating…
  • Auto-save — every change in Data Studio and Settings saves instantly. No Save button needed day-to-day.
  • Backup file — export workspace data and settings to one JSON file; secrets remain excluded by default.
  • Per-browser scope — data does not sync across browsers automatically; export/import is how you move it.
  • Connect Odoo — use the Odoo integration to keep orders and products in a real database rather than browser storage.

Security & version updates

What's running, and whether backups are safe to restore

Up to date
App version
Update status—
Last update check—
Last backupNo backup yet
Backup integrityVerified on export
  • Backup verification — each export is checksummed so a corrupted file is caught before import, not after.
  • Secrets excluded by default — API keys and tokens never land in an exported backup unless you turn that off in Security.
  • Restore preview — importing shows what will change before anything is overwritten.

App & privacy

Install DashView, check offline readiness and manage temporary browser cache.

Check your browser menu to install DashView as an app.
Checking offline readiness…
Workspace data is stored in this browser. Odoo is queried through your configured connection; hosted AI providers may receive the company context you enable in AI settings.

Security checkup

Live assessment of how well this workspace is protected

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    Workspace lock (optional)

    Off by default. Turn it on to lock the workspace behind a passcode and encrypt your Odoo API key on this device (AES-256-GCM, PBKDF2 key)

    Lock off

    Lock down your Cloudflare Worker

    The proxy forwards your API key — restrict who can use it

    In Cloudflare → your Worker → Settings → Variables, add these two values. Then run any Odoo request here — the checkup above verifies the origin lock automatically.

    
                      
    • Least privilege — create a dedicated Odoo user for DashView with read-only access, and use its API key (never your admin password).
    • Read-only proxy — the Worker only forwards search, read and group queries with validated inputs; it cannot create, edit or delete Odoo data.

    Data protection

    Control what leaves this browser and clear what you no longer need

    Recent security events

    Kept on this device only — also visible in Audit log → Workspace security

      Mandatory security checklist

      What the score above is actually built from — required items are weighted highest

      • RequiredServed over HTTPSThe optional lock and encryption need it, and it protects the API key in transit.
      • OptionalWorkspace lockOff by default and never required. Turn it on for shared or portable devices.
      • OptionalOdoo API key encrypted at restWith the lock on: AES-256-GCM, only unlocked while the workspace is open.
      • OptionalAuto-lock at 15 minutes or lessApplies only while the workspace lock is on.
      • RecommendedBackups exclude secretsKeeps exported JSON files safe to email or store anywhere.
      • RecommendedWorker and Odoo URLs on HTTPSPlain HTTP would leak the API key in transit.
      • RecommendedWorker restricted to this originStops any other website from calling your proxy with your key.
      • RequiredDedicated read-only Odoo userNever connect DashView with an admin account or password.

      DashView user manual

      Guides for Odoo setup, dashboards, drill-in, Data Studio, reports, security and updates.

      Keyboard shortcuts

      Quick access to common workspace actions.

      Open SettingsCtrl + ,
      Search Settings/
      Lock workspaceCtrl + Shift + L
      Close drill-in or dialogEsc

      Notifications

      You're all caught up.