1. Overview

Dashboard Builder Enterprise turns Dolibarr into a true decision-making (Business Intelligence) platform, comparable to Power BI, Tableau, Qlik Sense, Grafana, Metabase and Looker Studio, while remaining fully integrated with Dolibarr. Any business user can build interactive, fully customizable dashboards without any programming knowledge, using a drag & drop designer, a rich widget and chart library, a KPI engine, native and external data sources, smart alerts, secure sharing and reporting.

The module is built to official Dolibarr development standards: module descriptor, granular permissions, menus, triggers, hooks, the official translation system, DolGraph charting, multi-company support, and protection against SQL injection, XSS and CSRF.

2. Dashboards

Create an unlimited number of dashboards of every kind:

·       Personal, team, company, multi-company, private and public dashboards.

·       Executive, operational, financial, commercial, HR, logistics, quality, production, maintenance, project, CRM and after-sales (SAV) dashboards.

·       Fully custom dashboards - generic enough for every Dolibarr business.

3. Innovative main dashboard

A brand-new modern BI interface (not the classic Dolibarr look) with an electric-blue / navy / white / light-grey / emerald-green palette and orange alerts:

·       Animated KPI cards, resizable widgets, drag & drop, floating menus, fluid animations.

·       Light and dark modes, responsive and mobile-compatible layout, full-screen mode.

·       Live KPIs from native Dolibarr data: revenue, quotes, orders, invoices, payments, margin, treasury, purchases, sales, products, stock, suppliers, clients, projects, interventions, contracts, tickets, online users, alerts, tasks, expenses, profit, profitability, monthly and yearly evolution.

·       All KPIs are configurable.

4. Drag & Drop Dashboard Builder

A genuine graphical builder - construct a dashboard like in Power BI:

·       Drag & drop, resizing, automatic alignment, smart grid.

·       Duplication, copy/paste, locking, grouping, layers, zoom.

·       Real-time preview and instant AJAX save.

5. Widget library

6. Chart library

A complete, fully customizable chart library:

·       Histograms, bars, columns, lines, areas, pies, donuts, radar, bubble, scatter.

·       Funnel, waterfall, treemap, sankey, sunburst, gauge, candlestick.

·       Gantt, timeline, geographic map, heatmap, network diagram, org chart, KPI cards.

7. Data sources

Native connection to all Dolibarr modules - third parties, contacts, products, services, quotes, orders, invoices, payments, bank, accounting, stock, warehouses, shipments, receptions, manufacturing, projects, interventions, contracts, HR, leaves, expense reports, tickets, TakePOS, members, donations and multi-company. Plus external sources:

·       Custom SQL queries (administrator-only for safety).

·       REST API, JSON, XML, CSV, Excel, web services and external APIs.

8. KPI engine & formula editor

A complete KPI engine supporting simple, calculated, composed and conditional KPIs across financial, commercial, HR and logistics categories, with a formula editor exposing SUM, AVG, COUNT, MAX, MIN, IF, CASE, percentage, variance, growth, margin and profitability, plus targets and warning/critical thresholds.

9. Query builder & dynamic filters

A visual, no-SQL query builder (joins, filters, grouping, sorting, aggregation, calculations, aliases, sub-queries) with the option to write custom SQL. Dynamic filters (date, user, salesperson, company, client, supplier, project, product, category, custom) are synchronized across widgets.

10. Template library

Many ready-to-use templates applied in one click: Management, Finance, Commercial, CRM, HR, Logistics, Production, After-sales, Maintenance, Stock, Quality, Project, Marketing, Purchasing, Accounting, Treasury and Executive dashboards.

11. Smart alerts

Automatic alerts on key indicators - revenue drop, low stock, unpaid invoice, late payment, project delay, low margin, budget overrun - delivered through Dolibarr notifications, e-mail, popup or the dashboard, with severity levels and frequency.

12. Reporting & exports

A dedicated Reporting menu with usage, dashboards created, widgets used, active users, KPIs/charts used, load time, performance, audit, statistics and history reports. Export a dashboard to PDF, PNG, JPEG, SVG, HTML, Excel, CSV, PowerPoint or Word, with automatic export scheduling.

13. Sharing, security & performance

·       Sharing by user, group, role or public, with secure links, expiration and password protection.

·       Full permission management, roles, visibility, audit, logs, history and authentication.

·       Performance: caching, deferred loading, lazy loading, pagination, compression and SQL optimization.

·       Responsive across desktop, tablet and smartphone.

14. Configuration & demonstration data

A complete configuration page (themes, colors, widgets, charts, cache, security, export, notifications, API, performance, backups) with two mandatory buttons: Install demonstration data, which creates a complete demo environment (dashboards, widgets, KPIs, charts, alerts, history), and Remove demonstration data, which deletes only the demo data without affecting production.

15. Internationalization & quality

Fully translated into French, English, German, Italian and Spanish through the official Dolibarr translation system. Built with modern object-oriented PHP, documented code, official hooks/triggers/permissions, responsive UI, security against SQL injection/XSS/CSRF, performance optimization, error logging, and functional/technical testing.

Publisher: DoliResources - Copyright (c) 2026 DoliResources - www.doliresources.com