Executive Portfolio Dashboard

ERPWeb-wide overview of Odoo upgrade readiness, approvals, execution, handover, close-out blockers, and the next action per project.

+ New Upgrade Project Download Filtered CSV Open Filtered Report Board Pack Archive Back to Dashboard
1 Total projects
1 Active projects
0 Blocked projects
1 Need attention
5 Total close-out blockers

Portfolio pressure points

Where management attention is currently needed across all upgrade projects.

3 Pending approvals
7 Execution blockers open
6 Handover blockers open
0 Closed projects

How to use this page

Start with blocked and attention projects, then follow the next action column. Click a project to drill into the full upgrade workflow.

Blocked / Not Ready Pending / In Progress Ready / Complete Other

Executive saved views

Open predefined management views for blockers, approvals, readiness, execution, handover, close-out, and final review.

Blockers 1 Projects with open execution, handover, or close-out blockers. 1 project. Pending Approvals 1 Projects waiting for go-live approval decisions. 1 project. Readiness Not Ready 1 Projects that still need readiness work before approval. 1 project. Execution Incomplete 0 Projects where go-live execution is not complete. 0 projects. Handover Incomplete 0 Projects still requiring handover or hypercare close-out. 0 projects. Close-out Not Ready 0 Projects blocked or in progress in the close-out stage. 0 projects. Ready for Final Review 0 Projects ready for final report, archive, or management review. 0 projects.
Report: Blockers (1) Report: Pending Approvals (1) Report: Readiness Not Ready (1) Report: Execution Incomplete (0) Report: Handover Incomplete (0) Report: Close-out Not Ready (0) Report: Ready for Final Review (0)

Portfolio filters

Search, filter, group, and sort the executive upgrade portfolio by management priority.

Export Current View CSV Report Current View Clear Filters
Blocked Needs attention Open blockers Ready / conditional Closed Most blockers Pending approvals Export blocked CSV Export blockers CSV Export pending approvals CSV Report blockers Report pending approvals
Showing 0 of 1 project. Active filters: 1.

All upgrade projects

One-row executive summary per client upgrade project.

No projects match the current filters

Adjust the portfolio filters or clear them to return to the full executive portfolio view.

Clear Filters