WindoorERP Documentation 19.0

Turn on the Momentum hub: focus, achievements and insights

5 min read Updated 2026-08-30 WindoorERP 19.0
This article is step 8 of 8 in 10- Setup Your People, Skills and Hours

What this does

Momentum is the personal home screen of WindoorERP: a full-screen dashboard each person lands on, with the day's focus, their to-dos and activities, a quote and a tip, quick notes — and a light gamification layer of points, levels, streaks, achievements and an opt-in leaderboard, so the team sees its own progress at login rather than only in a manager's report. This last step of the journey is mostly a switch-on-and-curate exercise: the engine ships working; you tune what it says.

Before you start

  • Every participant has a WindoorERP login — Momentum is per user, not per employee.
  • Decide the leaderboard policy first: it is opt-in per person, and read as a diagnostic, not a whip.

Switch it on for the team

The Momentum home screen with the clock, greeting and focus prompt, quote of the day, the Todo, Activities Due, tips and Quick Notes widgets over a daily background

  1. 01
    Open Momentum › Home. First use walks each person through a short setup — their preferred greeting name and look; afterwards the gear icon reopens the same preferences, including which widgets show and whether Momentum opens on login.
  2. 02
    Type the day's focus when the screen asks — completing it is what feeds the streak — and keep the day's small items in the Todo widget, where ticking them off also earns points.
  3. 03
    Curate the voice under Configuration: prune and add Quotes, Tips & Tricks and Backgrounds — the daily quote, tip and backdrop rotate from these lists, one per day.
  4. 04
    Review Configuration › Achievements: each badge has a category, a rarity, points, and a trigger — leave the shipped set, retire what does not fit, and add company-specific ones.
  5. 05
    Ask people who want to compete to enable the leaderboard in their Momentum preferences — only opted-in users appear on it.

The home screen

The centre is deliberately calm: clock and date, a greeting by the chosen name, the focus prompt and the quote of the day, over a backdrop that changes daily (with per-user blur and dim). Around it sit the working widgets — Todo, the Activities Due counter that jumps into your Odoo activities, My Day, Quick Notes, the rotating tips card, app shortcuts, weather, and an Insights feed — each of which can be shown or hidden per user in the preferences. A search bar over apps and menus makes the screen a launcher, not a detour.

How the points work

ActionPoints
Completing the daily focus5 — and it extends the day streak.
Completing a todo2 each.
Earning an achievementThat achievement's own points.

Points accumulate into levels along fixed thresholds (level 2 at 100, level 3 at 300, up to level 10 at 10,000), each with a progress bar toward the next. The streak counts consecutive days with the focus completed; missing a day resets it, and the long streaks are themselves achievement territory. Reports › User Statistics lists every user's totals — points, level, streaks, focus days, todos and minutes — and Earned Achievements is the trophy log.

Achievements and the leaderboard

An achievement is a named badge with a category (Productivity, Speed, Teamwork, Sales… ), a rarity from Common to Legendary, points, an optional celebration message, and a trigger: Manual (awarded by a person), Count Based (a threshold of records on a model, counted for the user), or streak-driven for the long-run badges. A Secret flag hides a badge until it is earned. For companies using Odoo's own gamification badges, sync buttons link the two so a Momentum badge and a gamification badge stay one thing.

Reports › Leaderboard ranks the opted-in users by score per period — daily, weekly, monthly and all-time rows, with achievements, tasks and streaks alongside. Two honesty notes: only users who enabled the leaderboard preference appear at all, and period rows accumulate in the list rather than being purged on a schedule — read the period column, not just the ranking.

Insights

Reports › Insights is a feed of short, role-aware observations generated from your own live data — a celebration when the month's sales beat the last, a warning about overdue invoices, a reminder about idle leads — each typed (Celebration, Opportunity, Attention Needed, Pro Tip, Trend, Reminder), aimed at a persona (executive, salesperson, accountant, HR, project, inventory), and often carrying a button that jumps straight to the records in question. Insights are rule-based readings of the database, refreshed with a one-day expiry so the numbers in them never go stale; each can be dismissed once acted on.

Troubleshooting

A user does not appear on the leaderboard — they have not opted in; the preference is theirs, not an admin's.

The streak reset unexpectedly — streaks count days where the focus was completed; a day of todos without completing a focus does not extend it.

An achievement never fires — check its trigger: Manual badges are only ever awarded by hand, and a count-based badge needs its model, domain and threshold filled.

Someone finds the screen distracting — everything is per user: they can hide widgets, disable opening on login, or simply not use the app; Momentum takes nothing over.

Common mistakes

  • Treating the leaderboard as a performance review — it measures engagement with Momentum, not the quality of anyone's work.
  • Leaving the shipped quotes and tips untouched — a curated, company-specific rotation is what keeps the screen alive after week one.
  • Creating count-based achievements with ambitious thresholds and no intermediate badges, so nobody ever sees progress.

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