| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 662 |
| Technical Name |
foss_sale_target_actual |
| License | See License tab |
| Website | http://www.fossinfotech.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 662 |
| Technical Name |
foss_sale_target_actual |
| License | See License tab |
| Website | http://www.fossinfotech.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Sales Team Target Vs Actual
Sales Team Target Vs Actual helps you fix a target amount and view its actual amount in the form and also as a report, Sales Team Target Vs Actual helps you set a target in multiple currencies and you can view them with or without the Tax amount. Using this Module, You can compare your Sales Performance with the previous year.
Highlights
Supports Multi-currency
Sales Team Target Vs Actual helps you set target amount and view Report in multiple currencies.
Report With or Without Tax Amount
You can view reports with tax amount or without tax amount.
View Reports by Month and Year
The View of the report is designed By Year and by Month, to have a clear view of the report.
Filter by Currencies
Provision Provided to select the currencies when fetching the reports.
Option to View Previous Year Data
A Provision provided to compare the report with your previous year data.
View Report of the Selected Sales Person
You can select salesperson (s) or You can view reports of all salespersons.
Setting Up Target for the Month of December 2021
Viewing the Actual, Differences are Highlighted
Wizard with the following options
Report in Pivot View
Why Choose This Module?
- Set and track sales targets in multiple currencies with ease.
- Get monthly and yearly reports to monitor team performance.
- Compare current performance with previous year’s data.
- Works seamlessly across multiple companies.
- View pending amounts and actuals in a detailed monthly format.
Advantages
- Sales Team Target Vs. Actual helps you set a target in multiple currencies.
- This module fetches the report for multiple months and year along with their target.
- A provision provided to compare the report with your previous year to check your Sales Team performance.
- Sales Team Target Vs. Actual works perfectly in multi-company architecture.
- You can also view the Actual in the Form month wise, which also displays the pending Amount.
Benefits
- Indications on Off - Target , When a Sales Person does not meet the Target, The Line Item Turns Red. When a Sales Person achieves more than his target, The Line Item Turns Green.
- When you create Target, Name of the record will be automatically generated. Eg. If you are creating target for the month of December 2019 and for the Currency Euro , The Record Name displays December 2019 - EUR
- Options like View Report with Tax Amount (or) without Tax Amount , Select Particular Sale Person(s) (or) View all Sales Person's Report, View Report for required Currencies or all currencies are provided to facilitate the use of Sales Team Target Vs. Actual.
- You can compare your Sales Team Performance by comparing it with the previous Year.
Yes, the app works perfectly well with Odoo Enterprise as well as Odoo Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
You can contact us to request a customization in the app or you can write to us at sales@fossinfotech.com
Sales Team Target Vs. Actual does not allow any duplicate record, It displays a user warning.
In Sales Person Target, Once the state is moved to 'Done', You will be able to fetch the report.
Yes, You will get 4 hours Of Free Support, You can write your queries to support@fossinfotech.com
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module