Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
Lines of code | 291 |
Technical Name |
sales_target_vs_achievement |
License | LGPL-3 |
Website | https://www.cybrosys.com |
Versions | 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
Lines of code | 291 |
Technical Name |
sales_target_vs_achievement |
License | LGPL-3 |
Website | https://www.cybrosys.com |
Versions | 15.0 16.0 17.0 18.0 |

SALES TARGET VS ACHIEVEMENT
Sales Target And Achievement Calculation For Salesperson And CRM Sales Team


Explore This Module

Overview

Features






Screenshots
Set the Access group needed for the User.
The Manager can be set to allow all operations by selecting the 'Sales Target Admin'.

Menu to set the Sales Target
From CRM -> Sales Target -> User Target Achieved Details, we can set the Sales Target for individual Salesperson

Target Details
We can choose the Salesperson from the 'Salesperson' field and as a result, their Team name will be automatically populated in the 'Sales Team' field. Additionally, the users can specify the Target Amount in the 'Salesperson Target' and select a Time Span.

Computing the Achievement Value
We can get the Achieved Sales Amount for both the Salesperson and the Sales Team separately.
The Salesperson Achieved Amount can be viewed from the menu
Sales Target -> Target Vs Achievement User

The Sales Team Achieved Amount can be viewed from the menu
Sales Target -> Target Vs Achievement Team

Target for Sales Team
We can see the Team Target calculated automatically from the individual Salesperson Target who are in the same Team.

Target and Achievement Report based on the individual Target details
Various kinds of reports can be viewed based on the Target Amount of each Team and Salesperson


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