Hit Every Customer Revenue Target
Set per-customer sales targets by revenue, quantity, or order count, then track real-time attainment with a color-coded dashboard, pace-adjusted alerts, and automatic rollover -- no more shadow spreadsheets to see which accounts are falling behind.
Odoo's built-in sales targets only track salespeople and teams, not individual customer accounts. Sales Managers and Key Account Managers who own a portfolio of named accounts have no native way to answer "is this customer buying as much as we expect this period?" -- forcing them into shadow spreadsheets that drift out of sync with the ERP and hide at-risk accounts until it's too late.
Customer Sales Targets puts per-account quotas directly inside Odoo. Define a revenue, quantity, or order-count target for any customer and period, and the app computes attainment automatically from confirmed sales orders -- with a color-coded status dashboard, pace-adjusted risk alerts, and automatic period rollover, so every account's health is visible at a glance.
Everything you need to manage account targets
Every capability below is implemented in the module.
Per-Customer Targets
Define a sales target directly on any customer record -- closing the gap where Odoo's standard targets only exist at the salesperson or team level.
Three Target Metrics
Measure targets as revenue, quantity sold, or order count -- pick whichever metric reflects how that account is actually managed.
Configurable Periods
Set targets for monthly, quarterly, or yearly periods, with the end date computed automatically from the period type.
Real-Time Attainment
Actual sales against target are computed automatically from confirmed sales orders -- no manual reconciliation required.
Color-Coded Dashboard
A kanban dashboard groups every target by metric with On Track, At Risk, Missed, and Achieved status badges, so managers see portfolio health at a glance.
Pace-Adjusted Alerts
Get a chatter notification and a scheduled activity the moment an account's pace-adjusted attainment falls below its configurable threshold.
Automatic Rollover
Targets renew into the next period automatically, optionally increasing the value by a configurable growth percentage.
Historical Trend Analysis
Pivot and graph views break target performance down by customer across past periods -- built for account reviews and renewal conversations.
Partner Smart Button
Every customer record shows a Targets smart button and current target status right on the contact form.
How it works
Set the Target
Create a customer target: pick the customer, metric, period, and target value.
Sales Flow In
As sales orders are confirmed for that customer, attainment recalculates automatically.
Watch the Dashboard
Track every account's status -- On Track, At Risk, Missed, or Achieved -- from one kanban dashboard.
Get Alerted & Roll Over
At-risk accounts trigger an alert; finished periods roll forward automatically.
See it in action
A look at the attainment dashboard, target records, and reporting views.
Attainment Dashboard -- kanban cards grouped by metric, each showing target vs. actual with a progress bar and color-coded status badge.
Targets List -- every customer target with a color-decorated row and an inline attainment progress bar.
Target Form -- status badge, target and actual figures, alert threshold and rollover settings, a Sales smart button, and chatter.
Target Analysis (Pivot) -- target values broken down by customer and quarter for historical trend review.
Target Analysis (Graph) -- a bar chart comparing target values across customers.
Customer Record -- the Targets smart button gives instant access to a customer's targets from their contact form.
Frequently asked
Which Odoo versions does this app support?
Customer Sales Targets is available for Odoo 17, 18, and 19 Community.
Where do actual sales figures come from?
Attainment is computed automatically from confirmed sales orders for the target's customer and period -- revenue uses the untaxed amount, converted to the target's currency.
Can I set different targets for revenue, quantity, and order count on the same customer?
Yes. Each target is defined against one metric, so you can create separate revenue, quantity, and order-count targets for the same customer and period.
What happens when a target period ends?
If automatic rollover is enabled, the app creates the next period's target automatically, optionally increasing the value by a configured growth percentage.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Empowering growth through technology.
Customer Sales Targets brings per-account revenue, quantity, and order-count targets to Odoo Sales -- with real-time attainment, a color-coded dashboard, pace-adjusted alerts, and automatic rollover.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Discuss (mail)
• Invoicing (account) |
| Lines of code | 637 |
| Technical Name |
cerevantix_customer_target |
| License | OPL-1 |
| Website | https://cerevantix.com |
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