| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 266 |
| Technical Name |
evo_saleperson_sales |
| License | OPL-1 |
| Website | http://evozard.com/ |
| Versions | 18.0 16.0 15.0 17.0 14.0 |
Sales Target For Sales Persons
This module allows user to set product wise sales target & sales person's achieved target progress can also be tracked.
This application is suited for:
Target Metrics for Sales Performance
Target Allocation
Progress Tracking
Forecasting Future Sales
Key Features
Admin can set product wise sales target for individual sales person.
Admin can also fetch the history of the sales person.
Admin can also fetch the history of the sales person in the date range.
Validation for targets >=1
Once the sale target is locked, it cannot be changed.
Product wise sales target.
To set the sales target
Go to Sales -> Orders –> Sales Target
Create the sales target for a selected sales person
Calculate the achieved target of the sales person.
Click the Calculate Achieved Targets button to calculate the achieved target. Sales person sale history within the specified timeline will be considered to calculate the achieved percentage.
Product specific achieved percentage of the sales person and overall achieved percentage will be calculated.
Sales target must be set.
Admin must set the target values for creating the sale target before confirming the target record.
To set the sales target
Go to Sales -> Orders –> Sales Target
Create the sales target for a selected sales person
Calculate the achieved target of the sales person.
Click the Calculate Achieved Targets button to calculate the achieved target. Sales person sale history within the specified timeline will be considered to calculate the achieved percentage.
Product specific achieved percentage of the sales person and overall achieved percentage will be calculated.
Sales target must be set.
Admin must set the target values for creating the sale target before confirming the target record.
Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
Please contact us on Skype.
No, You do not need to install any extra libraries.
Evozard Odoo Services
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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.
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