| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 140 |
| Technical Name |
sales_user_target |
| License | OPL-1 |
| Website | https://wa.me/201010893661 |
Sales User Targets
Manage & track sales performance in Odoo 17 — clear targets, automatic achievements, instant % progress.
Odoo 17 CE & EE
Lightweight
License: OPL-1
Apps: Sales & Invoicing
Version: 17.0.1.0.0
The Problem
- Managers set monthly/quarterly targets but struggle to monitor progress.
- Data scattered across Sale Orders and Invoices → unclear achievements.
- Manual Excel tracking → errors and wasted time.
The Solution & Key Highlights
Per-User Targets
Assign targets with start/end dates per salesperson.
Auto from Sale Orders
Compute achieved amount from confirmed orders.
Auto from Invoices
Compute invoiced achievements separately.
Achievement %
Instant progress visibility vs target.
Statuses & Lifecycle
Draft → Active → Done → Cancelled with a status bar.
Simple Navigation
Sales → Configuration → Sales User Targets (tree & form).
Business Benefits
- Visibility: clear performance by person & period.
- Motivation: transparent progress tracking.
- Time Savings: no more manual spreadsheets.
- Better Decisions: accurate real-time data.
- Flexibility: monthly, quarterly, or annual goals.
How it works
- Go to Sales → Configuration → Sales User Targets.
- Create a new target: choose salesperson, define target amount, set start/end dates.
- System calculates automatically:
- Achieved Amount (Sale Orders).
- Invoice Achieved Amount (Invoices).
- Achievement % for both.
- Use the status bar to Activate, mark as Done, Cancel, or Reset to Draft.
- Review progress in the tree view with totals and percentages.
Use Cases
- Compare targets vs achievements per team member.
- Track confirmed sales separately from invoiced sales.
- Incentive/bonus programs based on performance.
- Move away from Excel to integrated Odoo tracking.
Compatibility
- Version: Odoo 17 (CE/EE), Odoo.sh
- Modules: Sales, Invoicing
- License: OPL-1
- Author: alaa samy — WhatsApp
- Version: 17.0.1.0.0
Screenshots (Suggested)
Odoo Store — Full Description (English)
Copy the text below (no emojis). If you use it in __manifest__.py, keep UTF-8 and avoid emojis.
Odoo Store — الوصف الكامل (عربي)
انسخ النص أدناه. لو هتستخدمه داخل __manifest__.py يفضَّل بدون إيموجيز ومع حفظ الملف UTF-8.
Support
Need help or have questions? Get in touch via WhatsApp.
Contact on WhatsAppOdoo 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