The Commission Plan Creation window can be accessed from the Commission Plan window and while selecting the Type the Product Wise options can be selected. Further, the Product Categories with respect to the respective Product Category based Commission Plan can be defined.

The second form of Commission Plan in the Odoo CRM Kit where the Sales Revenue and its percentage calculation will be provided as Commission to the Salesperson. While Creating a Straight Revenue Commission plan the Commission type can be selected as Straight Commission. Further, the commission rate can be defined under the Straight Revenue Commission tab.

While Creating a Graduated Revenue Commission Plan the Commission type can be selected as Graduated Commission. Further, the commission rate can be defined under the Graduated Revenue Commission tab.

In the CRM Kit under the respective Salesperson description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.

In the CRM Kit under the respective sales team description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.

The CRM Kit also holds an advanced operations feature where the Admins, as well as every User, can take the Print out of the Commission Plan Reports based on their need and for the period of operations that are required. The Reports can be generated in XLSX formats and can be saved based on the need. To take the printout of the Commission Plan Report you should go to the Reporting tab of the CRM KIt and further select the Commission Plan menu and select the Required entries and Click to Print XLS.

A comprehensive insight is provided through a Funnel Chart representing lead stages such as New, Qualified, Proposition, and Won. The monthly performance is visualized using a Donut chart that clearly illustrates lead distribution across different months. Additionally, an Activity Donut chart offers a detailed breakdown of CRM activities like calls and emails, helping users analyze engagement effectively.

For each of the individual Salespersons, you will be able to set dedicated Targets using the CRM Kit. This will ensure that the Salesperson is motivated to keep with the business. The Targets can be set under the Settings tab > User Settings > Below the access right tab.

A clear insight into lost opportunities is provided through a bar chart, highlighting the number of lost leads over time. The Total Revenue by Salesperson is visualized using a pie chart, offering a comprehensive view of expected, won, and lost revenue contributions. Additionally, an Upcoming Activities section helps users stay informed about scheduled tasks and follow-ups, ensuring better activity management.

A clear insight into top-performing salespersons is provided through revenue analysis, highlighting their contribution to overall sales. The country-wise revenue chart offers a comprehensive view of revenue distribution across different regions, while the country-wise count visualization helps track the number of opportunities from each country