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Sales Target Analysis

by
Odoo

45.00

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 824
Technical Name custom_sales_target
LicenseLGPL-3
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 824
Technical Name custom_sales_target
LicenseLGPL-3
Sales Target Tracker

This module enables businesses to set, track, and evaluate sales targets for individual salespersons. You can define targets monthly, quarterly, or yearly, and monitor real-time performance with intuitive progress indicators.

Key Features
  • Set targets by month, quarter, or year per salesperson.
  • Auto-generate lines from confirmed sales or posted invoices.
  • View performance with percentage progress and visual cues.
  • Allow managers to track multiple reps and export reports in XLSX.
  • Users assigned to group 'Sales Target User' will only edit their own records and will not be able to create or delete, or see the chatter section.
  • Users assigned to group 'Sales Target Manager' will have access to everyones records. Responsible for creating targets for other users.

Menu Action

Sales Target Form View -- Sales target currency is different from the currency from the record lines

Sales Target Form View -- Any achievement that exceeds the target is treated as an overachievement worth showing

Sales Target Pivot View

Different Target Points to capture sales from your salespeople

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