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 |
License | LGPL-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.
Reach out to me
+254 7*** ***9
Please log in to comment on this module