B2B Sales Benchmark Tracking
by Master Software Solutions https://www.mastersoftwaresolutions.com/$ 59.19
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 1665 |
| Technical Name |
mss_benchmark_tracking |
| License | OPL-1 |
| Website | https://www.mastersoftwaresolutions.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 1665 |
| Technical Name |
mss_benchmark_tracking |
| License | OPL-1 |
| Website | https://www.mastersoftwaresolutions.com/ |
As a Trusted Odoo Ready Partner, Master Software Solutions delivers end-to-end Odoo ERP consulting services, from planning and module configuration to deployment and ongoing support. Our certified consultants ensure smooth implementation, improved efficiency, and measurable business growth.
Features
Screenshots
Support Track B2B Sales Benchmarks with Precision
Monitor customer-wise product sales benchmarks, track expected vs. achieved revenue, and manage predefined trading agreements — all in one place. Built specifically for B2B businesses that demand accuracy and control.
This plugin is designed for companies with a B2B customer base operating under predefined trading agreements, including payment terms, delivery schedules, pricing structures, return policies, quality standards, order minimums and maximums, and service level agreements (SLAs).
It enables you to define, track, and monitor benchmark sales performance for each specific customer, ensuring transparency, accountability, and better revenue forecasting.
The Challenge B2B Businesses Face⚠️
No Customer-Level BenchmarkingUnable to track individual customer sales targets and performance ⚠️
Revenue Gap VisibilityDifficult to identify expected vs achieved revenue discrepancies ⚠️
Manual Agreement TrackingTime-consuming manual processes for monitoring trading agreements |
Our Solution✓
Automated Benchmark TrackingSet and monitor product-specific benchmarks for each customer automatically ✓
Real-Time Revenue AnalysisInstant visibility into expected vs achieved revenue with detailed reports ✓
Predefined Agreement ManagementStreamlined tracking of trading agreements with automated alerts |
Everything You Need to Track B2B Sales
Comprehensive tools designed for enterprise-level sales management
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Customer BenchmarksDefine product-specific sales benchmarks for each customer with customizable targets and timeframes |
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Revenue ComparisonTrack expected vs achieved revenue in real-time with visual comparisons and variance analysis |
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Agreement MonitoringManage predefined trading agreements with automated compliance tracking and alerts |
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Performance DashboardComprehensive dashboards with KPIs, trends, and actionable insights for decision making |
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Sales AnalyticsDeep dive into sales patterns, customer behavior, and product performance metrics |
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Automated AlertsGet notified when benchmarks are not met or when agreements need attention |
Get Started in 4 Simple Steps
Easy setup process that integrates seamlessly with your Odoo workflow
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STEP 01
Install ModuleInstall the module from Odoo Apps marketplace with one click. |
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STEP 02
Configure SettingsSet up your benchmark parameters and trading agreement rules. |
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STEP 03
Define BenchmarksSet customer and product-specific sales targets and agreements. |
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STEP 04
Track & AnalyzeMonitor performance and get insights from comprehensive reports. |
Powerful Reporting
Reporting Dashboard That Drives DecisionsGet instant visibility into your B2B sales performance with our comprehensive reporting dashboard. Track benchmarks, analyze trends, and make data-driven decisions.
✓
Real-Time Data UpdatesAutomatic synchronization with your sales data
✓
Customizable ViewsFilter by customer, product, or time period
✓
Export CapabilitiesGenerate reports in PDF, Excel, or CSV formats |
Performance Overview
+12.5%
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Perfect for These B2B Businesses
Trusted by distributors, wholesalers, and manufacturers worldwide
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DistributorsTrack sales targets for multiple retailers and monitor product-specific performance across your distribution network.
✓ Multi-customer tracking
✓ Volume-based agreements
✓ Price-based agreements
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WholesalersManage bulk order commitments and ensure trading agreements are met with automated benchmark tracking.
✓ Bulk order monitoring
✓ Contract compliance
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ManufacturersMonitor dealer performance and ensure sales targets are achieved across your manufacturing network.
✓ Dealer performance
✓ Territory management
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Why Choose B2B Sales Benchmark Tracking?
Transform your sales management with measurable business impact
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Increase RevenueIdentify underperforming customers and products early to take corrective action and maximize sales opportunities. |
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Save TimeAutomate manual tracking processes and reduce time spent on reporting by up to 80% with automated dashboards. |
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Better DecisionsMake data-driven decisions with real-time insights and comprehensive analytics on customer and product performance. |
🛡️
Ensure ComplianceStay on top of trading agreements and contractual obligations with automated monitoring and alerts. |
Get instant personalized demo
or
Ready to Transform Your B2B Sales Tracking?
Join hundreds of B2B businesses using our module to track benchmarks and achieve sales targets
Complete Feature List
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✓ Customer-wise benchmark definition
✓ Product-specific sales targets
✓ Expected vs achieved revenue tracking
✓ Trading agreement management
✓ Real-time performance dashboard
✓ Automated compliance alerts
✓ Sales variance analysis
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✓ Multi-period comparison reports
✓ Customizable KPI tracking
✓ Export to PDF/Excel/CSV
✓ User role-based access
✓ Multi-company support
✓ Seamless Odoo integration
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Defining a Benchmark for a particular Product
You can set the Sales Benchmark for a particular product and customer either from the Benchmark Section or directly while creating a new contact from the Contact Module or Sales Module.
From the Benchmark Section
1. Go to Sales > Products > Benchmark
Step 1: Go to Sales Module > Products > Benchmark
Step 2: Click on New
2. Create Benchmark Name
Step 3: Create the name of the Benchmark and click on “Add a line” from the "Benchmark Section".
3. Select Product and Add Details
Step 4: Select the product you want to apply the benchmark on. Fill in the expected revenue and choose the period. You can select a custom period.
4. Set Custom Time Period
Step 5: Click on the drop-down arrow and select “Search More.” A list appears, showing all the time periods, and clicking on the “New” button allows you to create a custom time period.
5. Choose Duration
Step 6: Choose the Duration and the Duration Unit.
6. Save and Close
Step 7: Click on “Save & Close”. The Benchmark is created.
Assigning the created Benchmark to the customer
You can assign the benchmark while creating a new contact from the Contact Module or the Sales Module.
1. Assign Benchmark to Contact
Step 1: Go to the Contact Module and click on “New.” After you have added the contact details, click on the drop-down in front of Benchmark.
Step 2: Choose a predefined Benchmark.
2. Assign Multiple Benchmarks
You can assign multiple Benchmarks to a single customer for different products. You can also create a new benchmark while creating a new contact.
Sales Benchmark Reporting
1. Access Reporting
Step 1: Sales Module > Reporting -> benchmark
2. View Current Period Report
The Benchmark report shows the information about the expected and achieved revenue for a product by a particular customer in a predefined time period. This list shows the data for the current period.
3. Check Benchmark History
You can check the benchmark history in detail. Click on Benchmark history. All the data for the previous definite periods will appear here.
Get instant personalized demo
or
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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