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v 18.0 Third Party
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Odoo Apps Dependencies Contacts (contacts)
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Sales (sale_management)
Invoicing (account)
Lines of code 1665
Technical Name mss_benchmark_tracking
LicenseOPL-1
Websitehttps://www.mastersoftwaresolutions.com/
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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
LicenseOPL-1
Websitehttps://www.mastersoftwaresolutions.com/
Master Software Solutions
+1 647 227 3695

B2B Sales Benchmark Tracking

This plugin is specifically designed for businesses with a B2B customer base that have predefined trading agreements (payment terms, delivery schedules, pricing structures, return policies, quality standards, order minimum/maximums, and service level agreement (SLA)). You can track and monitor defined benchmark sales from a specific customer.

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

  • Step 1: Go to Sales Module > Products > Benchmark
  • Step 2: Click on New
  • mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark list
  • Step 3: Choose the product to which you wish to apply the benchmark. You can set benchmark rules based on “Sales” and “Quantity.”
  • By Sales

  • Step 4: Create the name of the Benchmark and click on “Add a line” from the “Benchmark Section”.
  • mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark rule creation

    You can define benchmark rules by sales on a product or category.

    On Product:

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark list

    On Category:

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark list

    Fill in the expected quantity and choose the period.

  • Step 4: Create the name of the Benchmark and click on “Add a line” from the “Benchmark Section”.
  • By Quantity

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark list
  • You can define benchmark rules by quantity on a product or category.
  • On Product:

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark list

    On Category:

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark list

    You can select the custom period.

  • Step 5: Click on the drop-down arrow and select “Search More.”
  • mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, custom time period

    A list appears, showing all the time periods, and clicking on the “New” button allows you to create a custom time period.

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, time period list
  • Step 6: Choose the Duration and the Duration Unit.
  • mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, time period creation
  • Step 7: Click on “Save & Close”.
  • The Benchmark is created.

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark 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.
  • 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.
  • mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, customer

    You can assign multiple Benchmarks to a single customer for different products.

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, benchmark assignment

    You can also create a new benchmark while creating a new contact.

Sales Benchmark Reporting

  • Step 1: Sales Module > Reporting -> benchmark
  • mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, Reporting drop down

    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.

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, Reporting list

    You can check the benchmark history in detail. Click on Benchmark history. All the data for the previous definite periods will appear here.

    mss, ravi garg, odoo erp, B2B Sales Benchmark Tracking, history
© 2025 B2B Sales Benchmark Tracking by Master Software Solutions
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
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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
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