Sales Target & KPI Tracker Pro | Salesperson Target Dashboard | Sales KPI Monitor
by Odonity https://www.odonity.com$ 175.00
Sales Target & KPI Tracker Pro
Salesperson Dashboard & KPI Monitor for Odoo Sales
Track monthly and quarterly sales targets, monitor salesperson achievement using beautiful KPI dashboards and SVG progress rings, and automate manager digest emails — all inside Odoo Sales.
The Complete Sales KPI & Target Tracking System for Odoo
Stop relying on spreadsheets or complicated reports. Sales Target & KPI Tracker Pro by Odonity gives sales managers a powerful visual dashboard to monitor salesperson performance, target achievement, KPI progress, and sales trends directly inside Odoo.
- Monthly & quarterly targets
- SVG progress ring dashboard
- Automated email digest
- Smart achievement status
- SO & invoice tracking
- Multi-company support
- Role-based access control
- Hourly automatic refresh
Key Features
Monthly & Quarterly Targets
Set monthly or quarterly targets for every salesperson with automatic period calculation and clean KPI monitoring workflows.
SVG Progress Ring Dashboard
Beautiful KPI cards with animated SVG progress rings show salesperson achievement percentage, remaining amount, and target status instantly.
Dual Tracking Modes
Track performance using confirmed sales orders or paid invoices depending on your company workflow and business model.
Automated KPI Digest
Managers automatically receive beautiful KPI digest emails with achievement summaries, salesperson status, and progress insights.
Smart Status Engine
Automatically classify targets as Achieved, On Track, At Risk, or Missed using intelligent KPI progress calculations.
Multi-Company Ready
Each company can maintain separate targets, KPI configurations, digest settings, and performance tracking rules.
Hourly Auto Refresh
A scheduled cron automatically recalculates achievement and refreshes dashboard KPI data every hour.
Role-Based Security
Target Managers get full control while Target Viewers can access only their own salesperson KPI records.
Dashboard Period Filters
Switch between monthly and quarterly dashboards instantly with smart filtering and fast KPI comparison.
Chatter & Activities
Track discussions, manager notes, and scheduled activities directly on each salesperson target record.
Summary KPI Analytics
View total targets, total achieved amount, average achievement percentage, and performance breakdown in one dashboard.
Color-Coded List Views
List views automatically highlight salesperson performance using visual colors and progress widgets.
Perfect For
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Sales Managers
Monitor team achievement, identify risks early, and manage salesperson performance efficiently.
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Sales Directors
Receive automated KPI digests and analyze monthly or quarterly sales growth trends.
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B2B & Service Companies
Track salesperson performance based on confirmed orders or successful invoice payments.
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Enterprise Sales Teams
Manage KPI targets across multiple departments and companies from a single dashboard.
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High-Performance Organizations
Use real-time analytics and visual KPI tracking to improve team productivity and accountability.
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Data-Driven Businesses
Transform raw sales data into beautiful KPI insights and actionable management dashboards.
Module Screenshots
See how the module looks inside your Odoo Sales
KPI Dashboard — Progress Ring Cards
Target Form — Salesperson KPI Setup
All Targets List — Color-Coded Status
Digest Settings — Frequency & Recipient
Automated Email Digest — Manager View
Installation & Usage
- 1 Copy odnt_sales_target to your custom addons folder
- 2 Restart the Odoo server
- 3 Enable Developer Mode → Update App List
- 4 Go to Apps → Install Sales Target & KPI Tracker Pro
- 5 Assign users to Target Manager or Target Viewer groups
- 6 Go to Sales Targets → Settings
- 7 Configure digest recipient and digest frequency
- 8 Create salesperson targets with monthly or quarterly periods
- 9 Open the KPI Dashboard to monitor achievement progress visually
No extra dependencies required. Works with the standard Odoo Sales module out of the box.
Support & Customization
Need assistance, custom KPI logic, or additional dashboard features?
- Email: odonity.services@gmail.com
- Website: www.odonity.com
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 1653 |
| Technical Name |
odnt_sales_target |
| License | See License tab |
| Website | https://www.odonity.com |
Sales Target & KPI Tracker Pro | Salesperson Target Dashboard | Sales KPI Monitor
Track, Visualize, and Automate Salesperson Performance in Odoo
This Odoo Sales module by Odonity gives sales managers a real-time KPI dashboard with progress rings, color-coded status indicators, and automated email digests — all without any complex configuration. Set a target, choose a tracking mode, and the app handles the rest.
Key Features
- 🎯 Set monthly or quarterly targets per salesperson
- 🔵 Dual tracking modes: Sales Order Confirmed or Invoice Paid
- 📊 Beautiful OWL-powered dashboard with SVG progress rings
- 🟢 Color-coded status: On Track, At Risk, Achieved, Missed
- 📧 Automated email digest to manager (daily / weekly / monthly — configurable)
- 🏢 Multi-company support — targets are scoped per company
- 🔒 Two access levels: Target Manager (full CRUD) and Target Viewer (own record only)
- ⏱ Hourly cron job refreshes achievement data automatically
- 💰 Company currency used throughout — no conversion complexity
- 📋 List view with color-coded rows and progress bar widget
- 🖊 Manager notes on each target record
- 💬 Chatter and activity support on target records
Dashboard Highlights
The KPI Dashboard is the centrepiece of this module:
- One card per salesperson showing their progress ring, amounts, and status
- Summary strip at the top: Total Targets, Total Target Amount, Total Achieved, Average %
- Status count chips: how many Achieved / On Track / At Risk / Missed at a glance
- Period filter: switch between monthly and quarterly, pick year and month/quarter
- Click any card to open the full target record for drill-down
- Empty state guidance when no targets exist for the selected period
Tracking Modes Explained
SO Confirmed — Sums amount_untaxed of confirmed Sale Orders (state = sale or done) for the salesperson within the target period. Best for order-driven businesses.
Invoice Paid — Sums amount_untaxed_signed of paid customer invoices (payment_state = paid) for the salesperson within the target period. Best for invoice-driven or service businesses.
Status Logic
- Achieved — Achievement % ≥ 100
- Missed — Period has ended and achievement % < 100
- At Risk — More than 30% of the period has elapsed but achievement is below half of elapsed %
- On Track — All other active targets
Installation
- Copy the odnt_sales_target folder into your Odoo custom addons directory.
- Restart the Odoo server.
- Activate Developer Mode (Settings → Activate Developer Mode).
- Go to Apps → Update App List.
- Search for "Sales Target" and install the module.
- Assign users to the Target Manager or Target Viewer group via Settings → Users.
- Navigate to Sales Targets in the top menu.
First Steps
- Go to Sales Targets → Settings and configure the digest recipient and frequency.
- Go to Sales Targets → All Targets and click New.
- Select a salesperson, period type, year, month or quarter, and target amount.
- Choose tracking mode (SO Confirmed or Invoice Paid).
- Save. The app will compute achievement automatically on the next hourly cron run.
- Open Sales Targets → Dashboard to see all progress rings.
Security & Access
- Target Manager: Full create/edit/delete on all targets for their company. Can access dashboard, all targets list, settings, and send digest.
- Target Viewer: Read-only. Sees only their own target record. Can access the dashboard filtered to their own data.
Support & Contact
Website: https://www.odonity.com Email: odonity.services@gmail.com
Need customization, additional tracking modes, or integration with other modules? Contact Odonity for custom development services.
About Odonity
Odonity builds business-ready Odoo applications focused on automation, productivity, and professional presentation. Trusted by businesses worldwide for reliable and scalable Odoo solutions.
Odoo Proprietary License v1.1 - Strict Commercial Use © 2026-Present Odonity. All Rights Reserved. Module Name: Sales Target & KPI Tracker Pro | Salesperson Target Dashboard | Sales KPI Monitor (By Odonity) License Owner: Odonity (https://www.odonity.com) Support Email: odonity.services@gmail.com This software is protected by copyright laws and international treaties. It is licensed, not sold. You are granted a **non-transferable, non-sublicensable, and non-exclusive license** to use this software ONLY under the terms below: -------------------------------------------- STRICT TERMS OF USE -------------------------------------------- PERMITTED: - Use the module in one Odoo production instance only (with staging/test allowed only for that instance). - Use for internal company operations. - Request support, upgrades, or customization services from Odonity. PROHIBITED WITHOUT WRITTEN PERMISSION FROM ODONITY: - Modifying, altering, or extending the source code in any way. - Reselling, sublicensing, or redistributing any part of the module. - Sharing the code with third parties, including freelancers or other vendors. - Uploading this module to public or private repositories, websites, or forums. - Creating derivative works or using snippets in other modules. - Using the module as a base to develop similar competing products. WARNING: This software contains **branding, code-level markers, and security tracking** for anti-piracy purposes. Tampering with these or violating this license may result in: - Permanent termination of your usage rights - Legal action under local and international intellectual property laws - Immediate take-down notices for marketplaces and hosting providers -------------------------------------------- LICENSE VERIFICATION & SUPPORT -------------------------------------------- License Keys / Validation (optional): Odonity reserves the right to implement license key checks in future versions. Support is only available to verified license holders. Invoice or proof of purchase must be retained for all license claims. For official support, licensing clarifications, or enterprise usage, please contact: odonity.services@gmail.com | https://www.odonity.com -------------------------------------------- BY INSTALLING THIS MODULE, YOU AGREE TO BE BOUND BY ALL TERMS ABOVE. Unauthorized use, reproduction, or redistribution is strictly prohibited.
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