CRM Kit

Clickable Dashboard Cards

Commission Plan

Commission Plan Creation window can be accessed from the Commission Plan window.

Product Wise

While selecting the Type the Product Wise options can be selected. Further, the Product Categories with respect to the respective Product Category based Commission Plan can be defined.

Revenue Wise Straight Commission

The second form of Commission Plan in the Odoo CRM Kit where the Sales Revenue and its percentage calculation will be provided as Commission to the Salesperson. While Creating a Straight Revenue Commission plan the Commission type can be selected as Straight Commission. Further, the commission rate can be defined under the Straight Revenue Commission tab.

Revenue Wise Graduated Commission

Creating a Graduated Revenue Commission Plan the Commission type can be selected as Graduated Commission. Further, the commission rate can be defined under the Graduated Revenue Commission tab.

In the CRM Kit under the respective Salesperson description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.

In the CRM Kit under the respective sales team description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.

Print Commission Plan Reports

The CRM Kit also holds an advanced operations feature where the Admins, as well as every User, can take the Print out of the Commission Plan Reports based on their need and for the period of operations that are required. The Reports can be generated in XLSX formats and can be saved based on the need. To take the printout of the Commission Plan Report you should go to the Reporting tab of the CRM KIt and further select the Commission Plan menu and select the Required entries and Click to Print XLS.

Target, Lead and Activity analysis

A dedicated insight will be provided with the help of the Radial Bar Chart on the Leads with indications as New, Qualified, Proposition, and Won. The Donut graph based on the monthly Lead operation will provide a clear picture of the monthly Lead operations. Additionally, the Activity Donut graph will describe the activity analysis on the leads.

Target

For each of the individual Salespersons, you will be able to set dedicated Targets using the CRM Kit. This will ensure that the Salesperson is motivated to keep with the business. The Targets can be set under the Settings tab > User Settings > Below the access right tab.

Upcoming Activities and Total Revenue.

Top Salespersons as well as Top Country Revenues.