| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 1815 |
| Technical Name |
gt_sales_team_performance |
| License | OPL-1 |
| Website | https://www.gritxi-tech.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 1815 |
| Technical Name |
gt_sales_team_performance |
| License | OPL-1 |
| Website | https://www.gritxi-tech.com |
Sales Team Performance Management
Track, Analyze, and Boost your Sales Team's Revenue Dynamically
1. Performance Type Configuration
Define performance parameters. Select Performance Type as "By Sales Team" or "By Salesperson".
2. Automated Target Generation
On the first day of every month, targets are automatically generated for all Sales Teams based on their Performance Type.
An email is also sent to respective Team Leaders with the last month's Target Achievement Report.
3. Quick Access and Target Overview
Quickly navigate to targets using the smart stat button and view all monthly targets in a dedicated list view.
4. Detailed Progress Tracking
Track Target vs Actual achievements across Leads, Sales Orders, and Invoices with detailed form views.
5. Flexible Manual Adjustments
Adjust Target Amounts manually at any time. The system will automatically recalculate achievement percentages.
6. CRM Target Achievements Reporting
Deep-dive into Lead performance using the reporting menus available in CRM.
7. Sales Target Achievements Reporting
Analyze Sales Order achievements directly from the Sales app's reporting section.
8. Invoicing Target Achievements Reporting
Track invoice completion rates and targets easily via the Invoicing reporting menus.
9. Visual Kanban Dashboards
Empower your team with a clear, dynamic view of all key metrics natively in Kanban format.
Get In Touch
(+91) 884-921-7633
contact@gritxi-tech.com
Microsoft Teams
Microsoft Teams
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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