| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Inventory (stock) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 2181 |
| Technical Name |
oe_sales_target |
| License | OPL-1 |
| Website | https://odooerp.ae/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Inventory (stock) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 2181 |
| Technical Name |
oe_sales_target |
| License | OPL-1 |
| Website | https://odooerp.ae/ |
Key Features
Monthly sales targets, live KPIs, forecasting, dashboard analytics, badges, and import/exportâbuilt for Odoo Sales teams
Plans by month and owner
Create sales targets per salesperson, period, company, team, and optional branchâwith states from draft through closed.
Quantity, revenue, or margin
Switch the target type so KPIs align with how you compensate teamsâunits sold, invoiced revenue, or margin where available.
Product and category lines
Break the plan into lines by product or whole category, with target quantity and amountâplus achieved and returned metrics.
Achievement, forecast, rank
See achievement %, pace-based forecast, and leaderboard ranking for everyone in the same company and month.
Executive dashboard
A dedicated Sales Target Dashboard summarizes KPIs, trends, product contribution, and top performers in one place.
Badges and alerts
Celebrate 100% achievers and overachievers; optional activities flag weak mid-month performance or big wins.
Drill into sales and returns
Smart buttons jump to order lines and return pickings that feed the numbersâideal for audits and coaching.
PDF and spreadsheet tools
Print a PDF summary, import lines from XLSX, and export KPI workbooks for leadership reviews.
List, kanban, graph, pivot
Explore targets with the same rich Odoo analytics patterns your team already uses for sales reporting.
Menus
Sales Target List View
Sales Target Form View
Sales Target Form View with Analytics Tab
Dashboard Page
Export Wizard
User guide â Sales Target Premium
Set monthly goals, track achievement against real sales and returns, and review performance on a live dashboard.
1. What this module does
It adds Sales Targets under the Sales app: each record covers a salesperson (and team/company) for a given month and year, with lines for products or categories. Odoo computes achieved amounts or quantities from confirmed sales and, where relevant, returns. You also get forecast, ranking, optional badges, a dashboard, and PDF/XLSX tools.
2. Before you go live
- Install Sales, CRM, and dependencies, then this module from Apps.
- Assign Sales Target User or Sales Target Manager on each user who should see or maintain targets.
- Managers get the extra Import Targets menu; all eligible users can open targets, dashboard, and export.
- Keep recording confirmed orders and returns as you do today so KPIs stay trustworthy.
3. Creating and running a target
- Go to Sales â Sales Targets â Targets and create a target: salesperson, period, target type, and lines.
- Use Confirm and Start to move through the workflow; Close when the period ends.
- Open Dashboard for portfolio KPIs; use smart buttons to inspect underlying sales lines or return pickings.
- Use Import Lines or Export from the form or menus when you work with spreadsheets.
4. Automation and alerts
- Scheduled jobs can refresh KPIs and badges daily; your administrator can tune cron jobs if needed.
- Activities may remind sellers about low mid-month pace or targets already beatenâcheck the chatter on the target.
5. Compatibility
- Odoo 19 Community: Supported
- Odoo 19 Enterprise: Supported
- Odoo.sh: Supported
- Multi-company: Supported (targets and rules are company-aware)
Frequently Asked Questions
1. Can two targets exist for the same person and month?
2. What is the difference between User and Manager access?
3. How are âachievedâ numbers calculated?
4. Can I change the salesperson after the month starts?
5. Do I need extra software for import?
6. What does the forecast percentage mean?
7. Which Odoo environments are supported?
Module Support & SLA
Our standard response time (SLA) for support queries is between 1 to 2 working days.
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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