CRM Monthly Sales Target Dashboard
Track and monitor monthly KPI targets for your sales team directly inside Odoo 19 CRM Reporting.
Automatically generates monthly target records for each salesperson and gives a clear view of achieved vs target numbers with color-coded indicators. Standard Odoo CRM has no built-in monthly target tracking â this module fills that gap without any manual monthly setup.
Automatically generates monthly target records for each salesperson and gives a clear view of achieved vs target numbers with color-coded indicators. Standard Odoo CRM has no built-in monthly target tracking â this module fills that gap without any manual monthly setup.
Who is this for? Sales managers and CRM administrators using Odoo 19 who need to set, monitor, and report on individual salesperson KPI targets for calls, meetings, and opportunities â all from within the CRM module. Works on Odoo.sh and On-Premise.
Key Features:
- Monthly Target Auto-Creation Automatically creates KPI target records for all salespersons in the KPI group on the 1st of every month via a scheduled action in Odoo 19
- KPI Group on User Master Assign salespersons to the KPI Monthly Target group in Settings so they are included in the auto-creation cycle
- Calls Target Tracking Monitors completed and pending call activities against the monthly call target per salesperson
- Meetings Target Tracking Tracks calendar meetings created within the month against each salesperson's meetings target
- Qualified Leads & Opportunities Counts won opportunities and newly created direct opportunities, merged without double counting
- Color-Coded Performance Red for missed targets, Green for achieved targets â visible at a glance in the Odoo 19 CRM list view
- Multiple View Modes Access KPI data in Pivot, Graph, List, and Form views for flexible analysis inside Odoo CRM
- Smart Filters Built-in filters for Current Month, Current Month Target Missed, and Current Month Target Achieved
How it works:
CRM → Reporting → KPI Reports
KPI Reports Menu in Odoo 19 CRM:
Settings → Users & Companies → Users → User Form
KPI Monthly Target Group â Add salespersons in Odoo 19 for automatic monthly target creation:
Technical → Automation → Scheduled Actions
Scheduled Action in Odoo 19 â Runs on the 1st of every month to create KPI targets for all salespersons:
CRM → Reporting → KPI Reports → Form View
Manual Target Configuration in Odoo 19 CRM â Create or adjust individual salesperson KPI targets:
CRM → Reporting → KPI Reports → List View
List View with Color Indicators in Odoo 19 CRM â Green row means all targets achieved, Red highlights missed targets:
CRM → Reporting → KPI Reports → Pivot View
Pivot View in Odoo 19 CRM â Compare targets vs achieved across salespersons and months:
Pivot View with Filters in Odoo 19 CRM â Use Current Month, Target Missed, and Target Achieved filters:
Compatibility
| Odoo Version | 19.0 |
| Editions | Community & Enterprise |
| Platforms | Odoo.sh, On-Premise |
| Odoo Online (SaaS) | Not supported |
Frequently Asked Questions
- Can I set different target amounts for different salespersons?
- Yes. After the monthly records are auto-created, open the KPI Reports form view (CRM â Reporting â KPI Reports) and manually adjust the call, meeting, and opportunity target values for each salesperson as needed.
- What happens if a salesperson is added to the group mid-month?
- Auto-creation runs on the 1st of each month. For mid-month additions, create a KPI record manually from the KPI Reports form view and set the targets accordingly.
- Does this module work with Odoo Community edition?
- Yes â compatible with Odoo 19.0 Community and Enterprise on Odoo.sh and On-Premise. Requires the standard CRM module. Not available on Odoo Online (SaaS).
- Are historical months kept or overwritten each month?
- Each month's target records are created fresh and stored permanently. You can view, filter, and pivot across multiple months to track performance trends over time.
Contact me for Support, Customization, Implementation:
Website: www.nimmutechnologies.com
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
Website: www.nimmutechnologies.com
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Discuss (mail) • Contacts (contacts) |
| Lines of code | 332 |
| Technical Name |
sh_crm_monthly_target |
| License | OPL-1 |
| Website | https://www.nimmutechnologies.com |
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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