Module to add target price on sales
Sales Target Tracker | Monthly Revenue Goal | Salesperson KPI Dashboard | Sales Achievement | Target vs Actual | Sales Performance Report | Revenue Target | Odoo 19
Sales Target for Salesperson This Module for Create Sales Target for Salesperson for Selected Product. Helps in fixing a target to the salesperson and also helps view the difference between the actual sales done and Planned target amount. Sales Target for Salesperson sales team sales person app sales target target sales team target sales person target sales person revenue target sales turnover sales person turnover sales person turnover target product sales target salesman sales revenue credit credit limit customer credit customer credit limit customer due past due credit restriction payment payment credit payment credit limit customer payment customer payment credit customer payment credit limit credit score customer credit score advance credit advance credit limit advance customer credit advance customer credit limit borrower withdraw credit account payment term accounting taxation audit account tax finance financial management letter of credit leverage balance line of credit bank line customer customer payment overdue overdue customer payment customer overdue payment reminder customer overdue payment follow up due days payment due due payment scheduler analysis follow up analysis Accounting & Auditing Terms accounting concepts marginal benefit asset revenue buyer amount due due amount demand cash cash on delivery deferred payment period duration provision cash flow entrepreneur monitoring sale feedback requirement effectiveness following auditing management contract management salesperson app salesperson target salesperson revenue target salesperson turnover salesperson turnover target
Set monthly sales targets for salespersons, categorized by product and product category.
Track and manage sales targets for your team
Add Sales Team To Followers Module Sales Team Access Sale Order Sale Team Access Quotation Followers Access Quotation App Followers Access Sales Order Manage Sales Team Sales Team Permission Sale Order Access by Sales Team Sale Order Access by Followers Sale Order Access by Sales Followers Sale Order Access by Sales Team Saleperson Team Access Sale Team Member Access Sale Team Permision Followers Access Odoo
Sales Team Access Control
Allow members of the same sales team to collaborate on the same lead/quotation/order
Allow members of the same sales team to collaborate on the same quotation / sales order
odoo sales team isolation, customer visibility by team, restrict customers by sales team, CRM Leads, and Opportunities created by their own team odoo data isolation, sales team data segregation, odoo multi team security, team based customer access, odoo salesperson restrictions, hide customers from other teams, odoo record rules sales, sales team customer assignment, odoo partner visibility, sale order team filtering, crm lead team isolation, odoo b2b data isolation, sales team manager override, odoo team security module, restrict sales orders by team, odoo crm team access, customer per team odoo, odoo sales isolation module, team based data access, odoo multi brand sales, regional sales team odoo, odoo customer segmentation, sales team kanban customers, odoo group security, sales team member visibility, odoo record level security, sales team data privacy, Salesperson Own Contacts saleperson own contact salesperson own customer for salesperson own partners for sales person own contacts sales own customers sales own contact sale own contact sale own customer sales persons own customers for sales person odoo b2b team isolation, restrict crm leads by team, odoo sales team filter, customer assignment to team, odoo sales manager full access, team based partner filtering, odoo sales data protection, multi team odoo setup, sales team customer kanban, odoo data segregation module Restrict salespersons to customers assigned to their Sales Team, Salesperson access Salesperson Own sale order Salesperson Own Customer Salesperson Own sales person own customer sale person own customer access own customer access by sales person own customer access by salesman customer based sales person permission salesperson own customers sales person own customers salesperson own clients saleperson own customer and allow access only to Sale Orders access right salesperson sales person crm access access manage sales
Enhance Odoo CRM and Sales security with advanced access control and team-based document visibility. This module introduces additional user groups and role-based permissions to restrict access to team-specific records, ensuring secure data handling, improved collaboration, and efficient team-wise document management.
Customize sales report layouts per sales team
This module let you allow to display the sales team logo on emails.
Boost sales with monthly targets and progress bars.
Sale Team Leader Access
Sale Team Lead Aaccess team Lead access Team Lead user team team leader access odoo team lead access odoo sale team lead records
Allow team leader to see his team's documents, not access right to other team's documents
Limited Customers / Contacts for Sales Team Members
This module allow team members in same team to have read/modify access to quote/sales order.
Add companies in sales team and filter the sales team from the company