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+ Community
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+ Enterprise
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+ Odoo.sh
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+ + SALES TARGET VS ACHIEVEMENT
++ Sales Target And Achievement Calculation For Salesperson And + CRM Sales + Team. +
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+ Key Highlights +
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+ Customizable Target Setting.
+The module allows the sales team to set targets according to the required time span and calculate achievements against these targets. +
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+ Managerial Control and Flexibility.
+Managers can assign individual targets to Salespersons based on their roles and business terms, providing flexibility to define targets for various time periods. +
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+ Target and Achievement Analysis.
+This feature enables businesses to analyze targets and achievements based on their specific business needs, helping to assess performance in different scenarios. +
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+ Easily Customizable.
+The module structure is designed to be flexible and easily customizable to adapt to the unique requirements of a business. +
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+ + The Manager can be set to allow all operations by selecting the + 'Sales Target Admin'.
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+ + From CRM -> Sales Target -> User Target Achieved Details, we can + set the + Sales Target for individual Salesperson.
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+ + We can choose the Salesperson from the 'Salesperson' field and as + a result, their Team name will be automatically populated in the + 'Sales Team' field. Additionally, the users can specify the Target + Amount in the 'Salesperson Target' and select a Time Span.
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+ We can get the Achieved Sales Amount for both the
+ Salesperson and the Sales Team separately.The Salesperson Achieved Amount can be viewed from the menu
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+
+ We can get the Achieved Sales Amount for both the
+ Salesperson and the Sales Team separately.The Salesperson Achieved Amount can be viewed from the menu
+
Sales Target -> Target Vs Achievement User.
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+ The Sales Team Achieved Amount can be viewed from the menu
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+ The Sales Team Achieved Amount can be viewed from the menu
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+ Sales Target -> Target Vs Achievement Team.
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+ + We can see the Team Target calculated automatically from + the individual Salesperson Target who are in the same Team.
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+ + Various kinds of reports can be viewed based on the Target + Amount of each Team and Salesperson.
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+ -
+
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+
 2.svg)
Available in Odoo 17.0
+ Community, Enterprise and Odoo.sh.
+
+ -
+ Sales Target setting for Salesperson
+
+
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+ Automated calculation of Team Target
+
+
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+ Based on Salesperson's individual target,
+ Sales Team Target and Achievement calculation
+
+
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+ Customizable graphical report of
+ Target and Achievement
+
+
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+
+
+ Version
+ 17.0.1.0.0|Released on:24th September 2024
+
+ + Initial commit for Sales Target VS Achievement.
+
+
+
+
+
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