+
+
+
+
+
+
+ Sales Target And Achievement Calculation For
+ Salesperson And
+ CRM Sales
+ Team.
+
Sales Target VS Achievement
+
+
+
+

+
+
+
+

+
+
+
+

+
+
+

+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
Key
+ Highlights
+
+
+
+
+

+
+
Customizable Target Setting.
+
The module allows the sales team to set targets according to the required time span and calculate achievements against these targets.
+
+
+
+
+
+
+

+
+
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.
+
+
+
+
+
+
+

+
+
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.
+
+
+
+
+
+

+
+
Easily Customizable.
+
The module structure is designed to be flexible and easily customizable to adapt to the unique requirements of a business.
+
+
+
+
+
+
+
+
+
+
Sales Target VS Achievement
+
+ Are you ready to make your business more
+ organized?
+
Improve now!
+
+
+
+
+

+
+
+
+
+
+
+
+
+
+
+
+
+

+
+
+
+
+
+
+
+ The Manager can be set to allow all operations by selecting the
+ 'Sales Target Admin'.
+
+
+
+

+
+
+
+
+
+
+
+
+
+
+
+ From CRM -> Sales Target -> User Target Achieved Details, we can
+ set the
+ Sales Target for individual Salesperson.
+
+
+
+
+

+
+
+
+
+
+
+
+
+
+
+ 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.
+
+
+
+
+

+
+
+
+
+
+
+
+
+
+
+ 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.
+
+
+
+
+

+
+
+
+
+
+
+
+
+
+
+ The Sales Team Achieved Amount can be viewed from the menu
+
+ Sales Target -> Target Vs Achievement Team.
+
+
+
+
+

+
+
+
+
+
+
+
+
+
+
+ We can see the Team Target calculated automatically from
+ the individual Salesperson Target who are in the same Team.
+
+
+
+
+

+
+
+
+
+
+
+
+
+
+
+ Various kinds of reports can be viewed based on the Target
+ Amount of each Team and Salesperson.
+
+
+
+
+

+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Available in Odoo 18.0
+ Community, Enterprise and Odoo.sh.
+
+
+
+
+
+
+
+
+
+
+
+ Sales Target setting for Salesperson.
+
+
+
+
+
+
+
+
+
+
+ Based on Salesperson's individual target,
+ Sales Team Target and Achievement calculation
+
+
+
+
+
+
+
+
+
+
+ Customizable graphical report of
+ Target and Achievement
+
+
+
+
+
+
+
+
+
+
+ Automated calculation of Team Target
+
+
+
+
+
+
+
+
+
+
+ Latest Release 18.0.1.0.0
+
+
+ 10th January, 2025
+
+
+
+
+
+
+
+
+
+
+
+
+ Related Products
+
+
+
+
+
+
+
+
+
+