+
+
+
+
+
+ 
+
+
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+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+
+
+
+
+ 
+
+ + SALES TARGET VS ACHIEVEMENT +
++ Sales Target And Achievement Calculation For Salesperson And + CRM Sales + Team
+ +
+
+
+
+ 
+
+
+ + Explore This + Module
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Overview +
+
+
+
+
+
+
+ This module is customized to set sales team target according to the
+ needed time span and calculate the achievement of the sales against the
+ target. By considering the business terms and roles, Manager can set the
+ target for the individual Salesperson for the needed period of time
+ span.
+ There can be various kinds of needs where these target and achievement
+ can be analysed based on the business needs of a company. The required
+ functionality can be customized very easily with this module's
+ structure.
+
+
+
+
+
+ 
+
+
+ + Features +
+
+
+
+
+
+
+
+
+ 
+ Available in Odoo 16.0
+ Community, Enterprise and Odoo.sh.
+
+
+ Available in Odoo 16.0
+ Community, Enterprise and Odoo.sh.
+
+
+ Sales Target setting for Salesperson
+
+
+ Sales Target setting for Salesperson
+
+
+ Automated calculation of Team Target
+
+
+ Automated calculation of Team Target
+
+
+
+
+ Based on Salesperson's individual target,
+ Sales Team Target and Achievement calculation
+
+
+
+
+ Based on Salesperson's individual target,
+ Sales Team Target and Achievement calculation
+
+
+ Customizable graphical report of
+ Target and Achievement
+
+
+
+ Customizable graphical report of
+ Target and Achievement
+
+
+
+ 
+
+
+ + Screenshots +
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Set the Access group needed for the User. +
++ The Manager can be set to allow all operations by selecting the + 'Sales Target Admin'. +
+
+
+ 
+
+
+ + Menu to set the Sales Target +
++ From CRM -> Sales Target -> User Target Achieved Details, we can + set the + Sales Target for individual Salesperson +
+
+
+ 
+
+
+ + Target Details +
++ 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.
+
+
+ 
+
+
+
+
+ + Computing the Achievement Value +
++ 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
+
+ 
+
+
+ + Target for Sales Team +
++ We can see the Team Target calculated automatically from + the individual Salesperson Target who are in the same Team. +
+
+
+ 
+
+ + Target and Achievement Report based on the individual Target + details +
++ Various kinds of reports can be viewed based on the Target + Amount of each Team and Salesperson
+
+ +
+
+
+ 
+
+
+ + Related + Products +
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+ 
+ 
+
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+ + Hotel Management +
++ An + all-inclusive + hotel management application
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+
+
+ + Support +
+
+
+
\ No newline at end of file
diff --git a/sales_target_vs_achievement/views/crm_team_views.xml b/sales_target_vs_achievement/views/crm_team_views.xml
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+++ b/sales_target_vs_achievement/views/crm_team_views.xml
@@ -0,0 +1,20 @@
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