@ -0,0 +1,48 @@ |
|||
.. image:: image:: https://img.shields.io/badge/license-LGPL--3-green.svg |
|||
:target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html |
|||
:alt: License: LGPL-3 |
|||
|
|||
Sales Target VS Achievement |
|||
======================= |
|||
This module allow set Individual Salesperson Target and compute its achievement |
|||
and Sales Team target. |
|||
|
|||
Configuration |
|||
============= |
|||
The user should be added either to the security group: Sales Target Admin(Sales Target and Achievement) |
|||
or Users(Sales Target and Achievement) inorder to get access to the new menus. |
|||
|
|||
License |
|||
------- |
|||
Lesser General Public License, Version 3 (LGPL v3). |
|||
(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) |
|||
|
|||
Company |
|||
------- |
|||
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
|||
|
|||
Credits |
|||
------- |
|||
Developer: (V16) Farha VC, Contact: odoo@cybrosys.com |
|||
|
|||
Contacts |
|||
-------- |
|||
* Mail Contact : odoo@cybrosys.com |
|||
* Website : https://cybrosys.com |
|||
|
|||
Bug Tracker |
|||
----------- |
|||
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
|||
|
|||
Maintainer |
|||
========== |
|||
.. image:: https://cybrosys.com/images/logo.png |
|||
:target: https://cybrosys.com |
|||
|
|||
This module is maintained by Cybrosys Technologies. |
|||
|
|||
For support and more information, please visit `Our Website <https://cybrosys.com/>`__ |
|||
|
|||
Further information |
|||
=================== |
|||
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import models |
@ -0,0 +1,44 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
{ |
|||
"name": "Sales Target VS Achievement", |
|||
"version": "16.0.1.0.0", |
|||
'category': 'Sales, CRM', |
|||
"summary": "Sales Target and Achievements based on Salesperson's " |
|||
"individual target", |
|||
"description": """Based on Salesperson's individual target, Sales Target |
|||
and Achievement calculation for Salesperson and CRM Sales Team""", |
|||
'author': 'Cybrosys Techno Solutions', |
|||
'company': 'Cybrosys Techno Solutions', |
|||
'maintainer': 'Cybrosys Techno Solutions', |
|||
'website': "https://www.cybrosys.com", |
|||
'depends': ['base', 'sale_management', 'crm', 'mail'], |
|||
'data': ['security/sales_target_vs_achievement_groups.xml', |
|||
'security/ir.model.access.csv', |
|||
'views/target_achieve_views.xml', |
|||
'views/crm_team_views.xml'], |
|||
'images': ['static/description/banner.png'], |
|||
'license': 'LGPL-3', |
|||
'installable': True, |
|||
'auto_install': False, |
|||
'application': False, |
|||
} |
@ -0,0 +1,7 @@ |
|||
## Module <sales_target_vs_achievement> |
|||
|
|||
#### 02.12.2023 |
|||
#### Version 16.0.1.0.0 |
|||
#### ADD |
|||
|
|||
- Initial commit for Sales Target VS Achievement |
@ -0,0 +1,23 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import crm_team |
|||
from . import target_achieve |
@ -0,0 +1,43 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from odoo import api, fields, models |
|||
|
|||
|
|||
class CrmTeam(models.Model): |
|||
"""Inheriting CrmTeam class to set the Team Target and compute its value |
|||
based on the CRM Team member assigned""" |
|||
_inherit = 'crm.team' |
|||
|
|||
team_target = fields.Float(string="Team Target", |
|||
help="Automatically calculated value for every " |
|||
"Sales Team based on the individual " |
|||
"targets of the Salespersons") |
|||
|
|||
@api.model |
|||
def default_get(self, fields): |
|||
"""Calculate the team target's value called from the onchange of |
|||
sale_user_id or user_target fields in target form""" |
|||
self.team_target = 0.0 |
|||
for record in self.env['target.achieve'].search([ |
|||
('team_id', '=', self.id)]): |
|||
self.team_target = self.team_target + record.user_target |
|||
return super(CrmTeam, self).default_get(fields) |
@ -0,0 +1,139 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU LESSER |
|||
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
|||
# (LGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from odoo import api, fields, models |
|||
|
|||
|
|||
class TargetAchieve(models.Model): |
|||
"""Target Achieve class to set the target and compute its achievement |
|||
based on the span given for the CRM Team member and their Team""" |
|||
_name = 'target.achieve' |
|||
_inherit = ['mail.thread', 'mail.activity.mixin'] |
|||
_description = 'Target Achieve' |
|||
|
|||
name = fields.Char(string='Name', |
|||
help="Auto created name which is a combination" |
|||
" of Salesperson, timespan and team name.") |
|||
sale_user_id = fields.Many2one('crm.team.member', |
|||
string="Salesperson", required=True, |
|||
tracking=True, |
|||
help="Team member to whom the target is set") |
|||
user_target = fields.Float('Salesperson Target', required=True, |
|||
tracking=True, |
|||
help="Value for the personal target to reach.", |
|||
copy=False) |
|||
time_span = fields.Selection( |
|||
[('daily', 'Daily'), |
|||
('monthly', 'Monthly'), |
|||
('yearly', 'Yearly')], string='Time Span', default='monthly', |
|||
required=True, tracking=True, |
|||
help="The target can be set Daily/Monthly/Yearly with this field.") |
|||
team_id = fields.Many2one('crm.team', |
|||
related='sale_user_id.crm_team_id', |
|||
string="Sales Team", |
|||
help="Sales Team in which the user is a member.", |
|||
store=True) |
|||
team_target = fields.Float(string="Team Target", |
|||
compute='_compute_team_target', |
|||
help="Auto calculated value of Sales team.") |
|||
person_achieved_amt = fields.Float(string='Person Achieved Amount', |
|||
compute_sudo=True, |
|||
help="Auto calculated value taken from" |
|||
"sale orders for each Salesperson.", |
|||
compute='_compute_achieved_amt') |
|||
team_achieved_amt = fields.Float(string='Team Achieved Amount', |
|||
store=True, |
|||
compute_sudo=True, |
|||
help="Auto calculated value taken from" |
|||
"sale orders for each sales team.", |
|||
compute='_compute_achieved_amt') |
|||
currency_id = fields.Many2one('res.currency', |
|||
string='Currency', |
|||
default=lambda self: |
|||
self.env.company.currency_id, |
|||
help="Company currency field to show the" |
|||
" monetary field.") |
|||
_sql_constraints = [ |
|||
('unique_combination', 'unique (name)', |
|||
"Similar Target for the same member already exists."), |
|||
('check_user_target', |
|||
'CHECK(user_target > 0.0)', |
|||
"The Salesperson Target cannot be zero.",), |
|||
] |
|||
|
|||
@api.depends('sale_user_id', 'user_target') |
|||
def _compute_team_target(self): |
|||
"""For every change in Salesperson and Target set, the Sales Team |
|||
Target is re-calculated and made visible in Sales Team view""" |
|||
for rec in self: |
|||
for team in self.env['crm.team'].browse(rec.team_id.id): |
|||
team.default_get('team_id') |
|||
rec.team_target = rec.team_target + rec.user_target |
|||
|
|||
def name_get(self): |
|||
"""Set the rec_name so that the similar kind of Target setting |
|||
can be avoided""" |
|||
result = [] |
|||
for record in self: |
|||
record.name = record.sale_user_id.name + ':' + \ |
|||
record.time_span + ':' + record.team_id.name |
|||
result.append((record.id, record.name)) |
|||
return result |
|||
|
|||
@api.depends('sale_user_id', 'time_span', 'team_id') |
|||
def _compute_achieved_amt(self): |
|||
"""Compute the Achieved sales amount for Member and Sales Team |
|||
separately based on the span selected""" |
|||
for rec in self: |
|||
rec.person_achieved_amt = rec.team_achieved_amt = 0.0 |
|||
if rec.time_span == 'daily': |
|||
daily_so = self.env['sale.order'].search( |
|||
[('state', '=', 'sale')]).filtered( |
|||
lambda x: x.date_order.date() == fields.Date.today()) |
|||
orders = daily_so |
|||
elif rec.time_span == 'monthly': |
|||
monthly_so = self.env['sale.order'].search( |
|||
[('state', '=', 'sale')]).filtered( |
|||
lambda x: x.date_order.date().month == fields.Date.today(). |
|||
month).filtered( |
|||
lambda x: x.date_order.date( |
|||
).year == fields.Date.today().year) |
|||
orders = monthly_so |
|||
else: |
|||
yearly_so = self.env['sale.order'].search( |
|||
[('state', '=', 'sale')]).filtered( |
|||
lambda x: x.date_order.date( |
|||
).year == fields.Date.today().year) |
|||
orders = yearly_so |
|||
for order in orders: |
|||
if order.user_id.id == rec.sale_user_id.user_id.id: |
|||
rec.person_achieved_amt = \ |
|||
rec.person_achieved_amt + order.amount_total |
|||
if order.team_id.id == rec.team_id.id: |
|||
rec.team_achieved_amt = \ |
|||
rec.team_achieved_amt + order.amount_total |
|||
|
|||
@api.ondelete(at_uninstall=False) |
|||
def delete_record(self): |
|||
""" Deletion of a record must reset the Sales Team target""" |
|||
for record in self: |
|||
record.team_id.update({ |
|||
'team_target': record.team_id.team_target - record.user_target}) |
|
@ -0,0 +1,21 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Adding Module category for the roles--> |
|||
<record id="module_sales_target" model="ir.module.category"> |
|||
<field name="name">Sales Target and Achievement</field> |
|||
<field name="description">User access rights</field> |
|||
<field name="sequence">20</field> |
|||
</record> |
|||
<!-- To add the user group Sales Target Admin with all access--> |
|||
<record id="sales_target_vs_achievement_group_sales_target_admin" |
|||
model="res.groups"> |
|||
<field name="name">Sales Target Admin</field> |
|||
<field name="category_id" ref="module_sales_target"/> |
|||
</record> |
|||
<!-- To add the user group Users with limited access--> |
|||
<record id="sales_target_vs_achievement_group_sales_target_user" |
|||
model="res.groups"> |
|||
<field name="name">Users</field> |
|||
<field name="category_id" ref="module_sales_target"/> |
|||
</record> |
|||
</odoo> |
After Width: | Height: | Size: 3.6 KiB |
After Width: | Height: | Size: 310 B |
After Width: | Height: | Size: 1.3 KiB |
After Width: | Height: | Size: 1.4 KiB |
After Width: | Height: | Size: 576 B |
After Width: | Height: | Size: 733 B |
After Width: | Height: | Size: 911 B |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 673 B |
After Width: | Height: | Size: 878 B |
After Width: | Height: | Size: 653 B |
After Width: | Height: | Size: 905 B |
After Width: | Height: | Size: 839 B |
After Width: | Height: | Size: 427 B |
After Width: | Height: | Size: 627 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 988 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 1.5 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.9 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 2.1 KiB |
After Width: | Height: | Size: 4.4 KiB |
After Width: | Height: | Size: 589 B |
After Width: | Height: | Size: 3.4 KiB |
After Width: | Height: | Size: 1.7 KiB |
After Width: | Height: | Size: 2.3 KiB |
After Width: | Height: | Size: 967 B |
After Width: | Height: | Size: 1.6 KiB |
After Width: | Height: | Size: 3.8 KiB |
After Width: | Height: | Size: 5.0 KiB |
After Width: | Height: | Size: 84 KiB |
After Width: | Height: | Size: 88 KiB |
After Width: | Height: | Size: 79 KiB |
After Width: | Height: | Size: 81 KiB |
After Width: | Height: | Size: 83 KiB |
After Width: | Height: | Size: 1.3 MiB |
After Width: | Height: | Size: 150 KiB |
After Width: | Height: | Size: 115 KiB |
After Width: | Height: | Size: 114 KiB |
After Width: | Height: | Size: 103 KiB |
After Width: | Height: | Size: 90 KiB |
After Width: | Height: | Size: 90 KiB |
After Width: | Height: | Size: 78 KiB |
After Width: | Height: | Size: 41 KiB |
After Width: | Height: | Size: 76 KiB |
After Width: | Height: | Size: 24 KiB |
@ -0,0 +1,730 @@ |
|||
<div style="background-color: #714B67; height: 810px; width: 100%; padding: 15px; position: relative;"> |
|||
<!-- TITLE BAR --> |
|||
<div class="d-flex align-items-center justify-content-between" |
|||
style="border-bottom: 1px solid #875A7B; padding: 15px; display: flex; justify-content: space-between; align-items: center;"> |
|||
<img src="assets/misc/cybrosys-logo.png" width="42" height="42" |
|||
style="width: 42px; height: 42px;"/> |
|||
<div> |
|||
<div |
|||
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Community |
|||
</div> |
|||
<div |
|||
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Enterprise |
|||
</div> |
|||
<div |
|||
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;" |
|||
class="mr-2"> |
|||
<i class="fa fa-check mr-1"></i>Odoo.sh |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- END OF TITLE BAR --> |
|||
<div class="container"> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-12 col-lg-12"> |
|||
<!-- APP HERO --> |
|||
<h1 style="color: #FFFFFF; font-weight: bolder; font-size: 50px; text-align: center; margin-top: 50px;"> |
|||
SALES TARGET VS ACHIEVEMENT |
|||
</h1> |
|||
<p style="color:#FFFFFF; padding: 8px 15px; |
|||
text-align: center; font-size: 24px;"> |
|||
Sales Target And Achievement Calculation For Salesperson And |
|||
CRM Sales |
|||
Team</p> |
|||
<!-- END OF APP HERO --> |
|||
<img src="assets/screenshots/hero.gif" class="img-responsive" |
|||
style="width: 100%; margin-left: auto; margin-right: auto;"/> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
|
|||
</div> |
|||
|
|||
<!-- NAVIGATION SECTION --> |
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px; margin-top: 300px;"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/compass.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Explore This |
|||
Module</h2> |
|||
</div> |
|||
<div class="row my-4" style="font-family: 'Montserrat', sans-serif;"> |
|||
<div class="col-sm-12 col-md-6 my-3"> |
|||
<a href="#overview"> |
|||
<div class="d-flex justify-content-between align-items-center" |
|||
style="background-color: #f5f5f5; padding: 30px; width: 100%;"> |
|||
<div> |
|||
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Overview</span> |
|||
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">Learn |
|||
more about this |
|||
module</span> |
|||
</div> |
|||
<img src="assets/misc/right-arrow.png" width="36" height="36"/> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-sm-12 col-md-6 my-3"> |
|||
<a href="#features"> |
|||
<div class="d-flex justify-content-between align-items-center" |
|||
style="background-color: #f5f5f5; padding: 30px; width: 100%;"> |
|||
<div> |
|||
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Features</span> |
|||
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">View |
|||
features of this |
|||
module</span> |
|||
</div> |
|||
<img src="assets/misc/right-arrow.png" width="36" height="36"/> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-sm-12 col-md-6 my-3"> |
|||
<a href="#screenshots"> |
|||
<div class="d-flex justify-content-between align-items-center" |
|||
style="background-color: #f5f5f5; padding: 30px; width: 100%;"> |
|||
<div> |
|||
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Screenshots</span> |
|||
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">View |
|||
screenshots for this |
|||
module</span> |
|||
</div> |
|||
<img src="assets/misc/right-arrow.png" width="36" height="36"/> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
<!-- END OF NAVIGATION SECTION --> |
|||
|
|||
<!-- OVERVIEW SECTION --> |
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px;" id="overview"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/pie-chart.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Overview |
|||
</h2> |
|||
</div> |
|||
<div class="row" |
|||
style="font-family: 'Montserrat', sans-serif; font-weight: 400; font-size: 14px; line-height: 200%;"> |
|||
<div class="col-sm-12 py-4"> |
|||
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. |
|||
|
|||
</div> |
|||
</div> |
|||
<!-- END OF OVERVIEW SECTION --> |
|||
|
|||
<!-- FEATURES SECTION --> |
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px;" id="features"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/features.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Features |
|||
</h2> |
|||
</div> |
|||
<div class="row" |
|||
style="font-family: 'Montserrat', sans-serif; font-weight: 400; font-size: 14px; line-height: 200%;"> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div class="d-flex align-items-center" |
|||
style="margin-top: 40px; margin-bottom: 40px"> |
|||
<img src="assets/misc/check-box.png" class="mr-2"/> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Available in Odoo 16.0 |
|||
Community, Enterprise and Odoo.sh.</span> |
|||
</div> |
|||
<div class="d-flex align-items-center" |
|||
style="margin-top: 30px; margin-bottom: 30px"> |
|||
<img src="assets/misc/check-box.png" class="mr-2"/> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Sales Target setting for Salesperson</span> |
|||
</div> |
|||
<div class="d-flex align-items-center" |
|||
style="margin-top: 30px; margin-bottom: 30px"> |
|||
<img src="assets/misc/check-box.png" class="mr-2"/> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Automated calculation of Team Target</span> |
|||
</div> |
|||
</div> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div class="d-flex align-items-center" |
|||
style="margin-top: 30px; margin-bottom: 30px"> |
|||
<img src="assets/misc/check-box.png" class="mr-2"/> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Based on Salesperson's individual target, |
|||
Sales Team Target and Achievement calculation</span> |
|||
</div> |
|||
|
|||
|
|||
<div class="d-flex align-items-center" |
|||
style="margin-top: 30px; margin-bottom: 30px"> |
|||
<img src="assets/misc/check-box.png" class="mr-2"/> |
|||
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Customizable graphical report of |
|||
Target and Achievement</span> |
|||
</div> |
|||
|
|||
</div> |
|||
</div> |
|||
<!-- END OF FEATURES SECTION --> |
|||
|
|||
<!-- SCREENSHOTS SECTION --> |
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px;" |
|||
id="screenshots"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/pictures.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Screenshots |
|||
</h2> |
|||
</div> |
|||
<div class="row"> |
|||
<div class="col-sm-12"> |
|||
|
|||
<div style="display: block; margin: 30px auto;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Set the Access group needed for the User. |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
The Manager can be set to allow all operations by selecting the |
|||
'Sales Target Admin'. |
|||
</p> |
|||
<img src="assets/screenshots/sales_target_vs_achieve_00.png" |
|||
class="img-thumbnail"> |
|||
</div> |
|||
|
|||
<div style="display: block; margin: 30px auto;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Menu to set the Sales Target |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
From CRM -> Sales Target -> User Target Achieved Details, we can |
|||
set the |
|||
Sales Target for individual Salesperson |
|||
</p> |
|||
<img src="assets/screenshots/sales_target_vs_achieve_01.png" |
|||
class="img-thumbnail"> |
|||
</div> |
|||
|
|||
<div style="display: block; margin: 30px auto;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Target Details |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
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.</p> |
|||
<img src="assets/screenshots/sales_target_vs_achieve_02.png" |
|||
class="img-thumbnail"> |
|||
</div> |
|||
|
|||
<div style="display: block; margin: 30px auto;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Computing the Achievement Value |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
We can get the Achieved Sales Amount for both the |
|||
Salesperson and the Sales Team separately. |
|||
</p> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
The Salesperson Achieved Amount can be viewed from the menu |
|||
<br/>Sales Target -> Target Vs Achievement User </p> |
|||
<img src="assets/screenshots/sales_target_vs_achieve_03.png" |
|||
class="img-thumbnail"> |
|||
<br/> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
The Sales Team Achieved Amount can be viewed from the menu |
|||
<br/> |
|||
Sales Target -> Target Vs Achievement Team </p> |
|||
<img src="assets/screenshots/sales_target_vs_achieve_04.png" |
|||
class="img-thumbnail"> |
|||
</div> |
|||
|
|||
<div style="display: block; margin: 30px auto;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Target for Sales Team |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
We can see the Team Target calculated automatically from |
|||
the individual Salesperson Target who are in the same Team. |
|||
</p> |
|||
<img src="assets/screenshots/sales_target_vs_achieve_05.png" |
|||
class="img-thumbnail"> |
|||
</div> |
|||
|
|||
<div style="display: block; margin: 30px auto;"> |
|||
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> |
|||
Target and Achievement Report based on the individual Target |
|||
details |
|||
</h3> |
|||
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;"> |
|||
Various kinds of reports can be viewed based on the Target |
|||
Amount of each Team and Salesperson</p> |
|||
<img src="assets/screenshots/sales_target_vs_achieve_06.png" |
|||
class="img-thumbnail"> |
|||
</div> |
|||
<br/><br/> |
|||
</div> |
|||
</div> |
|||
|
|||
|
|||
<!-- END OF SCREENSHOTS SECTION --> |
|||
|
|||
<!-- RELATED PRODUCTS --> |
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/categories.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Related |
|||
Products |
|||
</h2> |
|||
</div> |
|||
<div class="row"> |
|||
<div class="col-sm-12"> |
|||
<div id="demo1" class="row carousel slide" data-ride="carousel"> |
|||
<!-- The slideshow --> |
|||
<div class="carousel-inner" style="padding: 30px;"> |
|||
<div class="carousel-item" style="min-height: 198.656px;"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/dynamic_accounts_report/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/1.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/whatsapp_redirect/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/2.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/crm_dashboard/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/3.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
<div class="carousel-item active" |
|||
style="min-height: 198.656px;"> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/hr_payroll_community/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/4.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/hr_zk_attendance/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/5.png"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" |
|||
style="float:left"> |
|||
<a href="https://apps.odoo.com/apps/modules/16.0/base_accounting_kit/" |
|||
target="_blank"> |
|||
<div style="border-radius:10px"> |
|||
<img class="img img-responsive center-block" |
|||
style="border-radius: 0px;" |
|||
src="assets/modules/6.gif"> |
|||
</div> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- Left and right controls --> |
|||
<a class="carousel-control-prev" href="#demo1" data-slide="prev" |
|||
style="width:35px; color:#000"> <span |
|||
class="carousel-control-prev-icon"><i |
|||
class="fa fa-chevron-left" |
|||
style="font-size:24px"></i></span> |
|||
</a> <a class="carousel-control-next" href="#demo1" |
|||
data-slide="next" style="width:35px; color:#000"> |
|||
<span class="carousel-control-next-icon"><i |
|||
class="fa fa-chevron-right" |
|||
style="font-size:24px"></i></span> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- END OF RELATED PRODUCTS --> |
|||
|
|||
<!-- OUR SERVICES --> |
|||
|
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/star.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Our Services |
|||
</h2> |
|||
</div> |
|||
|
|||
<div class="container my-5"> |
|||
<div class="row"> |
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/cogs.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Customization</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/wrench.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/lifebuoy.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Support</h6> |
|||
</div> |
|||
|
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/user.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Hire |
|||
Odoo |
|||
Developer</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/puzzle.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Integration</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/update.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Migration</h6> |
|||
</div> |
|||
|
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/consultation.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Consultancy</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/training.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Implementation</h6> |
|||
</div> |
|||
|
|||
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4"> |
|||
<div class="d-flex justify-content-center align-items-center mx-3 my-3" |
|||
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;"> |
|||
<img src="assets/icons/license.png" class="img-responsive" |
|||
height="48px" width="48px"> |
|||
</div> |
|||
<h6 class="text-center" |
|||
style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;"> |
|||
Odoo |
|||
Licensing Consultancy</h6> |
|||
</div> |
|||
</div> |
|||
|
|||
</div> |
|||
|
|||
<!-- END OF OUR SERVICES --> |
|||
|
|||
<!-- OUR INDUSTRIES --> |
|||
|
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/corporate.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Our |
|||
Industries |
|||
</h2> |
|||
</div> |
|||
|
|||
<div class="container my-5"> |
|||
<div class="row"> |
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="assets/icons/trading-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Trading |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easily procure |
|||
and |
|||
sell your products</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="assets/icons/pos-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
POS |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Easy |
|||
configuration |
|||
and convivial experience</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="assets/icons/education-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Education |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
A platform for |
|||
educational management</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="assets/icons/manufacturing-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Manufacturing |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Plan, track and |
|||
schedule your operations</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="assets/icons/ecom-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
E-commerce & Website |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Mobile |
|||
friendly, |
|||
awe-inspiring product pages</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="assets/icons/service-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Service Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Keep track of |
|||
services and invoice</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="assets/icons/restaurant-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Restaurant |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
Run your bar or |
|||
restaurant methodically</p> |
|||
</div> |
|||
</div> |
|||
|
|||
<div class="col-lg-3"> |
|||
<div class="my-4 d-flex flex-column justify-content-center" |
|||
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;"> |
|||
<img src="assets/icons/hotel-black.png" |
|||
class="img-responsive mb-3" height="48px" width="48px"> |
|||
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;"> |
|||
Hotel Management |
|||
</h5> |
|||
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;"> |
|||
An |
|||
all-inclusive |
|||
hotel management application</p> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
|
|||
<!-- END OF OUR INDUSTRIES --> |
|||
|
|||
<!-- SUPPORT --> |
|||
<div class="d-flex align-items-center" |
|||
style="border-bottom: 2px solid #714B67; padding: 15px 0px;"> |
|||
<div class="d-flex justify-content-center align-items-center mr-2" |
|||
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;"> |
|||
<img src="assets/misc/customer-support.png"/> |
|||
</div> |
|||
<h2 class="mt-2" |
|||
style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;"> |
|||
Support |
|||
</h2> |
|||
</div> |
|||
<div class="container mt-5"> |
|||
<div class="row"> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;"> |
|||
<div class="mr-4 d-flex justify-content-center align-items-center" |
|||
style="background-color: #714B67; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;"> |
|||
<img src="assets/misc/support.png" height="48" width="48" |
|||
style="width: 42px; height: 42px;"/> |
|||
</div> |
|||
<div> |
|||
<h4>Need Help?</h4> |
|||
<p style="line-height: 100%;">Got questions or need help? |
|||
Get in touch.</p> |
|||
<a href="mailto:odoo@cybrosys.com"> |
|||
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;"> |
|||
odoo@cybrosys.com</p> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<div class="col-sm-12 col-md-6"> |
|||
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;"> |
|||
<div class="mr-4 d-flex justify-content-center align-items-center" |
|||
style="background-color: #2AC44D; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;"> |
|||
<img src="assets/misc/whatsapp.png" height="52" width="52" |
|||
style="width: 52px; height: 52px;"/> |
|||
</div> |
|||
<div> |
|||
<h4>WhatsApp</h4> |
|||
<p style="line-height: 100%;">Say hi to us on WhatsApp!</p> |
|||
<a href="https://api.whatsapp.com/send?phone=918606827707"> |
|||
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;"> |
|||
+91 86068 |
|||
27707</p> |
|||
</a> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<div class="row"> |
|||
<div class="col-sm-12 my-5 d-flex justify-content-center align-items-center"> |
|||
<img src="assets/misc/logo.png" width="144" height="31" |
|||
style="width:144px; height: 31px; margin-top: 40px;"/> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
<!-- END OF SUPPORT --> |
@ -0,0 +1,20 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Show a new field Team target which is automatically computed |
|||
based on the corresponding team's individual Salesperson's target in the |
|||
Sales team form view--> |
|||
<record id="crm_team_view_form" model="ir.ui.view"> |
|||
<field name="name"> |
|||
crm.team.view.form.inherit.sales.target.vs.achievement |
|||
</field> |
|||
<field name="model">crm.team</field> |
|||
<field name="inherit_id" ref="sales_team.crm_team_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//notebook" position="before"> |
|||
<group> |
|||
<field name="team_target"/> |
|||
</group> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,148 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<!-- Tree view of Target and achieved details based on each individual--> |
|||
<record id="target_achieve_view_tree_user" model="ir.ui.view"> |
|||
<field name="name">target.achieve.view.tree.user</field> |
|||
<field name="model">target.achieve</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="User Target Achieved Details"> |
|||
<field name="currency_id" invisible="1"/> |
|||
<field name="sale_user_id"/> |
|||
<field name="user_target" widget="monetary"/> |
|||
<field name="person_achieved_amt" widget="monetary"/> |
|||
<field name="time_span"/> |
|||
<field name="team_id"/> |
|||
<field name="team_achieved_amt" invisible="1"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
<!-- Tree view of Target and achieved details based on each Sales team--> |
|||
<record id="target_achieve_view_tree_team" model="ir.ui.view"> |
|||
<field name="name">target.achieve.view.tree.team</field> |
|||
<field name="model">target.achieve</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Team Target Achieved Details"> |
|||
<field name="currency_id" invisible="1"/> |
|||
<field name="sale_user_id"/> |
|||
<field name="user_target" widget="monetary"/> |
|||
<field name="person_achieved_amt" invisible="1"/> |
|||
<field name="team_achieved_amt" widget="monetary"/> |
|||
<field name="team_target" invisible="1" force_save="1"/> |
|||
<field name="time_span"/> |
|||
<field name="team_id"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
<!-- Form view to set Target and show achieved details based on each individual--> |
|||
<record id="target_achieve_view_form" model="ir.ui.view"> |
|||
<field name="name">target.achieve.view.form</field> |
|||
<field name="model">target.achieve</field> |
|||
<field name="arch" type="xml"> |
|||
<form> |
|||
<sheet> |
|||
<group> |
|||
<group> |
|||
<field name="currency_id" invisible="1"/> |
|||
<field name="sale_user_id"/> |
|||
<field name="user_target" widget="monetary"/> |
|||
<field name="time_span"/> |
|||
<field name="team_id"/> |
|||
</group> |
|||
<group> |
|||
<field name="person_achieved_amt" widget="monetary"/> |
|||
<field name="team_achieved_amt" widget="monetary"/> |
|||
<field name="team_target" invisible="1" force_save="1"/> |
|||
<field name="name" invisible="1"/> |
|||
</group> |
|||
</group> |
|||
</sheet> |
|||
<div class="oe_chatter"> |
|||
<field name="message_follower_ids"/> |
|||
<field name="message_ids"/> |
|||
<field name="activity_ids"/> |
|||
</div> |
|||
</form> |
|||
</field> |
|||
</record> |
|||
<!-- Search view --> |
|||
<record id="target_achieve_view_search" model="ir.ui.view"> |
|||
<field name="name">target.achieve.view.search</field> |
|||
<field name="model">target.achieve</field> |
|||
<field name="arch" type="xml"> |
|||
<search string="Search"> |
|||
<field name="sale_user_id"/> |
|||
<field name="time_span"/> |
|||
<field name="team_id"/> |
|||
<filter string="Team Target" name="team" |
|||
context="{'group_by':'team_id'}"/> |
|||
<filter string="Person Target" name="user" |
|||
context="{'group_by':'sale_user_id'}"/> |
|||
</search> |
|||
</field> |
|||
</record> |
|||
<!-- Graph view--> |
|||
<record id="target_achieve_view_graph" model="ir.ui.view"> |
|||
<field name="name">target.achieve.view.graph</field> |
|||
<field name="model">target.achieve</field> |
|||
<field name="type">graph</field> |
|||
<field name="arch" type="xml"> |
|||
<graph string="Target Achieved Details" type="bar"> |
|||
<field name="team_id"/> |
|||
<field name="time_span" type="row" widget="radio"/> |
|||
<field name="team_achieved_amt" type="measure" force_save="1"/> |
|||
</graph> |
|||
</field> |
|||
</record> |
|||
<!-- Action for the User Target Achieved Details Menu--> |
|||
<record id="target_achieve_action_user" model="ir.actions.act_window"> |
|||
<field name="name">User Target Achieved Details</field> |
|||
<field name="res_model">target.achieve</field> |
|||
<field name="context">{"search_default_user":1}</field> |
|||
<field name="view_ids" eval="[(5, 0, 0), |
|||
(0, 0, {'view_mode': 'tree', 'view_id': ref('target_achieve_view_tree_user')}), |
|||
(0, 0, {'view_mode': 'form', 'view_id': ref('target_achieve_view_form')}), |
|||
]"/> |
|||
<field name="view_mode">tree</field> |
|||
</record> |
|||
<!-- Action for the Team Target Achieved Details Menu--> |
|||
<record id="target_achieve_action_team" model="ir.actions.act_window"> |
|||
<field name="name">Team Target Achieved Details</field> |
|||
<field name="res_model">target.achieve</field> |
|||
<field name="context">{"search_default_team":1}</field> |
|||
<field name="view_ids" eval="[(5, 0, 0), |
|||
(0, 0, {'view_mode': 'tree', 'view_id': ref('target_achieve_view_tree_team')}), |
|||
(0, 0, {'view_mode': 'form', 'view_id': ref('target_achieve_view_form')}), |
|||
]"/> |
|||
<field name="view_mode">tree</field> |
|||
</record> |
|||
<!-- Action for the Graph view to show--> |
|||
<record id="target_achieve_action_graph" model="ir.actions.act_window"> |
|||
<field name="name">Target Achieve Graph</field> |
|||
<field name="type">ir.actions.act_window</field> |
|||
<field name="res_model">target.achieve</field> |
|||
<field name="view_mode">graph</field> |
|||
</record> |
|||
<!-- Menus in CRM module--> |
|||
<menuitem id="target_achieve_menu_sales_target" |
|||
name="Sales Target" |
|||
parent="crm.crm_menu_root" |
|||
sequence="6"/> |
|||
<menuitem id="target_achieve_menu_target_achieve_team" |
|||
name="Team Target Achieved Details" |
|||
parent="target_achieve_menu_sales_target" |
|||
action="target_achieve_action_team" |
|||
groups="base.group_user" |
|||
sequence="1"/> |
|||
<menuitem id="target_achieve_menu_target_achieve_user" |
|||
name="User Target Achieved Details" |
|||
parent="target_achieve_menu_sales_target" |
|||
action="target_achieve_action_user" |
|||
groups="base.group_user" |
|||
sequence="2"/> |
|||
<menuitem id="target_achieve_menu_target_achieve_analysis" |
|||
name="Target and Achievement Analysis" |
|||
parent="target_achieve_menu_sales_target" |
|||
action="target_achieve_action_graph" |
|||
groups="base.group_user" |
|||
sequence="3"/> |
|||
</odoo> |