Community
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Odoo.sh
SALES TARGET VS ACHIEVEMENT
Sales Target And Achievement Calculation For Salesperson And CRM Sales Team
Sales Target And Achievement Calculation For Salesperson And CRM Sales Team
Available in Odoo 16.0
Community, Enterprise and Odoo.sh.
Sales Target setting for Salesperson
Automated calculation of Team Target
Based on Salesperson's individual target,
Sales Team Target and Achievement calculation
Customizable graphical report of
Target and Achievement
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
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