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.
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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- Initial Commit
