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RK world tower, 1326 1327 1328, 150 Feet Ring Rd, Sheetal Park, Shastri Nagar, Dharam Nagar, Rajkot, Gujarat 360006

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Sales Target Management

Original price was: $55.00.Current price is: $41.41.

Flexible sales target management in Odoo for individuals and teams. Define goals for any date range (monthly, quarterly). Automate email updates. Track progress based on confirmed sales or paid invoices.

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Description

Sales Target Management
Our all-inclusive Odoo – Sales Target Management for SalesPerson sales Manager can easily set sales target from salesperson .Sales Manager can assign Currency for the Sales Target.The Salesperson can view only own sales target details and achivements.Sales manager can set target point on Sales Order Confirmation, Invoice Validation and Invoice Paid. Sales Total for the period of the sales target.Target Reached (in percentage (%), based on the sales of sales orders confirmation).Invoiced Total during the target period.Target Reached (in percentage (%), based on the invoice validation and invoice paid).Theoretical achivement amount vs Actual achivement amount.Theoretical achivement percentage vs Actual achivement percentage.Email notification with proper traget details.(Manually, Confirm Sales Target, Close Sales Target).Works in Multi-Company and Multi-Currency Environment.

Key Features

  • ✅ Sales Target Configuration by Sales Manager

  • ✅ Salesperson Target Visibility

  • ✅ Target Setting Based on Different Criteria

  • ✅ Sales and Achievement Tracking

  • ✅ Email Notifications & Status Updates

  • ✅ Multi-Company & Multi-Currency Support

Empower Your Sales Team with Odoo Sales Target Management

Our comprehensive Odoo Sales Target Management for SalesPerson app revolutionizes how you set, track, and manage sales goals for your individual salespeople and entire sales teams. Sales Managers can effortlessly define specific sales targets for any given period, providing clear direction and motivation. This powerful tool also streamlines communication by allowing you to directly email individual salespeople and their managers with detailed target information.

Set precise sales targets based on flexible date intervals. This enables you to generate goals for monthly, quarterly, or any custom date range that aligns with your business cycles. Furthermore, our app offers versatile options for tracking target achievement. You can choose to measure progress based on confirmed sales orders, validated invoices, or fully paid invoices, providing you with the metrics that best reflect your sales process.

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Key Features for Effective Sales Goal Management

Sales Target Management for SalesPerson in Odoo empowers Sales Managers with intuitive tools. They can easily assign a specific currency to each sales target, ensuring accurate tracking in multi-currency environments. Salespeople gain a clear view of their own individual sales targets and achievements, fostering ownership and focus. Sales Managers retain the flexibility to set target achievement milestones based on Sales Order Confirmation, Invoice Validation, or Invoice Paid stages.

Gain comprehensive insights into sales performance. The app shows total sales and target achievement based on confirmed orders. It also tracks invoiced amounts and target progress based on validated invoices and payments. Compare theoretical achievement amounts and percentages against actual results to identify trends and areas for improvement.

Stay informed with automated email notifications containing complete target details. These notifications can be triggered manually when confirming or closing sales targets, ensuring timely communication. The app seamlessly operates in multi-company and multi-currency environments, making it a versatile solution for diverse business structures.

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Manage Sales Target for SalesPerson Basic Setting

1. Only Sales Manager can Create Sales Target for Sales persons.

Manage Sales Target for SalesPerson Basic Setting

2. Validation… Target amount should be greater than 0(Zero).

2. Validation... Target amount should be greater than 0(Zero).

3. Here, We have 3 target points- Sale Order Confirm- Invoice Validation- Invoice Paid

3. Here, We have 3 target points- Sale Order Confirm- Invoice Validation- Invoice Paid

4. Once Manage confirm the Sales Target. Salesperson get the email notification. After Sales Target confirmation, all fields values are read only.

4. Once Manage confirm the Sales Target. Salesperson get the email notification.After Sales Target confirmation, all fields values are readonly.

5. Target Point : Sale Order Confirm, Once Salesperson confirm any Quotation(Sales Order) between sales target start date and end date,it will automatically reflect in sale Target record..

5. Target Point : Sale Order Confirm, Once Salesperson confirm any Quotation(Sales Order) between sales target start date and end date,it will automatically reflect in Sales Target record..

5. Target Point :

6. User try to create ‘Target Point : Sale Order Confirm’ with same sales person for same date range then raise warning..

6. User try to create 'Target Point : Sale Order Confirm' with same sales person for same date range then raise warning..

7.Theoretical Achivement.

7.Theoretical Achivement.

8. Target Point : Invoice Validation, Once Sales person validate any Invoice between sales target start date and end date,it will automatically reflect in Sales Target record.

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sales target management odoo apps

9. User try to create ‘Target Point : Invoice Validation or Paid’ with same sales person for same date range then raise warning.

9. User try to create 'Target Point : Invoice Validation or Paid' with same sales person for same date range then raise warning.

10. Target Point : Invoice Paid, Once any Invoice is paid of that salesperson between sales target start date and end date,it will automatically reflect in Sales Target record.

10. Target Point : Invoice Paid, Once any Invoice is paid of that salesperson between sales target start date and end date,it will automatically reflect in Sales Target record.

11. Validation… User can close sales target after End Date.

11. Validation... User can close sales target after End Date.

12. Once manager close the sales target, state will be change to Close and salesperson get the email notification.

12. Once manager close the sales target, state will be change to Close and salesperson get the email notification.

Sales Target Management Odoo application

13. Email notification manually : Manager can send email manually from Send Mail button to Salesperson.

13. Email notification manually : Manager can send email manually from Send Mail button to Salesperson.

14. Access Rights : Salesperson can view only own sales target.

14. Access Rights : Salesperson can view only own sales target.

Our solutions focus on your problems

  • Odoo Implementation
  • Custom Customization
  • ERP Development and Implementation
  • Odoo IaaS Cloud
  • AI for Odoo
  • Odoo Apps
  • Aws Marketplace Products
  • Business Engines

Our Pricing includes User Manual, 30 Days Support (Monday-Friday 10am to 7pm IGT) and One time Setup

* Works & tested on standard installations of Odoo with no third party apps.

* Free support only for odoo installations with no third party apps.

* Paid support available for Odoo installations with third party apps.

Prefortune Technologies LLP.

Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.

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