v 16.0 Third Party 10
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Availability
Odoo Online
Odoo.sh
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Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 2179
Technical Name to_sales_target_sale
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/16.0/to_sales_target_sale
Versions 16.0 14.0 10.0 15.0 12.0 13.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 2179
Technical Name to_sales_target_sale
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/16.0/to_sales_target_sale
Versions 16.0 14.0 10.0 15.0 12.0 13.0 11.0

Description

This module integrates the Sales Target app and Sales management app, allows you to manage sales targets for sales employees and sales teams.

Key features

Automatically measuring sales targets for sales teams and sales employees.

  • For Sales
    • Total confirmed sales during the sales target period.
    • Show the achieved target compare to the total sales of the sales orders in percentage (%).
  • Based on Issued Invoices
    • Total sales invoiced during the sales target period.
    • Show the achieved target compare to the total invoiced value in percentage (%).

Supported Editions

  1. Community Edition
  2. Enterprise Edition

Installation

  1. Navigate to Apps.
  2. Search with keyword to_sales_target_sale.
  3. Press Install.

Instruction

Instruction video: Sales Target Management - Sales Management

1. Automatically measuring sales target

When the team's sales target is approved, the sales order revenue happened during the determined period will be automatically updated to the respective targets on the Sales KPI tab.

  • Sales total: total pre-tax sales from sales orders.
  • Invoiced total: total invoiced sales.
  • Sales total of the channels: total sales from all channels (Sales, Point of Sale, Website, etc.). For the sales channel, this is the total value of the invoiced sales orders.

The above criteria will be automatically calculated the reached rate.

Auto-measuring sales target

The related sales orders and invoices are also listed on the sales target detail.

Listed the related sales order and invoices

2. Control the progress of the sales target

Sales teams track the progress of achieving sales targets with the total of recorded sales and percentage of sales target achieved to plan the strategies to increase sales.

Control the progress of the team sales target

Similarly, sales employees can also control the progress of their sales target.

Control the progress of personal sales target
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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HI any plan to upgrade to odoo V17 soon ?
by
islamalmana@gmail.com
on 3/29/24, 10:16 AM