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Sales Target Management - Sales Management
| Technical name | to_sales_target_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_sales_target_sale |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | CRM (crm) Invoicing (account) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Sales Teams Advanced Sales Target Sales - Sales Teams Advanced |
| Extensions | Sales Target Management - Point of Sales |
Demo video: Sales Target Management - Sales Management
Description
Effective sales performance management can be challenging when goals are not tracked systematically. This module solves that issue by integrating the Sales Target with Sales Management, allowing you to easily track and manage sales targets for salespeople and sales teams within the Sales Management app. The module provides a clear view of achieved targets and supports real-time performance tracking for both individuals and sales teams.
Key features
Automatically measure and track sales targets for both teams and individuals, based on two separate criteria:
- Tracking sales from confirmed orders
- Total sales from confirmed orders: The system records all orders that have been finalized within the target period.
- Target achievement (%): Compares the total sales from confirmed orders with the set sales target, displaying the completion rate.
- Tracking sales from invoiced amounts
- Total invoiced amount: Records all invoices issued within the target period, reflecting the actual revenue generated.
- Target achievement (%): Assesses the total invoiced amount against the sales target, displayed as a percentage to track progress.
Benefits
- Real-time, accurate performance tracking: Helps businesses monitor progress toward sales targets in real-time, including both projected sales and actual revenue, making it easier to adjust sales strategies.
- Optimized management and faster decision-making: Provides clear, automated data that reduces manual processing time and helps managers evaluate staff performance more effectively.
Who Should Use This Module
- This module is suitable for most businesses that manage sales teams based on monthly/quarterly targets, such as insurance companies, real estate, automotive, or FMCG (fast-moving consumer goods) companies.
- Additionally, retail, distribution, or service businesses with short sales cycles, often handling a large number of orders, and needing close monitoring of sales per phase to adjust strategies in time, can also benefit from using this module.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sales_target_sale.
- 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.
The related sales orders and invoices are also listed on the sales target detail.
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.
Similarly, sales employees can also control the progress of their sales target.
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.