Sales Target Management - Sales Management
| Lines of Code | 503 |
| 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 |
Demo video: Sales Target Management - Sales Management
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
- 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.
Thông báo bản quyền và chấp thuận nêu trên buộc phải được bao gồm trong tất cả các bản sao hoặc các phần quan trọng của Phần mềm.
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.