APPS
Sales Target Management - Sales Management 11.0

Sales Target Management - Sales Management

by T.V.T Marine Automation (aka TVTMA) Viindoo

3.5

$ 145.53 $ 145.53

v 11.0 3

Live Demo

Technical name	to_sales_target_sale
License	OPL-1
Website	https://viindoo.com
Read description for	v 10.0 v 13.0 v 14.0 v 12.0 v 15.0 v 16.0
Required Apps	CRM (crm) Sales Management (sale_management) Calendar (calendar) Discuss (mail) Invoicing Management (account_invoicing) Contacts Directory (contacts)
Included Dependencies	Sales Target Management Sales Teams Advanced
Extensions	Sales Target Management - Point of Sales

Description
Documentation
License

This application integrates the Sales Target Management application and the Sales Management to allow you to manage sales targets for sales persons and sales team in the Sales Management application

It also helps you get insight of sales performance against the targets with several Key Performance Indexes

Key Features

Sales Targets for sales persons in Sales Management application
- Sales person submit their target
- Sales Team Leader approves/refused/adjusts the target
Sales Targets for Sales Teams in Sales Management application
- Team Leader register their team's sales target
- Regional Sales Manager can either approve or refuse and request changes
Measure sales targets in reach automatically
- For Individuals / Sales persons
  
  Total Confirmed Sales in the period of the target
  
  Sales Target Reach (in percentage, based on Confirmed Sales)
  
  Total Sales that have been invoices in the period of the target
  
  Invoiced Target Reach (in percentage, based on Invoiced Sales)
- For A Sales Team
  
  Total Confirmed Sales in the period of the target
  
  Sales Target Reach (in percentage, based on Confirmed Sales)
  
  Total Sales that have been invoices in the period of the target
  
  Invoiced Target Reach (in percentage, based on Invoiced Sales)

Editions Supported

Community Edition
Enterprise Edition

Installation

Navigate to Apps
Find with keyword 'to_sales_target'
Install it as usual then you are done.

Please note that:

If you have Sales application installed and the module Sales Target Management - Sales Management (technical name: to_sales_target_sale) available in your addons path, the to_sales_target_sale will also be installed automatically
If you have Points of Sales application installed and the module Sales Target Management - Point of Sales (technical name: to_sales_target_pos) available in your addons path, the to_sales_target_pos will also be installed automatically

Security

Thanks to the dependency on the module to_sales_team_advanced, your sales user groups will be organized as below
- Sales / User: Own Documents Only:
  
  view team of which she or he is a member
  
  propose personal target for approval
- Sales / Sales Team Leader:
  
  view/edit team of which she or he is either a member or the team leader
  
  propose team target for approval by Regional Managers
  
  set and approve targets for team members
- Sales / Regional Manager:
  
  view/edit/create/delete team of which she or he is either a member or the team leader or the regional manager
  
  approve / reject targets for the teams under his hands
- Sales / User: All Documents:
  
  full access rights for all teams but sales configurations
- Sales / Manager: Full access rights to Sales Management application, including doing configuration

Instructions

General Setup

Define sales target for your sales teams (also known as sales channel since Odoo v11):
- !IMPORTTAN: You need to be a sales team leader or in a higher access group to do this task
- Navigate to Sales Target > Team Sales Target
- Create a new Draft Target by:
  
  Select a team. All the team members will be loaded automatically into the Personal Sales Target table under.
  
  Select a period for the target by input Start Date and End Date
  
  Input your sales target (in your company currency) for the period specified above. Upon changing of the sales target amount, Odoo will automatically calculate the team members' target amount by equal division. For example, you set $100,000 for the team while the team has 10 members, Odoo will put $10,000 as sales target for each and every member of the team. However, this amount could be overriden by manual input
- Confirm your team sales target
  
  Hit confirm button to confirm the target. All the personal sales target of the team will be confirmed too.
  
  Upon confirmation, the status of the team sales target will become "Waiting Approved".
  
  An authorized user who have Regional Manager access rights and is assigned to manage the team will be able to approve and reject the target
Define your own personal sales target. There are two ways to complete this task
1. Do it with your Sales Team
  
  Find your Sales Team to which you belong.
  
  Open it in form view
  
  Input your desired sales amount as your target
2. Navigate to Sales Target > Personal Sales Target > My Sales Target
  
  Find the target that your team leader created for you
  
  Modify your target amount and confirm it

Tracking your targets and their reach

Track the sales teams' team targets and their reach:
- Find the team you want to track then open it in form view
- On the tab 'Personal Sales Target', you will find target reach (progress) of your team members
- On the tab 'Sales KPI', you will find:
  
  Sales Total: the total sales recorded by the Sales Management application for the period of the target
  
  Target Reach: Ther percentage of the Sales Total vs. the Team Target
  
  Invoiced Total: the total sales that have been invoiced during the period of the target
Track the personal sales targets and their reach
- Navigate to Sales Target > Personal Sales Target > All Sales Targets
- Switch between list view and pivot view and graph view to see all the aspects of personal sales targets

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.