Sales Target
| Lines of Code | 1775 |
| Technical name | to_sales_target |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_sales_target |
| 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 | Discuss (mail) |
| Included Dependencies | Sales Teams Advanced |
| Extensions | Sales Target Management - Sales Management |
Sales Target
Sales targets for individual sales persons and sales teams.
Sales Target is a powerful tool that helps manage and set flexible sales targets for employees and sales teams. With clear role-based permissions, the module allows users to track, edit and propose individual or team sales targets, helping ensure targets are achieved on schedule.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Manage and Set Flexible Sales Targets
- For individual sales targets:
- *Sales employees can propose their own personal sales targets.*.
- *Sales team leaders have the authority to approve, adjust, or reject sales targets proposed by employees.*.
- For team sales targets:
- *Sales team leaders can register sales targets for their teams.*.
- *Regional sales managers have the authority to approve, adjust, or reject team sales targets proposed by team leaders.*.
Clear Role-Based Employee Permissions
- Sales / Individual User: *Sales employees can view and edit their own sales targets.*.
- Sales / Team Leader: *Sales team leaders can view, edit, and create new sales targets for themselves and the teams they manage.*.
- Sales / Regional Manager: *Regional managers can view, edit, and create new sales targets for themselves and the teams within their region.*.
- Sales / Full Access User: *Users with full access can view, edit, and create new sales targets for both their own team and other teams in the system.*.
- Sales / Administrator: *Administrators have full access to all sales targets and configurations related to sales targets within the system.*.
Extended Features for Sales Applications
- Sales Target Measurement for Sales Performance: *Manage and track sales targets for online sales through an integrated module* (Sales Target Management - Sales Management).
- Sales Target Measurement for Points of Sale: *Automatically measure and track sales targets at points of sale within the system* (Sales Target Management - Point of Sales).
Create a new sales team
Set up sales target for the sales team
Approve a sales target for the sales team
Sales target report view
Grant user access rights for the Viindoo sales target app
See Sales Target in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Sales Target?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Works Great With These Modules
Extend Sales Target with complementary Viindoo apps:
Sales Target Management - Sales Management
Integrated Sales Target Management with Sales Application
Module to_sales_target_saleSales Target Management - Point of Sales
Sales Targets for Point of Sales
Module to_sales_target_posWho Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
Installation
- Navigate to Apps.
- Search with keyword to_sales_target.
- Press Install.
Instruction
Instruction video: Sales Target
1. Set up access rights
Navigate to Settings > Users & Companies > Users and set up the Sales target access right for the employees.
2. Set up Sales region/Sales team
Navigate to Sales Target > Configuration > Sales Teams, and press Create to create a new sales team and add team members.
3. Add and submit the team's sales target
Navigate to Sales Target > Team Sales Target > Draft Targets, press Create to create a sales target for the team. Fill in the following information:
- Sales Team;
- Start/End Date: The time this sales target is applied;
- Target: The total sales target to achieve in the selected time;
- Personal Sales Target: The system will automatically divide the total sales equally among the members of the selected team. You can change the sales target for each member accordingly.
Press Confirm to submit the team's sales target.
4. Approve the team's sales target
The manager checks the submitted sales target and presses Approve to apply the sales target for the team.
5. Manage sales target
With the Sales target app, you can see an overview of the sales target of your teams as well as your own by accessing the corresponding submenu. In addition, Viindoo ERP software provides specific criteria for filtering, and grouping, to create flexible sales reports suitable to the management purposes of your enterprise.
When the sales target period expires, the sales target of the team will be marked as done.
Note: You need to install the to_sales_target_sale module or the to_sales_target_pos to track and evaluate the actual sales target of each sales employee/sales team in the POS app.
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.