Hi All
I need a tool to track sales on individual customer level - so I can show a sales budget vs. sales figures... we are on v.13.
Anyone done the before?
Br.Casper
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Hello, for one of my project, i had implemented the same logic, an i was used one of the custom module for fulfilling my requirement. Here am sharing the module info. you can check and use it.
https://apps.odoo.com/apps/modules/13.0/salesperson_sales_target_app/
User can create and track sale target for each salesperson and also send email to a particular sale person with targeted details. And this module providing some needed validations. When we confirm the SO against one customer, sales target will be updated. The main benefit for using this module is that it provided option to achieve target based on sales order confirmation, delivery order, invoice creation or while invoice is paid.
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It seems this app - https://apps.odoo.com/apps/modules/13.0/kpi_scorecard/ - might be of use, since the tool assumes any precision in calculation of company, team, and personal results