Overview
The CRM Monthly Sales Target Dashboard is a monthly sales target dashboard for Odoo 19 CRM, helping sales managers track salesperson KPI performance.
Supports v 19.0 — available directly on the Odoo Apps Store.
Description
Standard Odoo CRM does not include a built-in way to set and monitor monthly KPI targets for salespeople, leaving sales managers to track goals manually outside the system. The CRM Monthly Sales Target Dashboard addresses this gap by introducing monthly target tracking directly inside Odoo 19 CRM Reporting, so managers can compare achieved results against assigned targets without setting up new records every month.
Key Features
- Automatically generates monthly target records for each salesperson, removing the need for manual monthly setup
- Displays achieved vs target numbers directly inside Odoo 19 CRM Reporting
- Uses color-coded indicators to give an at-a-glance view of performance against monthly KPI targets
- Supports tracking of KPI targets related to calls, meetings, and opportunities
- Fills a functionality gap in standard Odoo CRM, which has no built-in monthly target tracking
- Available for use on Odoo.sh and On-Premise deployments
How the Monthly Sales Target Dashboard Works
Once installed, the module automatically generates monthly target records for each salesperson, so there is no need to configure targets from scratch at the start of every month. These records are then used within Odoo 19 CRM Reporting to present a side-by-side comparison of target figures against actual achieved figures. Color-coded indicators are applied to this comparison, giving sales managers and CRM administrators a quick visual reference for how each salesperson is performing against their assigned monthly KPI targets, whether those targets relate to calls, meetings, or opportunities.
Business Use Cases
Sales managers overseeing a CRM team can use the monthly sales target dashboard to follow how each salesperson is progressing against their monthly targets without maintaining separate tracking sheets outside of Odoo. Because the module works directly within Odoo 19 CRM Reporting, managers can review achieved vs target figures alongside the CRM data they already use on a regular basis.
CRM administrators responsible for defining KPI expectations for the sales team benefit from the automatic generation of monthly target records, since this removes the repetitive task of creating new target records each month. Teams focused specifically on call activity, meeting activity, or opportunity generation can rely on the same dashboard to monitor progress against the KPI type that matters most to their sales process.
Frequently Asked Questions
Does this module create monthly targets automatically, or do I need to set them up manually?
The module automatically generates monthly target records for each salesperson, so manual monthly setup is not required.
Which KPIs can be tracked with the monthly sales target dashboard?
The module supports tracking of KPI targets related to calls, meetings, and opportunities.
Where do I view the achieved vs target comparison?
The comparison is displayed directly inside Odoo 19 CRM Reporting, using color-coded indicators for a quick visual reference.
Can this module be used on Odoo.sh or On-Premise installations?
Yes, the module is available for use on both Odoo.sh and On-Premise deployments.
Does the module include features beyond monthly target tracking, such as additional CRM reports or automations?
The supplied module information does not specify any features beyond the monthly target generation, achieved vs target comparison, and color-coded indicators described above.
