Promotions

  • Remindme: Automatic reminder (email, event, notification)

    Allows you to program different types of reminders based on a trigger. RemindMe is here for you!

    280.00 €
  • MBI Yousign eIDAS-certified signature

    The MBI Signature Yousign module allows your third parties to sign quotes, orders, contracts, SEPA mandates, interventions, and delivery notes via Yousign, as well as attached external documents and external files. The eIDAS-certified signature includes an SMS code to verify the signer's identity.

    20.00 €  (33.25€)

New products

  • Mass update of supplier products

    Simplify your purchase price updates with this module. Save time when you receive new prices from your suppliers.

    79.00 €
  • Dolitour

    This Dolibarr module displays contextualized windows that help users get started with the software. You can edit your own screens (onboarding) to suit your operations and processes.

    100.00 €

Customers Budget

c5450d20210601120334

It is essential for companies to be able to guide their decisions with the use of forecasting and planning tools projected in the short, medium and long term. This module is a planning tool, simple and flexible, which allows you to define in advance the revenues in a given period and therefore to evaluate any deviations from the original plan. The results are available also in chart form.

70.00 €
Excl. tax

  • Author OPG
  • Module version 2.1
  • Release date 06/01/2021
  • Access to download and updates 1 year
  • How to contact support Mail info@opigi.com
  • Compatibility Dolibarr V6 - V21
  • Last update 11/14/2025 12:55 PM

More info...

Customers Budget

Author: O.P.G.
License: Marcello Gribaudo / GPLv2

Module version: 1.0
User interface language::English Français Español Italiano
Help/Support:info@opigi.com

 

 

Functionality

Simple, yet powerful and versatile, the "Customer Budget" module is a planning tool that allows you to define, for a given period, the forecast sales data for:
 

  • individual customers
  • homogeneous groups of customers


and to compare them in the final balance with the turnover of the same period.

It is possible to generate any number of budgets, and have a synthetic or detailed analysis (by period, customer or seller).
A series of graphs allows immediate analysis of the results

 

Installation

For Dolibarr v9+

  • Go into menu Home - Setup - Modules - Deploy an external module and submit the zip file
  • Module or skin is then available and can be activated.

For Dolibarr v8-

  • Download the archive file of module (.zip file) from web site DoliStore.com
  • Put the file into the root directory of Dolibarr.
  • Uncompress the zip file, for example with command unzip module_interventionenh-1.0.zip
  • Module or skin is then available and can be activated.
     

Demo

On line demo
User : demo
Password : demo
(Use the menu of the "Financial Planning" module)

User documentation

Video On You Tube

Our other related products

Financial Planning

Financial Planning

Intervenion Enhanced

Agenda to Google Maps

 

All our products




If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org