Promotions

  • Advanced Professional Gantt Dolibarr

    Would you like to see your project evolve in an efficient and structured way? The Gantt Professional Advanced Module allows you to manage all your projects in one place, without the need to use Gantt Project. We believe that you can effectively manage your projects with the right tools in place, and the Gantt Professional Advanced Module is one of them.

    600.00 €
  • DigiRisk

    DigiRisk allows you to create, manage, and update your Risk Assessment Document directly within Dolibarr. Fully compliant with French legislation, it includes risk evaluation, action planning (PAPRIPACT), accident management, and much more.

    150.00 €  (180.00€)

New products

  • EDICONNECT – EDI Configuration Module for Dolibarr

    Configuration module for Dolibarr to enable EDI integrations through a required subscription and external EDI services provided by QuickEDI.

    299.00 €
  • After-Sales Service – Workshop & On-site Interventions

    The After-Sales Service module for Dolibarr helps you manage repair/service cases both in a workshop and for on-site interventions, across a wide range of trades. It includes a planning calendar (create & edit appointments) and an advanced mobile workflow using QR Codes (photos + signature) with mandatory Terms & Conditions validation.

    90.00 €

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

Previous Next
  • 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