Promotions

  • INTERVENTION PLUS - Complete Management of Interventions

    The “Intervention Plus” module is a revolutionary tool that simplifies and optimizes intervention management, from planning to invoicing. Designed for sales and technical teams, it offers a complete suite of features to ensure transparent and efficient monitoring of each intervention.

    250.00 €  (500€)
  • CRM 360

    This module provides a comprehensive overview of customer interactions and data, centralizing all relevant information in one place.

    175.00 €  (350€)

New products

  • TakePOS Digital Invoice

    Dolibarr module for TakePOS allowing business customers to request an electronic invoice by scanning the QR code on their receipt. It verifies the SIRET number and email address, links the invoice to the third party, sends it via EInvoicing, and emails the official PDF invoice.

    180.00 €
  • NAF 2025 Transition Code

    Prepare your Dolibarr data for the transition to the NAF 2025 classification, effective January 1, 2027. The NAF Code Transition module analyzes the NAF/APE codes for your French companies, automatically converts unique matches, and guides you through cases requiring a manual selection.

    50.00 €

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 05/22/2026 02:32 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