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This module or version is no more available. It may have been discontinued by the author or replaced by another module or version.

MONTHLY SALES OBJECTIVES - OMC

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The "Monthly Sales Objectives - OMC" module is an advanced solution developed for Dolibarr, designed to facilitate the definition, tracking, and management of monthly and annual sales objectives for your sales team. It offers the flexibility to set these objectives based on sales made by order or invoice.

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  • Author Next Gestion
  • Module version 1.0
  • Release date 09/29/2023
  • Compatibility Dolibarr V6 - V18
  • Last update 10/09/2025 01:47 PM

More info...

  • Editeur: NextGestion
  • Version du module: 1.0
  • Compatibilité: Dolibarr 6.0.0 - 18.0.*
   
Description & Fonctionnalités

MONTHLY SALES OBJECTIVES - OMC

The "Monthly Sales Objectives - OMC" module is an advanced solution developed for Dolibarr, designed to facilitate the definition, tracking, and management of monthly and annual sales objectives for your sales team. It offers the flexibility to set these objectives based on sales made by order or invoice.

Key Features:

Monthly and Annual Sales Objectives: This module allows you to set precise sales objectives for your sales team, both on a monthly and annual basis. You can customize these objectives based on actual sales recorded by order or invoice.

Assignment of Salespeople to Customers: For more effective planning, you can assign a specific salesperson to each customer or partner. This feature simplifies customer relationship management by assigning clear responsibilities.

Objective Categories: Organize your sales objectives by creating custom categories. This feature enables you to structure your objectives for better clarity and organization.

"Monthly Objective" Tab: Each salesperson's profile includes a new tab named "Monthly Objective." Within this tab, you can define monthly objectives for each year, allowing for detailed planning and continuous monitoring.

Monthly and Annual Reports: Generate monthly and annual reports for your sales team to evaluate their performance by comparing planned quantities in monthly objectives to actual quantities sold.

The "Monthly Sales Objectives - MSO" module streamlines the process of defining and tracking your sales team's objectives. By enabling you to customize objectives, assign salespeople to customers, and generate performance reports, it enhances your ability to monitor and optimize your sales strategies, contributing to increased sales and profitability.

 MONTHLY SALES OBJECTIVES - OMC

demo/demo

 
If you order our module you benefit from:
- free installation and configuration assistance
- free help in case of bug or module malfunction
- the addition of new functionalities or options specifically adapted to your needs.
   
Installation
    1. Télécharger le fichier archive (.zip) sur dolistore.com
    2. Dézipper l'archive dans le répertoire /htdocs/custom de dolibarr.
    3. Le module peut alors être activé (), paramétré () si besoin depuis la page de configuration des modules et enfin utilisé.
   
Démonstration Mises à jour et disponibilité Les mises à jour correctives du module seront publiées sur le dolistore.
   
Support We are available for any questions.
If you have a problem with the operation of the module, please give us detailed information so that we can understand and reproduce the behavior.
Email: h.nouib@nextconcept.ma 
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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