Sales Target Dashboard Pro

What does this module do?

Sales Target Dashboard Pro extends Odoo's sales management with a full target-tracking layer: set revenue goals by team, salesperson, or product category, then watch live KPI cards, bar charts, donut charts, and drill-down order lists update in real time as orders flow in. Period comparison, colour-coded progress indicators, and one-click Excel / PDF export give sales managers everything they need to run a data-driven team.

Everything you need to manage and monitor sales performance.

Two distinct roles with tailored access levels and views.

A target moves through the following statuses as sales accumulate.

Colour logic: below 50% → Red  •  50–80% → Orange  •  80%+ → Green  •  100%+ → Blue (Overachieved).

Follow these steps from initial setup through daily dashboard use.

1. Install the Module

   Go to Apps → Search "Sales Target Dashboard Pro" → Install. The module adds a new Sales Targets menu under the Sales app.

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   TipThe module requires sale_management, sale_margin, crm, account, and web. These are installed automatically if not already present.

2. Assign Security Groups to Users

   Go to Settings → Users & Companies → Users and edit each user. Under the Sales section, assign:

   • Sales User — can view their own dashboard and drill into their orders.
   • Sales Manager — full access to all targets, all teams, and module configuration.

3. Create Sales Targets

   Go to Sales → Sales Targets → New and fill in:

   Field	Description
   Target Name	A descriptive label, e.g. "Q2 2025 – Team North".
   Target Amount	Revenue goal in your company currency.
   Date From / To	The period this target covers.
   Target Type	Sales Team, Product Category, or Salesperson.
   Sales Team / Category / User	The specific entity this target applies to (depends on Target Type).

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   TipYou can create overlapping targets for different scopes (e.g., one for a team and separate ones for individual salespersons in that team).

4. Open the Dashboard

   Go to Sales → Sales Targets → Dashboard. The dashboard loads instantly with KPI cards and charts for the current month.

   • The top row shows Target, Achieved, Achievement %, Margin, and Margin % cards.
   • Below the cards, the bar chart displays month-by-month Target vs Achieved.
   • The donut chart shows the overall Achievement % with a colour-coded arc.
   • The pie chart breaks down sales by product category.

5. Filter and Slice the Data

   Use the filter bar at the top of the dashboard to narrow the view:

   • Click This Month, Last Month, This Quarter, or This Year for quick period presets.
   • Use the Custom Date Range fields to pick any start and end date.
   • Use the Sales Team, Category, and Salesperson dropdowns to focus on a specific slice.

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   TipAll filters are combinable. For example, select "This Quarter" + a specific Sales Team + a Salesperson to see exactly that person's quarterly performance within their team.

6. Compare Periods

   Enable Comparison Mode using the toggle on the filter bar. The dashboard adds a second column to the KPI cards showing the previous period values alongside green (▲) or red (▼) delta indicators.

7. Drill Down into Orders

   Click any KPI card (e.g., the Achieved card) or any bar in the bar chart. Odoo opens a filtered Sale Orders list showing exactly the orders that make up that number. From there you can open individual orders as usual.

8. Export the Report

   Click the Export to Excel or Print PDF button in the dashboard toolbar. The Excel export produces a multi-sheet workbook (KPI summary + monthly breakdown + order details). The PDF export is formatted for A4 printing.

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   NoteThe export respects the active filters — only data visible on the dashboard at the time of export is included.

Data Models