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Sales Targets for Odoo 19 – Salesperson and Team Targets vs Invoiced

Set targets for salespeople and teams, and see at once what was invoiced or sold, the percentage, what is left and who is on track.

No reviews yet0 salesby TAQNIXUpdated Oct 23, 2026

Description

Who is on track?

A target on a whiteboard, the real numbers in a spreadsheet, and on the 20th nobody knows. Sales Targets puts both in Odoo.

Target, reached, left

Targets that follow the invoices

  • A target for a salesperson, a sales team or both, over any period
  • Counted on what was invoiced (posted invoices minus credit notes, without taxes) or on confirmed orders
  • The amount reached, the percentage, what is left and a status: upcoming, running, reached or missed, computed from your data each time you open it
  • A progress bar in the list, with totals
From your invoices

A year at once

The generator creates monthly, quarterly or yearly targets for several salespeople or a team in one step, without duplicates.

A whole year at once

Privacy

Salespeople see their own targets and their team's; managers set everything.

Set, sell, follow

Print

A summary of the targets and what was reached.

Features

Tested

26 automated tests: invoiced amounts, posted only, period limits, taxes, credit notes, teams, confirmed orders, statuses, constraints, the generator, access and the summary.

Documented

Illustrated documentation in English and Arabic and an Arabic translation of the module.

What's included

  • taqnix_sales_targets.zip: the Odoo 19 module (with Arabic translation)
  • Illustrated documentation in English and Arabic (HTML and PDF)
  • Automated tests, licence file (OPL-1) and changelog

Requirements

Odoo 19.0 with Sales and Invoicing.

What's in the download

The files in the archive you can download after you buy.

  • Full source code
  • Documentation
  • Installation guide
  • Automated tests
  • Licence file
  • Changelog

Customer reviews

Write a review

No reviews yet. Bought this item? Be the first to review it.

Usage

Install and use it in a few lines.

target = env['taqnix.sales.target'].create({'user_id': user.id, 'date_from': '2026-10-01', 'date_to': '2026-10-31', 'amount': 20000})
target.achieved, target.percent, target.status

Documentation

Setup, settings and troubleshooting, written by the author.

Open the documentation

Changelog

Every release, newest first.

v1.0.0

1.0.0 – Initial release

  • Targets for salespeople and sales teams over any period
  • Reached amount from posted invoices (net of credit notes) or confirmed orders, percentage, left, status
  • Generator for monthly, quarterly or yearly targets without duplicates
  • Salespeople see their own and their team's targets; managers set all
  • Printable summary
  • Arabic translation, automated tests

Frequently asked questions

What counts as reached?

Either the posted invoices minus the credit notes (without taxes) by invoice date, or the confirmed sales orders (without taxes) by order date, for the salesperson and/or the sales team of the target. Amounts are in the company currency.

Is it always up to date?

Yes. The figures are computed when you open the list or the form, so a new invoice is counted at once.

Can I set a target for a team?

Yes. A target can be for a salesperson, a sales team, or both (then only what the salesperson did for that team).

Can I create a year of targets?

Yes. The generator creates monthly, quarterly or yearly targets for several salespeople or a team in one step and skips those that already exist.

Who sees the targets?

Salespeople see their own and their team's targets; sales managers see, set and change all of them.

Does it compute commissions?

No. It follows the targets; commissions are a different subject.

Does a target over 100% work?

Yes. The percentage can go over 100 and the status becomes Reached.

Does it work in Arabic?

Yes. Everything is translated and works right to left, and the documentation is in Arabic too.

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