Sales Targets for Odoo 19 documentation

A guide to sales targets: the targets and what was reached, setting a target, the generator of a year, printing and access rights.

Documents version 1.0.0Updated Oct 23, 2026

About Sales Targets for Odoo 19 Download the PDF(PDF, 1.2 MB)

Start here

In plain words: A target on a whiteboard, the real numbers in a spreadsheet, and on the 20th nobody knows who is on track. Sales Targets puts both in Odoo: a target for a salesperson or a team over a period, and next to it what was really invoiced (or ordered), the percentage, what is left and a status, always up to date because it is computed from your invoices.

The targets with what was reached, one target and the generator of a whole year.

Tip: Salespeople see their own targets and those of their team. Managers set them all.

What you get

Feature	What it does
Targets	For a salesperson, a sales team or both, over any period, in the currency of the company.
Two ways to count	Invoiced: the posted invoices minus the credit notes, without taxes. Confirmed orders: the untaxed total of the confirmed sales orders.
Always up to date	The amount reached, the percentage and what is left are computed when you open the list.
Status	Upcoming, Running, Reached (the amount is there) or Missed (the period is over and it is not).
Generator	A year of monthly, quarterly or yearly targets for several salespeople or a team in one step; no duplicates.
Who sees what	Salespeople see their own targets and their team's; sales managers see and change everything.
Print	A summary of the targets and what was reached.
Arabic	Everything is translated and works right to left.

Requirements

Item	Details
Odoo	19.0 (Community or Enterprise)
Apps needed	Sales (`sale`) and Invoicing
License	OPL-1 (Odoo Proprietary License v1.0)

Install

Unzip the package. Inside is taqnix_sales_targets.zip; unzip it to get the folder taqnix_sales_targets.
Copy the folder into one of the addons_path folders of your Odoo server and restart Odoo.
Log in as an administrator, activate Developer mode, open Apps and press Update Apps List.
Remove the “Apps” filter, search Sales Targets and press Install.

# or from the command line
./odoo-bin -c odoo.conf -d YOUR_DATABASE -i taqnix_sales_targets --stop-after-init

The targets

In plain words: Sales → Reporting → Sales targets. The list opens on the targets running this month; clear the filter to see all of them, or group by salesperson, team or month.

This month: Sam is above the target, Mia and Dan are on their way, the team is at 71%.

All the targets: reached, running, missed and upcoming.

Column	Meaning
Target	The amount to reach.
Reached	What was invoiced or ordered in the period for this salesperson or team.
Reached %	Reached divided by the target. It can go over 100.
Left	What is missing; never below zero.
Status	Upcoming, Running, Reached or Missed.

Set a target

In plain words: Press New, choose the salesperson and/or the sales team, the period, what it is counted on and the target.

Choice	What is counted
A salesperson	What this salesperson invoiced (the salesperson of the invoice) or sold (the salesperson of the order).
A sales team	What the team invoiced or sold, whoever the salesperson is.
Both	Only what the salesperson did for that team.

Tip: Invoices count on their invoice date, orders on their order date. Amounts are in the currency of the company, without taxes.

A whole year at once

In plain words: Sales → Reporting → Generate targets (managers): choose the salespeople or a team, the year, monthly, quarterly or yearly periods and the amount of each period. A target is created for each one; the ones that already exist are not repeated.

Monthly targets of 22,000 for three salespeople for 2027.

Print

In plain words: Select targets in the list and press Print to get a summary with what was reached.

Who can do what

Who	Can
Salespeople	See their own targets and those of their sales team, and what was reached. They cannot change them.
Sales managers	See and create, change and delete all the targets, and generate them.

Arabic and right to left

Limits

Limit	Detail
Net of taxes	Amounts do not include taxes.
No commission	The module follows targets; it does not compute commissions.
One amount per target	A target is for one salesperson or team and one period; use the generator for many.
Computed on opening	The figures are calculated when you open a list or a form; with very many targets on very large invoice volumes this takes a moment.

For developers

In plain words: Skip this chapter if you only use the module.

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

Troubleshooting

Problem	What to do
A salesperson sees nothing	Targets are visible to the salesperson, and to the members of the team of a team target.
The reached amount looks low	Only posted invoices count, on their invoice date, by the salesperson of the invoice. Check the basis: invoiced or confirmed orders.
“Choose a salesperson or a sales team”	A target needs one of them.
Generated nothing	The targets already existed for those periods.

Updating and removing

Replace the folder with the new version, restart Odoo and run -u taqnix_sales_targets. Targets are kept.

Support

Installation help and bug fixes are included for 6 months, with lifetime updates. Contact us through the marketplace page where you bought the module or write to support@taqnix.com with your Odoo version and a screenshot.