search

frappe / erpnext

Free and Open Source Enterprise Resource Planning (ERP)
https://erpnext.com
GNU General Public License v3.0
19.55k stars 6.99k forks source link

Sales Goals/Targets by Category #10584

Open Olawale1 opened 7 years ago

Olawale1 commented 7 years ago

Hi,

The Sales Target feature in the Company master is a very good idea but seems rather basic. Most times, sales targets are set by Item Category (and sometimes even by Customer category). It would go a long way (and be more meaningful) if we could set goals in the Item/Customer Group master and also optionally select a monthly distribution

These goals could then be displayed as a reference line in the Sales Analytics charts

Thanks plenty

umairsy commented 7 years ago

For now, you can define sales target in the Item Groups. Also, the target can be set for the Sales Person in the respective master.

Olawale1 commented 6 years ago

Hi @umairsy

Trust you're doing great

For now, you can define sales target in the Item Groups

I'm not aware of such a feature currently

Thanks

umairsy commented 6 years ago

Hi,

Sorry for the earlier response. This feature is not available for now in the Customer or Item Group. To raise priority of this feature, please consider sponsoring or creating bounty for it.

Khaled4 commented 5 years ago

Salam. Has there been any progress on this rather important topic? I am a sales consultant and I can contribute with a flow diagram and will be happy to work on that with coders. Please get in touch if interested.