en:addons:objvente

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en:addons:objvente [2025/10/02 15:29] – [Versions] ics02en:addons:objvente [2025/10/03 16:11] (Version actuelle) – [OBJVENTE: Sales targets * *] ics02
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-====== OBJVENTE: Sales targets * * ====== +====== OBJVENTE: Sales targets  ====== 
-FIXME MIGRATION TO A1 FORMAT IN PROGRESS.+
  
 ===== Overview ===== ===== Overview =====
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 ===== Entering targets ===== ===== Entering targets =====
  
-//**Access:** Statistics->Sales targets->Enter targets//+//**Access:** Statistics->Sales targets->Objective entry//
  
 {{:en:addons:objvente_01_en.png?nolink|}} {{:en:addons:objvente_01_en.png?nolink|}}
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 Targets are entered by calendar year. However, you can display the results by month, quarter, or year. Targets are entered by calendar year. However, you can display the results by month, quarter, or year.
  
-To do this, you must first select a product (the magnifying glass **(1)** opens the product selector, but you can enter the code directly), then a sales representative to whom the target is assigned.+To do this, you must first select a product (the magnifying glass <badge>1</badge> opens the product selector, but you can enter the code directly), then a sales representative to whom the target is assigned.
  
-You can then assign an annual target to them. If you click on the small lightning bolt **(2)**, the annual target will be distributed evenly across the quarterly and monthly targets.+You can then assign an annual target to them. If you click on the small lightning bolt <badge>2</badge>, the annual target will be distributed evenly across the quarterly and monthly targets.
  
 If you modify a monthly target, the quarterly and annual targets are recalculated. If you modify a monthly target, the quarterly and annual targets are recalculated.
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 The display screen allows you to select the sales representative whose results you wish to view. The calculation period can be a month, a quarter, or a year. The display screen allows you to select the sales representative whose results you wish to view. The calculation period can be a month, a quarter, or a year.
  
-The **Period target** column shows the target assigned to the sales representative for the period. The **Achieved** column is calculated based on invoices dated within the period whose status is not ‘in progress’ (unless the **yc in progress** box is checked).+The **Period objective** column shows the target assigned to the sales representative for the period. The **Achieved** column is calculated based on invoices dated within the period whose status is not ‘in progress’ (unless the **incl. ongoing** box is checked).
  
 The column displays the % achieved (it is displayed as 100% when it is above the target). When less than 50% of the target is achieved, the gauge is red. When more than 75% of the target is achieved, the gauge is green. The column displays the % achieved (it is displayed as 100% when it is above the target). When less than 50% of the target is achieved, the gauge is red. When more than 75% of the target is achieved, the gauge is green.
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 ^Version ^Date ^Comments^ ^Version ^Date ^Comments^
 +|3.A1.01.02 |03/10/25| Migration to A1 format |
 |3.15.03.01 |20/02/19| First production version.| |3.15.03.01 |20/02/19| First production version.|
  
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