en:addons:objvente

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en:addons:objvente [2025/10/03 14:38] – [Entering targets] 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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 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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