Hit every customer revenue target
Set per-customer sales targets by revenue, quantity, or order count, then track real-time attainment with a color-coded dashboard, pace-adjusted alerts, and automatic rollover — no more shadow spreadsheets to see which accounts are falling behind.
The problem
Odoo's built-in sales targets only track salespeople and teams, not individual customer accounts. Sales Managers and Key Account Managers who own a portfolio of named accounts have no native way to answer whether a customer is buying as much as expected this period — forcing them into shadow spreadsheets that drift out of sync with the ERP and hide at-risk accounts until it is too late.
The solution
Customer Sales Targets puts per-account quotas directly inside Odoo. Define a revenue, quantity, or order-count target for any customer and period, and the app computes attainment automatically from confirmed sales orders — with a color-coded status dashboard, pace-adjusted risk alerts, and automatic period rollover, so every account's health is visible at a glance.
Everything you need to manage account targets
Every capability below is implemented in the module.
Per-Customer Targets
Define a sales target directly on any customer record, closing the gap where Odoo's standard targets only exist at the salesperson or team level.
Three Target Metrics
Measure targets as revenue, quantity sold, or order count — pick whichever metric reflects how that account is actually managed.
Configurable Periods
Set targets for monthly, quarterly, or yearly periods, with the end date computed automatically from the period type.
Real-Time Attainment
Actual sales against target are computed automatically from confirmed sales orders — no manual reconciliation required.
Color-Coded Dashboard
A kanban dashboard groups every target by metric with On Track, At Risk, Missed, and Achieved status badges, so managers see portfolio health at a glance.
Pace-Adjusted Alerts
Get a chatter notification and a scheduled activity the moment an account's pace-adjusted attainment falls below its configurable threshold.
Automatic Rollover
Targets renew into the next period automatically, optionally increasing the value by a configurable growth percentage.
Historical Trend Analysis
Pivot and graph views break target performance down by customer across past periods — built for account reviews and renewal conversations.
Partner Smart Button
Every customer record shows a Targets smart button and current target status right on the contact form.
How it works
Set the Target
Create a customer target: pick the customer, metric, period, and target value.
Sales Flow In
As sales orders are confirmed for that customer, attainment recalculates automatically.
Watch the Dashboard
Track every account's status — On Track, At Risk, Missed, or Achieved — from one kanban dashboard.
Get Alerted and Roll Over
At-risk accounts trigger an alert; finished periods roll forward automatically.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Customer Sales Targets is available for Odoo 17, 18, and 19 Community.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Customer Sales Targets
Per-customer targets by revenue, quantity or order count, with real-time attainment, a color-coded dashboard, pace-adjusted alerts and automatic rollover.
Buy on Odoo App Store