Sales Targets

Documentation

What it does

Sales Targets gives every sales rep a monthly target (amount and number of won deals) and calculates what they achieved automatically from your deals. It also adds collection targets for account managers, commissions, leaderboards, alerts and a full report.

Main features

• Monthly sales targets per rep: target amount and/or target deals. Achievement updates instantly whenever a deal is won, edited, moved or deleted.
• Automatic targets: set a Default Monthly Target on the user and a target is created every month.
• Collection targets (own tab Collection Targets) for account managers: due this month, collected, still due, overdue, accounts, and a separate collection commission.
• Account movement: active / inactive accounts, accounts at the start of the month, accounts lost and gained (with date and reason).
• Click any number on a target to see the deals or accounts behind it.
• Deal type split: e.g. Type = New counts for the sales rep only, Type = Collection counts for the account manager only.
• Commission with a rate up to target, a higher rate above target and a minimum achievement %.
• Leaderboard with ranks, medals and rank change; team comparison; monthly trend vs last year.
• Dashboard dashlets: Sales Target Progress (circles, gauges, bars or numbers), Sales Target Trend, Collections Due.
• Alerts: centered popup congratulation on every won / collected deal with what is left, milestone alerts (50%, 100%…), behind-target alert, and a monthly email report.
• Report page with filters (type, period, rep, team), Print / PDF, CSV export, email to managers and "Send to rep".
• Works with any deal entity and renamed fields (Deal Mapping). English and Arabic.

How to use

• Install the extension, then make sure cron runs (the daily job runs at 00:15).
• Administration → Roles: give access to Sales Targets (reps: Read own) and Collection Targets (account managers: Read own). Every user needs a role.
• Administration → Sales Target Settings → Deal Mapping: choose the deal entity, sales rep field, amount, close date, stage and won stages. Optional: Deal type field with the types for sales and for collection.
• Users → Edit → Default Monthly Target (amount / deals) and Default Monthly Collection Target. Or create targets from the Sales Targets tab.
• Collection: enable it, choose the account manager field, payment status field (e.g. Stage), Paid values, Unpaid values, due date field, and the account manager teams. In Collection · Accounts choose the account manager field on Account and the Active field.
• Sales managers: Teams → a team → add Sales Manager to Position List, then set the manager's Position in the team's Users panel. Managers get alerts and reports only for their own team.
• Add the dashlets to the dashboard, and open Sales Targets → Report or Collection Targets → Report.

Settings & permissions

• All settings are in Administration → Sales Target Settings: Deal Mapping, Collection, Collection · Accounts, Commission, Collection Commission, Notifications, Monthly Email Report.
• Saving the settings recalculates the current and previous month.
• Everything respects roles: a rep with Read: own sees only their own numbers.

Notes

• Amounts are converted to the default currency.
• Targets are created automatically only for the current month (not for imported history).
• Account history: changes are tracked from install; earlier Active → Inactive changes are read from the account stream when the Active field is audited.
• The monthly email needs outbound email configured.
• EspoCRM 8.1 → 10.x, PHP 8.1+.