Monthly Sales Objectives - OMC

Monthly Sales Objectives - MSO

The "Monthly Sales Objectives - MSO" module is an advanced solution developed for Dolibarr, designed to facilitate the definition, tracking, and management of monthly and annual sales objectives for your sales team. It offers the flexibility to set these objectives based on sales made by order or invoice.

Key Features:

Monthly and Annual Sales Objectives: This module allows you to set precise sales objectives for your sales team, both on a monthly and annual basis. You can customize these objectives based on actual sales recorded by order or invoice.

Assignment of Salespeople to Customers: For more effective planning, you can assign a specific salesperson to each customer or partner. This feature simplifies customer relationship management by assigning clear responsibilities.

Objective Categories: Organize your sales objectives by creating custom categories. This feature enables you to structure your objectives for better clarity and organization.

"Monthly Objective" Tab: Each salesperson's profile includes a new tab named "Monthly Objective." Within this tab, you can define monthly objectives for each year, allowing for detailed planning and continuous monitoring.

Monthly and Annual Reports: Generate monthly and annual reports for your sales team to evaluate their performance by comparing planned quantities in monthly objectives to actual quantities sold.

The "Monthly Sales Objectives - MSO" module streamlines the process of defining and tracking your sales team's objectives. By enabling you to customize objectives, assign salespeople to customers, and generate performance reports, it enhances your ability to monitor and optimize your sales strategies, contributing to increased sales and profitability.