Feature availability?

ERPNext
,
1

Hi All,

We are using ERPNext v14. What I want to know is;

  1. Is it possible to add customer-wise sales projections? (monthly and daily wise projections)
  2. Is it possible to add month-wise sales team (individual) projections?
  3. Is it possible to associate 2 or more customer groups with one customer?

It would be a great help if any default features are available or these will be customization

2

None of these exist currently as far as i can tell as i needed these features too at some point and could not find them in any documentation and feedback received was that they don’t exist out of the box.

3

@Adhokshaja try report sales analytics for first issue

4

Territory has a sales target section

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Sales Person has a target section

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5

Try using Frappe Insights
You can make all kinds of custom reports and also make a dashboard for easier tracking.

Integration with ERPNext is automatic, if you install it on the same site.

6

Thanks, I’ll check these.

7

Thanks. Seems like the only way is to customize the system.

8

Sales Analytics - This report gives monthly revenue. What we also want is sales projection per month v/s revenue. The second half of the requirement is covered. For the first half, seems like customization is required.