Currently in ERPNext, the Sales Target can be configured only at the Item Group level for a Sales Person. However, our business requirement is to define and track Sales Targets at the Customer level.
We would like to understand:
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Is there any standard functionality available in ERPNext to set Sales Targets customer-wise?
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If not available, what would be the recommended approach (customization or workaround) to achieve:
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Target allocation per Customer
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Tracking actual sales against Customer-specific targets
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How can this be integrated with existing Sales Person target tracking?
Business Use Case:
In our distribution model, performance is measured based on individual customer accounts rather than item categories. Hence, customer-level target tracking is critical for monitoring and decision-making.