Sales Achieved and Target in Frappe Insights

Insights
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1

Hi folks,

I am working with Frappe Insights to create a dashboard for Sales Person in which they can see their Target Monthly/Quarterly/Half-year/Yearly Distribution based on Created Lead/Sales Order/Sales Invoice and track their the process based on set target.

I check the Sale Person Doctype but it only track the quantity and amount of Items. Even though, I am not sure how to get the Achieved column (as in Sales Person Target Variance Based On Item Group) into Insights. The result I am getting of Total Qty shows for every month.

For example:

  1. I created Sale A and set the target as well as Monthly Distribution:

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  2. Create a sale order with quantity of an item as 6 and attach Sale A to the document

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    image1803×1047 159 KB

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  1. On the report Sales Person Target Variance Based On Item Group, it shows Total Target as 7 for May which is correct based on Monthly Distribution and Achieved is 6 for Sale A

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  2. I set up a query in Frappe Insight to show a table including Total Qty and Target but it is showing for every month.

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    image1885×1911 249 KB

Does anyone know how I can track a Sale Person created Lead/Sale Order/Sale Invoice (quantity as well as amount for Sale Order/Invoice) based on a pre-set target? Any help is much appreciated.

2

Hi,

Did you figure it out?
If not, can you share an example of the final results that you’re trying to achieve? It’ll be easier for me to understand and provide a solution

3

Hi,

Sorry for the late response, I do not have any solutions for this yet.
As you can see on above screenshots, I set the target for Sales Person as 70 for Target Qty and 120M for Target Amount distributed by Month. The Sales Order was created for May with Item Quantity is 6. It shows correctly in the Sales Person Target Variance Based On Item Group as Achieved (May 2024) is 6 and Target (May 2024) is 7. However, in Frappe Insights, I am not sure how to show Achieved quantity distributed by Month as it is showing 6 for every month (Last screenshot).

Thank you for looking into this