nsinnovations/erpnext
2
0
Fork 0
mirror of https://github.com/frappe/erpnext.git synced 2026-05-27 08:54:45 +00:00
Code Issues Packages Projects Releases Wiki Activity

Sales Goal by Company (#9723)

Browse Source 
* [sales goal] in company; dashboard, graph, notifs, wiz

* [test] target notifications

* cache past year monthly sales of every company daily, patch

* [minor] query fixes

* update sales goal docs
This commit is contained in:
Prateeksha Singh
2017-07-18 10:35:12 +05:30
committed by Makarand Bauskar
parent e2d0d0a0c1
commit e012e24423
18 changed files with 2199 additions and 1861 deletions
Download Patch File Download Diff File Expand all files Collapse all files

15
erpnext/docs/user/manual/en/setting-up/setting-company-sales-goal.md Normal file
View File

@@ -0,0 +1,15 @@
# Setting Company Sales Goal
Monthly sales targets can be set for a company via the Company master. By default, the Company master dashboard features past sales stats.
<img class="screenshot" alt="Sales Graph" src="{{docs_base_url}}/assets/img/sales_goal/sales_history_graph.png">
You can set the **Sales Target** field to track progress to track progress with respect to it.
<img class="screenshot" alt="Setting Sales Goal" src="{{docs_base_url}}/assets/img/sales_goal/setting_sales_goal.gif">
The target progress is also shown in notifications:
<img class="screenshot" alt="Sales Notification" src="{{docs_base_url}}/assets/img/sales_goal/sales_goal_notification.png">
{next}