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Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
Turn Perfex CRM Into a Sales Quota & Performance Dashboard
Sales Quotas for Perfex CRM helps you define revenue targets for your sales team and automatically measure progress against real invoice data — not spreadsheets, not guesswork.
Set quotas by month, quarter, or year. Then open the reports page and instantly see who is on track, who is at risk, and who needs attention — with paid amounts, forecast pipeline, and visual bar charts for every period.
Why do you need this module
Perfex CRM tracks invoices beautifully, but it does not give sales managers a simple way to an
