Sales Target & Quota Management

This is build-to-order, so there is no instant download. After a short scoping call to confirm your source transaction, period cadence, slab rules and role hierarchy, typical delivery is 2-4 weeks from confirmed scope. That window includes building the app, validating on a staging bench with your anonymised data, UAT with your managers, and production deployment behind a rollback plan.

You choose the source of truth at scoping: `Sales Invoice`, `Sales Order` or `Delivery Note`. Attainment is computed directly from those submitted transactions using the existing Sales Person and Sales Team attribution, so the figure on the dashboard is the same figure in your ERPNext books. `on_submit`/`on_cancel` doc events keep it live, and a nightly scheduler snapshot preserves history for trend and variance.

We build for Frappe/ERPNext v15 as the primary target and support v16. We deliver it as a proper installable Frappe app (`bench get-app`) with `hooks.py`, DocTypes, scheduler events and role profiles — not Customize Form hacks — so it survives standard bench upgrades. Confirm your exact bench version on the scoping call and we build against it.

Every build includes a post-go-live support window for bug fixes and adjustments. Because you receive the full git repository and own the code, you can maintain and extend it yourself, or engage ECOSIRE for a support/maintenance retainer to cover new ERPNext versions, feature additions and upgrade testing.

Yes. The `Target Slab` child table models tiered thresholds and accelerators (for example 80/100/120%), and attainment plus slab position is exposed through whitelisted methods and the REST API. That gives your commission process — whether a spreadsheet, a payroll integration or a future ERPNext build — a clean, reconciled source for tiered payout logic.

Visibility is enforced with role profiles and user-permission scoping. A rep sees their own card and the shared leaderboard; a manager sees their team or territory; leadership sees everything. The leaderboard is deliberately public to drive gamification, while raw per-deal detail stays scoped by ERPNext's standard permission engine.

You own it. Handover includes the full git repository and technical documentation, so there is no lock-in. You can host it on your own bench, extend it with your own developers, or bring it to us for further work — the choice is yours.