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 answer:

“Did Sarah hit her Q2 target?”
“How much has James collected vs what’s still outstanding?”
“Is the team on pace for the year?”

Sales Quotas closes that gap. Admins set targets once; the module does the math from your existing invoice records.

Key Features

Manage Quotas — Fast & Intuitive

Add staff members individually to your quota plan
Set amounts per period in a clean grid layout
Enter a row total and let the module split it evenly across all periods
Filter by year and period type (monthly / quarterly / yearly)
Save all quotas in one click

Real Revenue Tracking (Not Manual Entry)

Paid — Invoice payments
Forecast — Remaining balance on unpaid and partially paid invoices
Paid + Forecast — Combined progress toward quota
Based on invoices created by each staff member within the selected period

Visual Team Reports

Team summary table for all assigned staff
Stacked bar charts: paid vs forecast vs quota
Percentage completion for every metric
Color-coded quota bars:
- On Track — meeting or exceeding target
- At Risk — below target but recoverable
- Behind — significantly under quota
Year totals column for quick annual overview

Fully Configurable

Default period type (monthly, quarterly, yearly)
Custom colors for paid, forecast, and status bars
Adjustable at-risk and on-track percentage thresholds
Uses your Perfex base currency automatically

How It Works

Activate the module from Perfex Setup → Modules
Add staff and set their revenue quotas on the Manage Quotas page
Open Quota Reports to see paid, forecast, and progress vs target
Adjust settings to match your sales review process

Who is Needs this

Sales managers tracking team revenue targets
Agencies measuring account manager performance
Service businesses with invoice-based sales
CRM admins who want quota visibility without exporting to Excel
Teams running monthly, quarterly, or annual sales reviews

DEMO

DEMO

Admin Username

testadmin@gmail.com

Password

password@1234

Support

Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.

VERSION HISTORY

Version 1.0.0 – 9th June 2026

 Initial Release

Sales Quotas Module for Prefex CRM