Sales Quotas Module for Prefex CRM

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