Erpnext: Ask for goals during setup wizard and help users stay focussed on those goals

Created on 5 Apr 2017  路  2Comments  路  Source: frappe/erpnext
  • Monthly Sales Target
  • New Customers per month
framework installation
Source
picture umairsy
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Most helpful comment

If this is a new company that has not established goals, then they won't have any goals to enter. So this needs to be able to be bypassed with no values.

picture jwrober on 5 May 2017
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All 2 comments

If this is a new company that has not established goals, then they won't have any goals to enter. So this needs to be able to be bypassed with no values.

jwrober picture jwrober on 5 May 2017
👍2

I think you also need a Quotes/Sales Order ratio target /monitor over a chosen period

joolsr picture joolsr on 27 May 2017
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