Marketing Teams, Targets & Performance for ERPNext

Give managers one control layer for departments, branches, teams, ownership, targets, and workload. The dashboard adapts to the ECOSIRE apps installed on the site and respects the configured role visibility model.

Management capabilities

• Departments, branches, teams, leaders, marketers, sales executives, and external agents
• Project-specific, property-specific, and temporary teams
• Permanent and temporary transfers with lead-reassignment history
• Leave-aware workload balancing and follow-up escalation
• Targets for pipeline, activity, conversion, revenue, commission, and closing time
• Target-versus-actual variance, percentage achievement, and rankings
• Performance analysis by person, team, branch, source, campaign, project, and property
• Role-based visibility from executive management to external agents

Manager workflow

1. Confirm the company, branch, team, role, and reporting relationships.
2. Set dated targets with an explicit metric and measurement scope.
3. Assign work through the team console and review leave or workload conflicts.
4. Monitor actuals and variance using the same filters used to define the target.
5. Reassign or escalate with a reason so ownership changes remain explainable.

Comparable targets

Keep the target period, company, team, and source filters consistent when comparing rankings.