Track B2B Sales Benchmarks with Precision.

Monitor customer-wise product sales benchmarks, track expected vs. achieved revenue, and manage predefined trading agreements, all inside Odoo.

Built for B2B businesses operating under trading agreements, such as payment terms, delivery schedules, pricing, order minimums, and SLAs, where accuracy and accountability matter.

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Features of B2B Sales Benchmark Tracking Plugin

From customer-specific targets to deviation reports, the plugin automatically gives you enterprise-grade visibility into whether every trading agreement is being honored.

Customer-Specific Benchmarks

Define product-specific sales benchmarks for each customer, with customizable targets and timeframes.

Sales & Quantity Rules

Set benchmark rules by revenue or by quantity on individual products or entire product categories.

Expected vs. Achieved Tracking

Compare expected and achieved revenue in real time, with a "Fulfilled" / "Not Fulfilled" tag on every benchmark.

Trading Agreement Monitoring

Track predefined agreements, such as payment terms, delivery schedules, pricing, order min/max, and SLAs, with automated alerts.

Performance Dashboard

See how every customer performs against their agreement, with KPIs, trends, and benchmark history.

Deviation Reports

Spot deflections from customer agreements early and reconcile benchmark data against current sales progress.

Custom Time Periods

Track benchmarks over a standard or fully custom period; choose any duration and duration unit.

Multiple Benchmarks per Customer

Assign several benchmarks to one customer for different products, right from the contact form.

Flexible Reporting & Export

Filter by customer, product, or period, and export reports to PDF, Excel, or CSV.

How Does B2B Sales Benchmark Tracking Work?

From setup to insight, inside the standard Odoo Sales and Contacts flow.

01

Define a Benchmark

By Sales Module

Go to Sales Module > Products > Benchmark. Click on New. Choose the product to which you wish to apply the benchmark. You can set benchmark rules based on "Sales" and "Quantity."

Creating a new benchmark from Sales, Products, Benchmark in Odoo

By Sales

Create the name of the Benchmark and click on "Add a line" from the "Benchmark Section". Fill in the expected revenue and choose the period.

Benchmark rules tab with a sales rule, time period, and expected value in Odoo

02

Rules by Sales

You can define benchmark rules by sales on a product or category.

On Product

On Category

Benchmark rule applied to a product category with a sales target in Odoo

03

Rules by Quantity

You can define benchmark rules by quantity on a product or category.

Fill in the expected quantity and choose the period. Create the name of the Benchmark and click on "Add a line" from the "Benchmark Section".

Benchmark rule set by quantity with the expected quantity and period in Odoo

On Product

Quantity benchmark rule applied to a single product in Odoo

On Category

Quantity benchmark rule applied to a product category in Odoo

You can select the custom period. Click on the drop-down arrow and select "Search More."

A list appears, showing all the periods. Clicking on the "New" button allows you to create a custom period.

Time period list in Odoo with the New button used to add a custom benchmark period

Select the Duration and the Duration Unit. Click on "Save & Close". The Benchmark is created.

Creating a custom benchmark period by setting duration and duration unit in Odoo

04

Assign to a Customer

You can assign the benchmark while creating a new contact from the Contact Module or the Sales Module.

Go to the Contact Module and click on "New." Once the contact information has been entered, select Benchmark from the drop-down menu. Choose a predefined Benchmark.

Assigning a predefined benchmark to a new customer contact in Odoo

You can assign multiple Benchmarks to a single customer for different products.

A single Odoo customer with several benchmarks assigned for different products

You can also create a new benchmark while creating a new contact.

05

Benchmark Reporting

Reports by Sales

Sales Module > Reporting > Benchmark > Reports By Sales

Benchmark reporting menu under Sales Reporting in Odoo

Reports by Sales showing expected versus achieved revenue per customer benchmark

Reports by Quantity

Sales Module > Reporting > Benchmark > Reports By Quantity

Quantity benchmark details behind the Reports by Quantity view in Odoo

Reports by Quantity showing expected versus achieved quantities per benchmark

You can check the benchmark history in detail. Click on Benchmark history. All the data for the previous definite periods will appear here.

Benchmark history listing results for all previous periods in Odoo

How B2B Sales Benchmark Tracking Empowers Businesses

B2B relationships run on commitments, but when tracking them means manual checks across orders and spreadsheets, deviations surface too late. This plugin makes every agreement measurable and every customer accountable, automatically.

Maintain Compliance

Negotiated terms, including SLAs, order quantities, and payment schedules, are monitored continuously, not just at renewal time.

Reduce Customer Churn

Benchmark history shows how often each client meets their targets, so you can spot and resolve performance gaps early.

Optimize Revenue per Customer

Identify high- and low-performing accounts at a glance and take corrective action where it pays off most.

Cut Manual Reporting Time

Automated dashboards replace manual tracking, reducing time spent on reporting by up to 80%.

Sharpen Forecasts and Negotiations

Tracked performance data feeds better revenue projections and stronger, evidence-based contract negotiations.

Build Trust with Customers

Clear agreement terms and a reliable track record strengthen long-term B2B relationships and improve retention.

Ready to Make Every Customer Agreement Measurable?

See expected vs. achieved revenue for your key accounts live on an Odoo system with fulfilled and unfulfilled benchmarks flagged automatically. Book a personalized demo or try the live preview today.

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B2B Sales Benchmark Tracking at a Glance

What it is: Customer-wise sales benchmark tracking against predefined B2B trading agreements With expected vs. achieved reporting
Platform: Odoo 18 Odoo Online Odoo.sh On-Premise
Technical name: mss_benchmark_tracking
Odoo app dependencies: Contacts Discuss Sales Invoicing
Benchmark types: By sales (revenue) or by quantity, on products or categories Over standard or custom periods
Reporting: Current-period reports by sales and by quantity, plus benchmark history PDF Excel CSV export
Other capabilities: Automated alerts role-based access multi-company support
License: OPL-1
Built by: Master Software Solutions A Trusted Odoo Ready Partner

Frequently Asked Questions

Q1. What is the B2B Sales Benchmark Tracking plugin?

A1. It's an Odoo plugin for B2B businesses with predefined trading agreements. It lets you define benchmark sales targets per customer and product, then automatically tracks expected vs. achieved performance so agreements stay transparent and accountable.

Q2. What kinds of agreements can it track?

A2. Trading agreements including payment terms, delivery schedules, pricing structures, return policies, quality standards, order minimums and maximums, and service level agreements (SLAs).

Q3. How do I define a benchmark?

A3. Go to Sales → Products → Benchmark, create a benchmark, and add rules, by sales (revenue) or by quantity, on a product or category, with the expected value and a time period.

Q4. Can I use custom time periods?

A4. Yes. Beyond standard periods, you can create custom periods with any duration and duration unit — the benchmark then tracks against that window.

Q5. How are benchmarks linked to customers?

A5. Assign a predefined benchmark on the contact form in the Contacts or Sales module. A single customer can have multiple benchmarks for different products, and you can create new benchmarks while creating the contact.

Q6. How do I know if a benchmark was met?

A6. Each benchmark is tagged "Fulfilled" or "Not Fulfilled" based on actual sales versus the target, and deviation reports highlight where customers are falling short of their agreements.

Q7. What reporting is available?

A7. Sales → Reporting → Benchmark shows expected vs. achieved for the current period, split into Reports by Sales and Reports by Quantity. Benchmark History holds the data for all previous periods, and reports export to PDF, Excel, or CSV.

Q8. Which Odoo versions and hosting types are supported?

A8. Odoo 18.0, deployable on Odoo Online, Odoo.sh, or On-Premise. It requires the Contacts, Discuss, Sales, and Invoicing modules.

Q9. Who is this plugin built for?

A9. Distributors tracking sales targets across retailers, wholesalers managing bulk order commitments, and manufacturers monitoring dealer performance are any B2B operations with volume- or revenue-based customer agreements.

Q10. How does it help grow revenue?

A10. By surfacing underperforming customers and products early, you can take corrective action before targets are missed, while performance data helps fine-tune forecasts and negotiate better contracts.