{"id":1401,"date":"2024-05-29T16:28:56","date_gmt":"2024-05-29T16:28:56","guid":{"rendered":"https:\/\/sienna-manatee-218967.hostingersite.com\/blogs\/modulo-metas-de-venta-2\/"},"modified":"2026-05-01T18:46:48","modified_gmt":"2026-05-01T18:46:48","slug":"modulo-metas-de-venta","status":"publish","type":"post","link":"https:\/\/exdoo.mx\/blogs\/modulo-metas-de-venta\/","title":{"rendered":"M\u00f3dulo \u201cMetas de venta\u201d"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/large-banner-copy-3-YBgpWxDWaei8NXpy-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n<div style=\"background:linear-gradient(135deg,#0A7099 0%,#0d8db8 100%);color:#fff;padding:28px 26px;border-radius:16px;margin:0 0 28px;box-shadow:0 4px 16px rgba(10,112,153,.2);\">\n<div style=\"display:inline-block;background:rgba(255,255,255,.18);padding:6px 14px;border-radius:20px;font-size:12px;font-weight:700;letter-spacing:.5px;margin-bottom:12px;color:#fff;\">\ud83d\udcd8 ART\u00cdCULO T\u00c9CNICO<\/div>\n<p style=\"font-size:16px;line-height:1.6;margin:0;color:#fff;opacity:.95;\">En el cliente es necesario establecer en el men\u00fa de \u201cventa y compra\u201d el vendedor asignado del cual se evaluar\u00e1n las metas.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/asignacioin-de-vendedor-al-cliente-AVLJgRjODrFGj7ee-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n<p class=\"body\" dir=\"auto\"><span>Desde el cliente se tiene que aplicar el check para inlucir al cliente en el reporte de metas de venta. Al aplicar el check se mostrar\u00e1 un men\u00fa llamado \u201cMetas\u201d.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/check-para-ver-reporte-de-metas.-AE0pgJkB9KIpnZeb-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n<p class=\"body\" dir=\"auto\"><span>En el men\u00fa que se muestra podemos agregar el periodo de la meta (Este es un rango mensual), el producto que entrar\u00e1 y la cantidad que se debe de vender.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/configuracioin-de-periodo-de-meta-y-producto-AzGrKlqGlMC36Zx8-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n<p class=\"body\" dir=\"auto\"><span>Una vez establecidas la metas, para que se vea el porcentaje\/meta cumplida, debe de estar la venta confirmada \u201cOrden de venta\u201d para que se pueda visualizar en el reporte.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/estado-de-la-venta-Y4L4X1nvjNCQgKvM-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n<p class=\"body\" dir=\"auto\"><span>Para poder identificar por periodo de meta de venta, es necesario en el men\u00fa de \u201cReportes\u201d&gt;Meta de ventas.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/menui-para-reporte-de-meta-de-ventas-m7VpXOyN8LUpG3Q0-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n<p class=\"body\" dir=\"auto\"><span>Para poder visualizar el detalle, se tiene la opci\u00f3n de que por mes se visualice el reporte, o si se requiere restablecer un periodo inicial y un periodo final, ejemplo, de Fecha inicial \u201cEnero\u201d fecha final \u201cMayo\u201d.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/establecer-periodo-inicial-y-final-mP4prgwgonS0lzrv-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n<p class=\"body\" dir=\"auto\"><span>En la parte de direcci\u00f3n de entrega, se mostrar\u00e1n unicamente los clientes a los que se les aplic\u00f3 el check mencionando que entran en las metas de venta.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/wizard-de-direccioin-de-entrega-YD0pXJXQP1S97Gwo-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n<p class=\"body-large\" dir=\"auto\">El reporte se visualizar\u00e1 en formato CSV para mayor referencia.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/exdoo.mx\/blogs\/wp-content\/uploads\/2026\/05\/reporte-de-metas-de-venta-en-formato-csv-YbNa0jPakPIM199E-2.png\" alt=\"\"  style=\"max-width:100%;height:auto;border-radius:10px;box-shadow:0 2px 8px rgba(0,0,0,0.12);display:block;margin:14px auto;\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udcd8 ART\u00cdCULO T\u00c9CNICO En el cliente es necesario establecer en el men\u00fa de \u201cventa y compra\u201d el vendedor asignado del cual se evaluar\u00e1n las metas. Desde el cliente\u2026<\/p>\n","protected":false},"author":1,"featured_media":1391,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-1401","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ventas"],"_links":{"self":[{"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/posts\/1401","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/comments?post=1401"}],"version-history":[{"count":2,"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/posts\/1401\/revisions"}],"predecessor-version":[{"id":1900,"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/posts\/1401\/revisions\/1900"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/media\/1391"}],"wp:attachment":[{"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/media?parent=1401"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/categories?post=1401"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/exdoo.mx\/blogs\/wp-json\/wp\/v2\/tags?post=1401"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}