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FieldPro Sales - Dashboards

FieldPro Sales Dashboards



The Fieldpro sales workspace is equipped with pre-designed dashboards.
With these dashboards a company is able to track day to day activities and make informed decisions.
Below are the different types of dashboards available to our FieldPro sales users.


1. Activity Dashboards

Activity dashboards give an overview of the progress and performance of activities in real-time.
Supervisors and management are able monitor all activities done by their field teams.
Below are the different activity dashboards

Activities - Main KPIs
This dashboard give an overall summary of key activity KPIs.
It is useful for managers and supervisors who just want a quick glance on the overall performance of the team
it consists of scorecards at the top showing key figures and other chart types following.
Below are the indicators found in the Main KPIs Dashboard.

KPI NameDefinition
Nbr. of Registered field usersNumber of users with a licence
Number of active field usersNumber of users with at least one activity submitted
% of active field usersPercentage of users with at least one activity submitted
Customers in portfolioTotal number of customers registered
Unique customer engagedUnique number of customers visited
Customer coverageThe percentage of customers visited
New customers onboardedThe number of new customers created
Number of visitsThe number of activities submitted




Time worked
This dashboard looks at the time spent on activities and helps determine a team's productivity.
The managers and supervisors can use this dashboard to identify how time each user has worked.
Below are the key indicators of this dashboard.

KPI NameDefinition
Number of Man DaysNumber of days a user has worked
Total work durationTime between the first check in and the latest check out
Total visit durationSum of time spent between a check in and a checkout of a single visit
Commute durationAverage time spent between visits





User Activity Timeline
This dashboards tracks the users visits, the start and end time.
Below are the key indicators of this dashboard.

KPI NameDefinition
Visit start timeTime of first check in
Visit end timeTime of latest check out
Visit duration minutestime spent between a check in and a checkout of a single visit in minutes




My Activity
This is a mobile dashboard available for the mobile users to check their individual performance.
It entails the number of visits and the duration spent.
It can be accessed on the insights page on the mobile app.
Below are the key indicators of this dashboard.

KPI NameDefinition
Nbr of VisitsTotal number of activities submitted
Number of days workedNumber of days a user has worked
Total Work Durationtime spent between a check in and a checkout of a single visit in minutes
Total visit durationSum of time spent between a check in and a checkout of a single visit
Commute durationAverage time spent between visits
Submissions per WorkflowNumber of activities submitted per workflow




My Portfolio Activity
This is a mobile dashboard available for mobile user to check their customer activity.
It gives the user a picture of customer coverage on the individual level.
Also accessed on the insight page.
Below are the key indicators of this dashboard.

KPI NameDefinition
Customers in PortfolioTotal number of customers assigned to a user
Customers VisitedTotal number of customers with an activity submitted
Portfolio coverageThe percentage of customers visited
Customers onboardedThe number of new customers created
Channel SplitPercentage of visit per customer type




2. Sales

Sales dashboards present data from the sales activities submitted, in this case from the direct sales workflow.
It helps companies monitor the daily sales activities
There are different sales dashboards available on the Fieldpro sales workspace that allow a comparative analysis.

Main KPIs
This dashboard give an overall summary of key sales indicators.

To monitor all sales done. Based on the Direct Sales workflow i.e. % of Field Staffs actively selling, number of visits, strike rate (% of visits with a sale)
, total sales value etc.






3. Retail Audit

To monitor the retail audit data. Based on the Retail Audit workflow i.e. number of customers audited, number of audits and distribution of audits per brand.



4. List Activities

To monitor the activities around the customer list, creation, edition of customers i.e. customers onboarded, customers visited etc.



5. Orders


To view the data related to the workflow "Order & Delivery" i.e. active users with an order, customers assigned to a delivery activity etc.




10. Mobile Dashboards


All mobile reports that help mobile app users (Sales reps) to be able to keep track of their individual performance i.e. Total customers in their portfolio, total customers visited and not visited, percentage coverage, visit target achievement, hours worked per day, etc.

Here is a table with a detailed view of the KPIs.

KPI NameDefinition
VisitsA visit is defined as check in and check out to a customer
Customer in portfolioCount of total customer assigned to a user/team
Customer coveredCount of customer who have been visited
Nbr of Visited and Striked OutletsNumber of customer visited and those with a sales
Coverage (%)% of customer that have been visited among the total number of customer
Active usersCount of users with at least one activity report filled
% active users% of licensed users who are active
Nbr of StrikesNumber of visits with a sale
Strike rate% of visits with a sale
% active users before 10am% of registered users who have done at least one activity report before 10am
Nb of Unique Customer visited / dayTotal Nbr of Unique Outlets visited / number of days in the period
Nb customer visited / weekCount of customer / number of weeks in the period
Nbr of Field StaffsLicensed Users
Nbr of Field Staffs actively sellingCount of users with at least one strike
% of Field Staffs actively selling% Active users with a sale
Total Sales ValueSum of of the sales values (Quantity X Price)
LPPCLine Per Productive Call - Avg. Nbr of different SKUs per Strike
Avg. LPPC per dayLine Per Productive Call - Avg. Nbr of different SKUs per Strike per day
Drop SizeTotal Sales Value / Strikes
Share of Sales (category)Share of each category in the total sales value
Total Sales valueTotal Sale Value
Share of Sales (SKU)Share of each SKUs in the total sales value
Total Nbr of units soldCount of all the units sold
Avg. Selling priceTotal Sales Value / Total number of units
KPIs per daySummary of daily KPIs on unique customers visited, active reps, total visits, visits with a sale, %strike rate, drop size, LPPC, and value sold.
Share of Sales per Sales RepPercentage share of total sales per representative
Sales Value per Sales RepTotal value of sales per sales representative
Sales value per day per Sales RepTotal value of sales per sales representative per day
Sales Rep Active per DayCount of sales reps with atleast one submission
Nbr. of unique outlets visited per day per Sales RepNbr of Unique Outlets visited / number of days in the period per sales rep
Nbr. Striked Outlets per Day per Sales RepNumber of outlets with a sale per sales representative per day
Avg. Drop Size per Sales Rep per DayTotal Sales Value / Strikes per sales reps per day
LPPC per Sales Rep per DayLine Per Productive Call - Avg. Nbr of different SKUs per Strike per sales rep per day
Nbr. Customers per Visits Brackets per Sales Rep.number of customers visited per customer visit bracket(0 visits, 1-5 visits, etc), per sales rep
Nbr. of customers per Strikes Bracket per Sales Repnumber of customers per strike rate bracket(0 strikes, 1-5 strikes, etc), per sales rep
KPIs per Sales RepSummary of daily KPIs on unique customers visited, active reps, total visits, visits with a sale, %strike rate, drop size, LPPC, and value sold per sales rep
Daily Coverage (%)% of customer that have been visited among the total number of customer
Top 50 Customers (Nbr. Calls)Top 50 customers ranked in terms of the number of visits done on them
Top 50 Customers (Sales Value)Top 50 customers ranked in terms of the value of sales on each
Purchase Frequency - Nbr of clientsnumber of customers per purchase frequency bracket(0 sales, 1-5 sales, etc),
Purchase Frequency - Purchase Valuenumber of customers per purchase purchase value per different visit bracket(0 sales, 1-5 sales, etc),
KPIs per CustomerSummary of Customer KPIs on nbr of calls, nbr of strikes , %strike rate, nbr strikes in the last 7 days, drop size, LPPC, and value sold
Customers Daily InteractionsSummary of Customer KPIs sales rep in charge, value sold, drop size, LPPC
Share of sales per SKUPercentage share of the total sales value per SKU
Sales value per SKUTotal value of sales per SKU
Sales Value Per SKU Per DayTotal value of sales per SKU per day
Sales Value per SKU per ChannelTotal value of sales per SKU per Channel type
Sales Value per SKU per TeamTotal value of sales per SKU per Team
Sales Value per SKU per Sales RepTotal value of sales per SKU per Sales representative


KPI NameDefinition
KPIs per SKUSummary of KPIs on SKU for number of reps selling, value sold, nbr of units sold, volume sold, % strike rate, and average drop size per Brand, category, and SKU
KPIs Per SKU per CustomerSummary of Customer KPIs on nbr of calls, quantity and value sold per SKU, Category, and sales rep in charge
Share of sales per BrandPercentage share of the total sales value per Brand
Sales value per BrandTotal value of sales per Brand
Sales Value Per Brand Per DayTotal value of sales per Brand per day
Sales Value per Brand per ChannelTotal value of sales per Brand per Channel type
Sales Value per Brand per TeamTotal value of sales per Brand per Team
Sales Value per Brand per Sales Rep.Total value of sales per Brand per Sales representative
KPIs per BrandSummary of KPIs on Brand for number of reps selling, value sold, nbr of units sold, volume sold, % strike rate, average drop size per Brand, and LPPC.
Sales value per ChannelTotal sales value per channel type
Sales value per day per ChannelTotal sales value per channel type per day
Active Sales Reps per Channel per DayCount of sales reps with atleast one submission per channel type
Nbr. of unique outlets visited per day per ChannelTotal Nbr of Unique Outlets visited / number of days in the period
Avg. Drop Size per Day per ChannelTotal Sales Value / Strikes per day per channel type
Avg. LPPC per Channel per DayLine Per Productive Call - Avg. Nbr of different SKUs per Strike per channel type per day
Nbr of clients per Nbr. Visits brackets per Channelnumber of customers visited per visit bracket(0 strikes, 1-5 strikes, etc), per channel type
Nbr of Clients per Nbr. Strikes bracket per Channelnumber of customers visited per strike rate bracket(0 strikes, 1-5 strikes, etc), per channel type
KPIs per ChannelSummary of KPIs on channel type for number of reps selling, total number of unique visits, visits with a sale, value sold, % strike rate, drop size, and LPPC.
Sales Value per Type per daySummary of KPIs on Brand for number of reps selling, value sold, nbr of units sold, volume sold, % strike rate, average drop size per Brand, and LPPC.
Share of sales per categoryPercentage share of the total sales value per product category
Sales value per categoryTotal value of sales per category
Sales Value Per category Per DayTotal value of sales per category per day
Sales Value per category per ChannelTotal value of sales per product category per outlet channel type
Sales Value per category per TeamTotal value of sales per product category per Team
Sales Value per category per Sales Rep.Total value of sales per product category per Sales representative
KPIs per categorySummary of KPIs on Product categories for number of reps selling per category, value sold, % strike rate, average drop size per category, and LPPC.

Updated on: 09/05/2024

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