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 Name | Definition |
|---|---|
| Nbr. of Registered field users | Number of users with a licence |
| Number of active field users | Number of users with at least one activity submitted |
| % of active field users | Percentage of users with at least one activity submitted |
| Customers in portfolio | Total number of customers registered |
| Unique customer engaged | Unique number of customers visited |
| Customer coverage | The percentage of customers visited |
| New customers onboarded | The number of new customers created |
| Number of visits | The 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 Name | Definition |
|---|---|
| Number of Man Days | Number of days a user has worked |
| Total work duration | Time between the first check in and the latest check out |
| Total visit duration | Sum of time spent between a check in and a checkout of a single visit |
| Commute duration | Average 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 Name | Definition |
|---|---|
| Visit start time | Time of first check in |
| Visit end time | Time of latest check out |
| Visit duration minutes | time 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 Name | Definition |
|---|---|
| Nbr of Visits | Total number of activities submitted |
| Number of days worked | Number of days a user has worked |
| Total Work Duration | time spent between a check in and a checkout of a single visit in minutes |
| Total visit duration | Sum of time spent between a check in and a checkout of a single visit |
| Commute duration | Average time spent between visits |
| Submissions per Workflow | Number 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 Name | Definition |
|---|---|
| Customers in Portfolio | Total number of customers assigned to a user |
| Customers Visited | Total number of customers with an activity submitted |
| Portfolio coverage | The percentage of customers visited |
| Customers onboarded | The number of new customers created |
| Channel Split | Percentage 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.
Managers and supervisors can get a general overview of sales made.
Below are the indicators for the main KPIs dashboards
| KPI Name | Definition |
|---|---|
| % of Field staff actively selling | Percentage of active users with a sale |
| Nbr of unique outlets/customers visited | Total number of unique customers visited |
| Nbr of visits | Number of visits to a customer with a check in and check out |
| Nbr of strikes | Number of visits with a sale |
| Strike rate | Percentage of visit with a sale |
| Total sales value | Sum of sales made (quantity x price) |
| Drop size | Average sales per visit (Total sales value/strikes) |
| LPPC | Line per productive call - the average number of products/sku per strike |
KPIs per channel
This dashboard gives an analysis by channel of the sales indicators.
The channels in this case is the type of customer visited i.e. convenient store, kiosk etc.
This could help managers and supervisors identify their most active and top selling customer types.
KPIs per Sales Rep
This dashboard gives a sales analysis per sales representative.
Managers and supervisors can be able to see the sales performance per sales rep.
KPIs per Category
The KPIs per Category dashboard shows sales analysis per product category.
This could be useful for managers and supervisors to identify their top selling and least selling product category.
KPIs per Brand
This dashboard gives a sales analysis per brand.
For companies with more than one product brand, managers could use this dashboard to compare sales performance betweens brands.
KPIs per SKU
The KPIs per SKU dashboard shows the sales analysis per product/SKU.
This dashboard is key for a company to identify their top performing and least selling products.
KPIs per Customer
This dashboard shows the sales analysis per customer.
With this dashboard managers and supervisors can identify customers bringing in the most sales.
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 Name | Definition |
|---|---|
| Visits | A visit is defined as check in and check out to a customer |
| Customer in portfolio | Count of total customer assigned to a user/team |
| Customer covered | Count of customer who have been visited |
| Nbr of Visited and Striked Outlets | Number of customer visited and those with a sales |
| Coverage (%) | % of customer that have been visited among the total number of customer |
| Active users | Count of users with at least one activity report filled |
| % active users | % of licensed users who are active |
| Nbr of Strikes | Number 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 / day | Total Nbr of Unique Outlets visited / number of days in the period |
| Nb customer visited / week | Count of customer / number of weeks in the period |
| Nbr of Field Staffs | Licensed Users |
| Nbr of Field Staffs actively selling | Count of users with at least one strike |
| % of Field Staffs actively selling | % Active users with a sale |
| Total Sales Value | Sum of of the sales values (Quantity X Price) |
| LPPC | Line Per Productive Call - Avg. Nbr of different SKUs per Strike |
| Avg. LPPC per day | Line Per Productive Call - Avg. Nbr of different SKUs per Strike per day |
| Drop Size | Total Sales Value / Strikes |
| Share of Sales (category) | Share of each category in the total sales value |
| Total Sales value | Total Sale Value |
| Share of Sales (SKU) | Share of each SKUs in the total sales value |
| Total Nbr of units sold | Count of all the units sold |
| Avg. Selling price | Total Sales Value / Total number of units |
| KPIs per day | Summary 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 Rep | Percentage share of total sales per representative |
| Sales Value per Sales Rep | Total value of sales per sales representative |
| Sales value per day per Sales Rep | Total value of sales per sales representative per day |
| Sales Rep Active per Day | Count of sales reps with atleast one submission |
| Nbr. of unique outlets visited per day per Sales Rep | Nbr of Unique Outlets visited / number of days in the period per sales rep |
| Nbr. Striked Outlets per Day per Sales Rep | Number of outlets with a sale per sales representative per day |
| Avg. Drop Size per Sales Rep per Day | Total Sales Value / Strikes per sales reps per day |
| LPPC per Sales Rep per Day | Line 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 Rep | number of customers per strike rate bracket(0 strikes, 1-5 strikes, etc), per sales rep |
| KPIs per Sales Rep | Summary 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 clients | number of customers per purchase frequency bracket(0 sales, 1-5 sales, etc), |
| Purchase Frequency - Purchase Value | number of customers per purchase purchase value per different visit bracket(0 sales, 1-5 sales, etc), |
| KPIs per Customer | Summary 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 Interactions | Summary of Customer KPIs sales rep in charge, value sold, drop size, LPPC |
| Share of sales per SKU | Percentage share of the total sales value per SKU |
| Sales value per SKU | Total value of sales per SKU |
| Sales Value Per SKU Per Day | Total value of sales per SKU per day |
| Sales Value per SKU per Channel | Total value of sales per SKU per Channel type |
| Sales Value per SKU per Team | Total value of sales per SKU per Team |
| Sales Value per SKU per Sales Rep | Total value of sales per SKU per Sales representative |
| KPI Name | Definition |
|---|---|
| KPIs per SKU | Summary 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 Customer | Summary of Customer KPIs on nbr of calls, quantity and value sold per SKU, Category, and sales rep in charge |
| Share of sales per Brand | Percentage share of the total sales value per Brand |
| Sales value per Brand | Total value of sales per Brand |
| Sales Value Per Brand Per Day | Total value of sales per Brand per day |
| Sales Value per Brand per Channel | Total value of sales per Brand per Channel type |
| Sales Value per Brand per Team | Total 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 Brand | Summary 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 Channel | Total sales value per channel type |
| Sales value per day per Channel | Total sales value per channel type per day |
| Active Sales Reps per Channel per Day | Count of sales reps with atleast one submission per channel type |
| Nbr. of unique outlets visited per day per Channel | Total Nbr of Unique Outlets visited / number of days in the period |
| Avg. Drop Size per Day per Channel | Total Sales Value / Strikes per day per channel type |
| Avg. LPPC per Channel per Day | Line Per Productive Call - Avg. Nbr of different SKUs per Strike per channel type per day |
| Nbr of clients per Nbr. Visits brackets per Channel | number of customers visited per visit bracket(0 strikes, 1-5 strikes, etc), per channel type |
| Nbr of Clients per Nbr. Strikes bracket per Channel | number of customers visited per strike rate bracket(0 strikes, 1-5 strikes, etc), per channel type |
| KPIs per Channel | Summary 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 day | Summary 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 category | Percentage share of the total sales value per product category |
| Sales value per category | Total value of sales per category |
| Sales Value Per category Per Day | Total value of sales per category per day |
| Sales Value per category per Channel | Total value of sales per product category per outlet channel type |
| Sales Value per category per Team | Total 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 category | Summary 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: 19/05/2024
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