Articles on: Solutions Documentation
This article is also available in:

FieldPro Sales - General Information

What is this workspace for ?



It is relevant for any companies which have a need to:
Properly record their customer database
Monitor their commercial activities using FieldPro

The documentation below specifies the components of this workspace

Mobile User roles



These are the default roles created for mobile users
Sales Representative
Supervisors
Administrators


Lists



The workspace comes with several lists listed below:


Customer List

To record all customer information. It is made of the following attributes

Attribute tagAttribute labelAttribute type
'_nameCustomer nameText
'_channelChannelSingle choice
'_typeTypeSingle choice
'_image_urlOutside PicturePicture
'_locationGPS locationGPS
'_customer_segmentationCustomer SegmentationSingle choice
'_customer_statusCustomer StatusSingle choice
'_phone_numberPhone numberPhone number
'_positionPositionText
'_custom_idIDText
'_addressAddressText
'_cityCityText
'_emailEmailText
'_commentsCommentsText
'_image_url_insideInside PicturePicture
'_route_dayRoute DayMultiple choice
'_visit_frequencyVisit FrequencySingle choice
'_has_sales_assetsSales AssetSingle choice





SKU List

To record all information for storing your products.

Attribute tagAttribute labelAttribute type
_nameNameText
_categoryCategorySingle choice
_brandBrand NameSingle Choice
_codeCodeText
imageurlImagePicture
_vatVATDecimal
customertypeCustomer TypeSingle Choice
pricewithout_vatPrice without VATDecimal
_formatFormatSingle Choice
nbrunitsNumber of unitsInteger
_weightWeightDecima




Competitor Products List

To populate with your competitors products.

Attribute tagAttribute labelAttribute typeComments
_categoryCategorySingle choice
_codeCodeText
imageurlImagePicture
_vatVATDecimal
customertypeCustomer typeSingle Choice
pricewithout_vatPrice excluding VATDecimal
_endconsumerpriceEnd consumerDecimal
_formatFormatSingle Choice
nbrunitsNumber of UnitsInteger
_weightWeightDecimal





Assets List

To track your equipment, below are the different attributes

Attribute tagAttribute labelAttribute typeComments
"_asset _id"Asset IDText
"_asset _picture"Asset PicturePicture
"_asset _type"Asset TypeSingle Choice
"_other_asset _id"Other Asset IDText
"_entry_date"Entry DateDate
"_asset _capacity"Asset CapacitySingle Choice
"_status"StatusSingle choice




Vans List

To record your vans sales men and what they hold in stock

Attribute tagAttribute labelAttribute typeComments
"_van _id"Van IDText
"_van _type"Van TypeSingle Choice
"_van _picture"Van PicturePicture
"_comments"CommentsText




Dashboards


This is where we compile all the KPIs/reports essential for further scruinity. Our dashboards are majorly availed for Admins and supervisors, however, we also have some dashboards availed for mobile app users i.e. Sales representatives to aid in personal performance tracking.

1. Activity Dashboards

To monitor all activities done by your field teams, based on user logs i.e. visits number of active field users, customer coverage and time worked per user.



2. Sales

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.


Please find our MUST file here, download as excel, populate and share with us for environment configuration.

For more information on the Fieldpro sales workspace dashboards, please view the video below.

Updated on: 02/04/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!