Follow the field

The field dashboard shows what your reps sold, collected and visited, where they are today, and what is waiting for a supervisor. Open it in the morning to see who has started, during the day to see who is behind, and at the end of the week or month to compare the reps. It needs View on Field dashboard.

Choose the period

1. Go to Field ‣ Workspace. The Field dashboard opens on today.
2. Click Today, This week or This month. A week or a month runs from its first day to today.

The dashboard covers every rep in the subsidiary you are working in. To see one territory, open it under Field ‣ Planning ‣ Territories; to see one rep, open them from the rep table.

Read the figures

The cards across the top are counted over the period. The money cards and the visit cards also show how far each figure moved against the period of the same length right before it, marked vs the period before.

Card	What it shows
Sales	The posted invoices with a rep as salesperson, dated in the period.
Orders taken	The sales orders with a rep as salesperson, dated in the period, leaving out cancelled ones.
Collected	The posted payments a rep collected in the period, split into cash, card and transfer.
Visits done	Planned stops completed, out of all planned stops, and the share that makes.
Productive visits	Completed visits that ended with an order or an invoice, out of all completed visits.
Cash with reps	The cash reps hold now and have not handed over, and how many hold some from an earlier day.
Reps working now	Reps whose route today is started, out of all reps, with how many closed their day and how many have not started.

Amounts are read from Receivables and Sales in the subsidiary’s currency, so an invoice or payment that is voided drops out of the figures.

Click See visits on a money or visit card to open the visit log for the same period, filtered to the visits that match the card: Sales opens the visits with an invoice, Orders taken those with an order, Collected those with a payment, Visits done the completed visits and Productive visits the productive ones.

Example

A water distributor checks the week on Thursday. Collected shows less than the week before, and the split shows the drop is all cash. Clicking See visits lists the visits that took a payment, and the supervisor sees two shops that paid last week have not been visited this week.

See where reps are today

Where reps are now shows today only, whatever period you picked. Each rep is a pin at the last position their phone reported, coloured by their route today: Started, Completed or Pending. The map refreshes every minute.

1. Click a rep’s pin. The bar under the map shows the rep, their territory, where they are or were last, and when their phone last reported.
2. Read the rep’s planned stops for today on the map, numbered in route order and joined by a line. Each stop is coloured by the visit’s status.
3. Click a stop to open that visit in the visit log, or click Open rep to go to the rep page.

A stop appears on the map only when the customer’s address has a position.

Act on what needs attention

Needs attention lists what is waiting for a supervisor today, and refreshes every minute. When nothing is waiting, it says All clear.

Item	What it means	What clicking it opens
Cash held from an earlier day	A rep holds cash collected before today, with the amount. It is listed first.	The rep page.
Rep not started	A rep has stops planned today and has not started their route.	The rep page.
Cash end of day to approve	Submitted cash ends of day, with the reps’ names.	The end of day when there is one; the Cash end of day list when there are more.
Van count off the books	End-of-day van counts under review with a counted line that differs from the books.	The count in Inventory when there is one; Stock counts when there are more.

To clear them, approve the cash end of day or review the van count.

See why visits were skipped

Why visits were skipped counts the period’s skipped visits by the reason the rep picked. Click Visit log to open the skipped visits for the period.

Find customers no one has visited

Customers not visited lists the customers on the reps’ journey plans who have had no completed visit for 2 weeks or 4 weeks; click either to switch. The customers longest without a visit come first, and a customer never visited comes before all of them. Each row shows the rep, the reason the rep last skipped the customer if they did, and the date Last visited.

Click a row to open that rep’s page.

Compare the reps

The Reps table has a row for every active rep, counted over the period.

Column	What it shows
Rep	The rep, their territory, and Van or Orders only for a rep without a van.
Today	The rep’s route today, whatever the period.
Visits done	Planned stops completed, out of planned stops.
Productive	Productive visits out of completed visits, and the share that makes.
Sales	The rep’s posted invoices.
Collected	The posted payments the rep collected.
Cash in hand	The cash the rep holds now and has not handed over.
Month target	The month’s sales against the Sales target on the rep’s profile, or No target set.
Last activity	Where the rep is now or was last, when they started, closed their day, or Not started today.

Click a row to open the rep’s page.

Follow one rep

The rep page shows one rep’s figures, the money they took by method, the cash they hold, and their stops. Open it from the rep table, a pin’s Open rep, or a needs-attention item. Pick Today, This week or This month at the top.

Card	What it shows
Visits done	Planned stops completed out of planned stops, with the skipped and ad hoc visits.
Sales	What the rep invoiced and ordered (Sales today when the period is today).
Productive visits	Completed visits that ended with an order or an invoice.
Collected	The payments the rep took, and on how many visits (Collected today when the period is today).
Cash in hand now	The cash the rep holds now. When some is from an earlier day, it says since when; a rep with no cash account shows No cash account.
Month target	The share of the month’s target reached, with the sales and the target.

Collected by method splits the payments into Cash, Card and Bank transfer.

With Today picked, Today’s visits lists every stop in route order: the customer, the visit’s status, the check-in and check-out times and the minutes spent, whether it was ad hoc, the skip reason and the rep’s note, and tags for Order taken, Invoice taken, Payment taken and Return taken. A planned stop not reached yet reads Planned, not visited yet. Click a stop to open the visit panel, or click Visit log to see the day’s visits in the visit log.

Beside it, End of day shows where the rep’s Van count and Cash count stand, with their document numbers, or Not yet.

With This week or This month picked, Days lists one row per day, newest first: the Route status, Visits done, Productive, Sales, Ordered, Collected, and the status of the Cash count and the Van count. Click a day to see its stops; click All days to go back to the list.

Note

The rep’s month target is set in Sales target on the Operating policies tab of their rep profile. Without one, the target figures read No target set.