Call compliance and strike rate, by rep
A field sales manager sees each rep's share of planned visits completed and share of visits that produced an order, on one dashboard.
Claire · Field sales manager · Sydney Metro team
On Monday at 8:00, Claire opens last week's numbers. The team completed 172 of 186 planned visits, 92% call compliance against a 90% target. Strike rate, the share of completed visits that produced an order, was 41%. One rep stands out: 98% compliance but a 19% strike rate. He's visiting every store but rarely taking an order. Claire's one-to-one with him this week is about the ask at the counter, not about coverage.
Built from the Call Compliance by Rep and Strike Rate by Rep reports in the FieldKo manager guide.
- Planned against doneCall compliance is the share of planned visits completed, built from visit status in a standard report.
- Visits that sellStrike rate is the share of completed visits with an order.
- The reasons behind the missesA companion report groups missed visits by their reason for incompletion.
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this example