Exceptions report: every unfinished task and its reason
A field manager reviews every task left undone last week, grouped by reason, and finds one store refusing displays three weeks running.
The story
Claire · Field manager · Sydney Metro team
Every Monday at 9:00 Claire opens the exceptions report. Last week her team of eight completed 412 of 437 tasks. The 25 left undone are grouped by reason: 11 out of stock, 7 refused by store, 4 store closed for refit, 3 not enough time. Five of the seven refusals are at Metro Grocer Marrickville, which has refused the display three weeks running. She books a visit with the store manager herself for Wednesday.
In Salesforce
Claire reviews the week at 9:00 Monday.
- No task closes without a reasonReps can't check out with unfinished tasks unless they pick a reason, so the report is complete.
- Patterns, not one-offsGrouping by reason and store shows the repeat problem that a single visit note would hide.
- Ready on Monday morningThe report is built from synced visits, so nobody has to compile it over the weekend.
One visit, itemized
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 exampleFIELDKOSydney MetroWeek ending Fri 31 Oct
Tasks assigned437
Completed412
Exceptions25
Top reasonOut of stock (11)
Repeat store1
Sent toSalesforce
✓ SYNCED
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