Role
Examples for field sales managers
National and field sales managers use FieldKo to see execution across regions and accounts. These stories show the reports and dashboards they open, built from synced visit data.
13 examples
In Salesforce
Promo compliance by region, Tuesday morning
Two days into a promo, the national sales manager sees compliance by state and rep, and drills into the photos from stores that missed it.Reporting & Power BISurveysRob · National sales manager · Head officeIn SalesforcePrice exceptions across the chain
A national account manager pulls every price exception for one retailer and takes photo evidence of three stores ticketing below floor price into the buyer meeting.Reporting & Power BISurveysRob · National account manager · Head officeIn SalesforceOrders this week, by wholesaler
Sales ops sees every turn-in order sent this week, by wholesaler and status, with references to chase the two that were rejected.Turn-in ordersReporting & Power BINadia · Sales operations manager · Head officeIn SalesforcePower BI: visits vs sales by territory
The commercial director puts FieldKo visit data next to sell-out data in Power BI and sees which territories' visits move sales.Reporting & Power BIAnna · Commercial director · Head officeIn SalesforceCoaching from the photos
Before a one-to-one, a field manager reviews a rep's last ten shelf photos and scores in one view and coaches on what she sees.Reporting & Power BIShelf Health ScorecardsClaire · Field manager · Sydney Metro teamIn SalesforceExceptions 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.Reporting & Power BIStore visits & call cyclesClaire · Field manager · Sydney Metro teamIn SalesforceField data in Slack, Chatter and Claude
Visit results post to a Slack channel, and the FieldKo connector answers "which stores missed the promo?" in Claude.Reporting & Power BISalesforce setupRob · National sales manager · Head officeIn SalesforceCall 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.Reporting & Power BIOrdersClaire · Field sales manager · Sydney Metro teamIn SalesforceThe perfect store dashboard
Head office sees store score, coverage, call compliance and availability on one page, with the ten weakest stores listed for action.Reporting & Power BIShelf Health ScorecardsSurveysAnna · Commercial director · Head officeIn SalesforceAn email when call compliance drops
A manager subscribes to the call compliance report with a condition, so an email arrives only when the team falls below 90%.Reporting & Power BINotificationsClaire · Field sales manager · Sydney Metro teamIn SalesforceLarge order, approved before it ships
Any order over $5,000 is sent for approval when it syncs, and the key account manager approves it in Salesforce.OrdersApprovalsAutomationRob · National account manager · Head officeIn SalesforceNot on Salesforce? It's included
A brand with no Salesforce gets FieldKo in its own new Salesforce org, with the Salesforce licenses included in one FieldKo subscription.Salesforce setupNick · Head of field sales · [Mid-size drinks brand]In SalesforceCalls and visits, in one report
A sales manager sees field visits and outbound calls side by side, and moves 40 low-volume stores from visits to calls.Reporting & Power BIStore visits & call cyclesClaire · Field sales manager · Sydney Metro teamStore names, people and figures in these examples are illustrative.
See what a store visit looks like in FieldKo.
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