Moment
Examples: reviewing results
Reports, dashboards and photos that managers review after the visits sync. Each story shows a real question and the Salesforce view that answers it.
21 examples
In Salesforce
Which stores haven't been visited this cycle
A territory manager filters the call cycle report to overdue stores and finds nine, three of them over 30 days.Store visits & call cyclesReporting & Power BIDan · Territory manager · Inner West territoryIn SalesforcePromo 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 SalesforceShelf Health Scorecard trend
Trade marketing tracks one retailer's shelf score over six cycles and sees it rise from 71% to 86% after a pack-out campaign.Shelf Health ScorecardsReporting & Power BIHannah · Trade marketing 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 SalesforcePlanned vs actual route
A territory manager compares a rep's planned route with actual check-ins and distances from store, and finds a day that ran long for a reason.Route planningReporting & Power BIDan · Territory manager · Inner West territoryIn SalesforceClient portal: this week's visits
A brand logs into the agency's portal and sees its own stores, photos and compliance for the week, and nothing from any other brand.Experience Cloud portalReporting & Power BISophie · Brand account manager · [Brand]In SalesforceVisit summary PDF, every store
Every completed agency visit produces a summary PDF with photos and answers, ready for the brand without anyone building a report.Store visits & call cyclesReporting & Power BIRachel · Agency operations manager · Sydney officeIn SalesforceReason for every miss
The brand's report groups every task the agency didn't finish by the store's reason, so the agency's reporting is complete, not edited.Reporting & Power BIStore visits & call cyclesRachel · Agency operations manager · Sydney officeIn 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 SalesforceTime in store, against plan
An agency compares actual time in store with planned time, and time in stores with time logged on, to price the next contract.Reporting & Power BIStore visits & call cyclesRachel · Agency operations manager · Sydney officeIn SalesforceCheck-in flagged, 1.2 km from the store
A check-in made far from the store is flagged with its distance, so managers review exceptions instead of every visit.Store visits & call cyclesReporting & Power BIDan · Territory manager · Inner West territoryIn 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 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 teamIn SalesforceA quarter of shelf photos, exported for an audit
An admin exports a quarter's survey answers and photos for a retailer audit, using standard Salesforce tools.Salesforce setupReporting & Power BIChris · Salesforce admin · Head officeStore names, people and figures in these examples are illustrative.
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