The perfect store dashboard
Head office sees store score, coverage, call compliance and availability on one page, with the ten weakest stores listed for action.
Anna · Commercial director · Head office
Anna opens the perfect store dashboard before the Monday leadership meeting. Across 412 stores, the perfect store score is 78%, coverage is 94%, call compliance is 91% and on-shelf availability is 96%. The bottom row lists the ten lowest-scoring stores, the out-of-stock products and the overdue stores. Three of the ten weakest stores are also overdue. She asks the state manager to visit those three this week.
Built from the FieldKo report recipes, on the FieldKo home page in Salesforce.
- Four numbers at the topStore score, coverage, call compliance and availability, each from its own report.
- Weighted to your rulesThe store score comes from a scored survey, weighted the way sales and trade marketing agree.
- Tables to act onThe lowest-scoring stores, out-of-stocks and overdue stores turn the dashboard into a to-do list.
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