Power 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.
Anna · Commercial director · Head office
Anna's board wants to know whether the field team is worth its cost. Her analyst connects FieldKo's visit data in Salesforce to Power BI alongside 13 weeks of sell-out data. Stores visited on cycle grew sales 6.2% over the quarter; stores that missed two or more visits grew 1.4%. Two territories with the lowest call cycle adherence also had the flattest sales. Anna takes the chart to the board and a plan to fix coverage in those two territories.
Visit data flows from Salesforce into the existing Power BI model.
- Field data where your BI already isVisit records sit in Salesforce, so they connect to Power BI like any other Salesforce data.
- Visits next to salesJoining visits with sell-out shows what the field team changes in store.
- A case the board can readThe comparison by territory turns coverage into a commercial decision.
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