Reason 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.
Rachel · Agency operations manager · Sydney office
Rachel runs the monthly report for a snack brand: 486 tasks across 120 stores. 461 were completed. The other 25 are grouped by the reason the merchandiser recorded: 12 no stock, 8 refused by the store, 5 store closed for refit. Because no task can be left without a reason, the brand sees every gap, not a cleaned-up total. Rachel flags the eight refusals to the brand's account team to raise with the retailer.
The report is built from synced visits, ready on the first of the month.
- Nothing disappearsMerchandisers must give a reason before checking out with unfinished work.
- Reasons the brand can act onNo stock, refused and closed point to different fixes, owned by different people.
- Reporting the brand trustsShowing the misses honestly is what makes the 95% believable.
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