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.
The story
Dan · Territory manager · Inner West territory
On the first Monday of the month, Dan opens the call cycle report for the Inner West. 142 stores have a target frequency. 133 are on cycle. Nine are overdue, and three of those haven't been visited in more than 30 days: two are small independents that dropped off when a rep left in September, and one has no owner at all. He assigns the unowned store to Marco and adds the other two to this week's visits.
In Salesforce
Dan reviews coverage at 8:30 on the first Monday of the month.
- Built from real visitsThe report compares each store's completed visits with its target frequency.
- Days since the last visitOverdue stores are sorted by how long it's been, so the worst gaps come first.
- Fixed from the same screenDan reassigns owners and plans visits straight from the list.
One visit, itemized
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 exampleFIELDKOInner WestMon 3 Nov
Stores with a target142
On cycle133
Overdue9
Over 30 days3
Reassigned1
Sent toSalesforce
✓ SYNCED
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