Time 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.
Rachel · Agency operations manager · Sydney office
Rachel is repricing a snack brand's contract. Last month's visits for that brand were planned at 1,240 minutes in total. Actual time from check-in to check-out was 1,486 minutes, 120% of plan, mostly in the larger stores. Her merchandisers spent 71% of their logged-on time inside stores. She takes both numbers into the renewal: the brand's visits run longer than planned, and the agency can show exactly where the time went.
Built from visit time fields and daily attendance records.
- Time from check-in to check-outEvery visit records actual and planned minutes, so time vs plan is a simple report.
- Time in stores, not on the roadAttendance records time logged on and time worked in visits, rep by rep, day by day.
- Evidence for the contractReal minutes per store make pricing a conversation about facts.
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