Reporting

See what happened in every store, and what needs follow-up.

Visits, tasks, survey answers, photos and orders sync into Salesforce as records you can report on. Use Salesforce reports and dashboards, or connect the BI tool you already use.

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The problem

Field data is only useful if managers can act on it.

Data, but no picture.Field teams collect a lot, but it ends up in spreadsheets nobody has time to read.

Activity, not execution.Counting visits doesn't show whether the work in store was done properly.

Another reporting system.Exporting field data to a separate tool means another login and another copy to keep up to date.

What it does

From visit records to decisions.

12 report typesTasks, objectives, survey answers, orders, targets and ranging, ready for your own reports and dashboards.

ObjectivesTargets per task type for each call cycle, with target, planned and completed counts by week and account.

Shelf Health ScorecardsStore scores from configured scoring rules, ready to compare by store, rep or region.

ExceptionsReasons for unfinished tasks and cancelled visits, so you can see why work didn't happen.

AttendanceOne record per rep per day: login and logout, location trail and time worked.

Locate RepresentativesA rep's visits, current location and last check-in location for a week.

Visit summary PDFsA PDF of each completed visit, saved to the visit and account.

Power BI and other BI toolsReporting tools connect to FieldKo objects through their standard Salesforce connector.

Sync DetailsCheck whether each rep is syncing, so you know how current the data is.

What you'll see

Targets in Salesforce. Dashboards in the field.

In Salesforce

ObjectivesSarah K. · Call cycle 4

Week 2

Task typeTargetPlannedDoneShelf audit403831Core ranging404036Promo check201812Pack-out12129

Objectives compare target, planned and completed work for each task type, by week and by account.

In the FieldKo Atlas app

9:41

Dashboards

Field Execution · Refreshed 7:42 AM

Visits completed92%

Avg shelf score84%

Tasks done by type

Shelf audit31 / 40

Core ranging36 / 40

Promo check12 / 20

Pack-out9 / 12

Reps and managers can view and filter Salesforce dashboards in the FieldKo Atlas app.

Questions

Common questions

Is reporting real time?

Reports show what has synced. A rep's work reaches Salesforce when their device syncs, which happens automatically through the day and at check-out.

Can we use Power BI?

Yes. BI tools connect to FieldKo objects through their standard Salesforce connector.

Do we have to build reports ourselves?

FieldKo includes report types for tasks, objectives, survey answers, orders, targets and ranging. We help set up your first reports and dashboards.

Can we report on why work wasn't done?

Yes. Reasons for unfinished tasks are recorded at check-out and sync with the visit.

Best practices

Related best practices.

Performance & AnalyticsRetail execution KPI dictionary: definitions that stand up to scrutinyDefine availability, coverage, quality, compliance and recovery metrics without misleading denominators.4 min read Performance & AnalyticsHow to measure retail execution impact without fooling yourselfSeparate activity, compliance and commercial lift; design credible comparisons and account for field cost.3 min read Performance & AnalyticsThe exception loop: how to turn audits into fixesCreate ownership, severity rules, resolution SLAs and verification so store issues do not recur unnoticed.3 min read

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See your field data in Salesforce reports.

Tell us what your managers need to see each week, and we'll show you how FieldKo reports on it.

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