Reports by Visit

In Field sales dashboard, admin can check all the reports as per visit

In CRM, select Field Sales and click on the Dashboard

To check all the visit details, select Visits in the main filter

Visit details report

On visits page, to check the visits details report, select visits details report in the sub-filter.

In the visit details report select the date range and sales agent name and hit the show report button and check all the details

You can check all the details of the visited site like, date, agent name, customer, start time, end time, duration, site visit photo and the location map

To download the photo, click on the photo link

To check the exact location of the sales agent, click on View in Map

You can check the exact location of the sales agent

Visits by City

To check the visit by city report, select Visit by city in the sub-filter.

In visit by city, select date range, sales agent and click the show report button and check all the details. Here, if a sales agent visits a customer more than once in a day, it will count as 1 visit only

Cities visited by agents

To check the cities visited by agent report, select cities visited by agents in the sub-filter.

In Cities visited by agents, select a date range, and click the show report button, and check all the details. Here, if a sales agent visits a customer more than once a day, it will count as 1 visit only

Visits by Customers

To check the visit by customers report, select Visit by customers in the sub-filter.

In visit by customers, select sales agent, date range, and click the show report button and check all the details. Here, if a sales agent visits a customer more than once in a day, it will count as 1 visit only

To check more details of the site visit, click on the agent name/customer name, a pop-up will show the site visit’s order details

Visits by customer summary

To check the visit by customer summary report, select Visit by customer summary in the sub-filter.

In the visit by customer summary, select the sales agent, date range, and click the show report button and check all the details. Here, if a sales agent visits a customer more than once a day, it will count as 1 visit only

To check more details of the site visit, click on the agent name/customer name, a pop-up will show the site visit’s order details