> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Track Your Team's Performance

> Set objectives and track rep locations, attendance, visits, survey answers, orders, and reports in Salesforce.

Track your team's work in Salesforce: set targets, see where reps are, and review what they recorded on each visit. Everything reps do in the FieldKo Atlas app appears here after they sync.

| To do this | You need |
| - | - |
| Mark task types as objectives | FieldKo Manager Permission Set |
| Review attendance, incidents, pack-outs, and sync details | FieldKo Manager Permission Set and FieldKo Native Permission Set |

## Set Objectives and Targets

Set targets for how many of each task type reps should complete in a call cycle.

<Steps>
  <Step title="Mark Task Types as Objectives">
    Open each task type record you want to track, select **Is Objective**, and then save it.
  </Step>

  <Step title="Open Objectives">
    Click the **Objectives** tab.
  </Step>

  <Step title="Choose the Period and Rep">
    Select the year, call cycle, and rep.
  </Step>

  <Step title="Enter Targets">
    Enter targets for each task type, and then click **Save Targets**.
  </Step>
</Steps>

The grid shows target, planned, and completed counts by week and by account. Reps see their targets as read-only on **Objectives** and **My Objectives**.

If you see "No Task Types marked as Objectives found", mark at least one task type as an objective.

For tasks that aren't tied to visits, use [account objectives](/admin/call-cycles-and-visits#account-based-tasks-objectives).

## See Where Your Reps Are

Use the **Map** tab to see a rep's visits and locations for a week:

1. Click the **Map** (Locate Representatives) tab.
2. Select a rep, call cycle, year, and week.

The map shows the rep's visits, their current location, and their last check-in location.

## Attendance

The FieldKo Atlas app creates one **Attendance** record per rep per day. To find them, from the App Launcher, find and select **Attendance**. Each record shows:

* Login and logout time and location
* The location trail captured at check-ins, check-outs, and syncs (**Historical Location Data**), shown on a map on the record
* **Total Time Logged On** and the straight-line distance between login and logout
* **Actual Time Worked**, the total time spent on completed visits. This field fills in after the daily job that your admin schedules runs (see [Scheduled Jobs](/admin/installation#scheduled-jobs)).
* The device and app version

Visits and pack-outs are linked to the day's attendance record. To update **Actual Time Worked** right away, open the attendance record and use the **Calculate Actual Time Worked** action.

## Review Visit Records

Open any visit to see its planned and actual times, check-in and check-out locations on a map, tasks, notes, and survey answers.

| Field | Meaning |
| - | - |
| **Check In Compliance Reason** | Why a check-in was outside the rules, such as "Checked in 1200 meter(s) away from Store" or "Location is Not Enabled" |
| **Check Out Compliance Reason** | The cancel or incompletion reason, or "Automated Checkout" |
| **Distance From Account to Checkin** | How far from the account the rep checked in |
| **Reason For Incompletion** / **Incompletion Remark** | Why the visit wasn't completed |

## Get Visit Summary PDFs

FieldKo can create a PDF for each completed visit, with the visit details, notes, survey answers, and photos. FieldKo saves the PDF to the visit and the account, and emails it to the rep and the account owner.

<Info>
  Your admin sets this up. They need to:

  * Schedule the visit summary PDF job. See [Scheduled Jobs](/admin/installation#scheduled-jobs).
  * Create an email template with the developer name `Visit_Summary_Template`.
  * Optional: Limit which visits get PDFs with **Summary PDF Start Date** and **Summary PDF End Date** in the Visit Configurations custom setting.
</Info>

## Review Survey Answers and Photos

On a survey answer, the **Picture** field shows the photo. When there are several photos, click **View Images**.

To build reports, use the **Survey Answers**, **Survey answer with store**, and **Visits with Survey Answers** report types.

## Review Orders

Orders placed in the app appear on the **FieldKo Order** tab. To see an order with its signature, click **Preview**. Admins can schedule order PDFs to be emailed to customers. See [Emailing Orders](/admin/products-ordering-ranging#emailing-orders).

To place an order in Salesforce, use **Place Order** on a visit, or use the **Place Order** tab. The **Place Order** tab works only when **Enable Order 2.0** is on. If it isn't, ask your admin to turn it on.

## Review Incidents and Pack-Outs

* **Incidents:** Incidents logged in the app are on the **Incidents** tab, with the distance from the account where they were logged.
* **Pack-outs:** Pack-outs are on the **Pack Outs** tab, with before and after photos, the pack-out rate against target, and a location compliance rating.

## Build Reports

FieldKo includes report types, but no ready-made reports or dashboards. Build your own reports from the report types in the following table, and then add them to dashboards. To learn how, see [Create a Report](https://help.salesforce.com/s/articleView?id=sf.reports_builder_create.htm\&type=5) and [Build a Dashboard](https://help.salesforce.com/s/articleView?id=sf.dashboards_create_lex.htm\&type=5) in Salesforce Help.

### Report Types and What They Include

"With or without" report types also include records that have no related records, such as accounts that have no ranging. The other report types include only records that have related records.

| Report Type | What It Includes |
| - | - |
| **FieldKo Tasks** | Tasks |
| **Tasks with Task Types** | Task types with their tasks |
| **Tasks and Objectives** | Task types with their objectives |
| **Objectives** | Objectives, with their task type and call cycle |
| **Survey Answers** | Survey answers |
| **Tasks Survey Answers** | Survey answers |
| **Survey answer with store** | Accounts with their visits, the visits' surveys, and the survey answers |
| **Visits with Survey Answers** | Visits with or without tasks, surveys, and survey answers |
| **Accounts with FieldKo Orders with FieldKo Order Line Items** | Accounts with their FieldKo orders and order line items |
| **Accounts with Targets with Target Line Items** | Accounts with their targets and target line items |
| **Accounts with or without Ranging** | Accounts with or without ranging and ranging line items |
| **Rangings With Or Without RangingLineItems** | Ranging records with or without ranging line items |

If you use an external reporting tool, it can connect to these FieldKo objects through its standard Salesforce connector. See [Export FieldKo Data and Photos](/admin/export-data).

## Check Sync Activity

To check whether a rep is syncing, click the **Sync Details** tab. To read sync details in depth, see [Diagnose Rep Issues](/admin/support-diagnostics).

## See Also

* [FieldKo for Managers](/managers/overview)
* [Plan Visits in Salesforce](/managers/plan-visits)
* [Run Field Campaigns](/managers/field-campaigns)
* [Diagnose Rep Issues](/admin/support-diagnostics)
* [Retail Execution Metrics](/managers/platform/retail-metrics)


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