User Permissions Needed
What You’ll Build
- OSA by Store: The current availability percentage for each store, grouped by rep.
- Out-of-Stock List: The products missing from each store’s shelf at the last visit, for follow-up.
- Numeric Distribution by Product: For each product, the percentage of ranged stores where it’s on the shelf.
Report 1: OSA by Store
Report Type
Accounts with or without RangingFilters
Group By
- Account Owner
- Account Name
Columns and Summary Formulas
Add the product name, Is Present, Quantity, and Product Availability. Then:- On the Product Availability column, click the arrow, click Summarize, and then select Sum and Average. The sum is the number of products on the shelf.
- To show OSA as a percentage, add a summary formula. Click the arrow next to Columns, and then click Add Summary Formula.
- Name it
OSA, set Formatting to Percent, and in the formula, insert Product Availability and select Average. - Click Apply.
Chart Suggestion
A horizontal bar chart of OSA by Account Name, sorted from lowest to highest. Your lowest-OSA stores are the first ones to visit.Report 2: Out-of-Stock List
Use the same report type and filters as Report 1, and add Is Present equals False.- Group By: Account Owner, and then Account Name.
- Columns: The product name, product category, and the account’s Last Check-Out.
- Chart suggestion: None. Use this report as a working list, or subscribe reps to it so they get their own stores’ gaps. See Share, Schedule, and Subscribe to Reports.
Report 3: Numeric Distribution by Product
Report Type
Accounts with or without RangingFilters
Group By
- The product category
- The product name
Columns and Summary Formulas
Add Account Name and Product Availability. Add the same OSA summary formula as in Report 1, and rename itDistribution. For each product, the record count is the number of stores that range it, and Distribution is the percentage of those stores where it’s on the shelf.
Chart Suggestion
A bar chart of Distribution by product name. Add a dashboard filter on product category.Variations
- Core range only: Use the Rangings With Or Without RangingLineItems report type, which also includes Ranging Type, and add the filter Ranging Type equals CORE.
- OSA by rep who recorded it: In Rangings With Or Without RangingLineItems, group by Created By instead of the account owner.
- OSA over time: Product Availability counts only current rangings, so for history use Rangings With Or Without RangingLineItems. Don’t filter on Is Current Ranging. Group by Created Date by week, and add a row-level formula
IF( Is Present, 100, 0 )summarized with Average. See Trend Reports Over Time. - Stores with no ranging: In Accounts with or without Ranging, add a cross filter: Accounts without Rangings.
- Facings or stock counts: If your company uses the ranging quantity columns for facings or units, group by product and summarize Quantity with Sum or Average. What Quantity counts depends on how your admin set up the ranging screen; extra columns such as Quantity1 must be added to the report type by your admin.
Tips
- FieldKo has no separate out-of-stock or facings field. Out of stock means a product in the store’s product set that the rep didn’t mark present.
- The denominator is the store’s product set. If product sets differ by store, OSA compares each store with its own range. Keep product sets current, or OSA drops when discontinued products stay in the set.
- When an account changes owner, FieldKo shares its current ranging with the new owner, so the store moves to the new rep’s group.
- Ranging that reps record offline appears after they sync.