> ## 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.

# Coverage and Visit Frequency

> Build reports that show which stores your team visited this month, which stores are overdue, and how often each store is visited.

Coverage shows the share of your stores that got a visit in a period. Visit frequency shows how often each store is visited, and whether that matches how often it should be. Use this recipe to build a coverage report from account data that FieldKo keeps up to date, and a frequency report that flags overdue stores.

FieldKo updates each account's **Last Check-Out** date when a rep completes a visit there. If your company uses recurrence patterns, FieldKo also works out each account's **Next Expected Visit** and flags **Next Visit Due** as **Past Due** or **Due in Future**. To set up recurrence patterns, see [Set Up Recurrence Patterns](/managers/field-campaigns#set-up-recurrence-patterns).

## User Permissions Needed

| To do this | You need |
| - | - |
| Create, edit, and save reports | Create and Customize Reports |
| See FieldKo fields and records in reports | FieldKo Manager Permission Set |

## What You'll Build

* **Store Coverage This Month:** Each rep's stores, the date each was last visited, and the percentage visited since the first of the month.
* **Overdue Stores:** Stores whose next visit is past due, based on their recurrence pattern.
* **Visits per Store:** How many completed visits each store got in the last 4 weeks.

## Report 1: Store Coverage This Month

### Report Type

**Accounts** (the standard Salesforce report type). FieldKo adds its fields, such as **Last Check-Out** and **Grade**, to the account, so they're available here.

### Filters

| Filter | Value |
| - | - |
| Show Me | **My team's accounts**, or **All accounts** if you manage by region |
| Only the stores reps visit | For example, **Type** equals your store type, or **Grade** isn't blank. Use whatever field your company uses to mark stores. |

### Group By

1. **Account Owner** (the rep)
2. Optional: **Shipping State/Province**, or another region field

### Columns and Summary Formulas

Add these columns: **Account Name**, **Grade**, **Last Check-Out**, **Days since Last Checkout**, and **Next Visit Plan Date**.

Then add a row-level formula that marks each store visited this month:

1. In the report builder, click the arrow next to **Columns**, and then click **Add Row-Level Formula**.

2. Name the column `Visited This Month`, and set the output type to **Number** with 0 decimal places.

3. Enter the formula. Insert **Last Check-Out** from the field list instead of typing its name.

   ```text theme={null}
   IF( ISBLANK( Last Check-Out ), 0,
     IF( Last Check-Out >= DATE( YEAR( TODAY() ), MONTH( TODAY() ), 1 ), 100, 0 ) )
   ```

4. Click **Apply**.

5. On the **Visited This Month** column, click the arrow, click **Summarize**, and then select **Average**.

The average of the column is your coverage percentage for each rep, each region, and the whole team. To learn more, see [Evaluate Each Record in Reports with Row-Level Formulas](https://help.salesforce.com/s/articleView?id=sf.reports_builder_row_level_formulas.htm\&type=5) in Salesforce Help.

### Chart Suggestion

A bar chart of **Average of Visited This Month** by **Account Owner**, sorted from lowest to highest, so reps who need help stand out. On a dashboard, use a gauge for the team total.

## Report 2: Overdue Stores

### Report Type

**Accounts**

### Filters

| Filter | Value |
| - | - |
| Show Me | **My team's accounts** |
| **Recurrence Pattern** | not equal to (blank) |

### Group By

1. **Next Visit Due**
2. **Account Owner**

### Columns

**Account Name**, **Recurrence Pattern**, **Last Check-Out**, **Next Expected Visit**, **Days since Last Checkout**, and **Next Visit Plan Date**.

Stores grouped under **Past Due** missed their expected visit. Stores grouped under a dash (`-`) have never been checked out, or were checked out today. If **Next Visit Plan Date** is blank for a past-due store, no visit is planned yet.

### Chart Suggestion

A donut chart of record count by **Next Visit Due**. The **Past Due** share is your frequency gap.

## Report 3: Visits per Store

### Report Type

A report type with **Visits** as the primary object and no related objects. FieldKo doesn't include one, so ask your admin to create it. See [Report Folders, Sharing, and Custom Report Types](/platform/reports/folders-and-report-types).

### Filters

| Filter | Value |
| - | - |
| **Status** | equals **Completed** |
| **Actual Start** | **Last 4 Weeks** (a relative date) |

### Group By

1. **Sales Representative**
2. **Account**

### Columns

**Subject**, **Actual Start**, and **Actual Time Spent (Mins)**. The record count for each account is the number of visits it got.

### Chart Suggestion

A table or a horizontal bar chart of record count by **Account**.

## Variations

* **Never visited:** In Report 1, add the filter **Last Check-Out** equals (blank).
* **Coverage by age:** Instead of the row-level formula, bucket **Days since Last Checkout** into ranges such as 0–7, 8–30, 31–60, and more than 60 days. See [Group Report Data into Buckets](https://help.salesforce.com/s/articleView?id=sf.reports_bucketing_overview.htm\&type=5) in Salesforce Help.
* **High-priority stores:** Add the filter **Grade** equals **A** to see coverage of your most important stores.
* **Coverage for a past month:** **Last Check-Out** holds only the latest visit date, so it can't show last month. Use Report 3 with **Actual Start** set to **Last Month**, and summarize **Account** with **Unique** to count stores visited. For coverage week by week, see [Trend Reports Over Time](/managers/platform/trends).

## Tips

* FieldKo assigns campaign and recurring visits to the account owner or account team members. If several reps share a store through account teams, grouping by **Account Owner** credits the owner only. In that case, use Report 3 and group by **Sales Representative**.
* Coverage counts completed visits only. FieldKo sets **Last Check-Out** to the date of the latest completed visit's **Actual End**. Visits that are **In Progress** or **Cancelled** don't change it.
* If **Last Check-Out** and **Next Visit Plan Date** are blank on every store, your admin may have selected **Skip Account Last Checkout & Next Visit** in the **Field Campaign Configuration** custom setting, which stops FieldKo from updating them. Use Report 3 instead, or ask your admin.
* Data appears after reps sync. A store visited offline today shows as visited after the rep syncs.

## See Also

* [Retail Execution Metrics](/managers/platform/retail-metrics)
* [Call Compliance and Strike Rate](/managers/platform/recipes/call-compliance)
* [Plan Visits in Salesforce](/managers/plan-visits)
* [Personalize Your Home Page and List Views](/managers/platform/home-page-and-list-views)


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