User Permissions Needed
Before You Begin
Report 1 uses a report type that comes with FieldKo. Reports 2 and 3 need report types that your admin creates, as described in Report Folders, Sharing, and Custom Report Types:- Visits with or without FieldKo Orders: Primary object Visits, related object FieldKo Orders, “A records may or may not have related B records”. Include Order Amount and Status from the order. If you already asked for this for strike rate, use the same one.
- Pack Outs: Primary object Pack Outs, with the visit’s Sales Representative and the account’s region fields added through lookups.
What You’ll Build
- Order Value by Store and Product: What each store ordered this month, by product.
- Order Value per Visit: Order value divided by completed visits, for each rep.
- Pack-Out Rate: Minutes per case for each rep, compared with target.
Report 1: Order Value by Store and Product
Report Type
Accounts with FieldKo Orders with FieldKo Order Line ItemsFilters
Group By
- Account Name
- FieldKo Pricebook Entry (the product’s price book entry)
Columns and Summary Formulas
Add FieldKo Order Name, Created By, Quantity, and Total Price. Summarize Quantity and Total Price with Sum. This report type includes line item values, but not the order’s Status or Order Amount. Line item Total Price doesn’t include order-level discounts. For net values or to filter by status, ask your admin to add Order Amount and Status to the report type.Chart Suggestion
A horizontal bar chart of Sum of Total Price by Account Name, limited to the top 10 stores.Report 2: Order Value per Visit
Report Type
Visits with or without FieldKo OrdersFilters
Group By
Sales RepresentativeColumns and Summary Formulas
Add Subject, Account, FieldKo Order Name, and Order Amount. Summarize Order Amount with Sum. Then add a summary formula namedOrder Value per Visit, with Currency formatting:
/, and then insert Record Count. The report has one row for each order and one for each completed visit without an order, so the record count is close to the number of completed visits.
Chart Suggestion
A column chart of Order Value per Visit by Sales Representative, next to the strike rate chart from Call Compliance and Strike Rate.Report 3: Pack-Out Rate
Report Type
Pack OutsFilters
Group By
- Sales Representative
- Optional: Category
Columns and Summary Formulas
Add Store, Cases Packed Out, Pack Out Duration (minutes), Pack Out Rate (minutes), Target Pack Out Rate (minutes), Pack Out Rate Target Achievement, and Location Compliance. Summarize Cases Packed Out and Pack Out Duration (minutes) with Sum, and add a summary formula namedMinutes per Case:
Chart Suggestion
A bar chart of Minutes per Case by Sales Representative, and a donut chart of record count by Location Compliance.Variations
- Average order value: In Report 2, filter FieldKo Order Name not equal to (blank), and divide Order Amount (Sum) by Record Count.
- Orders by product category: In Report 1, group by the price book entry’s product category if your admin adds it to the report type.
- Pack-outs per day: Group Report 3 by Pack Out Start Time by day.
Tips
- Orders placed without a visit, which reps can do when Enable Order 2.0 is on, have no Visit. They appear in Report 1 but not in Report 2.
- Orders saved offline appear after the rep syncs.
- Target Pack Out Rate (minutes) isn’t filled in automatically. Agree with your admin who enters targets, or Pack Out Rate Target Achievement stays blank.