Metrics at a Glance
Select a metric to open its report recipe.What Each Metric Tells You
Coverage and Visit Frequency
Coverage tells you whether your team reaches the stores it’s responsible for. A store that isn’t visited can’t be fixed, so low coverage usually explains poor results in every other metric. Visit frequency adds rhythm: high-value stores often need weekly visits, and smaller stores monthly. FieldKo records each store’s Last Check-Out when a visit is completed, and if your company uses recurrence patterns, flags each store’s Next Visit Due as Past Due or Due in Future.Call Compliance and Strike Rate
Call compliance compares the visits in the plan with the visits reps completed. It shows whether the call plan is realistic and whether reps follow it. Strike rate shows how often a completed visit turns into an order, which measures selling effectiveness rather than activity.Time in Store
Time in store shows whether reps spend enough time to do the job, and whether visits run long. FieldKo calculates Actual Time Spent (Mins) from each visit’s check-in and check-out, so you can compare it with Planned Time Spent (Mins).On-Shelf Availability, Out of Stock, and Distribution
These come from core ranging. Each time a rep records ranging, FieldKo saves one ranging line item for every product in the store’s product set, marked present or not present. OSA is the share marked present; the out-of-stock rate is the share not present. Numeric distribution looks at one product across stores: the percentage of stores where it’s on the shelf. These metrics matter because a shopper can’t buy what isn’t there.Share of Shelf and Planogram Compliance
Share of shelf compares your facings with the whole category. Planogram compliance checks whether products are in the agreed positions. FieldKo doesn’t have dedicated facings or planogram fields, so you capture these with survey questions. To make those answers reportable, see Design Surveys and Tasks for Reporting.Promotion Compliance
Promotion compliance shows whether a promotion, display, or price point is in place in the stores that should have it. In FieldKo, you roll out the work with a field campaign, and reps confirm execution with survey questions on the campaign’s tasks.Order Value per Visit and Pack-Out Rate
Order value per visit links field activity to revenue. Pack-out rate measures how quickly reps or merchandisers stock product: FieldKo calculates Pack Out Rate (minutes) as the minutes spent per case packed out, so a lower number is faster.Perfect Store Score
A perfect store score combines several metrics into one number per store, weighted by what matters most to your business, for example availability 40%, planogram 30%, promotion 20%, and pricing 10%. Agree on the weights before you build it, and keep them stable so scores are comparable over time.Before You Build Reports
- Ask for the report types you need. Some recipes need a report type that FieldKo doesn’t include, such as one with Visits as the only object, or one for Attendance or Pack Outs. Each recipe says what to ask your admin for. Admins can follow Report Folders, Sharing, and Custom Report Types.
- Plan survey questions for reporting. Survey answers are stored as text, so you can’t add up or average them in a report. Scored questions, which store points in number fields, are reportable. See Design Surveys and Tasks for Reporting.
- Data appears after reps sync. Work done offline shows up in reports when the rep syncs. See Understand Offline Work and Sync.