A useful KPI to measure field team performance in sales is Strike Rate.  The strike rate is the percentage of visits where a sales transaction (e.g. an order, invoice) was generated on a store visit.

The strike rate report is located under the activity tab and has filters for sales type and visit type. For example:

  • Measure 'In Store' visits where an 'Order' was generated
  • Other standard filters including by field user and supervisors are available

Team performance tip :  Save this report  and send out automatically to your field team on a weekly basis using Portfolios and see who has the highest % each week.

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