Route, Visit, and Sales Performance Analytics

See how much of the planned field work was completed, and at what cost and with what commercial outcome.

Route and visit analytics evaluate the plan's implementation in the field and the outcome generated by each customer interaction.

A high number of visits alone does not constitute success. It is important to measure whether the visit achieved its purpose in terms of ordering, delivery, collection, service, or data collection.

Route indicators

  • Planned and actual route
  • Total distance and driving time
  • Timely route start and finish.
  • Unplanned stop and deviation
  • Vehicle capacity utilization
  • Cost and revenue per route

Visitor indicators

  • The planned and completed visit.
  • A skipped and unplanned visit
  • On-time arrival
  • Average visit duration
  • Order conversion
  • Reason for a non-sales visit
  • Completion of follow-up tasks

Sales indicators

  • Net sales and quantity
  • Gross contribution
  • Average order
  • Product penetration
  • Cross-selling
  • Campaign transformation
  • Lost sales and out-of-stock issues.

Root cause analysis

Poor route performance should not be attributed solely to the agent. Faulty customer queues, insufficient vehicle load, traffic, delivery window, product availability, and system outages should all be considered together.

Measure route performance not by how many customers are visited, but by whether the right customers are served on time, generating sustainable business results.

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