Visit Reports
Visit reports help you understand how your team covers customers in the field. Track visit frequency, compare against targets, and verify visits with GPS data.
Visits per Customer
Shows how many visits each customer received over time. Each row is a customer, with columns for each time period showing visit counts.
Key columns: Customer ID, Customer Name, Segment, Salesmen, visit count per period, Total.
Optional columns (toggle in export menu): State, City, ZIP, Address, Segment, Salesmen.
Unique filters:
| Filter | Description |
|---|---|
| Include Customers Without Visits | Show customers with zero visits — useful for finding coverage gaps |
| Exclude Inactive Customers | Hide customers who haven't purchased recently |
| Group by VAT | Group customers by VAT number instead of DMS ID |
Visits by Salesman
Shows total visits per salesperson over time. Each row is a salesman, with visit counts per period and a verified visits percentage.
Key columns: Salesman Name, visit count per period, verified percentage, Total.
Daily Visits per Salesman
Day-by-day breakdown of a salesman's visits, including distance traveled and time spent. Includes an interactive map showing visit routes.
Key columns: Date, Customer, Time spent, Distance, Verified coordinates.
Click on verified coordinates to open a map showing:
- Visit locations (green markers)
- Customer locations (blue markers)
- Route traveled between visits
Visits vs Goals
Compare actual visits against defined targets for each salesman. Shows whether your team is meeting visit goals.
Key columns: Salesman Name, Team, Goals, Visits, Planned Visits.
Filter by team to focus on specific groups.
GPS Verification Filters
Visit reports support GPS verification to confirm that visits actually took place at the customer's location. These filters are available on all visit reports:
| Filter | Description |
|---|---|
| Verify Activity Radius | Only include visits within the specified meters of the customer's GPS coordinates |
| Verify Activity Threshold | Only include visits created within the specified minutes of the check-in time |
Enterprise Visit Reports
Wholesaler Visits
Aggregates visit data across connected wholesalers. Shows visit coverage from the manufacturer's perspective.
Manufacturer Wholesalers Salesman Visits
Shows salesman visit activity across all connected wholesalers, helping manufacturers monitor field coverage.
Manufacturer Branch Salesman Visits
Same as above, but split by manufacturer branch for regional analysis.
Manufacturer Branch Visits
Visit metrics for individual manufacturer branches, aggregating data from connected wholesalers in each branch's region.