Summary Report

Modified on Mon, 17 Sep, 2018 at 5:28 PM

This Report provides daily summarized view of retailing and  non-retailing activities done by the users. 



The report contains 2 Tabs:

· Summary Sheet

· Activity

 

Detailed explanation of all these tabs is  provided below. 

Report  Logic

1. This report fetches the live data. That  means, Hierarchy of the Field Users will reflect as per the current mapping. 

2.Summary of  active Field Users will reflect. 

Date  Range Filter: Yes. Up to 31 Days.


Understanding the Headers in the  sheet (from left to right):

  1. Date: Date for which the retailing/non-retailing activity is  checked for a user. 
  2. Header (2-6) Employee Hierarchy: Hierarchy of a Field User. For       Ex: ZonalSalesManager (Level-4) > RegionalSalesManager(Level-3) >       AreaSalesManager(Level-2) > Reporting Manager (Whom the user is       reporting) > User.
  3. User Rank: Rank of the user at which he is present in Company Hierarchy. 
  4. Employee Contact No.: Contact no. of the user by which he is registered in the system.
  5. Type: Day Start Type selected by the  user. Ex: Absent, Retailing, Joint Working etc.
  6. Reason: Reason of doing Other  Activities. 
  7. Selected Beats: Beat selected by the user at  the time of Day Start. 
  8. SC: Scheduled Calls (outlets) in the selected beat.
  9. TC: Total Calls done by the user.
  10. PC: Total Productive Calls done by  the user.Understanding the Headers in the sheet (from  left to right):
  11. OVT: Outlet Visit out of Turn. The outlets done by the user which are not present in the selected beat. 
  12. Telephonic Orders: Outlets/Call done by the user via Telephonic call. In other words, telephonic orders taken by the user. 
  13. Qty (Std Unit): Total  quantity of order booked by the user in Standard Unit.
  14. Value: Total Amount  of the order booked by the user in Price. 
  15. Scheme Qty: Qty of  order booked under the provided scheme.
  16. Scheme Value: Amount  of order (in Price) booked under the provided scheme.
  17. Net Value: Net value of the order booked by the user. (Total Value – Scheme Value).
  18. MTD: (Month To Date)  Amount booked by the user from 1st date of the on going month to current date. 
  19. Login, Logout: Login- Start Day time and  Logout- End Day time in the application on that Day. 
  20. Total Time (HH:MM): Total  time when user was logged in the application. (Logout-Login) time.
  21. Other Activities: Count  of Other Activities done by the user on that Day. 
  22. Other Act. Time: Total  Time spent on doing other activities by the user on that Day. 
  23. LC: (Lines Cut) Total number of unique SKUs sold by the user in the market on that Day. 
  24. LPPC: (Lines Cut Per Productive Call) Total number of unique SKUs sold by the user/ Total number of Productive Calls by the user on that Day. 
  25. New Outlets: Number of new Outlets created by the user on that Day. 
  26. N.O. Qty (Std Unit): Total Quantity booked by the user on New Outlets on that Day. 

     27. Category wise Quantity (Std Unit): Category wise quantity booked by the user on that Day.


Understanding the Headers in the sheet (from  left to right):

 

1. Category: Type  of Activity done by the user. Like: - Joint Working, Gate Meeting, Distributor  Visit. 

2. Comment: Additional  comments for the Activity. 

3. Start Time: Start  Time of the Activity.

4. End Time: End  Time of the Activity.

5. Total Time: Total  Time for which the Activity is done. (End Time- Start Time).



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