PJP Adherence Report

PJP Adherence Report

PJP refers to Permanent Journey Plan. This report gives the  compliance of field users to their defined PJPs. Like- How much PJP is adhered,  number of OVT outlets etc. 

PJP refers to Permanent Journey Plan used for following a  set of scheduled visits assigned to the field staff. It facilitates the  planning of Journey Plan on the basis of Outlet Segmentation for any territory.

Significance of PJP:

1. PJP allows planning for 4 weeks (28 days) and this cycle  keeps repeating itself after every 28

days.

2. There are 4 available outlet segmentation types (A, B, C,  D) for which the recommended number

of visits are as follows A- 4, B -2, C – 1, D - 1

3. PJP Planning page allows the planner to schedule visits  against the outlets with reference to the

recommended visits to maximize the efficiency.

 Date Range Filter: Yes.  Up to 31 days

The upper table in the above screenshot refers to the date  range duration for which the report is downloaded. 

The lower table in the above screenshot is showing the  employee hierarchy of the Field User. 

The headers A, B, C and D given in the above screenshot  refers to the segmentation of the outlets. 

As per the potential of the outlet based on the Sales done  on that outlet/Shop size/Revenue generation from the shop. The segmentation is  provided to the outlets as A > B > C > D. 

Recommended number of  visits are as follows A- 4, B -2, C – 1, D – 1 for each segmentation. 

Understanding the Headers in the sheet, figure  2 (from left to right):

1. NoR: Number  of Retailers of a particular segmentation assigned to the Employee in the  selected date range. 

2. SC: Scheduled  Calls on the retailers of a particular segmentation assigned to the Employee in  the selected date range.

3. CAP: Calls  Against Planned outlets. That means calls made against the planning of the  outlet of a particular segmentation assigned to the                 Employee in the selected  date range. 

4. UC/OVT: Unplanned  Calls/Outlet Visit out of Turn. Number of outlets of particular segmentation  visited by the Employee which are not planned in the selected date range. 

5. TC:  Total  number of outlets/retailers done by the Employee of particular segmentation in  the selected date range. (CAP + UC/OVT)

Similarly,  for all other segmentation B, C, D and undefined. The headers have meaning as  explained above.

Understanding the Headers in the sheet, figure  3 (from left to right):

1. NoR: Total  number of Retailers assigned to the Employee of all the segmentation  collectively, in the selected date range. 

2. SC: Total  Scheduled Calls on all the retailers assigned to the Employee of all the segmentation  collectively, in the selected date range.

3. CAP: Calls  Against Planned outlets. That means calls made against the planning of the  outlet of all the segmentation collectively, assigned to the Employee in the  selected date range. 

4. UC/OVT: Unplanned  Calls/Outlet Visit out of Turn. Total number of outlets visited by the Employee  of all the segmentation collectively, which are not planned in the selected  date range. 

5. TC: Total  number of outlets/retailers done by the Employee of all the segmentation collectively in the selected date range. (CAP + UC/OVT).

6. % Adherence: Total  Planning adhered by the Employee in %. Means, outlets/retailers done by the  Employee as per the planning against the total retailer planned in selected  date range. (CAP/NoR) X 100

7. % Visits: Total  number of visits done by the Employee against total number of retailer planned  in the selected date range. (TC/NoR) X 100

8. Net Value: Value  generated by the sales done by the Employee in the selected date range. 

9. No. of Orders: Number of orders taken by the Employee in the selected date range.