Create Dealer Visit Key Performance Indicators

Create Generic Visit Key Performance Indicator records to relate an assessment indicator definition to a visit task context. For example, a visit task, Quarterly Product Recalls, can be related to an assessment indicator definition, Number of Damaged Spare Parts. The sales manager can estimate an expected value based on the average number of damaged spare parts reported by dealers over the past few years per visit. During the visit, the district manager or evaluation officer can check with the dealer and capture the actual value based on how many damaged spare parts exist in a showroom. The sales manager can then find the information for both expected and actual values on the Generic Visit Key Performance Indicator record.