Assess Dealer Visits with Metrics

Sales managers can relate Assessment Indicator Definition records to visit tasks to measure a dealer’s performance or compliance. Each task performed during a visit can be assessed based on different parameters or metrics. For example, a sales manager can create a numeric assessment indicator, Number of Vehicle Repairs, to count the number of vehicle repair jobs completed by a service dealer in the previous month. Or, the manager can create a date-time indicator, to capture the last date that the dealer participated in a product knowledge training.