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Key Perform Indicators in Last Account Visit Dashboard
Learn more about the key metrics shown in the Last Account Visit dashboard.
| Metric | Description | Calculation |
|---|---|---|
| Revenue | The revenue from the last account visit. | SUM(SalesOrderProductVisit. TotalLineAmount) WHERE Visit.Status = 'Completed' AND Visit.ActualVisitStartTime = MAX(ActualVisitStartTime) |
| Quantity | The quantity from the last account visit. | SUM(SalesOrderProductVisit. AllocatedQuantity) WHERE Visit.Status = 'Completed' AND Visit.ActualVisitStartTime = MAX(ActualVisitStartTime) |
| Products Sold | The number of products sold during the last visit. Measures product breadth in orders. | COUNTD(SalesOrderProductVisit. Product) WHERE Visit.Status = 'Completed' AND Visit.ActualVisitStartTime = MAX(ActualVisitStartTime) |
| Non-Distributed Product | Products not distributed to locations. Measures distribution coverage and identifies gaps. | COUNTD(RetailVisitKPI.Product) WHERE IsLastVisit = true AND SurveyCategory = 'Distribution' AND IndicatorDataTypeName = 'Toggle' AND ActualValue = 'NotDistributed' |
| Facing Non-Compliant Product | Products with shelf facing non-compliance. Measures planogram execution at retail. | COUNTD(RetailVisitKPI.Product) WHERE IsLastVisit = true AND SurveyCategory = 'Facing' AND IndicatorDataTypeName = 'Decimal' AND ActualValue ≠ TargetValue |
| Pricing Non-Compliant Product | Number of products with price compliance issues. Used for monitoring retail pricing execution across accounts, products, and locations. | COUNTD(RetailVisitKPI.Product) WHERE IsLastVisit = true AND SurveyCategory = 'Price' AND IndicatorDataTypeName = 'Decimal' AND ActualValue ≠ TargetValue |
| Out-of-Stock Product Count | Number of out-of-stock products. Essential for supply chain and inventory management. | COUNTD(RetailVisitKPI.Product) WHERE IsLastVisit = true AND SurveyCategory = 'Distribution' AND IndicatorDataTypeName = 'Toggle' AND ActualValue = 'OutOfStock' |
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