Last Visit Account

The Last Account Visit dashboard includes these features and metrics:

• View the date and duration of the last visit compared to the previous visit to ensure timely account engagement.
• View the revenue generated during the last visit and compare it against the previous visit to identify growth or decline patterns.
• View the total quantity of products sold during the last visit versus the prior visit to assess order volume changes.
• View the number of unique products sold during the last visit compared to the previous period to understand product adoption and cross-selling trends.
• View store compliance metrics over time, including price, non-compliant, out-of-stock, non-distributed, and facing non-compliant products, to identify recurring issues.
• View the compliance trends across multiple visits on a timeline to spot patterns in compliance violations and measure the effectiveness of corrective actions.

The dashboard provides a focused view of individual account changes over time, making it easy to prepare for upcoming visits and measure the impact of previous interactions.

• Key Perform Indicators in Last Account Visit Dashboard
  Learn more about the key metrics shown in the Last Account Visit dashboard.
• Embed Last Account Visit Dashboard in Record Pages
  Access Last Account Visit dashboard directly in Salesforce record pages, and gain data insights at a glance without switching context. When an admin adds the Last Account Visit dashboard component into a record page, users see visualizations and analytics that are relevant to that record. Admins can also configure filters so that the dashboard displays data specific to the record being viewed.