Top 10 reports for supervisor

Top 10 reports for supervisor

It is standard for a manager to control and analyze: how employees and counterparties work, what is going on in the market, how competitors are doing. It's like the mission control center: you have to follow the dynamics and analyze, analyze, and analyze again. Each business is like a big ship and the navigator must set the course in advance, otherwise it will be too late to turn. In the 21st century there are no problems with information - a huge number of sources, channels. The only difficulty is that it is necessary to synchronize this data and bring it into one convenient form. And this takes time. The consequences of incorrect analysis are incorrect assessment of employee performance, inadequate sales plans and an increase in accounts receivable.

In modern systems of trade automation analytical blocks and reports have already been prudently prepared which quickly and clearly present all the necessary information to supervisors, heads of sales departments and financial analysts.

Let's consider a typical reporting system by the example of, a cloud-based field teams automation service. So, the service has 10 types of operational reports, built on the basis of the data collected in the fields of sales representatives. They can be accessed through the personal office of the office. So you have the ability to use your browser and the Internet in a few clicks to get the necessary and, most importantly, up-to-date information. You don't have to waste time and resources on trips to the office, accounting department, warehouse, or calling sales representatives to collect various data piece by piece.

SKU stock

Do you want to be aware of the situation in stock? Have you ever had a mix-up where a sales representative sold an item that was out of stock? This report will help you avoid such situations. You will be able to monitor the current balances of all products in stock.

Customer relationships

Allows you to find out how much money counterparties owe your firm. Timely received information on debts eliminates the possibility of such events, when goods are shipped to a point whose debts have long been overdue. The report presents mutual settlements that were conducted with outlets, and there is also an opportunity to view accounts receivable. Based on these data you can decide who can still ship the goods, and from whom it is already necessary to collect funds.


A typical situation: a sales agent collects a certain number of orders, but there are fewer shipments. And the supervisor finds out about this after the fact. In this report you will see the amounts of orders, payments, shipments, and returns. This data will help in operational analysis and building a sales plan.


It's not easy to accurately and objectively assess the productivity of sales representatives. You need to have a lot of information and interpret it correctly. Here you can view information about the number and amount of orders and shipments for a certain period for a particular employee. You can find out which of them works more efficiently and collects more orders.


Being aware of the operational situation in retail outlets is extremely important for a supervisor. How is the merchandise laid out, at what price is it sold, and how much is left in stock on the shelves? All this is reflected in the report. On the basis of the information received you will be able to analyze the degree of distribution of goods, to assess the current situation on the market.

Working days

It is difficult for a supervisor to understand exactly how the workday of his subordinates goes. But there is a way out: analyze the numerical indicators of their activity. Here you have data on the efficiency of mobile employees, the activities performed by them and the documents created, their movements and time expenditures. The agent's working day becomes as clear and transparent as possible for you - all his business activities are reflected with the accuracy of a minute.


There are always situations where you need to set a task for sales representatives. Calling them on their cell phones every time is troublesome and costly. Manage your field teams using a single tasking and follow-up environment. The report shows how many tasks are assigned, the number of tasks started and finished, as well as the progress of the tasks per employee.

Visit plans/facts

Correctly assessing sales agents' KPIs is difficult. For this purpose, it is necessary to understand whether the plan of visits is fulfilled and how successful the visits to sales outlets are. This report displays data on the number of planned and actually made visits to outlets, the results of visits, visits outside the plan and other information. The important indicators of sales representative's efficiency Call Rate and Strike Rate are available for analysis of the operational situation. Call Rate - the target value of the average number of visits per day, an indicator of attendance of sales outlets on the route. It is fixed if an employee did not just pass a point, but stayed there for some time (at least 3 minutes). Strike Rate - the ratio of the number of orders taken at retail outlets to the number of visits for the period. In other words, it is the percentage of triggered retail outlets, i.e. those that were visited on the route and an order was placed there.


How can I tell if field workers are cheating on fuel? If you pay for the fuel and lubricants of vehicles driven by sales representatives, this report will help control the actual mileage. To prevent and detect falsification with the fuel and lubricant reporting, manual entry of mileage figures by the agent at the beginning and end of the business day is provided, and mileage based on GPS data is also taken into account. If it differs, the difference in mileage will be detected and indicated in the report.


If agents are fielding questionnaires and collecting relevant information, you can use this report to see and evaluate that data in a structured way. At the point of sale, an employee fills out questionnaires. Each questionnaire consists of topics that contain questions. Different types of data can be used as answers: text, numbers, date and time, lists of options and others. The report has a flexible system of settings, for example, to display only certain types of questions and answers.

Reports in will help you quickly make optimal management decisions based on operational information. Planning and organization of work becomes clearer and more objective. All these measures in complex will allow you to successfully predict the company's development and achieve impressive results.