Is there a template that can be used by sales reps that would allow them to populate a few key data points that could be captured and roll up into a database / report.

 

Key fields required being -

 

Store location - XXX

Manager name - XXX

Store ranking - A / B / C

Date - DDMMYY

Inventory level - Nil / L / M / H

Display standard - L / M / H

Staff knowledge - L / M / H

 

This data would then be displayed as a dashboard which would show the rep coverage of stores in their territory each month, benchmarking inventory/display/staff knowledge.

 

In addition, the ability to upload a photo tagged to each visit would be helpful.

 

Thanks