Route Progress Tracking | Help | RouteIQ for Zoho CRM

Route Progress Tracking

Route Progress Tracking helps field reps and managers visually see the progress of a route based on check-ins and check-outs performed by a field agent.

 

Feature Availability: This feature is available in the Professional plan.

  1. You can view a routes progress in the route preview of any route.

  2. In RouteIQ, there are 3 types of routes:

 Route Status 

  1. Planned Routes

  2. In Progress Routes

  3. Past Routes

    1. Completed Routes

    2. Incomplete Routes

    3. Skipped Routes

Representation of Route Details 

Let's see how each of the route's details are represented in RouteIQ.

 

In List View 



Route Status Icon

Route Status

Planned Route - Upcoming or yet to start route

In Progress Route - Today's route which is being visited.

Completed Route - Past route in which all the stops were visited.

Incomplete Route - Past route in which some stops were skipped.

Skipped Route - Past route in which all the stops were skipped.

 

 In Route Preview 


 In Route Summary

Reference Images

Route Details

Planned Route Details

1. Planned Travel Duration (Distance)

2. Total Appointment Duration

Actual Route Details

1. Route Status

2. Planned vs. Visited Stops

3. Actual Travel Duration (Deviation)

4. Actual Travel Distance (Deviation)

5. Actual Appointment Duration (Deviation)

 

In Stop Details 

Stop Pins Details

 

Meaning

Dark Green Pin

Visited in the correct order

Light Green Pin

Visited in the wrong order

Blue Dot

Currently visited

Blue Numbered Dot

Yet to visit

Red Pin

Skipped Visit

 

On Map 


On Route Path

Route Section Pattern

Reference Image

Meaning

Solid Blue Line

Completed Route Segment

Dotted Blue Line

Incomplete Route Segment

 

 

 Stop Markers

Stop Markers

 Reference Icon

Meaning

Dark Green Pin

         

Visited in the correct order

Light Green Pin

        

Visited in the wrong order

Blue Dot

    

Currently visited

Blue Pin

        

Yet to visit with stop number

Red Pin

        

Skipped Stop



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