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Is there a report to analyze visit frequency adherence?

Feb 20 at 08:44 PM


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Our Sales team is using SAP Cloud for Customer - Sales and utilizing much of the Retail Execution functionality. We use visits, we use surveys, we use route planning and we also have loaded Visit Frequency onto the account to aid in the visit planning process. Our leadership has now asked if there is reporting that they can use to track how our sales teams are adhering to the visit frequency for the accounts. They want to see how many accounts are past due for a visit, how many are coming due for a visit etc. I have searched through the standard reporting and find nothing that references Visit Frequency and have also looked at the Visit Header Data Source but didn't see reference to the visit frequency. I am hoping someone can help me understand how I can provide this type of reporting to the sales leadership for this data.

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