Dashboards & Maps
See your field operation at a glance — live rollups of performance, compliance, and team activity, plus maps of where your reps and outlets are.
Open these from the Insights group when you want a picture of how things stand right now, rather than a filtered report you pull for a specific question.
📷 [SHOT: dashboards-1] — web — Insights group in the sidebar showing the dashboards and maps — caption: "Dashboards give you the live picture; reports answer specific questions."
Dashboards
Territory Dashboard
A per-territory roll-up of your operation. You see how each territory is performing and can drill into an individual rep to understand who's driving the numbers. Available to admins, managers, and supervisors.
Productivity KPIs
A scorecard of your key performance indicators — the headline numbers that tell you whether the team is hitting its targets. This is a quick teaser of the full picture; for the detailed KPI scorecard and how each metric is built, see the Modern Trade KPI page.
Store Compliance
The Perfect Store view — how outlets score on shelf compliance, shown as Green, Amber, or Red based on your scoring weights and thresholds. A fast way to spot outlets falling short. For the full merchandising-audit deep dive, see the Modern Trade compliance page.
Gamification
Points, badges, and the leaderboard that keep reps motivated. You see who's leading and how points are being earned across the team. Available to admins and managers.
Distribution
How widely your products reach outlets — distribution coverage across your customer base. This is a teaser; for the full Numeric Distribution (ND), Weighted Distribution (WD), and other distribution analytics, see the Modern Trade distribution page.
📷 [SHOT: dashboards-2] — web — Territory Dashboard with one territory expanded to its reps — caption: "Drill from a territory down to an individual rep."
Maps
Rep Activity
A live map of where your reps are and where they've been — their movement and stops during the working day. Use it to confirm coverage and see who's in the field.
Customer Map
Your outlets plotted on a map. Useful for understanding outlet density in an area and planning routes and territory boundaries.
Saved Locations
Places your team has pinned that aren't outlets — for example a warehouse or a competitor site — grouped by their location type. Handy reference points when you're reading the other maps.
📷 [SHOT: dashboards-3] — web — Rep Activity map showing rep tracks for the day — caption: "Follow each rep's route and stops through the day."
Note: Maps need outlets and reps to have captured GPS. Outlets with no location won't appear, so keep outlet locations up to date.
Tip: Use dashboards for the daily glance and reports when you need to filter, compare a date range, or export.