Geographical distribution

• Check-ins geographical map

In this widget, you will be able to visualize hot spots of customers (using all your logged check-ins). You will see all check-ins by thermal area. As you browse the map you will see how the green color indicates areas with clusters of visits, yellow as bigger clusters, and in red, you will find areas with a higher number of check-ins. 

This will help you locate cold business spots and identify trends for better decision-making as well as track where user activity is concentrated.

Moreover, by selecting the Point Map option, you will be able to see the number of check-ins made during the defined period. As you zoom out, the map will cluster the check-ins and it will show you the number of check-ins made instead.

 

 

• User geographical map

Under this option, you can see where your users are positioned with regard to their last logged visit. As with the check-in map, users will be displayed in clusters as you zoom out.

 

 

Most active accounts

With this graph, you will be able to check with which accounts the selected users are having more activity within the selected date range. Additionally, it will allow you to check what segment these accounts belong to so as to analyze if the activity is being distributed among the most important accounts to you.

• Cell size: the graph will show different cell sizes, the accounts with more impacts within ForceManager. The more impacts an account has, the greater the size of the cell will be, considering the selected users and within the filtered period (it will show those accounts with which more interaction has been established, regardless of whether the selected users are the owners or not).
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• Cell color: the cells will be shown in different colors according to their segment. In order of importance, the two first segments will be shown in different colors and in case there are more types of segments, they will be grouped as 'Others'.

 

State of Distribution 

This graph shows how the activity has been distributed according to the account's status. From the drop-down menu, you can choose to analyze: the total amount of activity (check-ins and other activities you have added), visits (check-ins or manually recorded visits) and new opportunities created.

 

 

 

Distribution by segment

 

You will be able to see how an activity is distributed (during the selected date range) among each type of segment.

The account segment (by default A, B, C, D and E) enables you to classify your accounts (i.e. by tiers, from key accounts to standard accounts), this will be helpful to identify how an activity is distributed among each segment and therefore, assess the level of attention given to each and assess whether your sales reps are following the sales strategy set.

Through the drop-down menu, you can choose what to analyze: the total amount of activity, visits, or new opportunities.

You also have different types of graphs available to display data:

• Pie Graph: shows values as percentages. You will be able to compare summarized data sets in a simpler visual form.
• Absolute values graph: shows non-piled data, useful to see absolute values and analyze values with more impact.
• Aggregate graph of absolute values: stacks absolute values adding up all the series so you can assess the total volume. 
• Percentual distribution graph: it shows the relative state, as percentages, without considering increases of a given time.
• Table of contents: shows data in a table format. 
• You can also download data in CVS format for Excel.

You can view data by day, week or month.

 

Distribution by type

You will be able to see how the activity is distributed by account type during the selected date range.

As with the previous graph, you will be able to identify the level of attention given to your accounts but in this case, by type.

Through the drop-down menu you can choose what to see: the total amount of activities, visits or new opportunities. And you will see how this activity went according to the account type you have defined in ForceManager.

You also have different graphs available to display data:

• Pie Graph: shows values as percentages. You will be able to compare summarized data sets in a simpler visual form.
• Absolute values graph: shows non-piled data useful to see absolute values and analyze values with more impact.
• Aggregate graph of absolute values: stacks absolute values adding up all the series so you can assess the total volume.
• Percentual distribution graph: it shows the relative state, as percentages, without considering increases of a given time.
• Table of contents: shows data in a table format.
• You can also download data in CVS format for Excel.

 

You can view data by date, week or month.

 

Time distribution

It shows the distribution of average user activity by hour from the selected users and within the selected period of time to monitor activity and identify times of higher and/or lower activity.

Through the drop-down menu you can choose what to analyze: the total amount of activities (check-ins, emails and calls), visits (check-ins and visit-type settings), emails or calls.

By rolling over any of the data bars you will see the hour and the total activity held during that hour.

 

Coverage analysis

This graph shows how account coverage has evolved. The aim is to improve management and the organization of visits to ultimately optimize resources. You can check the accounts selected users own and have already visited as well as those they are still yet to visit.

• Visit cycles: you can set visit cycles for your account segments and select if you want them to be classified or not. You’ll see data for the classified accounts in the graph, whereas those not classified are all accounts that are not assigned a segment and grouped into “Unclassified accounts”.
• Account types: you have the option to select the account types you want to be included in the graph’s analysis.
• Account status: you have the option to select the account statuses you want to be included in the graph’s analysis.