Distribution

Geographical distribution

 

  • Check-ins geographical map

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

 

 

  • User geographical map

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

 

 

Distribution by segment

 

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

Because 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 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 opportunitites.

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 analyse 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 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 pull-down menu you can choose what to see: the total amount of activities, visits or new opportunitites. 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 analyse 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 pull-down menu you can choose what to analyse: 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 analisys

With this widget, you can review what is the level of attention given to each account by segment or account type.

The graph differentiates between hard or visit-type actions such as a visit to a client, soft or contact-type actions such as an email or call, and, unattended accounts. 

Where there is little to no action, this may be due to best practices not being applied to ensure whatever sales structure or strategy you have is set up optimally. 

We provide this analysis to ensure you get insight concerning objectives set for each type of account as well as more visibility with regards to the level of attention that is being given to the different accounts with real examples so as to give you an indication on which acccounts are neglected and need to be better managed.

 

You may visualise coverage either by 'Segment' or ‘Account type’. 

If you choose 'Segment' for example, you will see an emerging box displaying the percentage and number of accounts of each type of segment by clicking any of the data bars:

  • Hard (visited): accounts that have received a visit within the selected time period.
  • Soft (Contacted): accounts with any type of non-geolocated activity held (mail, call…) within the selected time period.
  • Unattended: accounts with no interaction held within the selected time period. 

Inside this emerging box, you will also find a list with the 10 most prominent accounts within that type of action or interaction. 

 

 

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