Field Sales Dispatch - Bioman & Rocotile
Field Executives
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Present
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Checked Out
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Available
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At Customer
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Travelling
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Fully Booked
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On Leave
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Total Visits
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Completed
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Unassigned
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Overdue
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AvailableTravellingAt CustomerFully BookedChecked Out
FSELive executives
Live
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Visits Needing Action
Priority Site Visits
| S.No. | Customer | Product | Value | Location | Time | FSE | Status | Action |
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Ask Dispatch AI
Quick Actions
Request Site Visit (from CRM)
AI Dispatch Recommendations
Enter a product, customer location and visit window to find suitable executives
from ERP/FEM.
Dispatch Board (Daily Timeline)
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Site Visit Client Visit
Showroom Visit Other
Repeated: same opportunity +
category
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Visit Timeline (Web & Mobile)
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Exceptions Command Centre
Territory & Coverage
Nearby Leads (Auto)
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Nearby Executives
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Workload & Capacity View
| Executive | Region | Visits | Completed | Pending | Capacity | Load % |
|---|---|---|---|---|---|---|
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Route Optimization & Daily Plan (AI Suggested)
Select an executive
Choose an available executive to load the daily route.
Route stops will appear here.
Field Sales Dashboard
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Event requested—
Assigned —
Opportunities —
Unassigned —
Visit Conversion Funnel
VisitsOrders
Revenue from Visited Leads—
Pipeline Opportunities—
Avg. Assignment Time—
On-time Arrival—
Customer Verification—
Deal Closer Dashboard
Event requested—
Assigned—
Verified—
Quotations—
Orders—
Visits by Category
Top Executives (Assigned by Deal Closer)
| S.No. | Executive | Visits | Orders | Conv.% |
|---|---|---|---|---|
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Lead Source Performance
(Opportunity.source)
Product-wise & Region-wise Analytics
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Visits, Quotations & Orders by Product
VisitsQuotationsOrders
Region-wise Performance
| S.No. | Region | Visits | Quotations | Orders | Conv.% |
|---|---|---|---|---|---|
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Orders by Product
—Orders
Customer Feedback & Verification
Customer Verification Status
—Visits
Visit Completed ?Partially Completed ?No Visit ?
Unassigned Visits – Bulk Assignment (AI)
Unassigned Visits
| No. | Customer | Location | Product | Value | Priority | |
|---|---|---|---|---|---|---|
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Available Executives
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Field Executive Performance Report
| S.No. | Executive | Visits | Verified | Quotations | Orders | On Time | Conv.% | Customer Rating |
|---|---|---|---|---|---|---|---|---|
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Reports & Export
Site Visit Report–
| Date | Customer | Product | Executive | Location | Status |
|---|---|---|---|---|---|
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Details