AutomateGenie ERP · Field Sales Dispatch & Site Visit Control Tower
Field Sales Dispatch & Site Visit Control Tower
Connecting to ERP…
—Field Executives
—Available
—At Customer
—Travelling
—Available Later
—Fully Booked
—Fully Loaded
—On Leave
—Total Visits
—Completed
—Unassigned
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AvailableTravellingAt CustomerAvailable LaterFully Booked
FSELive executives Live

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Visits Needing Action
Priority Site Visits
Customer Product Value Location Time FSE Status Action
Quick Actions
Request Site Visit (from CRM)
Up to four matching opportunities are suggested from ERP.
Sent to the location service to get latitude and longitude, then compared with today’s executive check-ins and required product competency.
Auto-filled from the selected Opportunity; you can edit it.
AI Dispatch Recommendations
Enter a product, customer location and visit window to find suitable executives from ERP/FEM.
Dispatch Board (Daily Timeline)
9 AM10 AM11 AM12 PM1 PM2 PM3 PM4 PM5 PM
AK
Arun Kumar
ABC Builders
Coimbatore
Travel
XYZ Infra
Tiruppur
DEF Homes
Erode
KU
Kumar
AAA Constr.
Salem
BBB Infra
Erode
CCC Builders
Nammakal
RA
Ravi
DDD Homes
Tiruppur
Free Window
EEE Infra
Coimbatore
MA
Manoj
Office / Training
PR
Priya
FFF Constr.
Hosur
GGG Builders
Salem
Visit Timeline (Web & Mobile)
Exceptions Command Centre
Territory & Coverage

Opportunities near executives

Distance gap is a straight-line estimate from the opportunity customer location to the executive’s check-in.

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Workload & Capacity View
ExecutiveRegionVisitsCompletedPendingCapacityLoad %
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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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Site Visit Requests—
Assigned —
Opportunities —
Verified Visits —
Visit Conversion Funnel
Visits & Orders Trend
VisitsOrders
Revenue from Visited Leads—
Pipeline Opportunities—
Avg. Assignment Time—
On-time Arrival—
Customer Verification—
Deal Closer Dashboard
DC
All Deal ClosersAll products · All locations
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Opportunities—
Visit Requests—
Assigned—
Verified—
Quotations—
Orders—
Pipeline by Stage
Top Executives (Assigned by Deal Closer)
ExecutiveAssignedVerifiedOrdersConv.
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Lead Source Performance (Opportunity.source)
Product-wise & Region-wise Analytics
Analytics filters
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Assigned, Verified Visits & Orders by Product
VisitsVerified VisitsOrders
District Performance
DistrictAssignedVerifiedOrdersConv.
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Orders by Product
—Orders
Visit Outcome & Next Action
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Visit Outcomes
—Visits
Next Action Aging
Visit outcomes are unavailable.
Customer Feedback & Verification
Customer Verification Status
—Visits
Verified by Customer —Pending Confirmation —Not Responded —Disputed —Not Required —
Customer Ratings (Post Visit)
— ★★★★★
— verified reviews
5 ★—
4 ★—
3 ★—
2 ★—
1 ★—
Unassigned Visits – Bulk Assignment (AI)
CustomerCustomer LocationProductValue
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AI Suggested Executives
Field Executive Performance
Ready
#ExecutiveRegionVisitsVerifiedQuotationsOrdersConv. %On TimeCustomer Rating
Choose filters and load performance.
Reports & Export
Site Visit ReportDate Range–
DateCustomerProductExecutiveLocationStatusOutcome
27 SepABC BuildersBioSTPArun KumarTiruppurCompletedQuotation
27 SepSri Devi Constr.BioSTPKumarHosurCompletedFollow Up
26 SepGreen HomesBiosepticRaviSalemCompletedQuotation
26 SepLakshmi ProjectsRocotilePriyaCoimbatoreCompletedProspect
26 SepABC BuildersBioSTPManojHosurNo ShowNot Interested
Ask Dispatch AI
Ask for the best executive for your product and city. Include a date, visit time window or customer address when needed. Recommendations use current FES/FEM availability, product, location and schedule data.