Field supervisor

In Arabic المشرف الميداني

A field supervisor is the manager of a team of field sales reps, responsible for their routes, coverage, sales and cash, and for coaching them on the road.

In plain words

Reps work alone, out of sight of the office. The supervisor is the link: they see who started late, which customers were missed and whose cash does not add up, and step in the same day rather than at the month-end review.

A supervisor’s day usually starts with the figures: visits planned and made, sales, collections and exceptions for each rep. Part of the day is spent riding with a rep, and part on approvals such as end-of-day closes and changes to plans.

The common mistake is managing reps by sales figures alone. A rep can hit target from three large customers while thirty small ones go unvisited, and only coverage figures show it before those customers are lost.

Worked exampleA supervisor’s morning check
Reps in the team
8
Reps who have started the day
7
Closes waiting for approval
2
Reps not started
1

In Axon Suite

How Axon Suite handles it

In Axon Suite the field dashboard shows each rep’s visits, sales and collections for the day, a list of what needs attention, the customers nobody has visited for two or four weeks, and a map of where each rep last reported.

Feature

The supervisor’s field dashboard

The field dashboard shows the day’s visits, sales and collections for every rep, a list of what needs you, the customers nobody has visited for two or four weeks, and a map of where each rep last reported.

Open: The supervisor’s field dashboard
Module

Van sales

Sell, invoice and collect from the van, offline

Open: Van sales

See your own van sale reach the ledger in 30 minutes.

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