Business Value

The report displays the history of visit activity and provides visibility into actual visit execution. It helps users monitor visit completion, compare total and completed visits, and analyze visit performance across employees, managers, periods, visit types, statuses, organizations, and customer segments.

The report supports operational control by helping users identify incomplete or cancelled visits, evaluate field activity, and review detailed visit records for further analysis.

Additional Business Rules

• All visualizations are recalculated according to active filters.
• Planned values are based on approved activity plans.
• Actual values are based on completed calls recorded in CRM.
• Only completed calls are included in actual call calculations.
• Dashboard data depends on CRM synchronization status.
• User permissions may limit visibility of territories, employees, organizations, or customer segments