Measure Field Productivity

This page is for the manager question that matters: is field work actually getting done, and is it moving deals? The attendance, visit, field-activity, leaderboard, and missed-follow-up reports show you visit completion, follow-up discipline, and attendance at a glance — so you can coach where the numbers point.

Entry pointReports in the web app

Who This Is For

• Field executives reviewing their own activity.
• Managers reviewing team productivity.
• Admins validating attendance and visit workflows.
• Sales leaders checking whether field work leads to real pipeline progress.

Reports and Views To Review

• Attendance reports.
• Site or property visit reports.
• Field activity reports.
• Agent activity reports.
• Leaderboard.
• Missed follow-up and overdue task reports.
• Visit outcome summaries.

Questions These Reports Answer

• Did the field executive check in and check out as expected?
• Which visits were scheduled, completed, rescheduled, or cancelled?
• Which customer interactions were logged?
• Which follow-ups were missed or overdue?

Manager Review Routine

1. Review attendance for missing check-ins or check-outs.
2. Check scheduled versus completed visits.
3. Review cancelled and rescheduled visits.
4. Open visit notes for high-value customers.
5. Compare field activity with created tasks and deals.
6. Review missed follow-ups.
7. Check leaderboard or activity summaries for performance coaching.

What Good Field Reporting Shows

When field reporting is healthy, you can answer all of this without calling anyone:

• Who visited which customer.
• Whether the field executive reached the site.
• Whether the customer was met.
• What the customer said or requested.
• What follow-up is needed.
• Whether the visit created or moved a deal.

Common Issues

Issue	What to check
Attendance is missing	Check whether the user checked in/out and whether location/camera permissions were enabled.
Visit count is wrong	Check date range, status, assignment, and whether visits were created as meetings.
Activity looks low	Confirm calls, notes, and outcomes were logged against the right record.
Follow-ups are overdue	Review tasks created after visits and whether owners completed them.

Most "wrong" numbers here aren't bugs — they're filters, date ranges, or field work that was never logged. If a report seems off, first confirm with your admin that you have visibility into the right teams and that attendance and visit workflows are actually enabled for those users.

If a report still doesn't match the saved records after that, contact Brixi support with the report name, date range, user, expected versus actual count, and an example visit or attendance record that's counted wrong.