Field Sellers Dashboard
Managing field-sales routes: how many sellers are active, the stock value they hold in their vans, who is in shortage, and tracking return notes (unloading) with their value and the share of defective goods.
Overview
The Field Sellers Dashboard gives a real-time view of sales routes: how many field sellers are active, the value of the goods they are carrying, which ones are in shortage or below threshold, and how goods returns are going (the unloading at the end of the route). It highlights the returns value and the share of defective products, in order to monitor losses and each seller's performance.
Purpose
- Track the goods entrusted to sellers
- Prevent shortages on the route
- Control returns and unsold goods
- Detect breakage / defective goods
Target audience
- Route manager
- Logistics / warehouse
- Sales management
This dashboard is paired with the Stock Dashboard: field sellers' stock is tracked separately, as stock held outside the warehouse.
Access and navigation
Side menu: Stock (or Field Sales module) → Field Sellers Dashboard.
The menu entry appears if the Field Sales / POS module is enabled on your subscription and if your profile has the corresponding read access.
Seller scoreboard
Six KPIs at the top of the page: number of sellers, value of stock held, sellers in shortage / below threshold, number of return notes, returns value and value of defective returns.
| Indicator | Meaning |
|---|---|
| Field sellers | Number of active field sellers (on route). |
| Stock value | Total valuation of the goods held by all sellers. |
| Out of stock / below threshold | Sellers with at least one item at 0 or below its alert threshold. |
| Return notes | Number of return notes (unloading) over the period, including in-progress and validated ones. |
| Returns value | Valuation of the goods returned by the sellers. |
| Defective returns | Value of the portion of returns declared defective (breakage, damaged, expired). |
Alerts: shortage & below threshold
Shortage — a seller has no more stock (quantity 0) on one or more items. The seller can no longer sell these products: a restock is needed.
Below minimum threshold — the quantity held by the seller has fallen below the alert threshold: plan a reload before the next route.
Defective returns — goods brought back by the seller and declared damaged. Tracked separately in the dedicated KPI and the quality donut, since it represents a straight loss to analyze.
Return notes in progress — unloadings not yet validated. To be processed quickly to bring sound goods back into stock. See return notes (stock).
Stock value by seller
The bar chart ranks sellers by the value of the goods they hold. It helps spot those carrying too much stock (capital tied up, risk of losses) and those running short.
Balance the load: a seller holding much more stock than the others ties up cash and increases the risk of breakage and unsold goods.
Return note status
The "Return note status" donut breaks unloadings down into three statuses: in progress, validated and rejected — to see at a glance what remains to be processed.
Returns by seller & quality
Two complementary analyses: returns value by seller (who brings back the most unsold goods) and return quality: defective vs intact (share of recoverable goods versus loss).
| Chart | How to read it |
|---|---|
| Returns value by seller | Identifies the sellers with the highest rates of unsold goods / unloadings. |
| Defective vs intact | Share of recoverable value (intact) versus loss (defective). |
Monthly return trend
The column chart tracks the total returns value month by month. An upward trend signals an increase in unsold goods or breakage that should be investigated.
Cross-reference this chart with field sales: a spike in returns after a sales spike is normal, but an isolated spike in returns deserves investigation.
Calculation rules
Seller stock — each field seller has their own stock (their van). The dashboard value sums the valuation of all these stocks.
Shortage / below threshold — determined item by item in the seller's stock, based on the quantity held and the minimum threshold set on the item.
Returns value — each return note is valued according to the reference price of the items brought back; the defective portion is isolated from the status declared on the note.
Period — the scoreboard and the returns charts cover the selected period (the current month by default); the stock value, however, reflects the current state of the vans.
Roles & scenarios
Who uses this dashboard and for what:
| Role | Dashboard use |
|---|---|
| Route manager | Monitors van load, shortages and the daily returns flow. |
| Logistics / warehouse | Processes return notes in progress and puts sound goods back into stock. |
| Sales management | Compares sellers (stock held, returns, defective) and arbitrates restocking. |
- Spot sellers in shortage / below threshold
- Prepare restocking before departure
- Check the return notes entered
- Analyze the day's defective value
FAQ & Tips
The menu entry doesn't appear?
The Field Sales / POS module must be enabled on your subscription, and your profile must have read access to the dashboard.
A seller doesn't appear in the charts?
A seller with no stock held and no return note over the period has no value to display. Check that they are indeed active and have recorded movements.
Tip — daily routine
In the morning, handle shortages / below-threshold items for restocking; in the evening, clear return notes in progress and watch the defective share to limit losses.
