Field execution plays a critical role in ensuring that planned market activities are carried out as intended. For organizations managing large on-ground teams, having visibility into planned visits versus actual execution becomes essential.
The Market Visit Plan Report helps businesses track, review, and analyse planned market visits of field employees in a structured and reliable manner.
What Is a Market Visit Plan Report?
The Market Visit Plan Report provides a consolidated view of planned store visits assigned to field force employees over a selected period. It allows teams to download visit plans in a structured format, helping managers review how field activities were planned across locations, users, and channels.
This report focuses only on planned visits, making it a key reference point for monitoring execution discipline and planning efficiency.
Why Market Visit Planning Matters in Field Operations?
A well-defined visit plan ensures that:
- Field teams follow assigned routes and store coverage
- Efforts are evenly distributed across markets
- Managers have clarity on expected on-ground movement
- Execution gaps can be identified early
The Market Visit Plan Report supports this by offering a clear snapshot of what was planned, enabling better coordination between planning and execution teams.
Key Highlights of the Market Visit Plan Report
Some important aspects of the report include:
- Date Range Selection: Users can generate the report by selecting a specific date range (up to a maximum of 31 days).
- Flexible Filters: The report can be filtered using parameters such as:
- City
- Channel
- Category
- Other available attributes based on project configuration
- Downloadable Format: The report can be downloaded in an Excel format, making it easy to review, share, or analyze further.
- Employee-wise Planning Visibility: Managers can view visit plans mapped to individual field employees, helping ensure clarity on assigned responsibilities.
How This Report Supports Better Field Execution?
By using the Market Visit Plan Report, organizations can:
- Review whether visit plans are properly created and assigned
- Cross-check planning consistency across cities or channels
- Use planned data as a reference for execution and productivity reviews
- Improve coordination between planning, operations, and field teams
It acts as a foundational report for teams that rely heavily on structured market working and disciplined field movement.
Frequently Asked Questions
Q1. What is the maximum date range allowed for this report?
The report can be generated for a maximum date range of 31 days.
Q2. Can the report be filtered by location or channel?
Yes, users can apply filters such as City, Channel, Category, and other configured parameters.
Q3. In which format is the report available?
The Market Visit Plan Report can be downloaded in Excel format.
Q4. Does this report show actual visits?
No, this report focuses only on planned market visits, serving as a planning and reference document.
