Field Sales KPIs: How to Set Up an Effective Dashboard?

Tips Aug 12 2025
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Measurability from visit plan to premium tracking

KPI set, measurement frequency, and visualization tips for field sales teams.

Every KPI should lead to an action: set up simple, transparent, and segmentable dashboards.

Field Sales KPIs

An effective dashboard starts with focused KPI selection. Each metric should have an action response.

Recommended KPI Set

  • Frequency of visits and coverage
  • Conversion rate and quantity of orders
  • Average order value (AOV)
  • Collection speed and latency

Good Design Principles

  • Few but meaningful graphics; color and scale consistency
  • Segment-based filters (region, team, channel)
  • Highlighting goal-achievement differences

The result: transparent performance management and a fairer bonus system.