Direct Sales

Record sales done to retailers by sales representatives. Automate calculation, record discounts and payment made.


What is this workflow ?

It is relevant for sales done directly to the customer, where the stock is carried by the sales representative and delivered at the time of the sale.

With it you will capture the following data:

  • Sales done : Yes / No

  • Quantity of products sold

  • Price of product either as an input or automatically retrieved from the product list

  • Value of products sold automatically calculated

  • Discount given to the customer

  • Payment made (type of payment, amount, etc)

Who is this workflow for?

  • Sales Representatives

  • Van Sales

  • Tricycles

  • Any other sales roles wwhere the sales is done directly to the customer

What KPIs will you get ?

Field Force Monitoring

  • User On Boarding (Log in, active on the app)

  • Field Activity (activity levels per day per user)

  • Time worked (start, end time, visit and transport time, visits per hour)

  • GPS tracking (movements during the day, timeline with customers visited)

  • New customers created (per user, per day, per type, etc)

  • Visits (number of visits, time spent, % of customer portfolio visited)

Workflow specific

  • Calls (Visits)

  • Strike rate

  • Sales volume and value, per product, sales rep, customer

  • other relevant KPIs

FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.


I am very happy to count Optimetriks as our IT partner for our sales digitisation effort. I appreciate their reactivity in rolling out software solutions that are relevant for us, that produce the right analytical data to understand our distribution at a granular level."

Ziobeieton Yeo

West Africa General Manager



Ready to try this workflow ?