Overview 

FieldPie lets you review completed visit data on screen without exporting a file. By filtering visits to the Completed status over a chosen period, you can see details such as store name, assigned user or team, activities, visit type, planned versus actual start and end times, category, store tag, and the time spent on each visit. This is a fast way to check field performance and spot issues as they happen, rather than waiting for a report. 

Before You Start

You need access to the Visits area. Decide on the period you want to analyze and be ready to filter by the Completed status to focus on visits that have actually taken place. 

How to Analyze Visit Data in Real Time

1. In the left navigation menu of FieldPie, select Visits. 

2. Click the filter icon on the top tab. 

3. Select Completed from Visit Status to view all completed visit data. 

4. Set the date range from the Period field. 

5. Click Search to apply the filters. 

6. Review the visit details, such as store name, user or team, activities, and visit type. 

7. Scroll right to view planned and actual start and end dates, category, store tag, and time spent on the visit. 

Tips and Things to Know

• Filter to Completed to focus only on visits that actually happened. 

• Comparing planned versus actual times highlights delays and overruns. 

• Scroll right to reach the performance columns like time spent on visit. 

• For summarized trends and charts, the Advanced Analytics area complements this row-level view. 

Frequently Asked Questions