One of the key insights companies need is the number of times a client has been visited. If you believe in the 80/20 rule that 80 percent of your revenue is coming from 20 percent of your customers, then you better be sure that those key customers are being contacted the appropriate number of times.

In addition sales reps often lose track of the customers they have not visited. Both of these insights are critical for any company's success.

In screen shot 1 we have selected a report to find what customers have not been visited this year. The report gives you the name of the clients, the rep responsible for that client and a selectable time frame for visits. The manager also has filters to narrow down the search base, Such as: Key Accounts, Account Type, Regions, Districts and rep. The "view" button allows you to see more information about the customer.

In screen shot 2 we have selected a report to identify those customers that have been visted more than 6 times since the start of the year, there are 79 customers. The manager also has filters to narrow down the search base; Such as Key Accounts, Account Type, Regions, Districts and rep. The "view" button allows you to see more information about the customer.