Summary
Coverage is a set of targets that defines an ideal call frequency for a group of accounts to be called upon by the field sales user. It is recommended to use Coverage when accounts are needed to be called on over a period of time. For example, 'A Grade accounts should be called on once, every 4 weeks'.
By using coverage, it will allow the field sales users to identify accounts that should be called on and will assisted them in meeting their coverage targets. Reporting on coverage is also available to identify which accounts are being under serviced, over serviced or are being called on as per the ideal call frequency.
How does Coverage work?
Coverage would need to be set up in Perenso Administrator. This will determine the coverage call frequency and the accounts.
Once a coverage is set up, the coverage of accounts will be reflected in the Field Sales App. A coverage icon will be displayed next to the account description on the Field Sales App. The coverage icon will identify the coverage status of the account.
Coverage Status:
- Due - The Account needs to be called within the current coverage period
- Planned - A call has been created of the account in the current coverage period (Incomplete Call)
- Covered - The account has been called on in the current coverage period and has met the target. (Complete Call)
- Overdue - No call for the account was completed in the last coverage period so the priority has increased.
Setting up a Coverage
- Log into Perenso Administrator.
On the side menu, click on 'Coverage'. The Coverage screen will load. This screen will display any existing Coverage.
Click on 'Create Coverage Target'
The New Coverage screen will load. This screen allows you to specify the description for the coverage, the coverage settings and the coverage target definitions.
Enter in a Description for the Coverage.
In the Global Settings, select the appropriate settings for your coverage.
Period Type, Starting Period, End Period - These settings determines when the coverage is active.
Calls done by - This setting determines the type of users this coverage is applied to.
Call Types that count towards coverage - This setting determines the call type this coverage is applied to.
The Target Definition section allows you to create the coverage target rules. To create a coverage target rule:
Click on 'New Tab' and a 'New Page' popup will appear.
Enter in a description and click on 'Add Page'.
This will add a coverage target rule.
In the Account Criteria section, if the rule is for a specific account group, untick 'Apply to All Accounts' and add the appropriate account group.
In the Coverage Target section, enter in the call target for this coverage target rule.
For example: 1 call every 4 weeks
4. Repeat Steps 3.3.1 - 3.3.3. if you need to create other coverage target rules for this Coverage.
For example: You would have different ones for each banner. i.e.
Banner A - 1 call every 4 weeks.
Banner B - 1 call every 8 weeks.
Banner C - 1 call every 12 weeks.
Important Note: When adding multiple coverage target rules, there are some rules:
- An account can only belong to a single coverage target rule.
For example: if you have two Coverage Target Rule and an account is in both. When you save it, you would need to assign which rule that account will use. - If a Coverage Target Rule 'Apply to All Accounts', the other coverage target rule will be disabled.
5. Click on 'Save Changes'. The Coverage you created is now in the coverage list.
To Edit an existing coverage, click on the Coverage description.- An account can only belong to a single coverage target rule.