Assess Dealer Visits with Metrics

Sales managers can relate Assessment Indicator Definition records to visit tasks to measure a dealer’s performance or compliance. Each task performed during a visit can be assessed based on different parameters or metrics. For example, a sales manager can create a numeric assessment indicator, Number of Vehicle Repairs, to count the number of vehicle repair jobs completed by a service dealer in the previous month. Or, the manager can create a date-time indicator, to capture the last date that the dealer participated in a product knowledge training.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create assessment indicator definitions:
  • Partner Visit Management permission set
  • Create access on Assessment Indicator Definition
  1. From the App Launcher, find and select Assessment Indicator Definitions, and then click New.
  2. Enter the name and the description for the indicator.
  3. Select an indicator field type:
    • Number
    • Boolean
    • Percentage
    • Date Time
    • Text
    • Decimal
  4. Save your changes.
    A assessment indicator definition.