Field-Visit Tracking System

Overview

A self-service tracking system for field managers, paired with automated, hierarchy-aware email distribution of visit agendas.

Business Problem

Field managers had no self-service way to track their team's visit schedule and completion rate.

Objective

Give field managers direct visibility into their team's visit schedule and completion rate without manual reporting.

Solution

Built the underlying fact/dimension data model and a self-service view for managers, plus an automated system that distributes the visit agenda by email, escalated by hierarchy.

Business Impact

Drove monthly active usage of the underlying report to its highest point since launch, directly tied to the automated distribution rollout.

Technologies

• Power BI
• Dimensional Modeling
• Automated Email Distribution