Knocks
82
+6 vs last week
field sales analytics
Read Friday from the turf.
You are looking for field sales analytics because the Friday number still lives in a sheet someone rebuilt overnight. Knockdesk is field sales software that reads knocks, territory, capacity, training, and coaching on one field sales dashboard. The sample week on this page is 82 knocks, 11 appointments, and 9 recorded talks. That week is a sample, not a customer result.
Book a WalkthroughThis week
Sample
Appointments
11
+2 vs last week
Recorded talks
9
Same week
The week
What the dashboard reads after the turf
Sales performance analytics software fails when the chart is a screenshot and the turf is a guess. A sales reporting dashboard for field teams in Knockdesk is Dashboard, the ten starter reports, and the file you schedule. The number has to come from the territory a rep already holds.
The dashboard
Dashboard is the first Analytics tab. Starter reports are already there. If Explorer, Reports, and Schedule are locked, stay on Dashboard.
The report
Save a query as a report. Chart it with one of 14 types. Share it with the org or a team when you need that.
The file
Schedule daily, weekly, or monthly. The run writes PDF, Excel, or CSV. That is a file out, not a live sync.
The query
How a saved report becomes a file
Field sales reporting software only works if the chart is the same query the manager can open again. Knockdesk keeps that query on the report, then writes the file on the schedule you set.
- 1Open Analytics. Dashboard is the first tab and already holds the starter reports.
- 2Admins and sales managers can open Explorer, Views, Reports, and Schedule when those tabs are on the seat. If they are locked, stay on Dashboard.
- 3In Explorer, pick a source such as knocks, capacity, deals, leads, training, coaching, gamification, territories, pins, or turf packs, then save the query as a report.
- 4Choose a chart type. There are 14: line, area, stacked area, bar, horizontal bar, pie, funnel, heatmap, radar, scatter, treemap, number, table, and pivot.
- 5Schedule the report daily, weekly, or monthly, as PDF, Excel, or CSV. Recipients get the file. The desk does not keep another product in sync.
- 6Read ai sales analytics on that same Full desk. Insights include trend, anomaly, weekly digest, comparison, and recommendation. There is no second Knockdesk plan for that.
The product
Settings in the product
These rows are what the product stores on a report. Ai sales analytics sits on Full desk with the charts. There is no higher Knockdesk plan.
| Setting | In the product |
|---|---|
| Starter reports | Exactly 10: Daily Knock Summary, Weekly Performance Overview, Territory Performance, Rep Utilization Report, Pipeline Health, Lead Funnel, Training Progress, Coaching Scorecard, Gamification Leaderboard, and My Performance. |
| Chart types | 14 types: line, area, stacked area, bar, horizontal bar, pie, funnel, heatmap, radar, scatter, treemap, number, table, and pivot. |
| Sources | Knocks, capacity, deals, leads, activities, training, gamification, coaching, territories, pins, and turf packs. |
| Schedule | Daily, weekly, or monthly. Time and timezone are on the schedule. Format is PDF, Excel, or CSV. |
| Audience on starter reports | Daily Knock Summary and Gamification Leaderboard are for everyone. My Performance is for the rep. The other seven starter reports are for a manager. |
| AI insights | On Full desk with the reports. Types include trend, anomaly, comparison, correlation, top performer, bottom performer, forecast, seasonality, milestone, recommendation, and weekly digest. |
| Tabs | Dashboard is first. Admins and sales managers can also see Knocks, Explorer, Views, Reports, Schedule, and Compensation when Explorer is on the seat. |
The reports
The ten starter reports
The field sales dashboard ships these ten reports. This table is the product list, not a customer's week. Pipeline Health is a starter report on that list.
| Report | Who it is for | Default chart | What it shows |
|---|---|---|---|
| Daily Knock Summary | Everyone | Bar | Knock count, contact rate, and conversion rate by rep |
| Weekly Performance Overview | Manager | Line | Week-over-week knocks, contacts, and leads |
| Territory Performance | Manager | Bar | Knock outcomes broken down by territory |
| Rep Utilization Report | Manager | Bar | Clocked hours, active hours, break, idle, and utilization by rep |
| Pipeline Health | Manager | Bar | Deal count and value per stage, plus days in stage |
| Lead Funnel | Manager | Funnel | Knock to contact to lead to deal to won |
| Training Progress | Manager | Bar | Lessons, quizzes, trainings completed, and average quiz score |
| Coaching Scorecard | Manager | Radar | Average coaching scores by skill by rep |
| Gamification Leaderboard | Everyone | Table | Points, badges, and kudos ranked |
| My Performance | Rep | Line | Personal knocks and contact rate with a period comparison |
Two desks
What a manager reads and what a rep sees
A manager opens the field sales dashboard for the crew on turf they already assigned. A rep opens My Performance for their own week. Ai sales analytics uses the same Full desk seat as those reports.
Manager
Territory Performance, Rep Utilization Report, Pipeline Health, Lead Funnel, Training Progress, and Coaching Scorecard. They can save a report, pick a chart type, and schedule the file.
Rep
My Performance is the starter report aimed at them. Daily Knock Summary and Gamification Leaderboard are for everyone, including the rep.
The sheet
Versus a rebuilt Friday sheet
A sheet can hold a Friday total. It does not keep 14 chart types, ten starter reports, or a scheduled PDF. The table is the product, not a customer result.
| What you watch | In Knockdesk | What the product does |
|---|---|---|
| Starter reports | 10 | Seeded on the desk. They keep those names. |
| Chart types | 14 | Line through pivot, including table and number |
| Schedule | Daily, weekly, or monthly | Writes PDF, Excel, or CSV |
| AI insights | On Full desk | Trend, anomaly, weekly digest, and the rest of the insight types. No second plan. |
| Friday sheet | Rebuilt overnight | Not a Knockdesk report |
Related
Related features
- Start at the feature index
The features page lists territory, routes, tracking, and this dashboard.
- Read the seat price
Full desk is on the pricing page, with no second tier.
- Cut the territory first
Territory Performance reads knocks on turf inside a territory you already drew.
- See who is out
The dashboard sits next to the shift a manager already watches.
- Open the GPS clock
Rep Utilization Report reads clocked hours from the shift the clock already wrote.
- Open the activity log
The chart is the visits the crew already logged.
- Open training progress
Training Progress is one of the ten starter reports on this dashboard.
- Finish the hire checklist
Onboarding stays on this same Full desk seat as the reports.
- Open the coaching scorecard
Coaching Scorecard is a starter report. The inbox still scores the recording.
- Export a saved file
Save the report, pick PDF, Excel, or CSV, then Download the run.
FAQ
Frequently asked questions
What is field sales analytics in Knockdesk?
Field sales analytics is Dashboard, ten starter reports, 14 chart types, and a scheduled file. Knockdesk is field sales software. The charts read knocks, territory, capacity, training, and coaching on Full desk.
What does sales performance analytics software include?
Sales performance analytics software here includes the ten starter reports, saved reports from Explorer, and scheduled PDF, Excel, or CSV. There is no second Knockdesk plan.
What does field sales reporting software export?
Field sales reporting software exports a saved report as PDF, Excel, or CSV. Schedule that file daily, weekly, or monthly. Export writes a file. It does not sync another system.
What sits on the field sales dashboard?
The field sales dashboard is the first Analytics tab. It holds the starter reports. A sales reporting dashboard for field teams is that dashboard plus Reports and Schedule when those tabs are on the seat.
Is ai sales analytics a higher plan?
No. Ai sales analytics sits on Full desk, the only Knockdesk plan. Insights include trend, anomaly, weekly digest, comparison, and recommendation. There is no higher plan for that.
How many starter reports and chart types are there?
Exactly 10 starter reports and 14 chart types. The chart types are line, area, stacked area, bar, horizontal bar, pie, funnel, heatmap, radar, scatter, treemap, number, table, and pivot.
Which plan includes a sales reporting dashboard for field teams?
Full desk is the only Knockdesk plan. It is Full desk. A free trial is not open. Book a Walkthrough.
The week
Bring the report Friday still rebuilds.
Book a Walkthrough and we will open Dashboard, save a report, and schedule the file. Full desk is on the pricing page. A free trial is not open.
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