User Roles & Navigation
Two roles
Salesman and Manager.
Role-based menus
Visit Plans, Live Tracking, Location Data, Reports, Customer Reports and Dashboard.
Salesperson Tracking
Plan visits, track your field team live and report on every customer visit
A field sales solution that covers visit planning and approval, live GPS tracking, automatic customer check-in and check-out, manager dashboards and detailed reports, with a connected mobile app.
Plan every visit
Visit plans with targets, routes and expenses, approved by the manager.
Track live
Real-time GPS tracking of your field team on a live map.
Auto check-in
Geofence check-in and check-out at each customer, 100 m by default.
Report in one click
Performance and customer reports with PDF and Excel export.
How it works
From the morning plan to the end-of-day report, in five steps.
Plan
Salesman creates a visit plan with customer targets.
Approve
Manager reviews and approves or rejects the plan.
Track
Live GPS tracking starts on the day of the visit.
Visit
Automatic check-in and check-out at each customer.
Report
Time, distance, expenses and results in reports.
Complete feature list
Everything Salesperson Tracking does, from planning a visit to reporting on the result.
Visit Planning
Visit plan form
Auto-generated reference, salesman, visit date (past dates rejected), purpose and priority.
Purposes
New Order, Payment Collection, Complaint Resolution, Follow Up, Product Demo.
Priority levels
Normal, High and Urgent.
Target lines
Multiple customers per line, expected time, accompanying employees, from/to locations and expected kilometers.
Planned expenses
Transport, food and other costs with automatic total; manager and internal notes.
Printable PDF
Plan summary with targets, route, expenses and notes.
Approval Workflow
Status flow
Draft, Submitted, Approved / Rejected, In Progress, Completed.
Manager review
Approve or reject submitted plans; Reset to Draft for revision.
On Track button
Opens the tracking record and loads targets on the visit day.
Daily auto-close
Earlier-day plans are closed automatically by a scheduled task.
Live GPS Tracking
Live page
Start / Stop controls, current location, accuracy, last update, tracking timer and larger map view.
Frequent updates
Browser location sent about every two seconds while active.
Multiple sessions
Several start/stop sessions per day, with duplicate-session protection and tab synchronization.
Tracking statuses
Planned, Live, Offline and Completed.
Movement map
Recorded route, planned and visited customer markers, and gaps between segments.
Customer Visit Management
Automatic check-in / check-out
Geofence around each planned customer (default 100 m, configurable).
Visit records
Entry/exit time, GPS coordinates, time spent, 1–5 rating, meeting result, notes and customer feedback.
Meeting results
Positive, Neutral, Negative, Follow-up Needed, Deal Closed.
Photo capture
In-page camera with time and location tagging, linked to the active visit.
Tracking Record Analysis
Detail tabs
Target Lines, Visited Lines, Tracking Sessions, Idle Time and Related Notes.
Idle time detection
Stationary periods with location, duration and remarks; recompute on demand; long-idle warning.
Time measures
Total tracking time, visit time, traveling time and skipped visits.
Expense comparison
Planned vs actual transport, food and other costs, with automatic totals.
Tracking summary PDF
Targets, visits, timing, expenses, sessions and idle periods.
Manager Dashboard
Period filters
Today, Yesterday, This Week, This Month or custom range; filter by salesperson.
Live team view
Map markers and status colors: At Customer, Moving, Idle, Offline; refreshes about every 10 seconds.
Summary & team rows
Planned, covered and remaining visits, visit rate, distance, tracking time, speed and GPS accuracy.
GPS health & alerts
Good, Stale, GPS Lost, No GPS; alerts for missing GPS, tracking not started and remaining visits.
Activity feed
Recent starts, stops, arrivals and completed visits.
Reports
Customer Detailed Report
Filter by customer, salesperson, dates and visit status; on-screen preview and PDF.
Performance Report
Monthly, weekly, individual and multiple-salesperson modes with filters for team, customer, status, purpose and tracking status.
Report sections
Salesperson Summary, Day-wise Summary and Visit Details, with completion-rate color indicators.
Export
PDF print and Excel workbook (Summary, Salespersons, Day Wise, Visit Details).
Location Data, Backups & Settings
Location History
Timestamp, salesperson, coordinates, accuracy, speed, location name, photos and map link.
Automatic backup
Older GPS records archived daily and downloadable as CSV.
Configurable settings
Geofence radius (100 m), location data retention (7 days) and backup retention (14 days).
Mobile App Connectivity
Plans & customers
Read and create plans (auto-submitted), search and create customers, manager approve / reject.
Tracking & visits
Start / stop tracking, GPS updates, manual check-in / out with optional selfie, outcome, notes and feedback.
Offline & push
Accepts phone-captured timestamps for delayed points; push Start / Stop to a registered app.
Data access
Location history, dashboard and backup data through supported connection functions.
Ready to see Salesperson Tracking in action?
Book a free session with our team. We'll walk you through Salesperson Tracking and show how it fits the way you work.
- No obligation
- Free consultation
- Odoo experts
Ali Hayder Mohin
Business Development Manager