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Create and display a per-product indicator on a company record

[Business plan] - Your field teams can see at a glance which KPIs to focus on during their next visit

⚠️ Prerequisite: you must already have created a calculated field (for example, DN (numeric distribution)). If you haven't done so yet, see the article Create and display a calculated field in Sidely.

1. Go to the company fields

From the Sidely web platform:

  • Click the gear icon to open the settings

  • Go to Field settings

  • Click Company fields

2. Enable per-product values on your calculated field

  • Scroll down to the Calculated fields section

  • Find the calculated field you want and click its gear icon

  • Check the One value per product option

  • Click Save

3. View the DN per product on the company record

Open a company record, then click the Product KPIs tab. The KPI is displayed there for each product.

4. Find the DN on the map

On the Sidely map, the per-product KPI is located under Other fields or in the category you created.

You can select the product you want from the drop-down list next to the calculated field:

You can now track the presence of each product, store by store! 😊


FAQ

Can I enable per-product values on a calculated field other than DN?
The option is enabled field by field, from the gear icon of each calculated field.

Is the DN per product updated automatically?
Yes, if your calculated field is set to dynamic. Like any calculated field, it is recalculated from the forms completed in the field.

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