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Reporting · 5 min read

Daily sales reporting (DSR) for field teams

What a daily sales report is, what to capture, and how to stop reps retyping the day every evening.

What a daily sales report is

A daily sales report, or DSR, is a rep's end-of-day summary of what happened in the field: which customers were visited, what came out of each visit, and what needs to happen next. Managers use it to see the day without being there.

What's worth capturing

Keep it to what someone will actually act on: the visits made, the outcome of each, any follow-up with an owner and a date, and the issues a manager should know about. A shelf photo or a short note carries more than a tidy row of numbers.

Let the day write the report

The retyping is the problem. If the plan, the GPS check-in, the notes and the photos are already captured on the phone as the visit happens, the DSR is a by-product of the day, not a second job at 9 PM.

In Hemmiles the report builds from the visits themselves, so the rep files it in a tap and the manager sees it as the day unfolds. Hemmiles covers the visit; your CRM or sales system still owns the orders and the pipeline.

Keep reading

Give your field team a better way to work.

Plan less. Chase less. Report less manually. Let every visit become part of the customer record.

See Hemmiles in action — a 30-minute walkthrough with your own visit types. See pricing