Principal reporting
The monthly report your principals actually read, built from this month’s visits.
Principals judge a broker on what they can see. AuditPro turns every scan your reps take into a monthly packet for each brand or chain, built in one click and downloaded as a PDF. No spreadsheets stitched together at month end.
What’s in a brand packet
- Headline numbers: stores observed, products observed, and the in-stock, out-of-stock and void rates.
- Performance by chain: the same rates for each chain that carries the brand.
- Coverage by state: where the brand was checked and how it did.
- Product performance: each product’s stock rates and shelf pricing.
- Void exceptions: the store and product voids still to follow up.
A chain packet covers the same ground for one chain: coverage, product performance and void exceptions across every store in it.
More reports for the office
| Report | What it answers |
|---|---|
| Chain overview | How every chain compares side by side |
| Chain report | Store coverage by state, stock health, and a product grid across the chain, filtered by brand |
| Store report | Product snapshots for one store, with the visits and photos behind them |
| Out-of-stock report | Every out-of-stock and void, with reorder codes, for the reorder call |
| Void follow-up queue | Which stores and products have voids, and whether the item is ever in stock |
| Visit times | Average visit length, scan time and time to close, by rep or chain |
| Field notes | Every internal and store manager note in one searchable list |
Evidence when a principal asks
In the dashboard, every report drills down to the stores and visits behind it. Pull the photos for a brand or a store and send them as a PowerPoint deck or a PDF branded with your logo.
Voids that sit don’t clear on their own: in AuditPro store visit data, 80% of voids that have been there a while are still void at the next visit. The void exceptions in every packet keep them in front of the people who can fix them. More on out-of-stock and void tracking.
Principals don’t need a login. Your team builds the packet and sends it as a PDF.
See AuditPro with your chains and your brands.
Book a 30-minute walkthrough and we’ll show you the app, the dashboard and the reports, set up the way your team works.