Field Team Ops

Every store. Every task. Every day, accounted for.

Manage the daily grind of retail execution — store visits, shelf audits, display builds, price checks — across your own teams, distributor reps, and agency partners, all reporting into one system.

app.gopinata.com/store-ops

Store Operations

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Coverage
127 of 156 assigned stores covered — week of Mar 9

127 Stores Covered
81% of 156 assigned
92% SOP Compliance (+5 pts vs. last audit)
9 Issues Auto-Found from photos by PINATA AI Vision
98% Photo Verified

Account Coverage — this week, all teams
■ 2+ VISITS · ░ 1 · □ NONE
Mon Tue Wed Thu Fri

Harvest Market
Valley Grocers
Metro Beverage
Fine Wine & Co
Crosstown Mkt

Latest Verified Photos

All 1,847 »
End cap
Shelf set
Cooler
Display

PINATA AIVision QA
Shelf gap detected at Valley Grocers — restock task auto-created for tomorrow.

Planogram match 96% at Harvest Market — approved automatically.

You sent 38 reps into the field today. Do you know what happened?

Every morning, your field team fans out across hundreds of retail locations. They're supposed to visit specific stores, complete specific tasks — shelf audits, display builds, price checks, planogram compliance — and report results with photos. But between assignment and proof, there's a black box. Did they visit all their stops? Did they complete every task, or just the easy ones? Did they actually go to the store, or log a report from the parking lot?

Most teams manage daily execution through a combination of route sheets, CRM logs, and end-of-day email recaps. Managers find out what happened hours or days after it happened. Coverage gaps don't surface until the weekly review. Underperforming reps blend into the averages. And when you're coordinating across your own internal team, distributor reps, AND agency partners, the visibility problem multiplies.

The cost of invisible execution adds up fast. Every missed store visit is an unchecked shelf. Every skipped task is a compliance gap. Every unvisited account is a gap in your coverage that a competitor can fill. And without real-time visibility, you're managing with a rearview mirror instead of a windshield.

PINATA gives you the windshield.

Daily field execution — planned, tracked, and verified

From route assignment to end-of-day scorecard, one system.

Plan

Build daily routes with assigned stores, specific tasks per location, and priority sequencing. Define task types — shelf audit, display build, price check, planogram compliance, competitive scan — with structured templates for each. Assign routes to internal reps, distributor reps, or agency partners. Clone route templates across weeks and markets.

Assign

Push assignments to field reps via the Mobile App or Text-to-Track SMS. Each rep sees their route for the day — stores in order, tasks at each stop, brand guidelines, and reference materials. Multi-team coordination from one dashboard — see internal reps, distributor reps, and agency staff all on one screen. 34 of 38 scheduled reps are in the field right now.

Execute

Reps check into each store with GPS verification. They complete assigned tasks using structured templates — select condition from a dropdown, snap a photo, enter a price, flag an issue. Every data point is structured from the moment of capture. No freeform notes that nobody reads. Task Completion by Type shows which task categories are getting done and which are being skipped.

Verify

GPS coordinates confirm the rep was at the right store. Timestamps confirm when they arrived and left. Photos confirm what they saw. Structured data confirms what they reported. If a rep logs a shelf audit from a parking lot across town, you'll know. Compliance Rate tracks verified completion: 76% this week, up 2% from last week.

Monitor

Today's Route Performance table shows every rep, every route, tasks assigned vs. completed, completion percentage, and last check-in time — in real time. Account Coverage This Week shows which retailers are getting visited and which have gaps. Recent Activity feed shows check-ins, photos, and compliance flags as they happen. You're watching the day unfold, not reading about it tomorrow.

The Field Team Ops Dashboard

Real-time visibility into every rep, every route, every task — as it happens.

Real-Time Scoreboard

Four KPIs updated in real time — Stores Visited (127 of 158 assigned), Tasks Completed (843 of 1,012), Reps in Field (34 of 38 scheduled), and Compliance Rate (76%). At a glance, you know exactly how the day is going. No end-of-day recap needed.

Today's Route Performance

Individual rep scorecards — see who's crushing it and who's falling behind, in real time. Each row shows the rep's name, team affiliation (internal, distributor, agency), tasks assigned, stops planned, tasks completed, completion percentage, and last check-in timestamp. Sort by any column. Flag underperformers. Praise top performers. All data, no guesswork.

Task Completion by Type

Not all tasks are equal — and reps know it. Some tasks are easy (price check), some are hard (display build). Task Completion by Type shows completion rates broken down by task category. If shelf audits are at 92% but display builds are at 45%, you know exactly where to focus coaching and accountability. Reps can't cherry-pick the easy tasks when you can see the breakdown.

Account Coverage This Week

Stacked bar chart shows visit coverage by retailer — broken down by completed, partial, and missed visits. See which chains are getting full coverage and which have gaps. Compare week-over-week to track improvement. Account coverage is the foundation of retail execution — if you're not visiting, you're not executing.

Cross-Team Rollup

Your field operation probably isn't just one team. Internal reps, distributor reps, and agency merchandisers all contribute to the same execution goals. PINATA rolls up all of their work into one unified view. Whether the work is done by your team, a distributor rep, or an agency, results flow into one compliance picture for the brand.

Live Activity Feed

Watch execution happen in real time. A rep completed a shelf audit at a national retailer — 6 photos submitted. Another flagged a compliance issue — display not built. A third checked in at a big-box store — price check in progress. Operations managers see everything as it happens and can intervene immediately.

Every type of retail task. Structured and verified.

PINATA handles the full spectrum of daily field execution.

Store Visits & Check-Ins

GPS-verified arrival and departure at every location. Time on-site tracked automatically. No more self-reported visit logs.

Shelf Audits

Structured shelf condition surveys — product presence, facings count, shelf position, out-of-stocks, competitor activity. Photo-verified.

Display Builds & Verification

Endcaps, floor stacks, secondary displays — built and verified with timestamped photos against brand specifications.

Price Checks

Verify retail pricing at the shelf matches authorized pricing. Flag discrepancies. Track pricing compliance across chains and markets.

Planogram Compliance

Compare shelf conditions against planogram standards with reference images. Score compliance at the store, chain, and market level.

Competitive Scans

Capture competitor activity during store visits — competitive displays, pricing, promotions, new products, share of shelf. Build competitive intelligence from the field up.

Why field ops teams choose PINATA

Real time, not end of day

Most tools give you a recap after the work is done. PINATA shows you the work happening in real time — which reps are in the field, what they've completed, and where the gaps are. You manage from a windshield, not a rearview mirror.

One view across every team

Internal reps, distributor reps, agency merchandisers — all reporting into one system. No more stitching together reports from three different sources to get the full picture. One dashboard, one compliance view, one source of truth.

GPS-verified everything

Check-ins verify the rep was at the store. Timestamps verify when. Photos verify what they saw. Structured data verifies what they reported. Trust your data because it's verified at every step, not self-reported.

Results

843 tasks completed per team per day (avg)
34 reps tracked simultaneously
76% → 94% compliance rate improvement in year one
81% store visit completion rate

"We manage 34 reps across three partner organizations — our own team, two distributor networks, and an agency. Before PINATA, I had no idea what was actually happening until Friday. Now I can see every rep, every task, every check-in as it happens. It changed how I manage."

— Regional Field Operations Manager — Top Spirits Supplier