Knoxy capability · Watches
Managers hear about field gaps the same day
Performance-gap alerts are the Knoxy capability that monitors your field team's coverage, visits, orders and targets in Sales Track and alerts the right manager when someone falls behind — so gaps are fixed during the month, not discovered after it.
- Coverage, visits, orders and targets
- Alerts to the responsible manager
- Built on Sales Track field data
The problem
Why month-end reports are too late
Most sales managers learn about a performance problem when the month or quarter closes. By then, the missed visits and lost orders cannot be recovered, and the conversation with the rep is about what went wrong rather than what to do next.
The data to spot problems earlier usually exists. Sales Track records check-ins, beat coverage and orders as they happen. What is missing is someone watching it every day for every rep, which managers with large teams cannot do.
Knoxy, the AI Chief of Staff in IMAST 360, does that watching. It monitors field performance continuously and alerts the responsible manager when a gap opens, with the detail needed to act.
Examples
Gaps Knoxy flags
Typical alerts and who receives them.
| Knoxy sees | Alert goes to | Typical action |
|---|---|---|
| A rep below their visit target this week | Area manager | Review the beat plan with the rep |
| Outlets in a beat not visited recently | Area manager | Reschedule visits |
| Orders falling behind target in a territory | Zonal manager | Focus visits on key outlets |
| A team trending below its monthly target | Sales head | Reallocate effort or support |
How it works
How performance alerts work
From field activity to a manager's action.
- 1Track
Field activity recorded
Check-ins, visits and orders flow in from Sales Track.
- 2Compare
Measured against targets
Knoxy compares activity with coverage and order targets.
- 3Alert
Manager told
The responsible manager gets an alert with the gap.
- 4Act
Fixed in the month
Tasks and visits are scheduled to close the gap.
Using alerts well
Turning alerts into better coaching
Alerts work best when they lead to a short, specific conversation. A rep who is behind on visits in one beat needs a different conversation from one whose orders are falling across all outlets.
Agree targets before you rely on alerts. Knoxy compares activity with the targets set for each rep and territory, so clear, realistic targets make alerts fair and useful.
Close the loop. When an alert leads to an action — rescheduled visits, a focus on certain outlets — Knoxy's task scheduling and reminders help make sure it actually happens.
- Set clear visit, coverage and order targets
- Act on alerts within the week
- Use scheduled tasks to follow through
- Look for patterns across a team, not just individuals
Using alerts well
How managers get the most from performance alerts
Alerts help most when they lead to a conversation, not a reprimand. A rep below their visit target may be covering a larger territory, dealing with stock issues at a distributor, or simply stuck. The alert tells the manager where to look; the call tells them why.
Agree the measures with the team before alerts go live. When reps know which targets matter — coverage, visits, orders — and how they are tracked in Sales Track, an alert feels like support rather than surveillance.
Act on patterns as well as individuals. If several reps in one territory fall behind together, the cause may be the beat plan, a distributor problem or a competing priority, and the fix is a planning change rather than a coaching session.
Close the loop. When a gap is resolved, note what worked. Over a few months, managers build a playbook of fixes for the most common gaps.
- Treat alerts as a prompt for a conversation
- Agree the measures with the team first
- Look for patterns across a territory
- Record what fixed each gap
FAQs
Performance alert FAQs
What are field performance alerts?
They are automatic notifications that tell a manager when a field rep or team falls behind on coverage, visits, orders or targets.
What does Knoxy monitor?
Knoxy monitors field team performance — such as coverage, visits, orders and targets — and alerts managers to gaps.
Where does the data come from?
From Sales Track, IMAST's sales force automation, which records check-ins, beat coverage and orders.
Who receives alerts?
The manager responsible for the rep, territory or team.
Can Knoxy help follow through?
Yes. Knoxy schedules tasks and sends reminders, so the action agreed after an alert gets done.
Does it work offline?
Sales Track's mobile app is offline-first; activity syncs when connectivity returns and Knoxy works on the synced data.
Is this a replacement for dashboards?
No. Dashboards remain useful for review; alerts make sure managers don't have to find every problem themselves.
Will reps see the alerts too?
Alerts are designed to help managers spot gaps early. How you share them with reps is up to your team; many managers use them as the starting point for a coaching conversation.
Stop finding out at month-end
See performance alerts on a field team like yours.