The typical starting point
Field reps compile daily reports by hand and send them in weekly. Head office combines them into a monthly summary that arrives late. Nobody can say which schemes are working or how productive each rep is.
How I would build it
I would give field reps a simple mobile form (Google Forms or Microsoft Forms) to enter sales daily. Power Query reads the responses into a table, validated against a retailer and SKU master. Power Pivot summarises by SKU, retailer and rep. A dashboard tab with slicers gives the owner a daily view, a scheme tracker calculates scheme ROI weekly, and a productivity tab tracks calls and orders per rep.
What it is designed to deliver
Management sees sales daily instead of monthly, schemes can be judged on data, and head office stops compiling reports by hand.
