Scored area manager visit report covering floor, team, cash, stock and safety.
A store visit report template is the scored form an area manager fills during a planned visit to a store or showroom, covering what a customer sees, how the team performs, and whether cash, stock and safety are under control. The area manager fills it on the phone during the visit, with live photos carrying GPS and time stamp, and closes it by agreeing the top three actions with the store manager. The regional head reviews the reports and compares stores and area managers. The report is scored out of 100 with a pass mark of 85, and three items are fatal: a cash mismatch, a blocked fire exit and customer data left in public view. A fatal fail caps the visit at zero, and every failed item raises a ticket with an owner and a deadline.
Free. No form. The workbook has the same columns as the table below, with the score formula and a fatal-item check in place.
Score = weight of items answered Yes ÷ weight of items not marked N/A, out of 100. Pass mark 85. A failed fatal item caps the score at zero and raises a ticket to the regional head.
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 1 | Facade and signage | Is the facade clean and the signage fully lit, with no dead letters or torn panels? | Yes / No / N/A | Required | 3 | Glass clean, every letter lit, no old posters, entrance area swept. |
| 2 | Entrance and door | Is the entrance clear, the door clean and the mat in place? | Yes / No / N/A | Optional | 2 | Door open or easy to open, glass clean, mat flat, nothing blocking the way in. |
| 3 | Window or hero display | Is the window, display car, counter display or hero display current and matching the docket? | Yes / No / N/A | Required | 3 | Current campaign or menu board, dressed and lit as the docket shows. |
| 4 | First impression | Standing at the door for one minute, how would a customer rate the store, on a scale of 1 to 5? | 1 to 5 | No | 3 | A 5 is clean, bright and calm, with staff visible and a clear hero in view. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 5 | Floor to display standard | Is the floor laid out and dressed as per the current display standard and docket? | Yes / No / N/A | Required | 3 | Zones, displays and focal points match the standard, nothing out of place. |
| 6 | Floor cleanliness | Are floors, fixtures, counters and customer areas clean, including corners and under fixtures? | Yes / No / N/A | Optional | 3 | No dust in corners, clean glass and counters, bins emptied, no stray cartons. |
| 7 | Pricing on displays | Does every displayed product carry MRP, with price talkers matching the billing system? | Yes / No / N/A | Required | 4 | MRP on every displayed item, three talker prices checked against billing and matching. |
| 8 | Lighting and ambience | Are all lights working, music at brand volume and air conditioning at the brand setting? | Yes / No / N/A | No | 2 | No fused lamps, music audible but not loud, store comfortable to stand in. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 9 | Roster attendance | Are all staff on today's roster present and on the floor, with any absence approved? | Yes / No / N/A | No | 3 | Headcount matches the roster, absences approved in advance, floor covered at every zone. |
| 10 | Grooming to standard | Is every team member in uniform, with name badge, footwear and grooming as per the standard? | Yes / No / N/A | Required | 3 | Uniforms clean and pressed, name badges on, footwear and grooming as the standard says. |
| 11 | Product knowledge check | Can one staff member, picked at random, explain the current hero product and offer correctly? | Yes / No / N/A | No | 3 | Clear explanation of the hero product and current offer, no wrong claims. |
| 12 | Morning huddle held | Was the morning huddle held, covering targets, offers and yesterday's learnings? | Yes / No / N/A | No | 2 | Huddle logged in the app with the day's target and one learning shared. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 13 | Greeting within a minute | Was every customer greeted within a minute of entering during your observation window? | Yes / No / N/A | No | 4 | Every walk-in greeted warmly within a minute, in Hindi, English or the local language. |
| 14 | Needs discovery | In one observed interaction, did the staff member ask about the customer's need before showing product? | Yes / No / N/A | No | 3 | Two or three open questions asked before any product was shown. |
| 15 | Trial, demo or test drive | Were trial rooms, demos, tastings or test-drive requests handled promptly and courteously? | Yes / No / N/A | No | 3 | Request handled within minutes, staff stayed with the customer, no one left waiting. |
| 16 | Complaints logged | Are open customer complaints logged, with an owner and a response date? | Yes / No / N/A | No | 3 | Each complaint in the log with an owner, a date and the customer's contact kept private. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 17 | Billing counter order | Is the billing counter clear, with the GST invoice printer working and offer terms displayed? | Yes / No / N/A | Optional | 2 | Counter clear of clutter, printer tested, current offer terms on display. |
| 18 | Cash matches systemFatal | Does a surprise cash count match the system figure for the till? | Yes / No / N/A | No | 5 | Counted cash equals the system figure, any difference explained and signed by the cashier. |
| 19 | Bank deposit on time | Was yesterday's cash deposited or handed to the cash pickup on time, with the slip filed? | Yes / No / N/A | Optional | 3 | Deposit slip for yesterday filed, amount matching the closing report. |
| 20 | Discounts and voids | Are all manual discounts and bill voids since the last visit approved and explained? | Yes / No / N/A | No | 4 | Every manual discount and void has an approver and a reason in the system. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 21 | Back room order | Is the back room organised by category or model, with nothing on the floor and aisles clear? | Yes / No / N/A | Required | 2 | Stock sorted by category or model, aisles clear, nothing stacked unsafely. |
| 22 | High-value spot count | Does a spot count of five high-value items match the system stock? | Yes / No / N/A | No | 4 | Five high-value items counted, all matching the system, variances explained. |
| 23 | Inward stock logged | Are all inward deliveries received in the system within a day of arrival? | Yes / No / N/A | No | 2 | No unopened cartons older than a day, every delivery booked in the system. |
| 24 | Damaged stock handling | Is damaged or returned stock tagged, kept apart and logged for return? | Yes / No / N/A | Optional | 2 | Damaged stock in a marked area, tagged with reason, logged for return. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 25 | Fire exits clearFatal | Are fire exits unlocked, lit and clear, with extinguishers in date and accessible? | Yes / No / N/A | Required | 5 | Exit doors open from inside, signs lit, extinguishers tagged in date and unobstructed. |
| 26 | Licences on display | Are the Shops and Establishments certificate, GST certificate and fire NOC, where needed, displayed or on file? | Yes / No / N/A | Optional | 4 | Current certificates displayed or filed, expiry dates noted in the app. |
| 27 | Customer data protectedFatal | Are customer phone numbers, lead forms and invoices kept out of public view, with the DPDP recording notice displayed? | Yes / No / N/A | No | 5 | No lead sheets on counters, screens locked when unattended, recording notice visible at the entrance. |
| 28 | CCTV recording | Are all CCTV cameras recording, with footage kept for the period the brand policy sets? | Yes / No / N/A | No | 3 | Every camera live on the monitor, footage retrievable for the policy period. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 29 | Previous actions closed | Have all actions from the previous visit been closed, with photo proof in the app? | Yes / No / N/A | No | 4 | Every earlier action closed with a photo, or re-dated with a reason. |
| 30 | Open tickets reviewed | Have open tickets for this store been reviewed with the store manager, with deadlines confirmed? | Yes / No / N/A | No | 2 | Each open ticket discussed, owner and deadline confirmed or reset. |
| 31 | Top three actions | What are the top three actions for this store, each with an owner and a deadline? | Text | No | 3 | Three actions, each with an owner, a deadline and the item it fixes. |
| 32 | Manager sign-off | Has the store manager read the report and agreed the actions before you leave? | Yes / No / N/A | No | 2 | Store manager has seen the score and agreed each action in the app. |
Loaded into BorentisOps, each required photo is live, GPS and time-stamped, so a photo from yesterday or another store does not pass. Where the brand has a docket or display standard, Drishti scores the photo against it and marks the misses. Every fail raises a ticket with an owner and a deadline, and the regional head sees the store on a heat map before the next visit.
The checklist runs offline and syncs when signal returns, in Hindi, English and Hinglish, and the operations score sits next to the store's selling score from Borentis Floor on one store card. Pricing is per store, so every area manager and staff member in the store is on the app.
Most brands plan one full visit per store every two to four weeks, depending on how many stores an area manager covers and how far apart they are. Stores that fail or show a falling score get more frequent visits. The short outlet visit checklist works for quick drop-ins between full visits, so the full report stays meaningful rather than becoming a routine tick.
An item is fatal when a single fail is serious enough to override every good score: cash that does not match the system, a blocked or locked fire exit, and customer data left in public view. These carry legal, safety or financial risk. A fatal fail caps the visit at zero and raises a ticket at once, so the regional head sees it immediately rather than in a monthly summary.
A visit that finds twenty small issues and fixes none of them changes nothing. Asking for three actions, each with an owner and a deadline, forces the area manager and store manager to agree what matters most. Each action becomes a ticket in BorentisOps, and the next visit starts by checking whether they were closed with photo proof.
Yes. The Excel download keeps the same columns you see on this page: section, item, audit question, answer type, photo rule, weight, fatal flag and what good looks like. BorentisOps imports it as a checklist, and you can edit any item before it goes live. A Borentis onboarding person maps the area manager and regional head roles to your people and assigns the store visit report to the right stores, so the first run happens on the store phone.