FieldPro Agent Network - General Information
What is this workspace for ?
It is relevant for any company in the financial services industry which have a need to:
Map or record properly their new and exisiting agents/merchants database
Onboard or recruit new and prospective agents and merchants inorder to grow their clientele
Follow their visit and agent monitiring activities with FieldPro
The documentation below specifies the components of this workspace
Mobile User roles
These are the default roles created for mobile users
Sales Representative
TDR
Supervisors
Admin
Workflow and Activities
These are forms in which field users record information and capture pictures during the field visits on the mobile app which are in turn synchronized to the Web.
Agent/Merchant visits
To record details of visits done by sales representatives or TDRs to their different financial service agents or merchants assigned.
Below are the available questions on this template activity
| Activity question | Question type |
|---|---|
| Person Engaged | Single choice |
| Visit Objective | Single choice |
| Reason for termination | Single choice |
| Cash stock | Decimal number |
| Float stock | Decimal number |
| Float purchased - since last visit | Decimal number |
| Cash in value | Decimal number |
| Cash out value | Decimal number |
| Is there any competitor available | Single choice |
| Competitors available | Multiple choice |
| Cash stock - competition | Decimal number |
| Float stock - competition | Decimal number |
| Compliance with processes | Boolean |
| Agent records well maintained | Boolean |
| Training topics | Multiple choice |
| Branding materials delivered | Multiple choice |
| Complaints | Multiple choice |
| Overall visibility status | Single choice |
| Branding Audit | Matrix |
| Branding picture | Picture |
| Branding picture2 | Picture |
| Sources of satisfaction | Multiple choice |
| Do you have difficulties to fund your account | Single choice |
| Do you accept bill payments | Single choice |
| Bill payments handled | Multiple choice |
| Do you sell sim cards | Single choice |
| KYC's verifications done | Single choice |
| Customer details maintained securely | Single choice |
| Comments | Text |
| Agent signature | Signature |
Lists
The workspace comes with 2 main template lists, namely Agent/Merchant list, & Branding materials. However other custom list e.g. Promoter list, etc can be added based on the clients requirements
Agent/Merchant List
To record all agent/merchant information. It is made of the following attributes
| Attribute tag | Attribute name | Attribute type |
|---|---|---|
| _name | Name | Text |
| _type | Agent/Merchant Type | Single choice |
| subtype | Sub type/Outlet type | Single choice |
| imageurl | Outside Picture | Picture |
| _location | GPS location | GPS |
| phonenumber | Phone number | Phone number |
| _position | Position | Text |
| customid | Agent/Merchant ID | Text |
| _address | Physical location | Text |
| idtype | ID Type | Single choice |
| idphoto | ID Photo | Picture |
| idnumber | ID Photo | Text |
| _region | Region | Single choice |
| _city | City | Text |
| _email | Text | |
| _comments | Comments | Text |
| imageurl_inside | Inside Picture | Picture |
| typecalculated | Type calculated | Text |
| contactperson_name | Contact person name | Text |
| contactperson_number | Contact person number | Phone number |
| routeday | Route day | Multiple choice |
| agentstatus | Agent/Merchant status | Single choice |
| agentsignature | Agent/Merchant Signature | Signature |
Branding Materials
To record all information for branding materials. It is made of the following attributes
| Attribute tag | Attribute name | Attribute type |
|---|---|---|
| _materials | Material name | Text |
| materialspicture | Picture | Picture |
Dashboards
This is where we compile all the KPIs/reports essential for further scruinity. Our are majorly availed for Admins and supervisors, we however also have some dashboards availed for mobile app users i.e. Sales reps & TDRs for personal performance tracking. These KPIs/reports are grouped into different folders depending as outlined below.
1. Activity Dashboards
To monitor all activities done by your field teams, based on user logs i.e. visits and time worked, days worked per, active users per team, visit target achievements, inactive users per day and team, etc.
2. Coverage & Visits Dashboards
To monitor all KPIs related to agents/merchants coverage i.e. Total number of customers mapped vs those visited, coverage rate, average customer visits per user, number & details of customers not visited, visit duration per customer, frequency of customer visit analysis, visit objective analysis, etc
3. Agent/Merchant KPIs
To monitor all the key KPIs related to a merchant/agent for mobile users i.e. Last visit objectives, last visit dates, last float purchase amount, float level, last training date, last training topics, number of times visited, etc.
4. Training Dashboards
To view the data related to all trainings done on the different agents/merchants visited. i.e. Total number of customers trained and not trained, customers trained per the different topics, details of customers not trained, and total number of trainings done per agent
5. Float Analysis Dashboards
To view the data related cash floats and electronic float recorded during agent visits. i.ecustomers with low and zero float, & customers with enough float, all summarized in tables, graphs or pie charts.
6. Branding analysis Dashboards
To view the data related branding available on the customers as captured by on the agent/merchant profile by mobile users. i.e Total number of branded & unbranded customers, own vs competitor branding availability, number of customers branded per branding type, and details or branded/unbranded customers, etc.
7. Mobile Dashboards
All mobile reports that can help Mobile app users(Sales reps and TDRs) to be able to keep track of their individual performance i.e. Total customers in their portfolio, total customers visited and not visited, percentatage coverage, visit target achievement, hours worked per day, etc
Below is a detailed description and calculation of all template reports available. These are the reports organized into the 7 folders mentioned above.
Template Dashboards - KPIs/Reports
| KPI name | KPI definition | Calculation |
|---|---|---|
| Agent Training Summary | Nb of agents Trained and not trained | Total Count of unique trained and not trained |
| Training Topics | Summary of the number of trainings done per topic | Total count of the unique number of agents trained per topic |
| Agents trained | Details of agents trained for a selected period | Details table showing training dates,agent details(name,code, region,team, user/TDR in charge), list of training topic for each agent |
| Agents not trained | Details for agents not trained | Table with details of agents not trained i.e.(name,code, region,team, user/TDR in charge) |
| Total trainings per Agent | Details for nb of trainings done per agent | Details table showing last training dates, agent details(name,code, region,team, user/TDR in charge), count of the nb of times trained |
| Total Agents mapped | Summary of agent visits | Total global nb of agents mapped |
| Total visits | Summary of agent visits | Total global nb of visits(all visits including outlets visited more than once in one day). NOTE: A visit is only considered if a activity reports was made on the agent. e.g. 1 visit = 1 activity reports, so If 1 outlet is visited twice it counts for 2 visits. |
| Unique agents visited | Summary of agent visits | Total global nb of unique agent visits |
| Average unique agents visited per user | Summary of agent visits | Average nb unique agent visits(total unique visits/total nb of active users). NOTE: A visit is only considered if a activity reports was made on the agent. e.g. 1 visit = 1 activity reports, and If 1 outlet is visited twice it counts for 1 visit. |
| %Agent coverage | Summary of agent visits | Total global percentage agents coverage(Total global nb of agents/total global nb of unique visits). NOTE: A visit is only considered if a activity reports was made on the agent |
| Agents not visited | Summary of agent visits | Total global nb of agents not visited over the selected period. NOTE: A visit is only considered if a activity reports was made on the agent. e.g. 1 visit = 1 activity reports, and If 1 outlet is visited twice it counts for 2 visits. |
| Agent Visit duration | Outlet visits summary Table | Details table showing dates,agent details(name,code, region,team, user/TDR in charge), agent type, Total nb of times an agent was visited,Earliest check-in time and latest check out time on the agent per day, duration of visit per agent per day, list of visit objectives per agent. |
| Agent/Outlet coverage | % portfolio coverage(agents visited) | Details table showing region and team, total nb of Agents assigned to each team, total nb of visits done by each team, total nb of unique visits done by each team, total nb of agents not visited by each team, % agents coverage for each team(total nb unique visits/total nb of agent assigned) |
| Raw Data | Summary of workflow data | A table showing all activity data captured by users from the agent visit workflow. |
| Agents not visited | Details of Agents not visited | Details table showing agent details(name,code, type, region,team,user/TDR in charge), nb of times the agent has been visited, last visit date for the agent. |
| Visit Objective | Nb of agents visited per objective | Total global Nb of unique agent visited per objective |
| Agent visit details | Outlet visits summary Table | Details table showing agent details(name,code, region,team, user/TDR in charge), agent type, Total nb of times an agent was visited, last visit date, and time of visit |
| Frequency of agent visit | Total number of agents visited once, twice, and thrice or more for the period selected | Details table showing teams/team, region, total nb of Agents assigned to each team, total nb of unique agents visited per team, total nb of unique agents visited once per team for the period selected, total nb of unique agents visited twice per team for the period selected, total nb of unique agents visited thrice or more per team for the period selected, total nb of agents not visited per team for the period selected |
| Licensed users | Summary of the user activitivies | Total nb of licensed Users NOTE: User=all field users apart from management/admins |
| Active users | Summary of the user activitivies | Total nb of active users per period selected(active user=made atleast 1 activity reports). NOTE: User=all field users apart from management/admins |
| Percentage of active users | Summary of the user activitivies | Percentage of active users (Total nb of active users for the period selected/total global nb of registered users). NOTE: User=all field users apart from management/admins |
| Target number of activity reports | Summary of the user activitivies | Target nb activity reports(Target of 10*active users*nb of days selected) |
| Total number of activity reports | Summary of the user activitivies | Total number of activity reports(Sum of all activity reports done by the users over the selected period). NOTE: User=all field users apart from management/admins |
| % Target achievement | Summary of the user activitivies | Target achievement percentage(Total nb of activity reports/target nb of activity reports). NOTE: User=all field users apart from management/admins |
| Targets not acheived | Details of users who didnt achieve the set daily target of activity reports | Details table showing user name, team, region, total nb of activity reports done by each user(only those below the set daily target). If more than 1 day is selected, then then the users to be shown should be those with their total nb of activity reports being below(xx*nb of days selected) |
| Inactive users | Details of inactive users per day per team | Details table showing user name, team, region, total nb of inactive days. (Inactive=user did not fill an activity report) |
| Team Activity/KPIs | Nb of active users and activity reports per team | Count of active users(filled activity reports) per team and, Total nb of activity reports per team for the period selected |
| Days worked | No of days worked/productivity per user | Details table showing user name, team, region, Total nb of days worked per user for the period selected, total nb of visits done per user for the period selected, Total nb of unique visits per user for the period selected, and total nb of activity reports per user for the period selected. Note: 1 visit = 1 activity reports, so if If 1 outlet is visited twice it counts for 2 visits. If 1 outlet is visited twice it counts as 1 unique visited |
| Work duration per user | Details of time worked, check in + check out times per per user | Details table showing Date, user name, team,region,role, Total nb of agents visited by the user per day for the period selected, Earliest check in and Latest check out per user per day for the period selected, total nb of hours worked(Latest checkout-Earliest checkin) per user per day for the period selected |
| Agent Insights - Mobile | Total no of times visited | Total count of the number of activity reports done at the agent |
| Agent Insights - Mobile | Total of times trained + last training date+ last training topics | Total nb times the agent was trained + last training date + list of training topics selected on the last visit date |
| Agent Insights - Mobile | Last visit objectives | List of visit objectives selected on the last visit |
| Agent Insights - Mobile | Last visit float amount | Amount of float recorded during the last visit available |
| Unique agents visited - Mobile | Summary of the total number of unique agent visits | Total nb of unique agents visited per day against the daily target(TBC) |
| Time activity - Mobile | Work duration | Earliest Check in, latest check out per day, and Work duration per day(Earliest checkin - Latest checkout) |
| Target achievement - Mobile | Target acheivement | Pecentage of (Total nb of unique visits for the period slected/Sum total of the target for the period selected) |
| Agents Branded | Summary of the total number of agents branded | Total nb of agents outlets with branding |
| Branding type analysis | Summary of the total number of agents branded per branding types | Total nb of agents outlets branded per the different branding types |
| Branded agents details | Summary of agents with branding | Table showing Agents details, User incharge, and branding type and details available |
| unbranded agents details | Summary of agents without branding | Table showing Agents details, User incharge, and branding type and details available |
| Agents with enough float | Summary of the total number of agents with float level greater than defined minimum | Total number of agents with float level greater than the defined minimum |
| Agents with 0 float | Summary of the total number of agents with 0 or no float level | Total number of agents with no float level |
| Average amount of float by agent | Summary of the average amount of float levels by agent | Average amount of float by held by each agent |
| Float details | Summary of float details | Details table showing agent details and their respective floats available |
Please find our MUST file here, download as excel, populate and share with us for environment configuration.
Updated on: 03/05/2024
Thank you!