Articles on: Solutions Documentation
This article is also available in:

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 questionQuestion type
Person EngagedSingle choice
Visit ObjectiveSingle choice
Reason for terminationSingle choice
Cash stockDecimal number
Float stockDecimal number
Float purchased - since last visitDecimal number
Cash in valueDecimal number
Cash out valueDecimal number
Is there any competitor availableSingle choice
Competitors availableMultiple choice
Cash stock - competitionDecimal number
Float stock - competitionDecimal number
Compliance with processesBoolean
Agent records well maintainedBoolean
Training topicsMultiple choice
Branding materials deliveredMultiple choice
ComplaintsMultiple choice
Overall visibility statusSingle choice
Branding AuditMatrix
Branding picturePicture
Branding picture2Picture
Sources of satisfactionMultiple choice
Do you have difficulties to fund your accountSingle choice
Do you accept bill paymentsSingle choice
Bill payments handledMultiple choice
Do you sell sim cardsSingle choice
KYC's verifications doneSingle choice
Customer details maintained securelySingle choice
CommentsText
Agent signatureSignature



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 tagAttribute nameAttribute type
_nameNameText
_typeAgent/Merchant TypeSingle choice
subtypeSub type/Outlet typeSingle choice
imageurlOutside PicturePicture
_locationGPS locationGPS
phonenumberPhone numberPhone number
_positionPositionText
customidAgent/Merchant IDText
_addressPhysical locationText
idtypeID TypeSingle choice
idphotoID PhotoPicture
idnumberID PhotoText
_regionRegionSingle choice
_cityCityText
_emailEmailText
_commentsCommentsText
imageurl_insideInside PicturePicture
typecalculatedType calculatedText
contactperson_nameContact person nameText
contactperson_numberContact person numberPhone number
routedayRoute dayMultiple choice
agentstatusAgent/Merchant statusSingle choice
agentsignatureAgent/Merchant SignatureSignature



Branding Materials

To record all information for branding materials. It is made of the following attributes
Attribute tagAttribute nameAttribute type
_materialsMaterial nameText
materialspicturePicturePicture


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 nameKPI definitionCalculation
Agent Training SummaryNb of agents Trained and not trainedTotal Count of unique trained and not trained
Training TopicsSummary of the number of trainings done per topicTotal count of the unique number of agents trained per topic
Agents trainedDetails of agents trained for a selected periodDetails table showing training dates,agent details(name,code, region,team, user/TDR in charge), list of training topic for each agent
Agents not trainedDetails for agents not trainedTable with details of agents not trained i.e.(name,code, region,team, user/TDR in charge)
Total trainings per AgentDetails for nb of trainings done per agentDetails table showing last training dates, agent details(name,code, region,team, user/TDR in charge), count of the nb of times trained
Total Agents mappedSummary of agent visitsTotal global nb of agents mapped
Total visitsSummary of agent visitsTotal 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 visitedSummary of agent visitsTotal global nb of unique agent visits
Average unique agents visited per userSummary of agent visitsAverage 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 coverageSummary of agent visitsTotal 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 visitedSummary of agent visitsTotal 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 durationOutlet visits summary TableDetails 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 DataSummary of workflow dataA table showing all activity data captured by users from the agent visit workflow.
Agents not visitedDetails of Agents not visitedDetails 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 ObjectiveNb of agents visited per objectiveTotal global Nb of unique agent visited per objective
Agent visit detailsOutlet visits summary TableDetails 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 visitTotal number of agents visited once, twice, and thrice or more for the period selectedDetails 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 usersSummary of the user activitiviesTotal nb of licensed Users NOTE: User=all field users apart from management/admins
Active usersSummary of the user activitiviesTotal 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 usersSummary of the user activitiviesPercentage 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 reportsSummary of the user activitiviesTarget nb activity reports(Target of 10*active users*nb of days selected)
Total number of activity reportsSummary of the user activitiviesTotal 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 achievementSummary of the user activitiviesTarget achievement percentage(Total nb of activity reports/target nb of activity reports). NOTE: User=all field users apart from management/admins
Targets not acheivedDetails of users who didnt achieve the set daily target of activity reportsDetails 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 usersDetails of inactive users per day per teamDetails table showing user name, team, region, total nb of inactive days. (Inactive=user did not fill an activity report)
Team Activity/KPIsNb of active users and activity reports per teamCount of active users(filled activity reports) per team and, Total nb of activity reports per team for the period selected
Days workedNo of days worked/productivity per userDetails 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 userDetails of time worked, check in + check out times per per userDetails 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 - MobileTotal no of times visitedTotal count of the number of activity reports done at the agent
Agent Insights - MobileTotal of times trained + last training date+ last training topicsTotal nb times the agent was trained + last training date + list of training topics selected on the last visit date
Agent Insights - MobileLast visit objectivesList of visit objectives selected on the last visit
Agent Insights - MobileLast visit float amountAmount of float recorded during the last visit available
Unique agents visited - MobileSummary of the total number of unique agent visitsTotal nb of unique agents visited per day against the daily target(TBC)
Time activity - MobileWork durationEarliest Check in, latest check out per day, and Work duration per day(Earliest checkin - Latest checkout)
Target achievement - MobileTarget acheivementPecentage of (Total nb of unique visits for the period slected/Sum total of the target for the period selected)
Agents BrandedSummary of the total number of agents brandedTotal nb of agents outlets with branding
Branding type analysisSummary of the total number of agents branded per branding typesTotal nb of agents outlets branded per the different branding types
Branded agents detailsSummary of agents with brandingTable showing Agents details, User incharge, and branding type and details available
unbranded agents detailsSummary of agents without brandingTable showing Agents details, User incharge, and branding type and details available
Agents with enough floatSummary of the total number of agents with float level greater than defined minimumTotal number of agents with float level greater than the defined minimum
Agents with 0 floatSummary of the total number of agents with 0 or no float levelTotal number of agents with no float level
Average amount of float by agentSummary of the average amount of float levels by agentAverage amount of float by held by each agent
Float detailsSummary of float detailsDetails 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: 02/04/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!