How to check insights/reports on mobile application
Mobile users have the advantage of accessing their own automated Key Performance Indicators (KPIs) through the FieldPro app.
These KPIs provide valuable insights into individual performance, helping users identify areas for improvement and track progress effectively.
To access your insights, follow these simple steps:
Locate the Insights tab at the bottom of your screen.
This section is dedicated to displaying various individual performance metrics.
All reports within the Insights section come with filters, allowing users to narrow down their focus to specific data points.
The available filters include:
Team Filter: Analyze performance by team members.
Custom Date Filter: Select specific date ranges for your analysis.
Weeks and Months Filters: View performance over selected weeks or months.
Within the Insights section, we help you track several important metrics:
Strike Rate
The Strike Rate represents the percentage of visits that resulted in a sale. It is calculated as follows:
Strike Rate (%) = (Number of Sales Visits / Total Visits) x 100
Drop Size
The Drop Size metric indicates the total sales value generated per visit that resulted in a sale:
Drop Size = Total Sales Value / Number of Sales Visits
Percentage of Sales per Outlet Types
This metric shows the proportion of total sales value attributed to different outlet types, helping you understand where your sales are concentrated.
To effectively track your progress, you can apply various time period filters available at the top of the insights section:
Yesterday
Today
This Week
Last Week
This Month
Last Month
Custom: Allows you to select specific start and end dates for your analysis.
For detailed guidance on how to view and filter insights, please refer to the instructional videos below.
In addition to personal KPIs, mobile users can access customer insights, which include historical data on past visits and future projections.
To view these insights:
Click on the three dots located at the far right of the customer entry.
Select View Insights from the dropdown menu.
These insights are invaluable for planning visits effectively.
Users can see:
Previous sales values and quantities
Days since the last visit
Customer activity status
Customer debt status
Customer drop size
Organizing Customer Card Insights
Customer card insights can be organized into different folders or tabs, ranked in alphabetical order.
This organization facilitates easy access to reports and enhances user efficiency.
Mobile users have the ability to share customer KPIs with clients by generating statements in PDF format.
Follow these steps to generate a customer statement:
The generation of the customer account statement is activated from the Web app dashboards by Admins.
For users, select the customer for whom you want to generate a statement
On the customer card, navigate to the three dots (More) on the far right of the customer card
Click and select Account statement as shown below,
The account statement PDF will be generated and you'll be required to select the modal of sharing the PDF (e.g., via WhatsApp, SMS, Email, Outlook).
Once selected, a PDF statement will be sent through your chosen communication channel.
These KPIs provide valuable insights into individual performance, helping users identify areas for improvement and track progress effectively.
Accessing Insights
To access your insights, follow these simple steps:
Locate the Insights tab at the bottom of your screen.
This section is dedicated to displaying various individual performance metrics.
Filtering Reports
All reports within the Insights section come with filters, allowing users to narrow down their focus to specific data points.
The available filters include:
Team Filter: Analyze performance by team members.
Custom Date Filter: Select specific date ranges for your analysis.
Weeks and Months Filters: View performance over selected weeks or months.
Key Metrics to Monitor
Within the Insights section, we help you track several important metrics:
Strike Rate
The Strike Rate represents the percentage of visits that resulted in a sale. It is calculated as follows:
Strike Rate (%) = (Number of Sales Visits / Total Visits) x 100
Drop Size
The Drop Size metric indicates the total sales value generated per visit that resulted in a sale:
Drop Size = Total Sales Value / Number of Sales Visits
Percentage of Sales per Outlet Types
This metric shows the proportion of total sales value attributed to different outlet types, helping you understand where your sales are concentrated.
Applying Time Period Filters
To effectively track your progress, you can apply various time period filters available at the top of the insights section:
Yesterday
Today
This Week
Last Week
This Month
Last Month
Custom: Allows you to select specific start and end dates for your analysis.
For detailed guidance on how to view and filter insights, please refer to the instructional videos below.
Accessing Customer Insights
In addition to personal KPIs, mobile users can access customer insights, which include historical data on past visits and future projections.
To view these insights:
Click on the three dots located at the far right of the customer entry.
Select View Insights from the dropdown menu.
These insights are invaluable for planning visits effectively.
Users can see:
Previous sales values and quantities
Days since the last visit
Customer activity status
Customer debt status
Customer drop size
Organizing Customer Card Insights
Customer card insights can be organized into different folders or tabs, ranked in alphabetical order.
This organization facilitates easy access to reports and enhances user efficiency.
Generating Customer Statements
Mobile users have the ability to share customer KPIs with clients by generating statements in PDF format.
Follow these steps to generate a customer statement:
The generation of the customer account statement is activated from the Web app dashboards by Admins.
For users, select the customer for whom you want to generate a statement
On the customer card, navigate to the three dots (More) on the far right of the customer card
Click and select Account statement as shown below,
The account statement PDF will be generated and you'll be required to select the modal of sharing the PDF (e.g., via WhatsApp, SMS, Email, Outlook).
Once selected, a PDF statement will be sent through your chosen communication channel.
Updated on: 06/11/2024
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