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How to check insights/reports on mobile application

Mobile users have access to their own automated KPIs. These KPIs help them to easily know how they are performing and where they need to improve.

To access insights:

Click on the Insights tab on the mobile found at the bottom of your screen.

All reports have filters on them, these filters help you to narrow down to specifics that you want to see. For instance, the Team Filter, Custom date Filter, Weeks and Months filters.

The different metrics that you can check for on these reports are :
Strike Rate
Drop Size
Percentage of sales per outlet types

Strike Rate

This is the percentage (%) of visits made with a sale.

Drop Size

This is the Total Sales Value / visits made with a sale.

Percentage of sales per outlet types

Percentage of total sales value per the type of outlet.

The reports can be filtered according to the different date range that is convenient to track progress, performance and growth

Apply time period filters.

The insights section has filter tabs at the top. The options are:
This week
Last week
This month
Last month
Custom (enables you to select start and end dates for the period you want to view)

For information on how to view and filter insights, please view the videos below:

Mobile users have access to their Customer insights, which are KPIs of past visits and projections. These insights can be accessed by clicking on the 3 dots at the far right of the customer and select view insights.

Such insights help the user to plan well for a visit before the actual visit date. For instance, a user will see;
Previous sales value/quantities
Days since the last visit
Customer activity status
Customer debt status
Customers drop size

Customer card insights can be organized in different folders/tabs that are ranked in alphabetical order. These folders allow the organization of reports.

How to generate customer statement

Mobile users can share these customer KPIs with their customers/clients by generating them in pdf format. Please follow the below procedure;

To be able to generate a customer statement WebApp Admin must first activate it on the client settings by ticking on the Is statement
Search for the customer you want to generate the statement, then click on the 3 dots at the far right of the customer, a slide -up menu will appear with the option to Send Account Statement.
Once you click on it, please select the channel that you want to send the statement through. You can send through WhatsApp, Short message, Email, Outlook etc.
A pdf statement will be sent to the recipient selected through the selected communication channel (Email or WhatsApp).

For more information on the above actions, please view the video below.

Updated on: 25/08/2023

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