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.

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:

1. 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

2. 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

3. 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:

1. The generation of the customer account statement is activated from the Web app dashboards by Admins.
2. For users, select the customer for whom you want to generate a statement
3. On the customer card, navigate to the three dots (More) on the far right of the customer card
4. Click and select Account statement as shown below,

5. 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