Dashboards can be created for Opmetrix HQ or to be viewed by the field team in their Mobile App. The dashboards are automatically sized to fit tablet and smartphone sized screens.

Adding mobile app dashboards is similar to adding Opmetrix HQ dashboards. First read the Introduction and overview of how to create basic dashboards.

Setting the dashboard as an App dashboard inserts a frame, enabling an easier design to match a tablet-sized screen.

Enabling filters allows the field team to further apply filters and ranges when viewing their dashboards.
​

Should this dashboard be available from the home screen (when not in a store) or should it be available in store (when visiting a customer)?

If the dashboard is available in store, Opmetrix automatically filters the dashboard to show the results based on the store that is being visited. This is super handy to see the performance of a store for sales, top products sold, or their current range and distribution.

We recommend creating a field performance dashboard that is viewable out of store containing KPI's such as call coverage, call cycle, hours and days worked, and then a separate in-store dashboard focusing on Sales and Merchandising performance.

Dashboards - Overview and introduction

Dashboards - Creating your first HQ Dashboard

Dashboards - Applying Filters

Dashboards - Creating mobile app Dashboards

Dashboards - Sharing dashboards using public links