All Collections
Opmetrix HQ - CRM and Field Team Reporting
Opmetrix HQ - CRM and Field Team Reporting
Customer and Field Team Peformance Reporting
D
9 articles in this collection
Written by
Oliver Huggins,
Natasha Sahi,
and
Don Rae
CRM Reporting
Time in Store Report
Shows details of each individual customer outlet/store visit
D
Written by
Don Rae
Updated this week
Outlet Master Report
Review days since a customer was visited and the last visit date
Written by
Natasha Sahi
Updated this week
Field Team Reporting
Strike Rate
KPI to measure the % of visits where sales transaction(s) were achieved
Written by
Oliver Huggins
Updated over a week ago
Outlet Activity Time Card
Review Start and End times of field users along with active/inactive activity per individual field user
Written by
Oliver Huggins
Updated this week
Call Coverage Reporting
Measure the percentage of stores that have been visited by the field team during any given period
Written by
Oliver Huggins
Updated this week
Field Staff Sales Reports
There are two main ways to access field staff sales information - Transactions by Device and Transactions by Hour
D
Written by
Don Rae
Updated over a week ago
Activity Feed Report
View live feed of individual activities performed in-store by field staff as they happen or in the past
D
Written by
Don Rae
Updated over a week ago
Safe In-Store Pass (SISP) Compliance Report
Report on field users to ensure they have a valid Safe In-Store Pass (SISP)
Written by
Oliver Huggins
Updated this week
Safe In-Store Pass (SISP) Overview
Improve health and safety compliance with a digital Safe In-Store Pass
Written by
Oliver Huggins
Updated over a week ago