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

Written by Don Rae
Updated over a week ago

Outlet Master Report

Review days since a customer was visited and the last visit date

Written by Natasha Sahi
Updated over a week ago

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 over a week ago

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 over a week ago

Field Staff Sales Reports

There are two main ways to access field staff sales information - Transactions by Device and Transactions by Hour

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

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 over a week ago

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