Opmetrix HQ - CRM and Field Team Reporting

Customer and Field Team Peformance Reporting

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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 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

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 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