Opmetrix

Report Design Layout

Task Allocation and Activity Reporting in Opmetrix HQ

Task Allocation and Activity Reporting

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Natasha Sahi

Opmetrix Service Desk

Customer and Field Team Peformance Reporting

Opmetrix HQ - Reporting & Dashboards

Depending on size Portfolios are delivered as an attachment or link

Portfolio Size - Attachments vs Link

Shows details of each individual customer outlet/store visit

Time in Store Report

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

Outlet Master Report

CRM Reporting

KPI to measure the % of visits where sales transaction(s) were achieved

Strike Rate

Review Start and End times of field users along with active/inactive activity per individual field user

Outlet Activity Time Card

Measure the percentage of stores that have been visited by the field team during any given period

Call Coverage Reporting

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

Field Staff Sales Reports

View live feed of individual activities performed in-store by field staff as they happen or in the past

Activity Feed Report

Report on field users to ensure they have a valid Safe In-Store Pass (SISP)

Safe In-Store Pass (SISP) Compliance Report

Improve health and safety compliance with a digital Safe In-Store Pass

Safe In-Store Pass (SISP) Overview

Field Team Reporting

Create a link to share report and dashboard data to users without Opmetrix logins

Create Public links to Reports and Dashboards

A how to guide to publish Opmetrix dashboards

Dashboards - Introduction and Overview

Dashboards - Creating your first HQ Dashboard

How to set dates and apply filters to dashboards

Dashboards - Applying Filters

Create Dashboard for the field teams mobile app

Dashboards - Creating Mobile App Dashboards

Dashboards

Contact Form

Email Service Desk

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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