Overview 

The Dashboard gives you an overview of your key field metrics in one place. After filtering by period and other criteria, you can see headline numbers for visits, locations, activities, users, and total time spent on visits, along with a Compliance with Tasks summary, an overview of activity results such as photos, notes, media, planogram compliance, and product availability, and a Field Analytics section with charts for visits, activities, and time at location. It is the fastest way to gauge how the field operation is performing.

Before You Start

You need access to the Dashboard. Decide on the period and any filters you want to apply so the figures reflect the timeframe and scope you care about.

How to Read and Filter the Dashboard

1. In the left navigation menu, select Dashboard.

2. Click the filter icon in the top-right corner.

3. Use the filters to narrow the results to your needs. 

4. Select the desired period from the list. 

5. Click Search to apply the filters.

6. Review the top overview of key metrics: visits, locations, activities, users, and total time spent.

7. Review the Compliance with Tasks summary in the second section.

8. Review the activity results overview—photos, notes, media, planogram compliance, and product availability.

9. Review the Field Analytics charts for visits, activities, and time at location.

Tips and Things to Know

• Set the period first so every figure reflects the timeframe you want. 

• The Compliance with Tasks section is a quick read on task follow-through.

• Field Analytics charts turn the raw numbers into trends at a glance.

• For deeper, customized reporting, build a report in Custom Dashboards.

Frequently Asked Questions