Your numbers, on the phone
Between stores, a rep checks her own call compliance and promo results on a dashboard in the app, even with no signal.
The story
Mia · Field rep · North Shore territory
Parked between visits at 12:40, Mia opens Dashboards from the side menu of FieldKo Atlas. Her team's dashboard shows her call compliance at 88% against a 90% target, and promo compliance in her stores at 91%. There's no signal in the car park, so she sees the version from the last refresh at 7:35, with the time in the header. She knows one more completed visit this week puts her back on target.
On the phone
- The same dashboards as SalesforceReps see Salesforce dashboards they have access to: gauges, charts, metrics and tables.
- Works without signalA dashboard opened once online can be viewed offline, with the last refresh time shown.
- Reps see their own pictureRun as the logged-in user, a dashboard shows each rep their own stores.
In Salesforce, after sync
The same dashboard is on the managers' home page in Salesforce.
One visit, itemized
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this exampleFIELDKOMia L.Wed 5 Nov
Call compliance88%
Target90%
Promo compliance91%
Last refreshed7:35 AM
Sent toSalesforce
✓ SYNCED
Related examples
On the phoneWorks Offline