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INSIGHTS

Shift your focus from tracking visits to efficiency of visits made, with just a few clicks

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Expense information that is automatically updated as and when your team uses FieldSense, at your fingertips!

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HIGHLIGHTS

Actionable information that’s otherwise lost in data...

VISIT OUTCOMES

See total visits - scheduled, successful, and unsuccessful - made during a specific period. Click on the arrow to see a region based distribution for more honed in information

VISIT PLANNING

Does your team plan its visits in advance? Or do they make more unscheduled visits? Click on the arrow to see a region based distribution

VISIT UNIQUENESS

Are some people just clocking visits by making multiple visits to the same account without adding to business?
Click on the arrow to see a region based distribution to see teams that are adding the most value

VISIT CLASSIFICATION

Are your teams’ visits in line with where you get business from? If new prospects are key to your business, are visits in line with this?

AVERAGE VISITS

See the average visits your team is able to make per customer and per day (a trend metric compares current statistics to that of a previous data range to show overall trajectory) Click on the arrow to further drill down into the average statistics for each region

AVG. EFFORT PER VISIT

Take a quick look at how your teams fare in terms of average distance travelled and cost incurred for each visit they make. Click on the arrow to see a region based distribution.

VISITS LEADERBOARD

Exactly what it looks like: your top performers across the board. Click on the arrow to see a regional breakdown

VISIT TREND

A line graph that depicts the trend of visits made over a selected period of time

TOP VISIT PURPOSES

Find out why your visits are being made through this metric. Click on the arrow to see the relative positions of visit purposes and how they’ve changed over time.

TOP CUSTOMERS VISITED

Find out which customers require the most amount of attention through this metric. Click on the arrow to see the relative positions of the customers and how they’ve changed over time.

HIGHLIGHTS

We bring out the most pertinent information and trends to you so that you don’t have to comb through sheets of data

Total Expenses

See a breakdown of the total expenses that your teams have incurred in the given time period. Click on the arrow to see a region-based breakdown.

Expenses Type

Total amount of scheduled vs ad hoc expenses in the selected time range. Combine with Total Expenses and Expense Classification to gain deeper insight. Click on the arrow to drill down further into a region-based breakdown

Expenses Classification

See what your teams are spending money on. Combine this with Expense Types and Total Expenses to gain deeper insight. Click on the arrow to see a region-based breakdown

Expenses by Account Type

This helps breakdown how much expense is being incurred while visiting new customers vs existing customers. Click on the arrow to see a region-based breakdown.

Average Expenses

See the average expense claims received per customer and per day. Click on the arrow to see a region-based breakdown.

Customers with Highest Expenses

As the name says, a list of all your customers for whom the highest expenses are incurred. Click on the arrow to see the relative positions of the customers in the list.

Expense with Visit Purpose

See what types of visits are incurring the most expenses. Click on the arrow to see the relative positions of the purposes in the list.

Expenses Trend - Daily Average

A line chart of expenses tabulated on a daily basis so that you can see the trend.

Expenses Per Visit

A breakdown of all the members of all your teams along with the average expenses they incur per visit. Click on the arrow to see the relative positions of the team members in the list.

Expenses Per Kilometer

A breakdown of all the members of all of your teams along with the average expenses they incur per kilometer travelled. Click on the arrow to see the relative positions of the team members in the list.