Daily Summary Playground

Highlights 

∙ How do I configure daily mailer for my team in Field Assist Portal? 

∙ Is there an option to set up DSR? 

∙ How do I get previous day team’s performance data in auto email on a following day? ∙ Can I manually select the data pointers to be included in daily summary mailers? 

Important Terms Used 

∙ Monthly DSR – Monthly Daily Sales Report; which can be configured as per team’s data  pointer requirements and same can be downloaded at employee end 

∙ First call – Time when a Sales person starts his visit to the first outlet for that day ∙ CAP - call as per planned outlet; this will apply only for Tour Plan type coverage plan  followed in sales team 

∙ MTD – Month Till Date 

∙ LMTD – Last Month Till Date 

∙ Adherence (%) – Percentage level that is met by sales person by adhering to a set target ∙ OVT – Outlet Visited Out of Turn (outlet visited by a sales person in other beat on same day) ∙ OVC – Outlet Visited Without Compliance (order taken by sales person by neglecting the geo  location; taking order in wrong/ far distance from the outlet) 

How to Set up Monthly DSR 

Steps to be followed 

1) Once you open Field Assist Dashboard, click on Attendances – Daily Summary Playground option 

2) It will take you to Daily Summary Playground page, where you can select required data  pointers for Monthly DSR setup

3) Once you click on Monthly DSR option, a window will pop up in your screen 

4) You have to select the required data pointers (put tick mark) in the window and click on  Save button 

 Data pointers like Login, Total Time, SC, TC, PC etc.  

 Note – Maximum of 18 data pointers can be selected in the window

5) Once you click on Save button, Monthly DSR will be configured and ready in Field Assist  Portal 

Note – Make sure you have added the email ids of all Sales team members so that they  can request for Monthly DSR and Daily DSR option in their application

How to Set up Daily Summary Auto Mailer 

Steps to be followed 

1) Once you open Field Assist Dashboard, click on Attendances – Daily Summary Playground option 

2) It will take you to Daily Summary Playground page, where you can select required data  pointers for Daily Summary Auto Mailer Setup 

3) Once you click on Select Columns option, a window will pop up in your screen

4) You have to select the required data pointers (put tick mark) in the window  

Data pointers like Login, Total Time, SC, TC, PC etc.  

Note – Maximum of 18 data pointers can be selected in the window 

5) Enable Can Mail and Click on Save and Apply button 

Manager Summarized View option is used if you want to see data in manager view Can Mail – This option will generate auto email from Field Assist Dashboard Portal with  previous day performance of the team members on every following day early morning

6) Once you click on Save and Apply button, it will take you to Employee Summary page 

7) In this page you can design the Column fields and do customization as per your need, for  that just need to click on any headers and drop anywhere to design the mailer

8) Even you have an option to download the designed template in excel file to check, to do that  just need to click on Export to Excel button 

9) If everything looks good just click on Save Order button and close the window to complete  the process of setting up Daily Summary Auto Mailer

FAQ’S 

1) How do I setup Daily Summary email in Field Assist Portal? 

Answer- In Field Assist Dashboard, click on Attendances – Daily Summary Playground option, It  will take you to Daily Summary Playground page, where you can select required data pointers for  Daily Summary Auto Mailer using Select Columns option. 

2) Is there a way to change the data pointers of Daily summary email once the setup is done  in Field Assist Portal? 

Answer – Yes, you just need to go Attendances – Daily Summary Playground option, and then  click on Select Columns option to change the data pointers. Once the changes is done click on  click on Save and Apply button.