Good day
Team right now
Live map
MovingAt visitIdle / offline
Needs attention
This month's leaderboard
Won premium vs. target| # | Executive | Visits | Leads | Closed | Premium won | Target |
|---|
Tracking runs only between punch-in and punch-out, with each employee's consent.
Beat plans
Visits
| Time | Executive | Client / place | Status | Outcome | Check-in | Minutes | Photos |
|---|
Pipeline
Leads
| Added | Customer | Product | Owner | Expected | Won | Stage | Follow-up |
|---|
People
Team
| Name | Role | Mobile | Code | Territory | Monthly targets | Status |
|---|
Excel exports
Reports
Attendance & travel
Punch in/out, hours, km, TA, visits and leads per person per day
Visit register
Every visit with outcome, time spent, follow-up and notes
Files open directly in Excel. Up to 62 days per download.
Company