Login & Dashboard

Logging In

If your account belongs to multiple workspaces, you will be prompted to select a workspace before proceeding.

After logging in you land on the Dashboard — the central overview of your field force operations.

Dashboard Overview

At the top of the dashboard, a filter bar lets you narrow all metrics and charts by:

Filter	Description
Principal	Filter by client brand
Project	Filter by operational project
Team	Filter by team
User	Filter by individual frontliner
Start Date / End Date	Date range for all metrics

Six summary cards display key performance indicators for the selected filters:

Metric	Description
Total Scheduled	Number of visits scheduled in the period
Compliance Rate	Percentage of visits completed on time
Effective Calls	Number of visits with at least one submission
Avg Time in Outlet	Average duration spent per outlet visit
Geofence Violations	Number of check-ins outside the allowed radius
Sales vs Target	Aggregate sales value vs. target

[Screenshot: web_dashboard_kpi_cards]

The dashboard includes two charts:

Visits Trend — Line chart showing daily visit counts for the last 7 days
Sales vs Target — Bar chart comparing sales achieved vs. target for the last 3 months

A ranked list of frontliners with the highest performance scores for the selected period.

[Screenshot: web_dashboard_top_users]

A real-time feed of the most recent submissions from field staff, showing outlet name, frontliner, and submission time.

The KPI Tabs section provides a breakdown of performance metrics grouped by category (e.g., visit compliance, stock coverage, sales achievement).