Other Screens
Home
The Home page includes date and time filters and, by default it displays today's data across five widgets. These widgets are:
-- Activities: Reflects the total number of activities reported by all active team members.
-- Villages Covered; Indicates the total number of unique villages covered through the activities reported by field officers.
-- Products Covered: Shows the total number of unique products covered in the activities reported by field officers.
-- Farmers Met: Displays the total number of unique farmers met as a result of the activities reported.
-- Retailers Met: Shows the total number of unique retailers met during the activities reported by field officers.
Additionally, the Home page has two sub-tabs: Active and Inactive.
- Active: Displays the list of users who have submitted at least one activity, along with their total activity count for today.
- Inactive: Shows the list of users whose status is active but who have not reported a minimum of one activity for today.
By clicking on a user's name, you can view a detailed timeline of their day, including:
- When they started
- The activities they performed
- When they ended their day
- Distance traveled
- Hours worked
- A map with highlighted points based on latitude and longitude
Clicking on any reported activity redirects you to the Activity Details page, which displays all captured data points along with images.
Field Campaign
There are several tabs displayed based on the activity type. Campaign activities are grouped under a tab named Campaign, while other activities such as CRM or channel records are displayed with their respective activity names.
By clicking on the Campaign tab, you can access date and team filters. By default, today's data is displayed.
Once filters are applied, the data is shown in a table with several columns. To view the details of a specific activity, simply click on the activity name.
To export the data to Excel, click on the Export option, enter the relevant information such as the activity name and the date range (from and to dates), and then click Export.
By clicking on the tabs displaying the activity names, you can access filters for date, team, and stage of visit.
Once the filters are applied, the data is displayed in a table. To view all details, scroll to the right side of the page.
To export the data to Excel, click on the Export option.
Digital Campaign
This page allows you to post reels to the channel. To post a reel, click on the Add New Reel option, which will display several fields to fill out, including:
- Video
- Thumbnail
- Title
- Description
- Category
- Crop
- Language
- Permissions
Once all the necessary information is filled in, you can submit the reel, which will then be posted and displayed in the table.
The page also shows the analytics for the channel, summarizing the performance of the posted reels with the following metrics:
1. Reels
2. Followers
3. Likes
4. Shares
5. Views
To access reel-specific analytics, there is a table that includes details such as the reel title, description, reel ID, thumbnail/preview, category, crop, and analytics like likes, views, and shares.
You can also export this data to Excel using the Export option.
Additionally, users can monitor service request statuses, including details such as:
- The crop associated with the request
- How many days old the crop is
- How many people accepted or rejected the request
- Who accepted/rejected the request
- The request timeline
Users can also access metrics like:
- Live field partners active on the ground
- The number of new requests received today
- The count of active requests (in-progress and open)
- Missed request count (where no one accepts the request)
- Overall farmer satisfaction/happiness
Contacts
This will provide access to the unified database of farmers and retailers that company database has got in 2 sub tabs one for farmers and other for retailers.
By clicking on each tab, displays the data in a table with the below columns
1. State
2. District
3. Taluk
4. Village
5. Farmer Name
6. Farmer Number
7. Location Id
Clicking on a farmer's number displays their history of interactions with the company’s Field Officers, including details of all related activities and images.
To export the data to an Excel file, use the 'Export' option
Heat Maps
This feature allows users to view data on a map, categorized by districts. To access the data:
1. Apply the date and market filter
2. Select the category and metric
3. Metrics include the names of various activities.
Once the filters are applied, the data will be displayed on the India map, with districts showing the highest counts highlighted in a darker color.
By hovering over the districts, users can view the district-wise count of activities performed by the team members.
Below the map, a table will display the detailed district-wise counts.
Leaderboard
It displays the details of the FOs sorted in descending order based on the points they have accumulated to date.
If any user exits the market, their points for that market should be erased.
Dashboards
Documented the logics in an excel file
Differences
Between a manager and admin web portal are:
My Markets
In My markets, add new member option and upload team members will not be provided for managers (Role id 3 and 5) where these features will create market and onboard team at a time.
Village Masters
Managers will not have the option to create new states, districts, or taluks, unlike admins. They can only create new villages that are missing in the census.
Edit Market:
Managers will not have option to reset the password unlike admins.
Approvals
The approval levels will be based on the company's specifications for managers (Role IDs 3 and 5). As an admin, any requests—such as market creation, user onboarding, user offboarding, and new village creation—will be automatically approved.
My Market Summary
Managers will not have the first two widgets, which display user information and products. This restriction prevents them from making any changes to designations and products.
Exports
The team history export will not be available to managers, where they will not have access to the user transactions that occurred within a market.
Home:
Managers will have a leaderboard displaying their rank and that of their peers on their homepage. This feature allows them to view their ranking based on achievement percentage and helps them understand their standing among their peers or team.
Digital Campaign
The tab will be hidden from managers, restricting their ability to upload any content and access channel analytics.