August 2024

Discover our newest features and enhancements, designed to elevate your experience on both the web portal and app.

Highlights

• Stay informed with the new “Background Tasks” feature - track the generation of your reports and the progress of your imports in real-time and get instant updates on completion or issues.

• Receive scheduled emails for completed visits, each featuring a link to a photo gallery for easy access to all audit images - also included in the Visits report export.

• Accurately track visit durations with new calculation rules in the Unplanned Visits report.

• Explore additional reports in Trade Promotion, offering insights into distribution effectiveness, branch coverage, and SKU availability throughout your campaigns.

And more!

Introducing "Your Background Tasks"

Wondering about the status of your downloads or uploads? No more guessing! With the new “Your Background Tasks" feature, you can now see the progress of your generated reports or imports in real-time, get confirmation when they're successfully completed, or spot a failed status if something goes wrong. This update ensures you're always in the know about your files, making your experience more efficient.

Look for "Your Background Tasks" in the top bar, right next to your avatar.

Automated Email Delivery for Completed Visits

Say goodbye to manually exporting and sharing reports! We’ve introduced a new scheduled email feature that automatically sends the Excel file of completed visits directly to your inbox, making report access faster and more convenient.

Photo Gallery Link in Visits Report

Accessing and sharing visit images just got easier! The Visits report export now includes a single link per visit to a photo gallery containing all audit images. This streamlines image access, especially for users without portal access.

Edit Schedule Option Removed from Calendar View

To prevent data discrepancies and ensure a seamless workflow, the option to edit scheduled visits directly from the Calendar view has been removed. Previously, editing could disrupt offline field reps. Moving forward, to update a scheduled visit, delete the existing entry and add a new one.

Improved Visit Time Tracking in Unplanned Visits Report

We’ve added a calculated duration feature based on specific rules for unplanned visits to help you track time more accurately. Now, you can easily compare the actual visit duration with the calculated one, providing better insights and ensuring precise tracking of time spent on visits.

Powerful New Trade Promotion Reports

Distribution Summary Report

Our latest addition to Trade Promotion, the Distribution Summary report, empowers you to assess promoter effectiveness, monitor item quantities, evaluate branch performance, and understand consumer preferences. With these insights, you can ensure your distribution strategies align perfectly with consumer needs and overall campaign success.

Branch Coverage Report

Introducing the Branch Coverage report, a powerful tool that gives you a clear view of promoter activity across branches. With this report, you can easily analyze coverage, ensure balanced engagement across locations, and identify areas needing attention, making your campaigns even more successful.

Campaign SKU Availability Report

With the new Campaign SKU Availability report, you can easily track SKUs within a campaign by grouping data by region, branch, product, etc. Gain detailed insights into SKU distribution across locations to ensure your campaign objectives are met.