Dashboard & Reports

Dashboard & Reports for Field Force Management

 

Real-time dashboards and reports to track attendance, travel history, schedules, tasks, targets, expenses, feedback, and service performance.

Trinetra iWay’s Dashboard & Reports module gives managers a centralized view of field operations. From attendance and travel history to task closure, target achievement, schedule deviation, expenses, feedback, and service SLA, managers can monitor field execution and make faster decisions with reliable data.

Field Service Dashboard & Reports

One Dashboard for Complete Field Operations Visibility

Managing distributed field teams requires more than manual updates and end-of-day reports. Trinetra iWay helps businesses view field attendance, customer visits, travel history, scheduled activities, task progress, expenses, and service performance from one dashboard.
Managers can use reports to identify missed schedules, delayed tasks, productivity gaps, travel patterns, and team-level performance trends.

Field Force Report Taxonomy

Report Type
What It Tracks
Business Use

Attendance Report
Shift-in, shift-out, attendance status, timestamps, employee availability
Monitor daily attendance and punctuality

Travel History Report
Route history, field movement, distance travelled, visit movement
Verify field activity and improve route planning

Target vs Achievement Report
Assigned targets, completed activities, graphical achievement view
Compare planned goals with actual performance

Schedule Deviation Report
Planned vs actual visit time, missed visits, delayed schedules
Identify execution gaps and improve scheduling discipline

Task Closure Report
Assigned, completed, pending, and delayed tasks
Track productivity and pending follow-ups

Expense Report
Submitted expenses, claim amount, approval status, expense category
Control field expenses and reimbursements

Feedback Report
Customer feedback, ratings, remarks, visit/service proof where configured
Improve customer experience and service quality

Service SLA Report
Response time, resolution time, SLA status, delayed service jobs
Monitor service commitments and escalation needs

 

Dashboard & Reports Module Features

Intellectual Data Insights Report

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Get Control Over Field Operational Performance

Trinetra iWay helps managers access field activity data, attendance updates, travel history, schedule performance, task progress, and customer visit information from a single dashboard. This enables better control over day-to-day field operations and helps managers take timely decisions.

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Field Force Attendance Reports

Attendance reports help managers view shift-in and shift-out records, attendance status, timestamps, distance travelled, and field employee movement. These reports support better workforce monitoring and help identify attendance gaps, late starts, and field availability.

 

 

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Custom & Comprehensive Reports

Managers can generate reports based on selected parameters such as employee, team, location, date range, customer, schedule status, task status, or performance type. These reports help evaluate sales efficiency, service productivity, field execution, and operational trends.

Report Filters for Faster Analysis

Trinetra iWay reports can be analyzed using practical filters that help managers focus on the right data.

                            Filter
                                                Purpose
Date Range
      View daily, weekly, monthly, or custom-period reports
Employee / Field Executive
      Track individual attendance, travel, task, and performance data
Team / Department
      Compare team-level execution and productivity
Location / Branch / Territory
      Analyze region-wise field activity
Customer / Dealer / Site
     View customer-specific visits, tasks, or feedback
Task Status
     Filter completed, pending, delayed, or cancelled tasks
Attendance Status
    View present, absent, late, shift-in, or shift-out records
Schedule Status
    Identify on-time, delayed, missed, or rescheduled activities
Expense Status
    Track submitted, approved, rejected, or pending expenses
SLA Status
    Monitor within-SLA, near-breach, or breached service jobs

 

Main Features of the Module

Benefits to Manager

  • Easy & quickly assign/re-assign new jobs to your field service/service executives
  • Quickly analyse all data obtained in the form of various reports and download them.
  • Anywhere and anytime access the reports with scheduling option.

Benefits to Field Staff

  • All the information available anytime, anywhere, on-the-go about your customers
  • Instantly update attendance, leave, etc. to analyse and for reporting, all in one place
  • Improve self-improvement plans with graphical Target Vs Achievement reports.

Customized Feature

3rd Party API integration

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