Optimize Field Operations with Sarathis Actionable Dashboard
- Separate Dashboards for Field Teams & Managers
- Complete Team Overview
- Real-Time Monitoring & Insights
- Activity & Compliance Tracking
How Sarathis Actionable Dashboard Works?
View Team Attendance & Leave Status
Easily monitor the attendance of your entire team in real-time, with clear insights into who is present, absent, or on leave. Stay updated on employee availability to better plan field operations and manage resources efficiently.
Monitor New Customer Additions
Stay updated on the number of new customers added, allowing you to track customer growth and team performance.
Track Visits & Orders in Real-Time
Instantly see the status of visits, including today’s completed, overdue, and upcoming visits. View the total number of visits for today, tomorrow, and the upcoming days, as well as a day-wise graph of visits and order submissions.
Site Visit Performance Insights
View complete reports on site visit performance, including success rates, completed, pending, and lost visits. This data helps you measure team efficiency and take necessary actions. Also managers can also view a day-wise graph showing visit and order trends.
Monitor Expenses
Keep track of submitted expenses with real-time updates. View details on pending, approved, and paid reimbursements to manage your team’s finances and ensure all expenses are handled promptly.
Keep Tabs on Location & Compliance
Monitor employee locations with route tracking and view the total distance traveled. Receive alerts on critical compliance factors, such as battery levels, GPS connectivity, and internet status, ensuring your team remains fully operational on the field.
Agent’s Dashboard
Access Visit Plan & Optimized Routes
Agents can view a detailed plan of their daily visits, with an optimized route map that helps them navigate efficiently between appointments. This ensures timely completion of visits and save travel time.
Get Attendance & Leave Status Instantly
Agents can view their own attendance records and manage leave requests directly from the mobile dashboard. This streamlines the process and ensures they stay informed about their work schedule.
Track Expense Submissions in Real-Time
Submit expenses on the go and track their status in real-time. Agents can easily see whether their expenses are approved, pending, or paid, ensuring transparency in the reimbursement process.
Benefits of Sarathi’s Actionable Dashboard
Improve Field Visibility
Managers can see live employee locations and detailed team activity reports.
Improved Decision Making
Instant insights allow managers to take quick action on any performance, compliance, or operational issues.
Optimized Visits
Field employees get optimized routes for more efficient travel and visit completion.
Attendance and Leave Management
Both managers and employees can track attendance and leaves with ease.
Complete Compliance Control
get track of important compliance factors such as GPS, battery, and internet status in real-time.
Easy Expense Management
keeping employees informed about the status of their reimbursements while ensuring transparency and saving time.