#1 PLATFORM FOR FIELD OPERATIONS

Everything you need to
manage field operations

One platform to plan, execute and optimize every visit. In every location.

▣ No credit card ◷ Setup in 5 minutes ⊗ Cancel anytime
↗
Visits Completed24,853↑ 18% vs last month
★
Net Customer Score78.6↑ 9.4 pts vs last month
✓
Fix Right First Time92.3%↑ 6.7% vs last month
♥
Customer Experience (CX)4.6/5↑ 0.3 vs last month
★

Evaluation Card

Complete performance profile for every location.

Overall Score87%↑ 12%
  • CX Index 91%Excellent
  • Facilities 82%Good
  • Sales 88%Good
  • Aftersales 84%Good
▤

Meeting Reports

Create structured reports for any type of meeting.

Business Review Report87%
May 14, 2024 · Dealer London
  • Executive Summary ✓
  • Performance Overview ✓
  • Opportunities 3
  • Action Plan 2
+6
▯

Visits & Performance App

Manage visits and performance on the go.

Today's Visits

Wednesday, May 15
09:30Dealer London
London, United Kingdom
In Progress
11:30Dealer Paris
Paris, France
Upcoming
14:00Dealer New York
New York, USA
Upcoming
⌂ ⌖ + ▤ •••
ϟ

Efficiency & Standardization

Eliminate manual work and inconsistencies.

Reporting Time-68%Saved
Admin Workload-41%Saved
  • Standardized Processes
  • Centralized Data
  • Consistent Reports
  • Less Manual Work
◆

Stronger Brand Image

Deliver a consistent, professional experience.

Before

▧Word▣Excel✉Email
↓

After

FieldgramProfessional. Consistent. Modern.
◎

Real Impact. Measurable Results.

Drive performance and measurable ROI.

⌘+32%Productivity
◆-68%Reporting Time
↗+25%Compliance
⌘-41%Admin Workload
♥+20%Customer Satisfaction
Fieldgram
PLANS & ACCESS

One Platform. Configured For Your Business.

Every customer receives a personalized setup tailored to their processes, branding and terminology. Plans differ only by the modules your team can access.

⌖

Starter

Start managing field activity digitally.

€99/ user / month
✓ Personalized configuration included
  • Interactive MapLocations and field activity at a glance.
  • Plan a VisitSchedule, organize and track visits.
  • Audit EntryComplete customized audits in the field.
↗

Enterprise

Advanced reporting, evidence and performance.

Customtailored to your organization
✓ Personalized configuration included
Everything in Professional, plus:
  • Generate ReportsCreate structured visit reports in seconds.
  • Photo & Video EvidenceAttach multimedia evidence directly to reports.
  • KPI ChartsVisualize performance, comparisons and trends.
◉Dedicated onboardingWe configure it with you.
◒Your brandingLogo, colors and identity.
▦Your workflowsAudits and processes your way.
◎Your terminologyThe platform speaks your language.
▣

Ready to see Fieldgram in action?Tell us about your organization and the way your teams work.

or
▣ SAVINGS CALCULATOR

Calculate Your Savings

Discover how much time and money your organization can save with Fieldgram.

◷Save TimeReduce manual reporting and travel administration
€Save MoneyLower operational and administrative costs
↗Increase EfficiencyMore visits, better results and faster management updates
🎉

Your Estimated Annual Savings

€540,000
✓ Great job! You're making a smart choice.
Hours saved / week180hours
Hours saved / year9,000hours
↗ That's like adding 6 new team members without increasing your costs.

How we calculated your savings

A transparent breakdown of your potential annual savings.

Field team members15people
×
Retailers / person / week12visits
×
Weeks / year50weeks
=
Hours saved / year9,000hours
×
Average cost / hour€60/ hour
=
Estimated annual savings€540,000per year
💡 Important note
This is an estimate based on the information provided. Actual savings may vary depending on operations and implementation.
LOCATION PERFORMANCE WORKSPACE

Evaluation Card

Autosavedjust now

Dealer Dubai

Excellent

Dubai, United Arab Emirates · Retail · ID: DUB-001

CURRENT PERFORMANCE
82%BaselineFirst completed visit
CX INDEX
87%BaselineFirst completed visit

VISIT #1 · BASELINE

Demo Field Visit · May 3, 2024
1
OVERALL82%
CX INDEX87%
BASELINE · First completed visit. No comparison yet.
What does 82% mean?
It is the location's weighted performance score for this visit. Each assessment area contributes according to its configured weight.

HOW OVERALL IS CALCULATED

Weighted assessment areas
82%
ASSESSMENT AREAWEIGHTSCORECONTRIBUTION
Customer Experience30%87%26.1
Process & Compliance25%82%20.5
Brand & Facility Standards20%80%16.0
People & Training15%78%11.7
Action Closure10%77%7.7
26.1 + 20.5 + 16.0 + 11.7 + 7.7
Weighted Overall Score
82.0%

HOW CX INDEX IS CALCULATED

Customer-experience questions only
87%
Welcome & Greeting20%90%
Customer Communication20%85%
Issue Handling25%88%
Delivery Experience20%86%
Follow-up Experience15%86%
Customer Experience Index
Separate CX view
87.0%
Overall ≠ CX. Overall measures total location performance. CX focuses only on the customer journey.
↗
One visit. One source of truth.
The Visit #1 card, Overall calculation and CX calculation always show the same finalized assessment. When Visit #2 is completed, it becomes the current profile and comparison deltas appear automatically. Areas, weights, questions and scoring rules are tailor-made for each company.

VISIT HISTORY

Track performance evolution over time

1
Visit #1May 3, 2024 · Baseline
82%87% CX
2
Visit #2Not completed yet
—— CX
3
Visit #3Upcoming
—

Start with the baseline visit, then add a second demo visit to see Overall Score, CX Index and every performance area update.

PERFORMANCE BY AREA

How each area contributes to the Overall Score

vs Previous Visit
AreaWeightCurrentvs Previous
●Customer Experience30%93%↑ +7 pts
●Process & Compliance25%89%↑ +9 pts
●Brand & Facility Standards20%89%↑ +6 pts
●People & Training15%89%↑ +5 pts
●Action Closure10%89%↑ +4 pts
OVERALL SCORE Weighted Average82%↑ +8 pts

CX INDEX BREAKDOWN

Customer experience dimensions

Welcome & Greeting20%93%↑ 5 pts
Customer Communication20%93%↑ 7 pts
Issue Handling25%93%↑ 9 pts
Delivery Experience20%93%↑ 7 pts
Follow-up Experience15%93%↑ 13 pts
CX INDEX87%↑ +6 pts

PERFORMANCE EVOLUTION

Overall Score progress over time

Overall Score⌄
100%80%60%40%20%0%
May 2024Jun 2024Jul 2024Aug 2024Sep 2024Oct 2024

HOW YOUR SCORES ARE CALCULATED

Transparent. Consistent. Tailored to your business.

93%×30%+89%×25%+89%×20%+89%×15%+89%×10%=82%OVERALL
Customer
Experience
Process &
Compliance
Brand & Facility
Standards
People &
Training
Action
Closure
✦

Tailored for your business. KPI models, weights, criteria, thresholds and terminology are fully customizable for each company.

Selected location
SELECTED LOCATION

Dealer London

London, United Kingdom · Retail Network

LOCATION STATUS Excellent
OPEN ACTIONS3
NEXT REVIEWJun 18, 2024
🏆
STRENGTHS0

Strong points identified

🎯
WEAKNESSES0

Areas to improve

OVERALL SCORE87%

↑ 12% vs last visit

ⓘ How calculated
Excellent
♥
CUSTOMER EXPERIENCE (CX)91%

Composite customer experience index

ⓘ How calculated
📅
LAST VISITMay 14, 2024

Latest recorded field visit

✨ AI Recommendations

NEW

Based on today's visit, Fieldgram suggests:

  • ✓ Standardize follow-up processHigh impact
  • ★ Introduce customer greeting checklistMedium impact
  • ↗ Improve delivery area signageMedium impact
Estimated impact+6% CX Score+9% NPS
💚

Strength Areas

Capture what the location is doing particularly well.

💔

Weakness Areas

Record gaps, risks and improvement opportunities.

PERFORMANCE HISTORY

Location evolution over time

Every completed visit is preserved. The current Evaluation Card always reflects the latest completed visit, while previous visits remain available for comparison.

CURRENT STATE—No completed visit yet
VISIT HISTORY

Completed visits

0 visits
IMPROVEMENT BY AREA

Performance evolution

—
↗
Latest visit drives the current profile

A finalized visit becomes a locked historical snapshot. The newest snapshot updates the Evaluation Card; older snapshots are never overwritten and remain available to show progress in every assessment area.

FIELDGRAM

Field Visit Report

✨
AI Copilot ReadyVisit insights updated automatically
VISIT INFORMATION

Dealer & Visit Details

The report documents this specific visit. The retailer Evaluation Card remains the long-term performance profile.

VISIT KPI DASHBOARD

Performance at a Glance

These KPI values belong to this visit and are saved as a historical snapshot when the report is finalized.

VISIT EVOLUTION

📈 Comparison with Previous Visits

Fieldgram compares the current KPI snapshot with the most recent saved visit for this retailer.

No previous snapshot is available for this retailer yet. Finalize this visit to create the first historical snapshot.
FIELD PILOT AI

✨ AI Executive Summary

The summary is based on visit findings, open issues, Job Card analysis, Workshop analysis and actions.

AI RECOMMENDATIONS

Recommended Next Moves

STRENGTH AREAS

💚 Positive Findings

IMPROVEMENT AREAS

🚨 Improvement Opportunities

OPEN ISSUES

🚨 Issues Requiring Follow-up

JOB CARD ANALYSIS

🧾 Work Order & Job Card Review

✨ AI Job Card Insight

WORKSHOP ANALYSIS

🛠️ Workshop & Aftersales Review

VISIT JOURNEY & EVIDENCE

🕒 Timeline & 📸 Gallery

ACTION PLAN

🎯 Dealer Commitments & Actions

EXECUTIVE CONCLUSION

🏁 Conclusions & Sign-off