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One view for the field

See the work your field team has actually recorded

A manager needs more than a stream of messages to understand the day. Trurep brings submitted customer visits, sales and team activity into one web workspace so you can see the work behind the numbers.

Use the overview for key totals and recent check-ins, then open the underlying records to follow up. Growth and Enterprise add deeper field analytics and location review tools.

Trurep dashboard showing customer sales, check-ins, visit reviews, and revenue performance

What your team can do

See activity together

Check-ins, recorded sales and recent field activity appear in the same workspace. Move from a summary to the visits or transactions behind it.

Track performance over time

Review sales trends and team performance for a selected period. On eligible plans, interactive analytics add more detail about field activity and check-in outcomes.

Act on exceptions

Find flagged visits and use the review workflow to examine evidence, ask for context and record a clear resolution.

From field entry to a useful overview

  1. Set up the team and customers

    Invite the people who work in the field and add the customer records they use. Give managers access to the appropriate organization or branch.

  2. Capture work on mobile

    Reps submit customer check-ins and sales in the app. Entries made during a connection gap wait on the phone until they sync.

  3. Read the dashboard

    Review check-in totals, sales captured and recent activity. Open a record to see the customer and field evidence behind a figure.

  4. Follow up with the team

    Use trends and exceptions to decide which customer, visit or rep needs attention, then document the next step in the relevant workflow.

Questions about field operations dashboard

Does the dashboard show work saved offline?

Only after the phone reconnects and the entry syncs successfully. The app can hold pending work locally, but the web dashboard cannot show a record it has not received.

Can a manager inspect an individual visit?

Yes. Open the check-in to review its customer, rep, status and available location evidence. On eligible plans, flagged visits can be handled through the review workflow.

Is the same dashboard shown for every industry?

The workspace adapts its labels and workflows to the organization’s selected industry. The shared foundation is team activity and customer visit records; sales and delivery views appear where those workflows apply.

Which plan includes analytics?

Starter includes the daily overview. Growth adds interactive sales and field analytics, and Enterprise includes those features with multi-branch controls.

Put Trurep to work for your team

Starter includes the field overview. Compare Growth and Enterprise for interactive analytics, visit review and multi-branch access.