ProductInsights
Insights: dashboards built from your team’s visits
Insights in PropelMapper turns the visits your team records into a dashboard: visits by week, places due for a visit and the time from visit end to signed report.
Start the meeting with the work in view
Before assigning the next round, look at the visits already recorded. The weekly chart shows the rhythm of the work, and visits by farm shows where the team has been.
Coverage gives the next round a starting point: farms visited recently, farms that have gone longer without a walk, and the capture map showing where observations were recorded. Open the underlying records when you need the detail.
Report turnaround is measured from the end of the visit to the signed report. The dashboard also keeps reports awaiting a signature visible, so the fieldwork and the write-up stay in the same conversation.
See the dashboard before your next round
Example account: Prairie Agronomy
- Visits, week by week
- Read the activity chart before planning the next round.
- Places due for a walk
- See which farms have had a recent visit and which have gone longer without one.
- Reports waiting on you
- Check the time from visit end to signed report, then open the reports still awaiting a signature.
Build the chart your review needs
Build your own charts in the report builder, save them for the team and schedule the ones you check every week. A week before the October review, you open the report builder, pick visits, group them by place, with season to date as the period. Three farms show one visit since August. You save the table for the team. It sits under Saved reports with the other charts the team uses, and the review starts from it.
Scheduled reports
Build the report you want to follow, such as visits by location, and PropelMapper emails it to you on the schedule you set. Nobody has to build it again each week.
Keep workload and field readings connected
Insights counts the work and follows reports through signing. Metrics holds the readings taken during those visits, with a history for each place. Use the visit record to move from the team overview to what was actually observed.
Make Insights part of your team’s workspace
Insights is available in the web app. It may be hidden in your sidebar until your team enables it or you add it through your layout settings. Start recording visits in your 45 free days, and ask us for help setting up the view your team needs.
Formats, sources and availability
- Dashboard
- Weekly activity, place coverage, report turnaround and awaiting signatures
- Periods
- Season to date, last 30 days, last 7 days
- Builder
- Choose what to count, how to group it, the time range and the chart type, then save it for the team
- Availability
- Web app; enable for the team or add to your sidebar
Questions about insights
What does report turnaround measure?
The median time from a completed visit to its signed report. Sending and recipient acknowledgment are separate events in the report activity log.
Can I use Insights outside agriculture?
Yes. Visits, tasks and reports use your team’s saved places and labels, including sites, rooms and inspection areas.
How are Insights and Metrics different?
Insights shows visit activity, coverage and reporting progress. Metrics holds the measurements collected on visits, with history by place.
Who it’s for
Advisory leads, farm managers and teams that review site coverage and unfinished reports together.