Daily Check In (DCI)

The SME Client Daily Check-In feature is designed to monitor daily operational performance for SME clients, enhancing accountability and visibility into key metrics. It integrates multiple views within Odoo (tree, form, and search) to allow team members to record and review DCI entries, update KPIs, and generate reports.

Each DCI record includes data on daily targets, progress notes, and KPIs, giving a structured and accessible overview of client interactions and achievements. The feature facilitates effective communication and timely intervention by providing a real-time snapshot of client engagement.

Key components include:

1. Tree View: Lists all daily check-in records for a quick overview, allowing users to view multiple records at once and perform bulk actions.
2. Form View: Displays detailed information for each DCI record, including client details, KPI performance metrics, and additional notes.
3. Search View: Offers filtering and searching capabilities to help users locate specific DCI records based on client name, date, KPI scores, or other criteria.

Key Benefits:

1. Enhanced Client Management: Provides a structured, daily check-in format, allowing team members to monitor SME client engagement and act on key insights.
2. Improved Accountability: Tracks and records KPIs daily, giving a reliable basis for measuring client performance and meeting client expectations.
3. Customizable Views: Offers flexibility with tree, form, and search views, enabling users to work with data in the format that suits them best.
4. Actionable Insights: The DCI records can be analyzed to spot trends or performance dips, helping identify areas for improvement in client interactions.
5. Efficient Reporting: Integrated reports and action items enable management to access summarized client data and support data-driven decisions.

Example Use Case:

A customer support representative logs into the system to check on the progress of several SME clients. In the Tree View, they view the summary of each client’s recent daily check-ins. For further details, they open the Form View for a specific client to see today’s KPIs and add notes about a meeting outcome. The Search View allows them to filter clients based on their performance in specific KPIs, helping prioritize follow-ups.

Conclusion:

The SME Client Daily Check-In feature provides essential tools for managing daily interactions with SME clients. With its structured approach to KPI tracking, customizable views, and efficient reporting, this feature enables businesses to monitor client engagement consistently and make data-informed decisions. The feature not only improves client support workflows but also ensures sustained client satisfaction and performance.

Let me know if this aligns with your needs or if you'd like further adjustments!