Offline live reporting versus CRM Analytics for aggregated data
Key Takeaway
The Consumer Goods offline mobile app runs live reports on the data stored offline on the device, with embedded visualizations built on pre-aggregated data. Use CRM Analytics for sophisticated reporting that doesn't need live data.
Agentforce Consumer Goods offers two ways to report on field data. The Consumer Goods offline mobile app reports live on the data stored on the device, so reps get visit-related insights. CRM Analytics is the choice for sophisticated reporting that doesn't need live data. Your data model and your UI flow also affect which reporting features you can use in the app.
Live reporting in the offline mobile app
The Consumer Goods offline mobile app supports live reporting based on offline data. The app's reports run live on the data stored offline on the device. The reports give reps visit-related insights. The app also shows embedded visualizations built on pre-aggregated data.
The offline mobile app is built as a group of cockpits. Report features in the app include the Customer Sales report and the Visit Rate and Unsuccessful Visits reports.