Monitoring Day Cycles

A day cycle is one field rep's working day — from Day Start on the mobile app to Day Close. The Day Cycles screen gives you a live picture of all cycles in a date range. It is a read-only view: cycles are started and closed from the mobile app, never from the portal.

StepsCopy Anchor Link

1. Open Operations → Day Cycles from the sidebar.
2. Pick the date range you want with the date range filter at the top right. The whole screen — KPIs, charts, and the cycle list — follows this range.
3. Narrow by status with the All / Open / Closed pill filter next to it:
   • Open — reps currently in the field (the badge shows a live pulsing dot).
   • Closed — completed cycles.
4. Read the four KPI cards:
   • In Field — cycles active right now (marked LIVE).
   • Day Closed — completed cycles in the range.
   • Total Sales — sales value across the range, with the transaction count.
   • Cash Collected — cash taken, with its share of total sales.
5. Below the KPIs, two charts summarize the range:
   • Sales Breakdown — total sales split into cash collected vs credit sales.
   • Store Coverage — a donut of stores visited vs stores still remaining, with the overall coverage percentage.
6. Scroll to the cycle cards. Each card shows the status badge and business date, the vehicle (with its type), a coverage bar (visited / total stores and the percentage), and the start — and, once closed, the close — time.
7. Click any cycle card to open its full detail — see Reading a Day Cycle's Detail.

If the list is empty, there are simply no cycles for that date — try a wider date range or a different status.

Tip: the first time you visit this screen a short guided tour starts automatically; you can replay it any time with the Show me how link next to the page title.