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Field ops · SaaS

Our own product

Elusive DASH

One platform for recruitment, sales and team, live on the floor and on a phone.

Elusive DASH

At a glance

Commissioned by
Elusive Innovations · Our own product
Sector
Field ops · SaaS
Our role
Product strategy, design, build, AI integration
Timeline
2026, ongoing
Team
Elusive, design and build
Status
Working platform, product screens shown with fictional data
6
modules in one platform
4
sectors served
2–3
separate systems replaced
Overview: gross per week, yield per shift and today's figures per branch
Overview: gross per week, yield per shift and today's figures per branch
Recruitment pipeline: drag a lead between stages, earnings follow automatically
Recruitment pipeline: drag a lead between stages, earnings follow automatically
Team: achievements, coins and shop, today's standings, shift planning and the AI knowledge base
Team: achievements, coins and shop, today's standings, shift planning and the AI knowledge base
Employee profile: promotion meter against the function ladder, with respite status
Employee profile: promotion meter against the function ladder, with respite status

The challenge

What was going on

A field organisation runs on numbers that arrive too late. Gross and net per shift are counted at the end of the week, recruitment leads live in a WhatsApp group, and whether someone qualifies for promotion is a matter of opinion rather than of record.

The tooling that does exist is scattered: a CRM for leads, a spreadsheet for targets, a separate planner for shifts, and nothing at all for knowledge or motivation. Managers spend their evenings assembling reports instead of coaching during the day.

Our approach

How we tackled it

We built the operating system for the day itself, module by module, each one usable before the next began.

  1. Steer on the day

    Gross, net, GIB and yield per shift, live per branch and per canvasser, with a pace indicator against the day and week target.

  2. Lead to hire

    A visual pipeline you drag through: a status change is one movement, immediately visible to everyone, with earnings calculated automatically.

  3. Promotion on record

    A configurable function ladder with factors and thresholds. Someone drops a rung only after two months under the norm, with a visible respite status, so it stays defensible.

  4. Plan, know, motivate

    Shift planning with location rotation, an AI knowledge base that answers from the organisation's own manuals, and gamification that keeps the floor moving.

What we built

The system

01 / 06

Realtime sales

Gross/net, GIB, yield per shift and drop-out rate, live per branch and per canvasser.

02 / 06

Recruitment pipeline

Drag between stages, recruiter performance, automatic earnings, and voice-to-lead: speak a lead in, AI fills the fields.

03 / 06

360° employee profile

Promotion meter, strikes, absence, training and recorded agreements in one place.

04 / 06

Shift planning

Smart location rotation that avoids sending a team to the same spot twice in short succession.

05 / 06

AI knowledge base

Ask a question, get the answer from your own manuals, with the source and page cited.

06 / 06

Gamification & offline

Achievements, coins and standings, an AI morning briefing, and recording on the street that syncs once there is signal.

The outcome

Where it stands

The platform replaces the two or three separate systems a field organisation would otherwise stitch together, and puts the day's numbers in the hands of the people who can still act on them.

It is built for four kinds of organisation: face-to-face fundraising, door-to-door sales, sales recruitment and staffing, and promotion and event agencies.

The screens on this page run on fictional data. Names, branches and figures are invented — the software behind them is not.
Elusive Innovations
Next caseCloser AI

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