Reps see their own month at a glance.

The rep app's Insights tab shows visits, coverage, plan adherence and sales for the month, and which doctors are behind on their visit targets.

9:415G
Synced

Insights

Oct 2026

Visits

58

Unique doctors

41

Coverage

58%

28 on track, 20 behind

Doctors on track

28

of 48

Plan adherence

78%

No-show days

2

Sold (net)

$3,970,000

4,812 units

Per doctor
Visits against each monthly target
Offline
Last saved figures shown without signal
Monthly
Step back through earlier months

The month in a few tiles.

Overview shows the rep's visits, unique doctors, coverage, doctors on track, plan adherence, no-show days and net sales value with units. A month stepper moves back through earlier months.

Without a connection the tab shows the last saved figures with a note that they could not be refreshed, rather than an empty screen.

Which doctors need a visit.

The Doctors view says how many doctors are on track out of how many have a target, with filters for All, Behind and On track and a search box. Each row shows visits against the month's target.

Tapping a doctor opens their details and lets the rep set this month's visit target.

Questions people ask.

Whose numbers does a rep see?
Their own. The Insights tab shows the signed-in rep's figures, so each rep works from their own month.
Does it work offline?
It shows the last figures saved on the phone, with a note that they could not be refreshed.
Where does plan adherence come from?
From the rep's tour plans: a planned stop counts as met when the rep checked in at that call point on that day.

Plan adherence

A planned stop counts as met only when the rep checked in at that call point on that day. Adherence rolls up for each rep and each plan.

Read more

Daily plan

The Today screen lists the day's planned stops by session, tracks check-ins and calls as they happen, and keeps a log of the day.

Read more

See it on your own team.

Tell us your fleet and we will size a proposal. Complete roll-out may take up to 4 months, counted from signed requirements and first payment.