Know the quarter before it ends.
Load targets at scale, measure attainment down to the SKU, see coverage down to the doctor, and get a forward-looking quarter projection with reasons, computed with pure math at zero AI cost.
Set targets per territory, SKU and month.
Managers set net-value secondary-sales targets for each territory, month and SKU, and load them in bulk.
The Targets workspace has three tabs. Territory SKU targets holds the money target for each SKU in a territory for a month. Org goals holds a top-down figure for a manager. SKU portfolios decides which SKUs reps in a territory can log at all.
| SKU code | Target value (net) | |
|---|---|---|
| CRD-10 | 1,850,000 | |
| GLX-500 | 1,400,000 | |
| ZNT-20 | 1,150,000 | |
| NRV-75 | 1,000,000 | |
| PRZ-40 | 900,000 |
Give each manager a goal from the top.
Set a net-value goal for an area, province, national or BU manager, then see it next to what their territories add up to.
A goal belongs to a manager, not to a territory. In the Org goals tab you pick the manager, the month and the net value in USD, and save. The list beside it shows every goal already set for that manager by month.
| SKU code | Target value (net) | |
|---|---|---|
| CRD-10 | 1,850,000 | |
| GLX-500 | 1,400,000 | |
| ZNT-20 | 1,150,000 | |
| NRV-75 | 1,000,000 | |
| PRZ-40 | 900,000 |
See sales against target for each product.
Per-product secondary sales against target for one territory, most behind first, with the share of sales lines matched to a product shown on screen.
Sales vs Target (by product) joins the SKU targets you set to the distributor sales lines that carry a matched product. Each row shows the product, sold net value, target and attainment, with the product furthest behind at the top.
| Product | Sold (net) | Target | Attainment |
|---|---|---|---|
| CRD-10 | $720,000 | $1,850,000 | 38.9% |
| PRZ-40 | $470,000 | $900,000 | 52.2% |
| NRV-75 | $640,000 | $1,000,000 | 64% |
| GLX-500 | $1,060,000 | $1,400,000 | 75.7% |
| ZNT-20 | $1,080,000 | $1,150,000 | 93.9% |
Every level of the team, counted once.
A tree of your whole team with sold, target and attainment for each person and for everything under them, without double counting.
Team performance lays out your subtree as a tree: Member, Sold (net), Target and Attainment. Expand a manager to see their reports, and open anyone to see their own numbers next to the roll-up of everyone below them.
| Member | Target | Attainment |
|---|---|---|
| Area Manager | $56,200,000(Σ $54,900,000) | 85.6% |
| Territory Manager | $5,630,000 | 41% |
| Territory Manager | $6,300,000 | 63% |
| Territory Manager | $4,000,000 | 71% |
| Territory Manager | $2,400,000 | 93.3% |
| Territory Manager | $2,600,000 | 95.4% |
| Territory Manager | $4,700,000 | 96% |
| Territory Manager | $2,700,000 | 96.7% |
| Territory Manager | $3,000,000 | 98.3% |
| Territory Manager | $2,600,000 | 98.5% |
| Territory Manager | $2,270,000 | 101.3% |
| Territory Manager | $3,600,000 | 102.5% |
| Territory Manager | $2,800,000 | 103.2% |
| Territory Manager | $3,300,000 | 103.3% |
| Territory Manager | $6,000,000 | 104% |
| Territory Manager | $3,000,000 | 104% |
See which doctors your team is missing.
Coverage against monthly call targets, rolled up the hierarchy, across every rep, and down to each doctor a rep should be seeing.
Hierarchy rolls coverage up your org tree with on-track against target, behind and plan adherence for each member. All reps lists every rep with a "Most behind" strip on top. Rep drill-down shows one rep's targeted doctors with visits, target and status.
| Member | Coverage | Behind |
|---|---|---|
| Michael TurnerArea Manager | 62% | 91 |
| Tyler Morgan | 41% | 10 |
| Ashley Carter | 58% | 5 |
| Kevin Walsh | 61% | 7 |
| Megan Lopez | 88% | 1 |
| Brandon Hayes | 94% | 1 |
| Rep | On-track | Behind | Total | Status |
|---|---|---|---|---|
| Tyler Morgan | 7 | 10 | 17 | some behind |
| Ashley Carter | 7 | 5 | 12 | some behind |
| Kevin Walsh | 11 | 7 | 18 | some behind |
| Megan Lopez | 7 | 1 | 8 | some behind |
| Brandon Hayes | 15 | 1 | 16 | some behind |
| Doctor | Visits | Target | Status | |
|---|---|---|---|---|
| Dr. Robert Chen | 0 | 4 | behind | |
| Dr. Linda Harper | 1 | 4 | behind | |
| Dr. James O'Connor | 2 | 4 | behind | |
| Dr. Karen Whitfield | 1 | 2 | behind | |
| Dr. Steven Graves | 2 | 2 | on-track | |
| Dr. Maria Gonzalez | 4 | 4 | on-track |
Your whole team on one screen.
Visits, coverage, attainment and sales for your subtree, with what needs attention first, a look ahead and a scorecard of who is behind.
The dashboard opens with Dexor's "Needs your attention" strip: the territories most at risk this period, each linking to Insights. When nothing is at risk it says the team is within expected thresholds.
| Rep | Coverage (doctors) | Status | |||
|---|---|---|---|---|---|
| Tyler Morgan | 41% | behind | |||
| Ashley Carter | 58% | behind | |||
| Kevin Walsh | 61% | behind | |||
| Megan Lopez | 88% | on-track | |||
| Brandon Hayes | 94% | on-track | |||
| and 3 more reps | |||||
Visits counts every call a rep logged, on doctors and chemists. Coverage, adherence and status are doctors-only: they are measured against per-doctor call targets, which chemists do not carry. A rep can be busy and behind at once.
Show all 24 reps| Territory | Sold net value |
|---|---|
| New York SouthTERR-NYC-01 | $6,240,000 |
| WashingtonTERR-WAS-01 | $4,510,000 |
| Chicago NorthTERR-CHI-01 | $3,970,000 |
| ColumbusTERR-CMH-01 | $2,840,000 |
| IndianapolisTERR-IND-02 | $2,310,000 |
Know where the quarter is heading.
Dexor projects quarter attainment from the run rate so far and flags territories only when a real warning sign backs it up.
Dexor takes quarter-to-date sales against the monthly targets scaled to the quarter, adjusts for how much of the quarter has passed, and projects where attainment will land. Month-on-month change in attainment and coverage is worked out alongside it.
What needs attention, ranked for you.
Plain-language alerts about sales against target, grouped At risk, Behind and Insights, each with its figures and a link to Ask Dexor.
Every insight is built from your team's sales, targets and forecast with fixed rules and fixed wording, for example "North territory is behind target at 63%". No model writes them, so they cost nothing and read the same way every time.
The team is at 85.6% of target and the quarter projects to 86%. New York South and Washington are carrying the month, while Indianapolis is the only territory below 60%, with coverage and no-show days both worse than September. Priority this week: a coverage push in Indianapolis with Tyler Morgan.
Every feature in targets and forecasting.
Each one has its own page.
Territory targets
Managers set net-value secondary-sales targets for each territory, month and SKU, and load them in bulk.
Read moreOrg goals
Set a net-value goal for an area, province, national or BU manager, then see it next to what their territories add up to.
Read moreSKU attainment
Per-product secondary sales against target for one territory, most behind first, with the share of sales lines matched to a product shown on screen.
Read moreTeam performance
A tree of your whole team with sold, target and attainment for each person and for everything under them, without double counting.
Read moreDoctor coverage
Coverage against monthly call targets, rolled up the hierarchy, across every rep, and down to each doctor a rep should be seeing.
Read moreManager dashboard
Visits, coverage, attainment and sales for your subtree, with what needs attention first, a look ahead and a scorecard of who is behind.
Read moreQuarter forecast
Dexor projects quarter attainment from the run rate so far and flags territories only when a real warning sign backs it up.
Read moreInsights and risk flags
Plain-language alerts about sales against target, grouped At risk, Behind and Insights, each with its figures and a link to Ask Dexor.
Read moreDexor intelligence
Layer grounded AI (Ask Dexor, weekly executive summaries, and targeted notices) on top of the free deterministic baseline.
Dexor intelligenceSell-out intelligence
Feed reconciled net secondary sales into SKU-precise attainment and territory rollups.
Sell-out intelligence