Targets & forecasting

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.

Territory targets

Five thousand targets in one upload.

Set net-value targets per territory, period, and SKU — singly or in bulk up to 5,000 rows per upload, idempotently. Authorization follows the org tree: a manager can only ever touch targets inside their own subtree.

Bulk targets idempotent
targets_Q3.csv5,000 rows
subtree-authorizedyour tree only

Per territory × period × SKU · re-upload safely (idempotent).

Top-down goals

Goals that cascade — and reconcile.

Set a top-down net-value goal on any org unit — Area, Province, National, BU — distinct from per-territory targets. Then check whether a manager’s territories actually sum to their goal, before the quarter answers the question for you.

Goal reconciliation National → Areas
Punjab goal ₨ 60MΣ territories ₨ 54M

-₨ 6M gap territories don’t yet sum to the goal.

SKU-precise attainment

"Are we hitting target on this brand, in this territory?"

Product-stamped sold lines join to per-SKU targets for a precise sold-vs-target answer — with an explicit coverage caveat showing how much sold volume was crosswalk-matched. The number tells you its own confidence; it is never over-promised.

Attainment · Brand A Lahore-North
₨ 3.1MSold
₨ 4.0MTarget
78%Attainment

Coverage caveat: 92% of sold volume was crosswalk-matched.

Team performance hierarchy

Every person. Every level. No double counting.

Your org subtree as a tree: each node carries its own and cumulative sold-vs-target and an attainment ratio, with a guard against double-counting reps who share a territory. Evaluate the individual and the rolled-up team in the same view.

Team performance subtree
  • National · cumulativeΣ all territories96%
  • Punjab · Areaown + cumulative82%
  • Lahore-North · repshared territory guard58%
Coverage

The doctors you're missing, by name.

Per-rep frequency coverage is driven from the doctor list itself — so a zero-visit doctor surfaces as “behind,” not as silence. It’s the daily coaching tool: exactly which customers are under-visited against their required call frequency.

Coverage · Ahmed R. vs call frequency
  • Dr. Bilal · 0 of 4 visitszero-visit → behindbehind
  • Dr. Sana · 2 of 4 visits50%
  • Dr. Omar · 4 of 4 visitscovered
Fleet dashboard

The whole fleet in one fast call.

One server-side pass walks the entire subtree: every rep’s coverage, visits, unique doctors, adherence, and no-shows; every territory’s secondary sales — aggregated with correctly weighted coverage percentages, sorted most-behind-first, and folded together with the forecast outlook. One payload. One screen. Who needs attention today.

Fleet dashboard most-behind-first
1,284Visits
87%Coverage
6Behind
  • Lahore-North · Ahmed R.58%
  • Karachi-East · Sana M.74%
Deterministic forecasting

The quarter, projected — with reasons.

Dexor projects full-quarter attainment from quarter-to-date run-rate, computes month-over-month momentum, and issues a risk verdict — critical below 60%, warning below 85% — that escalates only when a real signal opens: negative momentum, declining coverage, rising no-shows. Pure math. Zero model cost. No black box.

Quarter forecast deterministic
Projected attainment78%
  • Verdict: warning< 85% projectedat risk
  • Momentum -6% MoM · no-shows upescalation signals openescalated

Pure math · zero model cost.

Insights & at-risk flags

What needs attention, ranked.

Plain-language findings and at-risk territory flags derived from the same team-performance data — attainment thresholds, momentum, escalation signals, statistical anomalies — plus an optional pre-computed AI executive summary on top. Managers get the single highest-priority action without any AI spend.

Insights ranked
  • Lahore-North below 60% — act firstcritical
  • Coverage declining in Karachi-Eastwarning
  • Faisalabad ahead ≥ 100%ahead

Deterministic · $0 per-use. Optional ✦ AI summary sits on top.

Dexor intelligence

Layer grounded AI — Ask Dexor, weekly executive summaries, and targeted notices — on top of the free deterministic baseline.

Dexor intelligence

Sell-out intelligence

Feed reconciled net secondary sales into SKU-precise attainment and territory rollups.

Sell-out intelligence

Replace the Monday spreadsheet.