Plans that prove they happened.
Author a monthly plan once; the weekly plans derive automatically. Approvals flow up the manager chain with a full trail, and adherence is scored objectively against real check-ins.
Plan the month once, then fill in each week.
A monthly plan sets where each rep will be. Dexor lays out each week from it, and the weekly plan adds which doctors to see at every stop.
A monthly tour plan lists the days, sessions and call points for the month, chosen area by area. When it is saved, Dexor lays out a weekly plan for every week it covers, carrying that week's stops across.
SyncedPlans
New planManagers approve plans before they go live.
Plans can wait for a manager's approval before they go live. Every decision is recorded with who made it, when and why.
With approval off, a plan is active the moment it is saved. With approval on, it starts as pending, and you set how far up the rep's manager line an approver can be.
- Rep
- Ashley Carter
- Author
- Ashley Carter
- Period
- WEEKLY
- Start
- 2026-10-19
Adherence counted from real check-ins.
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.
Every row in a plan is a call point on a date. The row is met when the rep has a check-in at that call point on that date, and not otherwise. The evidence is the check-in itself, so there is nothing to argue over.
| Member | Coverage | Adherence |
|---|---|---|
| Michael TurnerArea Manager | 62% | - |
| Tyler MorganTerritory Manager, Indianapolis | 41% | 64% |
| Ashley CarterTerritory Manager, Chicago North | 58% | 78% |
| Kevin WalshTerritory Manager, Columbus | 61% | 81% |
| Megan LopezTerritory Manager, Washington | 88% | 92% |
| Brandon HayesTerritory Manager, New York South | 94% | 95% |
Every place your reps visit, organised by area.
Call points are the clinics, hospitals, pharmacies and chambers your reps visit, each under one of your areas and tagged with a territory.
Your areas are your own geography, as many as you need and named the way your team talks about them. Each call point sits under one area, has a type and an optional code, and is tagged with the territory that covers it.
- Who & when
- 2Plan the visits
Every feature in tour planning.
Each one has its own page.
Monthly and weekly plans
A monthly plan sets where each rep will be. Dexor lays out each week from it, and the weekly plan adds which doctors to see at every stop.
Read morePlan approvals
Plans can wait for a manager's approval before they go live. Every decision is recorded with who made it, when and why.
Read morePlan 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 moreCall points
Call points are the clinics, hospitals, pharmacies and chambers your reps visit, each under one of your areas and tagged with a territory.
Read moreField execution
Check-ins prove the plan happened; offline capture and consent-based tracking feed adherence.
Field executionTargets and forecasting
Adherence folds straight into the fleet dashboard alongside coverage, sales, and the quarter outlook.
Targets and forecasting