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.
Enter the schedule once.
Create a Monthly Tour Plan and its constituent weekly plans generate automatically; Weekly Tour Plans seed their rows from the parent and merge the author’s doctor lists per date, call point, and session. Managers plan on behalf of reps — or reps self-plan where your tenant policy allows. Visibility depth is configurable per tenant.
No plan goes live unsigned.
Approval depth is configurable to your hierarchy. Approve → active. Reject → rejected. Edit an approved plan → it resets to pending. Every decision is stamped with the approver, level, and note, audited, and scoped to the manager chain.
- Area manager · approved“coverage looks right” · stampedactive
- Edited after approvalresets automaticallypending
- National · rejectedreason recorded · auditedrejected
Planned vs. executed, with no arguments.
A plan row counts as “met” only if the rep actually checked in at that call point on that date. Planned, met, and rate — batched by day and fed straight into the fleet dashboard. The accountability half of tour planning, measured by the product, not the debate.
“Met” = a real geo-verified check-in at that call point, that date.
The network everything hangs off.
Create call points — clinics, pharmacies, outlets — under your tenant’s geographic areas. They’re the arrival targets for check-ins, the rows in tour plans, the units of adherence, and (via manager-approved GPS) an ever-improving location master.
- Al-Shifa Clinic · Gulbergcoords approvedgeocoded
- City Medicos · Saddarawaiting rep GPSpending
Field execution
Check-ins prove the plan happened; offline capture and consent-based tracking feed adherence.
Field executionTargets & forecasting
Adherence folds straight into the fleet dashboard alongside coverage, sales, and the quarter outlook.
Targets & forecasting