Cycles, Targets and Tour Planning

Welcome to episode three of the Softloomer Pharma series, by Softloomer. Today we plan the team's work: the monthly cycle, the visit targets, and then the rep's tour plan.

From Planning, open Cycles. Each cycle is one month: past cycles are closed, the current one is active, and upcoming ones are drafts.

Open the current cycle to see how many targets it has, how many are complete, and the coverage so far.

The Targets tab has one line per doctor: the rep, the visits required, the visits done, and the target status.

Next month's cycle is still a draft with no targets, so we prepare it before it starts.

Click Generate Targets. The system creates a target for every doctor based on the class, and assigns it to the doctor's rep automatically.

On the first day of the month the manager enables the cycle, and at month end closes it, so its figures stay fixed for reporting.

Now we switch to Ahmed, the rep. In My Targets he sees only his own targets, and how many visits remain for each doctor.

Instead of scheduling every visit by hand, he opens Plan My Tour, a wizard that spreads the visits across the days for him.

He picks next month's cycle and a three-week period from the first of the month.

Then the number of visits per day, skipping Fridays, and planning only for doctors not visited yet.

The doctors list fills itself from his targets, and the last line previews the total visits, the days, and the daily average.

One click on Create Visits, and every visit lands in the calendar, ready for the field.

In the next episode, we follow Ahmed through a full day in the field, from the first visit to the last. This was the Softloomer team. Thanks for watching.