The Executive Dashboard

Welcome to the Softloomer Pharma tutorial series, by Softloomer. In this episode, we explore the executive dashboard that the sales manager sees every morning.

The system runs inside Odoo as a single app. Open it from the home screen, and the dashboard comes up first.

Across the top are the menus: visits, planning, customers, products, reports, and configuration.

The header shows today's date, and the Refresh button recalculates every number on demand.

The first section is today's activity: total visits compared with yesterday, completed visits, visits in progress right now, and planned ones.

These numbers move all day long. As soon as a rep checks in at a doctor's clinic, the visit moves to "In Progress Now".

Next comes this month's performance: the number of visits and its change from last month, the number of customers visited, and the average visit duration.

Alongside them: the share of positive responses from doctors, how many doctors committed to prescribe, and how many samples were handed out.

This banner tracks the current cycle: completed visits against the target, and the coverage of A-class doctors, the ones with the highest impact.

This chart shows visits day by day over the last thirty days. The weekend days naturally stay empty.

Here, visits are split by customer classification: A for high impact, B for medium, and C for low.

The rep leaderboard ranks this month's reps, with each rep's visits, positive-response rate, committed prescribers, and average visit time.

Below it: the most active cities, the most visited specialties, and the mix of visit types, such as cycle, coverage, and coaching visits.

This section warns you about A-class doctors who have not been visited yet in the current cycle, so no key customer slips through.

Recent visits lists the latest completed visits with the doctor's response and the duration. Click any of them to open the full report.

This is the visit report exactly as the rep recorded it in the field. We will cover it in detail in the rep's day episode.

At the bottom: the products detailed most often, then a summary of the database — doctors, pharmacies, hospitals, products, and reps.

Every card is clickable. The today card, for example, opens today's visits grouped by status: completed, in progress, and planned.

In the next episode, we look at customer profiles and how they are classified. This was the Softloomer team. Thanks for watching.