🎬 Episode 6 of 6

Reports and Analytics

From the “Softloomer Pharma: Pharma Sales Force Management on Odoo” series

⏱️ 2:03 min · All names and figures in the video are demo data
▶ Watch on YouTube

In this episode

  • Reports › Coverage Dashboard
  • Pivot · rep × class
  • Reports › Visit Analytics
  • Pivot · export to Excel
  • Coaching · rating, strengths, improvements
  • Printed visit report
  • Printed cycle report
  • Products › Drug Information
  • Approved key messages
  • Competitors · price, share, counter-argument

Transcript

Welcome to the sixth and final episode of the Softloomer Pharma series, by Softloomer. Today: reports and analytics, rep coaching, and the product knowledge base.

The coverage dashboard compares completed visits with the target in the current cycle, for each customer class.

The pivot table breaks the same numbers down by rep: target, actual, and coverage percentage.

Visit Analytics shows this month's visits per rep, and you can switch the measure to duration, samples, or positive responses.

In the pivot you can split them by month, city, specialty, or the doctor's response, then export to Excel.

When the manager joins a rep on a coaching visit, he rates the rep with stars and records strengths, areas to improve, and action items.

Any visit prints as a formal report: the doctor, location, duration, products, samples, and the doctor's response.

The same goes for the cycle report: targets and coverage per rep and per class, ready for the management meeting.

Finally, the product profile: active ingredient, dosage form, strength, and the SFDA registration number and status.

It holds the approved key messages the rep presents, by type: efficacy, safety, and therapy adherence.

And the competitors: each competitor's price, market share, the expected objection, and the right counter-argument.

That wraps up the Softloomer Pharma series. To try the system with your own company's data, contact us through our website. This was the Softloomer team. Thanks for watching.

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