MTD

MIS Overview

2026-08-01 to 2026-08-11 · every KPI drills to trend → hierarchy → customer → call records

Field Force

Total Reps
56
0% vs previous period
Active Reps
54
0% vs previous period
Total Customers
1,593
0% vs previous period
Customers Due for Visit
1,593
0% vs previous period
Required Calls
1,255
0% vs previous period

Calls

Planned / Due Calls
4,215
-12.3% vs previous period
Actual Calls
3,882
-11.2% vs previous period
Call Achievement %
92.1%
+1.3% vs previous period
Call Average
7.7
-11.5% vs previous period
Productive Calls
2,933
-11.2% vs previous period
Productivity %
75.6%
+0.1% vs previous period

Coverage

Unique Customers Covered
1,434
-2.8% vs previous period
Coverage %
90%
-2.8% vs previous period
Frequency Achievement %
90%
-2.8% vs previous period
Missed Customers
159
+34.7% vs previous period
Customers Below Frequency
0
 

Doctor Engagement

Doctor Calls
2,718
-11.8% vs previous period
E-Detailing Calls
1,731
-13.7% vs previous period
E-Detailing %
63.7%
-2.2% vs previous period
Samples Reported
5,459
-11.4% vs previous period
Inputs Reported
2,679
-8.3% vs previous period
RCPA Captured
1,476
-7.8% vs previous period
RCPA Compliance %
54.3%
+4.6% vs previous period

Compliance

Geo-Fence Success %
80.6%
-0.7% vs previous period
Outside-Fence Attempts
754
-8.3% vs previous period
Missed Planned Calls
660
-9.2% vs previous period
Failed Check-Ins
945
-10.9% vs previous period
Avg Distance (m)
229
+3.6% vs previous period

Planned vs Actual Calls

Call execution against plan

Coverage Trend

Customer coverage % vs target

Frequency Achievement Trend

Click to drill Division → Region → Manager → Rep

Rep Performance Ranking

Click a bar to open the rep detail page

Doctor Engagement Funnel

Where execution drops across the Rx engagement cycle

Exceptions

Click any exception to drill into the underlying records

Dataset covers 56 reps across 3 divisions with 180 days of transactional call records.