Dashboard
Date filter applies to metrics only — Plan & Follow-ups always show today
👤BDM View
👥ASM / Manager
🗺RSM / ZSM
🏢Management
Visits Today
—
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Orders Placed Today
—
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Order Value Today
₹—
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Plan Compliance
—%
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📋 Plan Compliance — Today 📌 Always Today
— planned| Doctor | Code | Status | Target Products | Target / Actual |
|---|---|---|---|---|
| Loading... | — | — | — | — |
Monthly Plan Coverage— / — (—%)
⏰ My Follow-ups Due 📌 Always Today
— pendingLoading follow-ups...
📊 MTD Performance
MTD Order Value
₹—
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Visit → Order %
—%
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Zero-Order Visits
—%
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Unique Doctors
—
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Avg Visit / Day
—
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💊 My Doctors — Portfolio View
Total Doctors
—
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Visited (MTD)
—
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Not Visited
—
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With Orders
—
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Follow-ups Due
—
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Coverage Rate
—
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All —
Visited —
Not Visited —
With Orders —
Follow-up Due —
Active —
🧪 Sample → Order Conversion (MTD)
Sample → 1st Order
Coming Soon
Sample tracking in progress
Repeat Sample, No Order
Coming Soon
Sample tracking in progress
Sample Stock Days Left
Coming Soon
Sample tracking in progress
↩️ Returns & PO Health (MTD)
Return Rate
Coming Soon
Returns tracking in progress
PO Cancellation Rate
Coming Soon
PO tracking in progress
PO Pending Billing
Coming Soon
PO tracking in progress
PO → Billed Rate
Coming Soon
PO tracking in progress
✅ Follow-up Compliance (MTD)
Follow-ups Completed
Coming Soon
Follow-up tracking in progress
Overdue Follow-ups
Coming Soon
Follow-up tracking in progress
Due This Week
Coming Soon
Follow-up tracking in progress
📦 Top Products (Period)
💡 Scheme Insights — PO-based
| Scheme | POs | Total Value | Avg Order | Doctors | Lift vs No-Scheme |
|---|---|---|---|---|---|
| Loading… | |||||
Revenue (MTD)
₹—
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Total Orders
—
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Active Doctors
—
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Total Visits
—
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Conversion Rate
—%
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🗺 Zone Performance
| Zone | PO ₹ | Bill ₹ | Invoiced % | Conv % | Visits | Call | OFF | RAG |
|---|---|---|---|---|---|---|---|---|
| Loading... | ₹— | ₹— | —% | —% | — | — | — | — |
⚡ Field Force Productivity
| Metric | All Zones |
|---|---|
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| Zone | BDMs | Active Today | Visits/BDM/Day | Utilization |
|---|---|---|---|---|
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| Metric | Value | vs All Zones |
|---|
💊 Product Portfolio
Top & Bottom▲ Top Performers
| Product | Orders | Value |
|---|---|---|
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▼ Needs Attention
| Product | Orders | Value |
|---|---|---|
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🏥 Doctor Universe
Total Doctors
—
Active (MTD)
—
Churned
—
New (MTD)
—
Unassigned
—
📦 Top Products (Period)
📢 Campaign ROI — Active Campaigns
🚧
Coming Soon
Campaign tracking module pending — will populate once campaigns.json is wired with active campaigns and outcome data.
🧪 Sample ROI & Returns — Company Wide
🚧
Coming Soon
Sample ROI, Cost / Acquired Doctor, Return Rate, PO → Billed, PO Cancellation — will populate once billing data is seeded and sample tracking module is live.
VIEW:
👥 Team Performance
BDMs in Field
—
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Total Visits Today
—
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Orders Today
—
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Order Value Today
₹—
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Achievement %
—%
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📍 Today's Activity
| BDM | Status | Visits | Orders | Order Value |
|---|---|---|---|---|
| Loading... | — | — | — | ₹— |
📊 Period Performance (Filtered Range)
| BDM | Visits | Call | OFF | Orders | Unique Doctors | PO ₹ | Bill ₹ | Invoiced % | Achievement |
|---|---|---|---|---|---|---|---|---|---|
| Loading... | — | — | — | ₹— | ₹— | — | — |
📦 Top Products (Period)
VIEW:
👥 Team Performance
BDMs in Field
—
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Zone Visits Today
—
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Zone Orders Today
—
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Zone Billing
₹—
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Achievement %
—%
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📍 Today's Activity — ASM Wise
| # | ASM / Manager | Active BDMs | Visits | Orders | Order Value |
|---|---|---|---|---|---|
| — | Loading... | — | — | — | ₹— |
📊 Period Performance — ASM Wise (Filtered Range)
| # | ASM / Manager | BDMs | Visits | Call | OFF | Orders | PO ₹ | Bill ₹ | Invoiced % | Achievement |
|---|---|---|---|---|---|---|---|---|---|---|
| — | Loading... | — | — | — | ₹— | ₹— | — | — |
📦 Top Products (Period)
📋 PO Change Requests
BDM Submits → VPS Approves
Date
PO #
Doctor
BDM
Type
Value
Status
Action
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PO Change Detail
×BDM Activity — Form Entry
Log doctor visits, detailing, samples, and orders
📍
Checked in at Dr. —
Since --:--
Form Entry
Data History
📆 Day Type
💼
Working
Field visits & activities
🌴
Leave / Holiday
Day off
🚫 Sunday — Working day visits cannot be logged. Please select Leave / Holiday.
🌴 Leave
Half Day leave leaves room for a Half Day of field work/meeting the same day.
📍 Visit Details
🤝 JFW — Joint Field Work
Pick a level above, then Add. Add each senior who joined (e.g. ASM + ZSM).
🩺 Doctor
▼
⚠ Pending Follow-up for This Doctor
→ Share Peptide Therapy clinical study (due 09-Mar, 6 days overdue)
Auto-completed on submit
📦 Existing PO Found for This Doctor
PO: IZ... — ₹0
New PO items will be submitted as an Addition to this order (requires approval).
What kind of order is this?
💊 Detailing(Min. 5 products required)
Product
Details
🧪 Samples
Product
Qty
📢 Campaign Inputs
📌 Campaign materials — booklets, brochures, promotional kits
Material
Qty
📦 PO Orders
Product
Qty
Free
Scheme
Stock Status
✓ No duplicate found for this doctor + product combination
📧 Future billing: Email to HO only. Auto-triggers to distributor on billing date.
📊 Stock Availability
1
Not Yet Onboarded
Doctor doesn't stock yet
2
No Access to Stock
Couldn't verify today
3
Stock Checked
Quantities verified
📦 Select products and enter stock quantities. Reason required if qty is zero.
Product
Qty
Reason (if Zero)
📈 Outcome
🫀
Doctor Pulse *
💪
BDM Confidence *
🛍 Retail Order
Place a monthly retail order for a flat-discount account (e.g. Vurve). No schemes or free goods — each line is auto-priced at the account's flat % off MRP when HO bills it. Submitting emails the distributor.
Product
Qty
📂 Data History
Date
Doctor
Type
Objective
PO
Pulse
Confidence
Click "Filter" to load visit history
Manager Activity
Log field visits and joint work — not mandatory daily
Form Entry
Data History
👔 Report when conducting field visits or JFW. Coaching notes available for joint field work.
📆 Day Type
💼
Working
Field visits & activities
🌴
Leave / Holiday
Day off
🌴 Leave / Holiday
📍 Visit Details
🩺 Doctor
📦 PO Orders
Product
Qty
Free
Scheme
Stock Status
📧 Future billing: Email to HO only. Auto-triggers to distributor on billing date.
📝 JFW Coaching Notes
📈 Outcome
📂 ASM Activity History
Date
Doctor
Type
BDM
Objective
Pulse
PO
Click "Filter" to load activity history
PO Updates
Cancel or modify existing purchase orders
BDM Submits → VPS Approves
Original PO
Line Items
☑️ Select items to cancel/modify. Unselected stay unchanged.
📋 Modified PO auto-generated (e.g., IZ03260001-M1)
Add New Line Items
➕ New items will be appended to the existing PO. Original items stay unchanged.
Returns
Log product returns against purchase orders
BDM Submits → VPS Approves
Original PO & Billing
Doctor
Dr. Kunal Sayani
Product
IZOPine Azelaic × 50
Billing Name
TVAMEVA HEALTHCARE
Bill No.
TVA-B-0184
Bill Date
10-03-2026
PO Value
₹12,400
Return Products
Product
Return Qty
Condition
Sample Inventory
Allocated samples, given quantity, remaining stock, and doctor-wise drill-down
📦 Stock Overview
📊 Reports
🔁 Exchanges
📦 Stock Summary
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📤 Upload Sample Allocation
Upload Excel file with columns: Product Name, BDM Email, Quantity, Batch No, Allocation Date. (Name is auto-filled from the email.) ⬇ Download Template
📋 Upload History
Filename
Date
Uploaded By
Records
BDMs
Action
📊 Sample Usage Reports
🎯 Sample ROI — conversion within 60 days (post go-live)
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📥 Dispatches Waiting for Your Confirmation
Confirm each dispatch with the quantity you actually received. If it differs from what HO sent, add a remark — HO will see the discrepancy. Stock becomes usable in your visit form only after confirmation.
Product
Dispatch Date
Sent Qty
Received Qty
Remark / Confirm
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🚚 Enter Approved Sample Dispatch
Products in this dispatch
Product
Qty
Batch No
📋 Recent Dispatches
BDM
Products
Total Qty
Date
Status
🔁 Sample Exchanges (BDM → BDM)
Send samples from your stock to another BDM. Your ASM/RSM must approve, then the receiving BDM confirms — stock moves only after their confirmation.
📋 Exchange History & Approvals
From
To
Product
Qty
Status
Action
Stock & Dispatch
HO warehouse, distributor stock position, dispatch pipeline
📦 HO Warehouse
🏪 Distributor Stock
🚚 Dispatch Log
📤 Stock In (from Manufacturer)
📦 HO Warehouse — Live Stock
Total SKUs in Stock
24
Total Stock Value
₹68.4L
Expiring (<90d)
4 batches
Stock = Received from manufacturer – Dispatched to distributors. Updated by dedicated person daily.
Product
Batch
Qty
Value
Expiry
Days Left
Status
Pinedruff™ Pro Serum
B25-02
420
₹12.6L
Dec 2026
275d
Healthy
Ceramide Lip Balm
B25-01
380
₹9.5L
Nov 2026
245d
Healthy
Peptide Therapy Crème
B25-01
260
₹10.4L
Oct 2026
210d
Healthy
Face Silk Peptide Creme
B25-02
200
₹8.2L
Sep 2026
185d
Healthy
Safescreen® Nexgen
B25-01
180
₹5.4L
Aug 2026
155d
Healthy
IZOfoliate 30ml
B24-08
140
₹3.4L
Jun 2026
82d
Watch
Retinolite™ Night 50g
B24-11
86
₹2.8L
May 2026
52d
Expiring
Pycnogenol Serum 15ml
B25-01
64
₹2.0L
Jul 2026
112d
Slow
OptiMIST Aqua
B25-02
150
₹4.5L
Nov 2026
245d
Healthy
🏪 Distributor Stock Position
Computed stock = HO dispatched to distributor – Billed to doctors (from Data Coordinator billing data) – Returns. Confirmed stock from periodic distributor statement.
HO Dispatched (MTD)
₹48.2L
Billed Out (Secondary)
₹38.6L
Computed Stock
₹86.4L
Months of Cover
2.2m
Distributor-wise Summary
Distributor
HO Sent
Billed Out
Computed Stock
Cover
Zone
Health
Tatvik Life Pharma
—
—
—
—
—
—
TMA - Guwahati
—
—
—
—
NE
—
GMD - Mumbai
—
—
—
—
West
—
GMD - Pune
—
—
—
—
West
—
TMA - Hyderabad
—
—
—
—
Deccan
—
TMA - Bangalore
—
—
—
—
South
—
GMD - Delhi
—
—
—
—
North
—
GMD - Chennai
—
—
—
—
TN & KL
—
TMA - Kerala
—
—
—
—
TN & KL
—
TMA - Kolkata
—
—
—
—
East
—
CHOSEN - Adyar
—
—
—
—
Retail
—
Stock data will populate once dispatch and billing records are uploaded.
📊 Product-wise at Distributor (Computed)
Product
Total at Distributors
Billed MTD
Computed Balance
Cover
Pinedruff™ Pro
680
186
494
2.7m
Ceramide Lip Balm
520
142
378
2.7m
Peptide Therapy
340
118
222
1.9m
Retinolite™ Undereye
180
22
158
7.2m
🔴 Retinolite™ has 7.2 months of cover at distributors — massively overstocked. Stop dispatching. Focus field push or accept write-down.
📤 Upload Distributor Statement
📤
CSV / Excel with Product, Batch, Qty
Once uploaded, system compares distributor's actual stock vs computed stock and flags discrepancies.
🚚 HO → Distributor Dispatch Log
Dispatches from HO warehouse to distributors. Each dispatch deducts from HO stock and adds to distributor computed stock.
➕ Log New Dispatch
📋 Recent Dispatches
Date
Distributor
Product
Batch
Qty
Invoice
Status
—
—
—
—
—
—
—
📤 Stock In — Manufacturer → HO Warehouse
Record new stock received from manufacturer. Adds to HO warehouse balance.
➕ Log Stock Receipt
📋 Recent Receipts
Date
Product
Batch
Qty
Expiry
Mfg Invoice
Value
10-Mar
Pinedruff™ Pro
B25-02
500
Dec 2026
MFG-038
₹15.0L
08-Mar
Ceramide Lip Balm
B25-01
400
Nov 2026
MFG-036
₹10.0L
05-Mar
Peptide Therapy
B25-01
300
Oct 2026
MFG-034
₹12.0L
01-Mar
Face Silk Peptide
B25-02
250
Sep 2026
MFG-032
₹10.3L
Planning
Daily visit planning and approvals
📝 Daily Plan — Tomorrow's Visits
Plan your visits for tomorrow. Submit by evening — manager approves by 8 AM or it auto-approves.
HO Planning
Monthly plan calendar, doctor checklist, and target generation
📅 Calendar View
📋 Checklist View
Total Doctors
—
From Targets (HO)
—
BDM Added
—
Total Visit Slots
—
Select a month and click "Generate from Targets" to create your plan, or load an existing plan.
📋 Doctor Checklist
All doctors in your monthly plan with visit dates and completion status. Today's visits are highlighted.
Load a plan to see the checklist.
Calendar
RTMs, campaigns, launches & field events — plan, schedule, track
Weekly Plan
Zone-wise weekly plan against the fixed monthly target
Campaigns & RTMs
Plan field events, drive doctor follow-up, track conversion
Billing — Data Coordinator
Close billing by booking distributor invoices against POs. Each invoice updates realization automatically.
🧾 Book Invoices
🏪 Retail Billing
📋 Register
📊 Status Report
⬆️ Import
Open POs · awaiting invoice
Select a PO on the left to book its invoice.
PO / Date
Invoice
Doctor
Product
Bill
Free
Dist ₹
SRPL ₹
Status
📥 Bulk Import Invoices
Paste rows from Excel — one row per product line, tab-separated. Rows sharing an invoice number are grouped into one invoice. Columns must follow this exact order:
1 · po_id
2 · invoice_no
3 · invoice_date
4 · distributor
5 · product_name
6 · sale_qty
7 · billable_qty
8 · free_qty
9 · sch_pct
10 · dist_rate
11 · srpl_rate
12 · gst_pct
13 · completes_po
Free Goods Value
Monetary value of free units given away, valued at PTS. Sourced from booked invoice lines, by invoice date.
Product Targets — Units Sold
Monthly unit targets per product and zone. Paid units ordered — free goods excluded.
PO → Email Log
Every PO email — the exact address it was sent to, delivery status, and the PO's billing state. Full log; filter by date, email status or PO state.
PO #
Type
Doctor
Distributor
Sent To (email)
Value
PO Date
Email Sent
Status
PO State
Segmentation & Targeting
Auto-classify doctors, define targeting rules, generate monthly plans
📊 Doctor Universe
⚙ Scoring & Rules
🗺 Territory & Plan Gen
📊 Doctor Universe — Auto-Segmented
Total Doctors
842
A — High Value
168
20% · 4x/month
B — Growth
421
50% · 2x/month
C — Build
253
30% · 1x/month
Unclassified
38
New onboards, pending data
📈 Segment Movement — This Month
↑ Upgraded
12 doctors moved up
B→A: 5 (increased ordering)
C→B: 7 (started engaging)
B→A: 5 (increased ordering)
C→B: 7 (started engaging)
↓ Downgraded
8 doctors moved down
A→B: 3 (reduced orders)
B→C: 5 (gone dormant)
A→B: 3 (reduced orders)
B→C: 5 (gone dormant)
🆕 Newly Classified
18 doctors classified
A: 3 · B: 8 · C: 7
from 38 unclassified pool
A: 3 · B: 8 · C: 7
from 38 unclassified pool
📋 Doctor Master — Segmented View
Code
Doctor
Specialty
Location
Score
Seg
Visits
Orders
LTV
Pulse
IZ00435
Dr. Jd Gond
Derm
Mumbai
92
A
28
12
₹1.82L
Hi Int
IZ00789
Dr. Priya Bhoumik
Cosmo
Pune
85
A
16
6
₹82K
Warm
IZ04940
Dr. Vrinda Batra
Derm
Delhi
68
B
12
4
₹48K
Neutral
IZ05257
Dr. Apeksha Singh
GP
Nagpur
52
B
8
2
₹18K
Warm
IZ02887
Dr. Rakesh Jain
GP
Mumbai
18
C
14
0
₹0
Resist
Showing 5 of 842. View all → · Export CSV →
💰 Revenue Contribution by Segment
Segment
Doctors
Revenue (MTD)
% of Total
Avg Order
Visit ROI
A — High Value
168 (20%)
₹96.4L
68%
₹14.2K
₹2,840/visit
B — Growth
421 (50%)
₹36.8L
26%
₹8.6K
₹1,420/visit
C — Build
253 (30%)
₹8.8L
6%
₹4.2K
₹580/visit
A doctors (20%) generate 68% of revenue. Every missed A-doctor visit costs ~₹2,840 in potential revenue. Protect A-doctor visit frequency above all else.
⚙ Auto-Scoring Algorithm
The system scores each doctor 0-100 based on actual data. Score recalculates weekly. Segment assigned based on score range.
Scoring Formula (100 points total)
Factor
Weight
How Calculated
Max Points
Order Value (LTV)
30%
Percentile rank vs all doctors × 30
30
Order Frequency
20%
Orders per month (normalized). 3+/mo = full marks
20
Doctor Pulse (current)
20%
Hi Interest=20, Warm=15, Neutral=10, Resistant=5, Education=3
20
Pulse Trend (direction)
10%
↑ Improving=10, → Stable=6, ↓ Declining=2
10
Visit Conversion Rate
10%
% of visits that result in orders × 10
10
Patient Footfall
10%
From onboarding data: 40+=10, 30-40=8, 15-30=5, <15=2
10
TOTAL
100%
—
100
📊 Segment Thresholds
A — High Value
70-100
Visit 4x/month · Best schemes · Campaign priority · Stock priority
B — Growth
40-69
Visit 2x/month · Standard schemes · Sample focus · Education push
C — Build
0-39
Visit 1x/month · Education only · Sample + literature · No premium schemes
🎯 Targeting Rules by Segment
Rule
A Doctors
B Doctors
C Doctors
Unclassified
Override
Visit Frequency
4x/month
2x/month
1x/month
1x (evaluation)
Scheme Eligibility
All schemes
Buy 5 Get 1, 10% Off
No schemes
No schemes
Sample Priority
Priority
Standard
Sample-first approach
1 sample only
Campaign Inclusion
All campaigns
Clinical + Literature
Literature only
None
Stock Priority
Never stock-out
Standard
Standard
Standard
Product Focus
Full portfolio
Top 5 products
2-3 hero products
Pinedruff + Safescreen
Override = Manual allows HO to customize rules for individual doctors regardless of segment.
🗺 Territory View — BDM Allocation
BDM
Total
A
B
C
Planned Visits
Capacity
Load %
Meera Subramaniam
14
4
6
4
32 (4×4 + 6×2 + 4×1)
110/mo
29%
Abhishek Kataria
12
3
5
4
26
110/mo
24%
Vikram Deshmukh
16
5
7
4
38
110/mo
35%
Rohit Verma
8
1
3
4
14
110/mo
13%
Capacity = ~5 visits/day × 22 working days = 110 visits/month max. Rohit has only 14 planned visits (13% load) — territory needs expansion or reallocation.
🤖 Auto-Generate Monthly Plan
System generates monthly plan based on: segment-driven visit frequency + territory allocation + BDM capacity. HO reviews and approves before publishing.
📊 Generated Plan Preview — April 2026
Total Visits
1,698
A Visits (4x)
672
B Visits (2x)
842
C Visits (1x)
253
Avg/BDM
23.6
This is 80% of plan (HO generated). BDMs can add 20% more through their suggestions. Manager approves additions.
Doctor Lifecycle
Complete doctor profile — visits, orders, pulse history, samples, returns
JG
Dr. Jd Gond
IZ00435 · Mumbai · Dermatologist · Since Jan 2025
Lifetime Value
₹1.82L
Total Visits
28
Orders
12
Conversion
43%
Samples
4
Returns
0
📈 Pulse Trend (Last 10 Visits)
Edu
Neut
Neut
Warm
Warm
Warm
Int
Int
Int
Hi Int
↑ Trending upward — Education → Neutral → Warm → Interested → Highly Interested
📋 Visit History
Date
Type
Objective
Met With
Pulse
PO
Value
12-Mar
Field
Re-order
Doctor
Hi Interest
Yes
₹12.4K
06-Mar
Field
Re-order
Doctor
Interested
Yes
₹14.8K
28-Feb
Field
Follow-up
Doctor
Warm
No
—
22-Feb
JFW
Demo
Doctor
Warm
Yes
₹8.6K
15-Feb
Field
Demo
Pharmacist
Neutral
No
—
Showing 5 of 28 visits. Show all →
📦 Order History
Date
PO #
Products
Value
Scheme
Billed
12-Mar
IZ03260048
Pinedruff (20), Ceramide (10)
₹12.4K
Buy 5 Get 1
✓ Yes
06-Mar
IZ03260035
Peptide (10), Face Silk (5)
₹14.8K
10% Off
✓ Yes
22-Feb
IZ03260021
Pinedruff (15)
₹8.6K
None
✓ Yes
🧪 Samples Given / 💊 Top Products
Product Sampled
Times
Ordered?
Pinedruff™ Pro
2
Yes (3x)
Peptide Therapy
1
Yes (2x)
Ceramide Lip Balm
1
Yes (1x)
Top Ordered Product
Qty
Value
Pinedruff™ Pro
55
₹82K
Peptide Therapy
25
₹52K
Face Silk Peptide
13
₹28K
🏷 Doctor Classification: ★ STAR
High visits + High orders. LTV ₹1.82L. Protect this doctor — prioritize visits, best schemes, never let stock-out impact supply.
PO Timeline
Browse your POs below and click any one to see its full journey — created, billed, changes, approvals, cancellations — with who did each step and when. You only see POs within your scope.
Correct Doctor Data
Review each of your doctors. If the details are correct and complete, click Accept. If something is wrong or missing, click Edit and submit the fix for admin review. Accept stays disabled until every mandatory field is filled.
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Doctor Corrections
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My Doctor List
Doctors assigned to your territory
BDM Scorecard
Automated monthly performance scorecard from system data
Abhishek Kataria
BDM — Mumbai West · Manager: Narayanan K.
Overall Score
74%
Metric
Weight
Target
Actual
Achievement
Score
Revenue vs Target
30%
₹4.5L
₹2.1L (MTD)
47%
14/30
Visit → Order Conversion
20%
35%
42%
120%
20/20
Plan Compliance
15%
80%
70%
88%
13/15
Follow-up Compliance
10%
85%
72%
85%
9/10
New Doctor Acquisition
10%
5
3
60%
6/10
Return Rate (lower = better)
10%
<5%
4.2%
100%
10/10
Portfolio Mix Balance
5%
C:I 60:40
68:32
80%
4/5
TOTAL SCORE
100%
—
—
—
74/100
✅ Strengths
• Conversion rate at 42% — best in the area (area avg 33%)
• Return rate 4.2% — within target, not overselling
• Doctor pulse trending up — 3 doctors moved from Warm to Interested this month
⚠ Gaps to Address
• Revenue at 47% of target — needs ₹2.4L in 13 days (₹18.5K/day)
• Follow-up compliance 72% — 7 overdue. 3 are high-value doctors
• New doctor acquisition — 3 of 5 target. Push in remaining 2 weeks
• Portfolio mix — over-indexing on Cosmeceuticals, push Institutional
📊 vs Team (Area Rank)
#
BDM
Score
Revenue
Conv %
Plan
F/up
1
Meera S.
82%
₹2.8L
50%
85%
92%
2
Vikram D.
78%
₹2.3L
33%
78%
86%
3
Abhishek K. ←
74%
₹2.1L
42%
70%
72%
4
Priya M.
68%
₹1.9L
25%
72%
70%
5
Sneha K.
58%
₹1.4L
33%
45%
57%
6
Rohit V.
38%
₹0.6L
0%
35%
42%
Reports
Analytics, sample ROI, returns, PO pipeline, doctor value matrix
🧪 Sample ROI
↩️ Returns Analysis
📦 PO Pipeline
🏥 Doctor Value
💊 Product Health
🧪 Sample → Order Conversion
Doctors Sampled
290
Converted to Order
82
3+ Samples, No Order
48
Avg Cost / Acquired Doc
₹2,120
📊 Conversion by Product
Product
Sampled To
Ordered
Conv %
Avg Days
Sample Cost / Acq
Pinedruff™ Pro Serum
86
34
40%
12d
₹1,480
Peptide Therapy Crème
62
22
35%
18d
₹2,240
Safescreen® Nexgen
54
16
30%
22d
₹1,920
OptiMIST Aqua
48
8
17%
28d
₹3,680
Retinolite™ Undereye
40
2
5%
—
₹8,400
⚠ Retinolite™ Undereye: 40 doctors sampled, only 2 ordered. ₹8,400 sample cost per acquired doctor — review sampling strategy or product positioning.
🔴 Repeat Sample, No Order — Intervention Needed
Doctor
Code
Products Sampled
Times
Pulse
Suggested Action
Dr. Sonia Mehra
IZ03102
Pinedruff, Peptide
5x
Warm
Push for order with scheme
Dr. Farah Khan
IZ01456
OptiMIST, Safescreen
4x
Education
Literature + clinical data
Dr. Rakesh Jain
IZ02887
Pinedruff, Retinolite
4x
Resistant
Stop sampling — ASM joint visit
↩️ Returns Analysis
Total Returns
₹7.2L
Return Rate
5.1%
Saleable
62%
Non-Saleable
38%
📊 Returns by Product
Product
Sold
Returned
Rate
Saleable %
Signal
Retinolite™ Undereye
180
22
12.2%
45%
Product issue?
IZOfoliate 30ml
240
18
7.5%
72%
Overselling
OptiMIST Aqua
320
14
4.4%
80%
Normal
Pinedruff™ Pro
840
8
1.0%
100%
Excellent
⚠ Retinolite™: 12.2% return rate + 55% non-saleable = potential product quality issue. Escalate to Product Manager.
👤 Returns by BDM
BDM
Orders
Returns
Rate
Signal
Rohit V.
18
4
22%
Overselling — coaching needed
Sneha K.
32
3
9.4%
Watch
Priya M.
28
1
3.6%
Normal
🩺 Returns by Doctor
Doctor
Code
Orders
Returns
Rate
Pattern
Dr. Dimple
IZ00285
6
3
50%
Likely oversold by BDM
Dr. Vrinda Batra
IZ04940
4
2
50%
Demand mismatch
📦 PO → Billing Pipeline
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🏥 Doctor Value Matrix (2×2)
Doctors segmented by Visit Frequency (high/low) × Order Value (high/low). Based on last 90 days.
★ Stars — Protect (42 doctors)
High visits + High orders. These are your money. Don't lose them.
Doctor
Visits
Orders
LTV
Dr. Jd Gond
28
12
₹1.8L
Dr. Priya Bhoumik
22
9
₹1.4L
Dr. Nivedita Bali
18
8
₹1.2L
⚠ Over-serviced — Reduce Visits (38 doctors)
High visits but low orders. BDM time being wasted. Reduce frequency.
Doctor
Visits
Orders
LTV
Dr. Rakesh Jain
18
0
₹0
Dr. Farah Khan
14
0
₹0
Dr. Sonia Mehra
12
1
₹4.2K
💎 Under-tapped — Increase Visits (28 doctors)
Low visits but high orders when visited. These doctors order when you show up — show up more.
Doctor
Visits
Orders
LTV
Dr. Apeksha Singh
4
3
₹42K
Dr. Dimple
6
4
₹38K
🔍 Evaluate — Grow or Drop (182 doctors)
Low visits + low orders. Decide: invest more effort or remove from plan.
182 doctors in this bucket — 62% of your universe. Most are visited 1-2 times with no order. This is where territory clean-up happens. Drop the bottom 50 and reallocate BDM time to Under-tapped doctors.
💊 Product Velocity & Health
Product
Orders
Revenue
Return %
Sample Conv
Scheme Use
Avg Order
Health
Pinedruff™ Pro
186
₹24.6L
1.0%
40%
42%
₹13.2K
★ Star
Ceramide Lip Balm
142
₹18.2L
2.1%
35%
38%
₹12.8K
★ Star
Peptide Therapy
118
₹15.8L
3.2%
35%
28%
₹13.4K
Solid
Face Silk Peptide
88
₹11.4L
3.8%
30%
22%
₹13.0K
Solid
Safescreen® Nexgen
64
₹6.8L
4.4%
30%
18%
₹10.6K
Solid
OptiMIST Aqua
42
₹4.2L
4.4%
17%
12%
₹10.0K
Watch
IZOfoliate 30ml
34
₹3.8L
7.5%
15%
8%
₹11.2K
Risk
Retinolite™ Undereye
22
₹2.8L
12.2%
5%
6%
₹12.7K
Critical
IZOPine Pycnogenol®
18
₹2.1L
5.8%
10%
4%
₹11.7K
Critical
🔴 Retinolite™ + IZOPine Pycnogenol®: Low orders, high returns, low sample conversion, negligible scheme uptake. Two options: reposition with clinical data push, or reduce inventory and reallocate BDM focus to Stars.
🔗 Product Pair Analysis — Cross-sell Opportunities
Product A
Frequently Paired With
Co-order %
Opportunity
Pinedruff™ Pro
Ceramide Lip Balm
38%
Natural pair — promote bundle
Peptide Therapy
Face Silk Peptide
32%
Same category — bundle scheme?
Safescreen® Nexgen
Pinedruff™ Pro
22%
Cross-category — under-exploited
📋 Admin Activity LogCEO / Admin only
🚶 Visits
📅 Daily Plans
📝 Purchase Orders
🧾 Billing
👤 BDM Profile
👔 Manager Activity
🗑 Deletion Log
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📊 BDM Daily Entry ConsoleCEO / Admin only — track BDM adoption
Select date range and click Load
User Management
Manage system users, roles, zones, and access controls
Name
Email
Role
Zone
Manager
Status
Actions
Monthly Targets
Set each BDM's monthly revenue target. Drives run-rate & achievement on dashboards.
BDM
Email
Zone
Monthly Target (Rs)
Weekly Review
Last 7 days vs the previous 7 days — your team. Click any BDM to open their full report.
#
BDM
Zone
Visits
Orders
Conv%
PO Rs
Bill Rs
Flag
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Small arrow = change vs previous 7 days. Flag: red needs attention, amber watch, green on track. Billing trails ~1 day, so judge the week on PO/orders.
Role Manager
Single-holder senior roles — VPS, DIR, CEO. Exactly one person holds each; assign or reassign the holder below. Managed here, not in User Management.
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Master Data
View and edit Doctor, Product, Territory and Distributor master records
🩺 Doctors
💊 Products
🗺️ Territories
🚚 Distributors
📅 Holidays
🚚 Distributor Master
Name
Territory
Phone
Email
Valid Till
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📅 Holiday Master — territory-wise
Holidays added here count toward each BDM's OFF days for that territory. Each entry is Territory Code · Date · Nature of Holiday.
Territory
Date
Nature
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Doctor Delight
Gift on the first order each month — admin
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Doctor Addition Form
Recommend a new doctor. Once submitted, an administrator reviews and approves it — the IZ code is auto-generated from the master on approval.
🩺 New Doctor Details
📋 My Submissions
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📜 Addition Log
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Clinic Check-In
Check in at clinic · track visit duration · fill details later
Currently checked in
—
Since --:--
0
Today
0
Pending
—
Avg Time
Pending Details
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Completed Today
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🚧
Work In Progress
This section is currently under development and will be available soon. Stay tuned for updates!
Coming Soon
Top Products
Product Pareto across the selected date range
PRODUCTS
—
TOTAL VALUE
—
UNITS SOLD
—
ORDERS
—
Weekly Planning
—
Month Planning
Plan the whole month by the first Saturday — Doctor + Product + Planned Qty. This becomes the basis for your weekly plan.
Plan vs Actual
Planned doctors vs actually-visited (coverage), with unplanned visits shown separately — by BDM, Manager and Zone.
Scorecard
Performance overview — YTD revenue, zone heatmap, ASM ranking
Period Revenue (headline)
—
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PO (field)
—
Bill (invoiced)
—
Invoiced
—
Active BDMs
—
12-Month Trend