The document discusses various dashboard and reporting features available in the SANeFORCE SFE system. Some key advantages include generating reports by campaign, specialty, category, class and territory. It allows for common data maintenance across all divisions and dynamic designation/level creation. Reports can be exported to Excel and PDF formats. It also provides quick implementation, support for head office and field force, mobile apps, business intelligence tools, and other features.

1. Top3 Reasons to shift to SANeFORCE.com SFE system
Company
Name
Reason-1 Reason-2 Reason-3
Provided Sample and Input
Online Distribution (ware
house software) to field force
Implementation of Expense
Statement and Secondary
Sales
Integrating the Primary
Sales, and offline mobile
app
Common Dr for all divisions Implementation of expense
statement and CRM system
Mobile App with Offline
Reporting
Provided the integrated
Payroll generation software
User friendly and support to
field force
Customize their
requirement
Common Dr for all division IOS detailing with offline
GEO fencing
Fast and easy report
generation and Integration
of Primary Sales and Target
i. Key Advantage
- Reports can be generated based on Campaign, Specialty, Category, Class and Territory
- Common Dr maintenance for all Divisions
- Dynamic Designation / Level Creation
- All reports can be exported to Excel as well as PDF Formats
ii. Quick Implementation
- Without customization you can match your requirement, because we are having 200
parameterization for i. Daily Calls Report; ii. Tour Plan; iii. Expense Statement; iv. Sales;
v. Control System; vi. Mobile App; and Master Data,

2. iii. Support to Head Office & Field Force
- Phone support to field force and Head office
- Email support to filed force and Head office
- Live Chat support to Head office
- Multi Lingual support to field force and Head Office Executive
- Whatsapp support to field force and Head office
iv. Mobile App and eDetailing (IOS & Android)
- Mobile App - Offline
- Mobile App – Location Tracking
- Mobile App – GEO Fencing
- E-Detailing – Offline
- E-Detailing – Location Tracking
- E-Detailing – GEO Fencing
v. BI Tool for the following
- Payroll
- Primary Sales
- Sample
- Input

3. Dashboard to Medical Rep
Benefits Of Our Dashboard
• Performance and operations of field activities done by medical reps
can be viewed in real-time through dashboards, analytics, reports.
• This will organize your Medical Rep’s Work to help with his Daily
Activities.
• This will makes the MR to Motivate Themselves.
• This will makes the MR to self analyze themselves without seeing the
reports

4. Here with we are sharing with you few of the sample report formats.
#1 :: Target Vs Sales – Primary Sales
- Primary Sales Integrated with Distribution Software.
- Periodically Primary Sales Data Integrated with SAN SFA.
- This sales information can be displayed in mobile app.
• Having goals that make you to ensure that management and staff’s
are working for a common result. As advantageous as performance
targets can be,
• Measuring your company's success through achievable goals is an
aid in analyzing areas where your business excels and where it can
be improved.
• Identifying the vital indicators of your company's success will help you
to establish the accurate performance targets.

5. #2:: Product wise Sales - Primary
• With this dashboard, you can review your marketing team’s
performance with how your monthly Product Sales is progressing.
• Identify where your sales process is most effective and where it
needs the most help. Stop wondering how you could increase
efficiency; start finding out exactly where you can improve.

6. •
#3::State wise Sales - Primary
• Our State Wise Sales dashboard is used to monitor key performance
indicators pertaining to revenue management like sales. This
Dashboard helps the Management and sales managers to effectively
increase sales & revenue for determine market trends.
• For determining sales & revenue aspect in a retail dashboard the first
requirement is to breakdown data, for seeing how much revenue is
generated from specific states and cities in each month.

7. #4::SFE Dashboard
A SFE KPI solution that is faster than all the existing analytic solutions that
helps the Top Management for the better business Analytics to get an
overall view of rich analytical graphs.

8. #5:: Benchmark Analysis
- Field Work Days
- Call Average
• Benchmarking means identifying the best practices (achieved results)
of industry leaders and then comparing your own business
performance with them.
• Our benchmark helps you in virtually all areas of your business and
be a useful tool in a business's program of continuous improvement.
• Fix the benchmark for various KPI Activities
1. Fieldwork days
2. Call Average
3. Coverage
4. Product Promotions(Priority wise)
5. Call Frequency wise
6. Joint work-call wise

9. #6:: Coverage Analysis
Coverage Analysis View:
This view enables you to examine the status of your Field
Force by displaying the following Things.
• Call Details
• Attendence
• Summary of Call Average
• Joint Work Details
• Repeated calls.
This Reports Plays an Major role in Analysing Your Field Force Activities.

10. #7:: Manager – Coverage Analysis
This Report helps you to see the No of Doctors Visited via territory Wise
#8:: Manager – Field Work Analysis

11. #9:: Joint Work
Analysis
• This Report Helps you to examine the joint work status With a
Medical Rep in Date wise for Multiple Month with many Parameters.
##10:: Visit Analysis - Category
You can create your own category. So that you can see the following things
in the report.
• Doctor call details Category-wise
• Total Dr calls with Morning and Evening calls
• Multiple Visit details such as 1 visit, 2 visit, More than 2 visit.
• Daywise details such as FW days, leave etc.
• Territory Coverage

12. ##11:: Target Vs Sales, Achievement, and Growth
- Field force
- Head Quarters
- State wise
• This report shows you the performance against monthly sales target
at the company, team and individual level.
• It’s easy for sales reps use. Opportunities automatically link to
relevant targets.
• Highly visual information on performance against target.
• Extensive drill down capability from company level performance to
sales team and individual rep.
• Growth based on last year sales for selected Month##11::

13. Campaign Analysis

14. • Campaign Doctors- Manager wise Visit.
• Campaign Doctors- Sample and Gift Promotion.
• Campaign Doctors- Joint work Visits.
• Campaign Doctors- Business view
• Campaign Doctors-Visit Frequency
• Campaign Doctors- Specialty wise visit
• Missed Campaign Doctors View
• Effective from and to wise-campaign doctor maintenance
• Product visit- Campaign wise
• Product Priority wise- campaign doctor visit view
##12:: Deviation or Exception
• At one click, We can see all the Deviated Field Force Consolidated
For Multiple Month.
• By using Hyperlink, You can view the Exact status of the deviation.

15. ##13:: Visit Fixation by Category, Specialty, Class and
Campaign
• This Report can be generated by Specialty, class wise and campaign
wise also
• Visit can be fixed from Admin Login for specialty, class and campaign
also.
##14:: Patch wise/Clusterwise/Day plan wise/Sub area
wise/Work plan wise Visit
• This Report Helps you to examine the No of Doctors visited Datewise
in a particular territory

16. • Manager’s cluster wise report can be also seen
##15:: Campaign wise Visit
• This Report Helps you to examine the No of Doctors visited Date
wise in a particular Campaign
##16:: Visit Summary by Category / Specialty / Class /
Campaign

17. • This Report helps you to Examine the No of Doctors Visited, Multiple
times visited and Missed calls in category/Speciality/campaingn/listed
Doctor wise.
##16:: Expense statement Consolidated view
• Consolidated Expense statement generated automatically.
• You can view the statement Field Force wise as well as Manager
wise.

18. ##17:: Specialty wise Brand Exposure
• This report helps you to examine the product to the
particular(Specialized) Doctor as per Daily Call Report
##18:: Visit At a Glance
• This Report shows you the consolidated Field Force Activities for
Multiple Month.
• Analytical Report Percentage wise

19. ##19:: Input Issued at Glance
• This Report helps you to Examine about Gift Management Via Field
Force Wise
• Tracking of Gift Input Management
##20:: Sample & Input Status
• This Report helps you to Examine about Sample Dispatched via Field
Force Wise.
• Tracking of Sample Management.

20. ##21:: Coverage Analysis
Coverage Analysis View:
This view enables you to examine the status of your Field
Force by displaying the following things in FF Consalidated view.
1. Coveragewise
2. Categorywise
##22:: Secondary Sales

21. • In This Report, You can examine the Total Value of Sales for Multiple
Month in State wise
• The Above Report helps you to Examine the HQ Wise sales with
Respect to product for Multiple Month

22. • The Above Report helps you to examine the HQ Wise Profit with
respect to MR Wise.

23. The Above Report Helps you to Analyse the Following details
• Quantity and the Value of the Particular Region for Multiple month.
• The Report will be generated on Product wise Manner.
##23:: Leave Status

24. - Leave Application and Approval can be accessed from Mobile App
- Leave application is integrated with Attendance and Daily Calls
Report
##24::Listed Dr Brand wise Visit
• This Report helps you to examine the list of products tagged towards
a Doctor

25. ##25::Coverage Analysis
This report helps you to Examine the following things
• No of Doctors visited via territory type such as HQ, EX and OS.
• Session Coverage such as Morn calls, Evening Calls coverage etc.
• Based on MR
##26::Missed Call Analysis

26. All India Multiple month-missed call view
Zero time visited doctors multiple month MR Wise
Not at all visited doctors for all including MR and managers
Category wise missed doctor view
Specialty wise missed doctor view
Campaign wise missed doctor view
##27:: Tour Plan Consolidated
Advantages of our Tour Plan
• Routewise Master TP
• Monthly TP Approval -Requires Manger Aproval.
• Joint work Alerts
• TP Deviation

27. ##28:: Review Analysis for field force
• The Following Report Shows you the 360 ⁰ view of your Field Force
activities.
• It will help you to administer your entire business for an Individual FF
using just one Report
FieldForce Name: SHIVAKUMAR R - TE - ANDHERI
State: Karnataka Division: Demo Senses Pharmaceuticals Ltd
WORKING INFO MASTER INFO LISTED DR INFO
Total Working Days 25 Listed drs in List 97 Listed drs Met 63
Holiday & Sunday 3 Chemists in the List 51 Listed drs Seen 158
Leave 0 Unlisted drs in the List 98 Coverage 64.95
Fw Days 25 Stockist List 1 Call Average 6.32
Non Field Days 0 Hospital List 1 Missed Calls 34
CHEMIST INFO UNLISTED DR INFO JOINT WORK INFO
Chemist Met 3 Unlisteddr Met 7 Joint Working Days 1
Chemist Seen 3 Unlisteddr Seen 13 Joint Calls Met 1
Call Average 0.12 Call Average 0.52 Joint Calls Seen 1
Missed Calls 48 Missed Calls 91 Joint Call Avg 1
DR CATEGORY INFO SAMPLE INFO INPUT INFO
A drs in List 43 Sample Given Qty 42 Input Given Qty 8
A drs Visit 1 times Sample Given drs 3 Input Given drs 4
VIP drs in List 42 Sample Given Products 7 Input Given Products 3
VIP drs Visit 2 times
PRODUCT INFO DR CATEGORY VISIT INFO
DRS CATEGORY CALL
ADHERENCE
No of Detailing drs 145 A drs Met 38
A drs Met ( 1
times )
38
No of Rx drs A drs Seen 93 A drs Coverage 70.37
Top 5 Products A drs Coverage 70.37 A drs Missed 16
Celebrex 46 VIP drs Met 24
VIP drs Met ( 2
times )
15

28. • This integration of information from different areas helps in making
effective decisions &increases both productivity &efficiency.
##28.Single Doctor Analysis
Diovan 45 VIP drs Seen 62 VIP drs Coverage 35.71
Horlicks 42 VIP drs Coverage 57.14 VIP drs Missed 27
Complan & HI 4 VVIP drs Met 1
VVIP drs Met ( 3
times )
1
BigOut 3 VVIP drs Seen 3 VVIP drs Coverage 100
VVIP drs Coverage 100 VVIP drs Missed 0
DRS VISIT TARGET & SALE INFO OTHER INFO
1 Visit Drs 20 TARGET Total Sample Spent (in Rs/-)
2 Visit Drs 13 SECONDARY SALE 101735 Total Input Spent (in Rs/-)
3 Visit Drs 20 PRIMARY SALE Dr Service Spent (in Rs/-)
More than 3 Visit Drs 11 ACHIEVEMENT(%) Expense Spent (in Rs/-) 11320
SECONDARY SALE INFO TP INFO EXPENSE INFO
Top 5 Products Sale No. of HQ Plan 8 HQ ( - )
Neulasta 22176 No. of HQ Worked 8 EX ( - )
Cerelac 15515 No. of EX Plan 15 OS (11 Days) 3620
Magnate 14976 No. of EX Worked 13 Miscellaneous 7700
Sufrate 14504 No. of OS Plan 5 Total 11320
BigOut 9425 No. of OS Worked 5

29. This report helps you to see the entire Business Relationship between an
Individual MR and a Doctor by providing them with continuous and
personalized information and services.
Continuously engage to Doctors with
• Visit details,
• Product detailed and Sampled
• Input Given
• Listed Doctors Remarks/Feedback
• Listed Doctors Visit- Product wise
• Supportive Chemist
• RCPA Details
• CRM Details
• Business Details

31. ##28:: RCPA Analysis & View
- RCPA Analysis
RCPA View
1. Ready Reckoner for competitor details.
2. Record Competitor product at doctor level with mapped chemist.
3. Gather more information about competitor knowledge.

32. 4. Add local competitor via Field Force to capture Geographical
variances.
##27::MODULES COVERED IN SANeFORCE.com
Tour Plan Daily Call
Report
Expense
Statement
RCPA Entry Secondary
Sales
Input Tracking Sample
Tracking
Leave
Application
Customer CRM Target
eLearning
Online Test
Integrate
Payslip
Integrate
Sample
Integrate Input Integrate
Primary Sales
Campaign
Analysis
Brand
Exposure
Internal
Communication
Location
Tracking
GEO fencing
Live Tracking Information
Upload
Master Upload Customer
Business
Control System