Dashboards and KPIs for the pharma sales force
Visits, coverage, E-ADV, orders, revenue, reporting lag and check-in compliance, calculated automatically in your dashboards from field activity. By team, by rep, by period, and every week by email.
The indicators Synapse calculates
The figures come straight from the visits, orders and requests entered by the field. Nobody copies them into a spreadsheet.
| Indicator | What it measures | For whom |
|---|---|---|
| Number of visits | Visits made, daily average and visit score | Supervisor, management |
| Coverage rate | Share of targets visited at the planned frequency | Promotion management |
| E-ADV | Share of visits with a digital presentation | Marketing |
| Orders | Number of orders and delivery status | Sales management |
| Revenue | Total revenue and average revenue per order | Sales management |
| Conversion rate | Conversion of field activity into results | Management, supervisor |
| Reporting lag | Time between the visit and its call report | Supervisor |
| Requests and complaints | In progress, approved, closed | Management, administration |
| Check-in compliance | Visits checked in on site, out of zone, not checked in | Supervisor, management |
| E-ADV engagement | Views, average duration, completion rate, engagement per slide | Marketing |
A clear reading, with no reworking
The dashboard can be filtered by period, team or rep. Each tile opens the detail.
- “Me” view for the rep, “The team” for the supervisor
- Comparison with the previous month and quarter
- Monthly visits and conversion rate in charts
- Ongoing requests and complaints, on the same screen
The weekly recap, in everyone's inbox
Every Monday, or on the day you choose, each team member receives an email recap of their last full week. Reps see their own figures, supervisors see their team's.
- Recap of the last full week, Monday to Sunday
- Limited to what each person already sees in Synapse
- Configurable sending day and time
- Preview of each employee's email before sending
Prescriptions and competition, reported from the field
Qualitative information becomes data: what doctors prescribe, what competitors do, what is holding things up.
- Prescription insights by doctor, specialty and product
- Dated and located competitive intelligence
- Objections sorted by product
- Visit geolocation (Premium Plus plan)
The AI dashboard tells you what to fix
With the Premium Plus plan, AI reads your indicators and flags trends, gaps and priority actions, in plain language.
Synapse's AI
Questions about steering
Answers to the questions sales, promotion and marketing directors ask us most often.
Can't find your question?
Ask the Synapse team directly, on WhatsApp or during a demo.
Which KPIs should a pharma sales force track?
The core indicators are the number of visits and the daily average, target coverage rate, E-ADV rate, number of orders, total and average revenue, conversion rate and reporting lag. Synapse calculates them automatically, by team, by rep and by period.
What is the coverage rate?
It is the share of targeted prospects actually visited over the period, at the planned frequency. A low coverage rate points to forgotten targets or an overloaded territory.
What is reporting lag?
It is the time between a visit and its call report in the CRM. The shorter it is, the more reliable the data. Synapse measures it and displays it for each rep.
Can data be exported from Synapse?
Yes. Lists and indicators can be exported for marketing, management or your reporting tools.
What is the weekly recap?
An email sent to each team member with a recap of their last full week, limited to what they already see in Synapse. The sending day and time are set in the settings.
See also
Try Synapse for 2 months, with no commitment.
Free trial on the Premium plan, with your teams and your data. The contract only starts after the 2 months, once Synapse has proven itself.
- Free data migration
- Free team training
- Real-world test with your reps
- Up and running in 2 weeks