Field and region clarity for pharma dental sales
We built SALES DASH so reps in clinics and regional managers in QBRs share one source of truth—coverage, attainment, and monthly storytelling without another spreadsheet loop.
- Client
- SALES DASH
- Role
- Product design
- Focus
- Rep workflows, manager reporting
Overview
Dental product lines needed tight tracking for individual reps and predictable roll-ups for regional leads. The suite connects daily activity with monthly narrative reports—so numbers match the story in the room.
- Rep-level goals, calls, and territory coverage at a glance
- Manager dashboards for regional pulse and exception triage
- Monthly reporting package with consistent slices and commentary prompts
FROM TERRITORY DRILLS TO MONTHLY NARRATIVES.
Rep experience
Mobile-first layouts prioritize the next best actions: who to see, what is slipping, and quick logging that does not fight patchy Wi‑Fi in practices.
Leadership layer
Managers get cohort heatmaps, gap-to-plan, and drill paths that preserve filters so QBR decks build themselves instead of being reconstructed Friday night.
Impact
Less time reconciling spreadsheets; more time steering the field.
Aligned definitions between reps and managers reduced last-mile surprises. Automated monthly packets gave leadership a repeatable rhythm instead of one-off heroics.
Rep pulse
Daily tiles for calls, samples, and plan attainment tuned for thumbs—not finance jargon.
Manager command
Coverage maps, exception queues, and peer benchmarks for fast standups.
Monthly suite
Locked slices for dental categories with space for regional narrative—export-ready.
“Our regions finally argue about strategy, not whose spreadsheet is right. Monthly close is boring in the best way.”
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