Medical Representative’s Physician (Digital) Outreach Performance Report Template

This template is developed to assess the outreach coverage of Medical Representatives and help guide their future efforts when engaging with physicians. It provides early indicators of what reps should do, which content is more useful, which channel to use, what time slot to send in, which physician to target for a better response. It helps understand what is working best in the Physician Outreach experience while also providing insights on peer-to-peer performance. The report presents all the information required by managers and representatives alike to stay in the flow and take the right action at the right time. It prevents having to jump between tools to find what you are looking for by bringing relevant data and related insights into one report.

Intended audience: This report is meant for Sales Managers, Medical Representatives, and Field Force.

Focus metrics: Physicians reached, Digital Channels, Open Rate, Completion Rate, Content Type Shared, Most Engaging Content (Time-wise), Highly Used Outreach Channel, Best Outreach Slot.

When to use: This template has a dual use. It can be used by Sales Managers to make informed decisions and also used by Medical Representatives and the Field Force to actively track their outreach performance and gain insights on the best approach for future physician engagement. 

The template supports visual dashboards with relevant analytics written in natural-language summaries to provide data-driven insights for your team. 

To use this template, simply download it, connect/upload your data to the dashboard, and run the report. Start by exploring our auto-generated business analytics and create a report effortlessly in a matter of minutes. The template gives you the flexibility to customize and add comments, analysis, and insights as per your needs if required.