How is each field manager doing?

The All-FM summary puts every field manager in one table. The FM report is one person's month on one page, with their coaching.

All-FM summary

Overview → All-FM summary. It uses the range bar like the dashboard.

• Insights: who is behind the call target, the lowest planned-call compliance, the fewest doctors seen, the biggest visit gap, and how many deferred calls do not count. A red warning marks a line below its target.
• Planned calls done by field manager: each person's share, against the target percentage.
• Every field manager:

Column	What it shows
Field manager	Click the name to open their FM report
Zone
Calls done	A bar against the target
Calls gap	Calls short of target (when call targets are on)
Planned done	Share of the planned calls done
Doctors seen
Visits vs needed	When visits per tier are on
Field days	Days with calls, of the working days
Per day	Calls done per field day
Joint	Joint calls

Download saves the table as CSV. Print all prints the summary with every field manager.

FM report

Overview → FM report, or click a name in the summary. Pick the person from the dropdown.

• Tiles: Calls done, Planned done, Doctors seen, Visits vs needed, Field days ("of N · x a day").
• Panels: Call outcomes, Calls each day (or week), Products detailed, Discussion points.
• Every doctor: Doctor, Tier, Type (KOL, KBL, HOD), Hospital, Visits, Last visit.

Print or save PDF prints the report. Doctors (CSV) downloads the doctor table.

Coaching

When you open someone else's report, a Coaching panel shows:

• A table of the average score per competency, month by month.
• Sessions: Date, By, Average, Note. With none yet it says "No coaching yet".

To record a session (needs the "Record coaching after a joint visit" permission):

1. Press Record.
2. Score each competency from 1 to 5.
3. Add a Note if you want, and press Save.

The competencies are set under Setup → Settings → Calls ("Coaching competencies"), along with how many sessions each rep should get a month.