Monitor sales performance towards HCPs and quota attainment
Pharmaceutical field force managers spend hours compiling rep performance data from CRM, sales reports, and territory plans.
Rep Performance Review
Weekly scorecard • Territory West-04
Built for sales teams
who demand accuracy
Pharmaceutical field force managers spend hours compiling rep performance data from CRM, sales reports, and territory plans.
District Managers overseeing multiple sales representatives
Deep, consistent analysis
Regional Sales Directors tracking territory performance
Strategic oversight & escalation
Commercial Excellence Leads optimizing field force effectiveness
Sales Operations Teams managing quotas and territory alignment
From alert to action in minutes
The objective of this agent is to improve quota attainment through targeted coaching and resource allocation.
The Trigger
You define when the agent should activate. When conditions are met, it starts working automatically.
- Weekly Monday morning: Analysis runs after weekend data sync, ready before district calls
- Quota threshold alert: Triggers when a rep falls more than 15% behind YTD pace
- Activity anomaly: Activates when call volume drops more than 30% vs. 4-week average
360° View
The agent opens a tailored dashboard consolidating data from all your systems.
- Rep scorecard ranking each rep by quota attainment, with traffic-light status
- Activity metrics showing calls, reach, frequency vs. targets
- Productivity analysis with sales per call and conversion rates
Automated Analysis
The agent follows a structured analysis flow, combining checks with exploratory reasoning.
- Quota pace calculation: Projects year-end attainment based on current trajectory
- Activity-to-results correlation: Identifies which activities drive results for each rep
- Peer benchmarking: Compares each rep to top performers in similar territories
Actionable Output
After analysis, the agent creates a human-friendly report with everything your team needs.
- Executive summary: Overall district/region performance vs. quota with key highlights
- Rep rankings: Performance tier for each rep with key metrics
- At-risk alerts: Reps requiring immediate attention with specific issues
Delivery
Reports are sent automatically via email or accessed directly in Veezoo.
Key benefits for sales teams
Concrete, measurable value for your team from day one
Faster performance visibility
Before: 2-3 hours compiling reports. Now: automated analysis delivered weekly.
Earlier intervention
Catch performance issues after 2-3 weeks, not after a full quarter.
Specific coaching recommendations
Move from "improve your numbers" to "increase sampling rate with high-decile specialists."
Up and runningin production in weeks
To deploy this Agent, you connect Veezoo to your existing Data Warehouse, typically containing data from:
Ready to explore Sales Rep Performance Dashboard?
Fully customizable to your workflows, data sources, and business requirements.
Typical initial implementation in weeks, not months.