Dashboard enhanced with Targets

Your existing analytics — now with Target vs Achievement layered onto the sales blocks.

Revenue Overview

Monthly Sales

month-by-month revenue arc

Total Sales

₹3,04,63,897

Peak Month

Mar

₹34,89,736

Monthly Average

₹23,43,376

↺ Reuses your live /dashboard/monthly-sales endpoint — unchanged.

Regional Snapshot

ProGNS Sales

Select Month

Total Revenue

₹10,74,768

across ProGNS regions

Leading Region

Deepanshu

5 active

Region (rep)	Target	Sales	% Achievement new	Share
Deepanshu	₹3,20,000	₹3,65,644	114%	34%
Shivanshu	₹2,90,000	₹2,69,233	93%	25%
Rishant	₹2,50,000	₹2,09,997	84%	20%
SaiGanesh	₹2,20,000	₹1,79,299	82%	17%
OTHERS	—	₹50,595	—	4%
Company	₹10,80,000	₹10,74,768	99%	100%

↺ Reuses /dashboard regional data + your leaderboard. ＋ NEW: Target & % Achievement columns (targets from our new targets table; region target = sum of its customers).

Doctor Snapshot

Doctor-wise Sales

Select Region

Month

Dr. Name	Region	Target new	Total Sales	% Ach new
Dr. Prashant Salvi	Shivanshu	₹90,000	₹1,01,924	113%
Dr Bala Murgan	SaiGanesh	₹80,000	₹77,296	97%
Dr. Mahendra Narwaria	Deepanshu	₹70,000	₹61,927	88%
Dr Naveeswar Reddy	SaiGanesh	₹60,000	₹54,885	91%
Dr. Ajay Gaur	Rishant	₹40,000	₹38,074	95%
Unassigned	OTHERS	—	₹50,595	—

47 rows · invoices not linked to a doctor grouped under "Unassigned".

↺ Reuses /dashboard/doctor-sales?date&region. ＋ NEW: per-doctor Target & % Achievement (customer-wise targets reps plan).

Product Mix

Product Sales

Month

TOTAL

₹10.7L

Bariforte Multivitamin kit28%

Gold Pro Vanilla26%

Gold Pro Chocolate24%

Gold Pro Mango12%

Protein Bar-Chocolate11%

↺ Reuses /dashboard/product-sales?date&region — this feeds our Sales Analysis → Brand-wise tab too (same source, no rebuild).

Head Office · Wednesday, 8 July 2026

Command Centre

Everything the team submits, at a glance — what needs your action, and how the month is tracking.

Pending approvals

6

across 4 types

Company target

₹28.25L

Aug · assigned to 4 reps

Achieved MTD

₹5.68L

20% · Jul

DCRs filed today

3 / 4

SaiGanesh pending

Avg deviation

16.6%

team, July MTD

Needs your action now

Approvals queue

Tour Plan	Shivanshu — Aug week 1	2 min ago
Target Plan	Rishant — August	1 hr ago
Target Plan	SaiGanesh — August	3 hr ago
New Doctor	Dt Kavita Mehra (Rishant)	Yesterday
Profile Update	Dr Hemi Soneja (Rishant)	Yesterday
Tour Plan	Deepanshu — Aug week 1	Yesterday

Team pulse · today

Rep	DCR	Plan
Rishant	1 filed	Submitted
Shivanshu	Filed	Submitted
Deepanshu	Filed	Submitted
SaiGanesh	Not filed	Not started

SaiGanesh: no DCR today, Aug plan not started, deviation 31.6%. Needs a call.

Revenue Overview

Company % Target Achievement — month on month

Achieved sales as a % of assigned target, whole company.

63%

Mar

78%

Apr

101%

May

85%

Jun

20%

Jul
MTD

Area 1 · The core control loop

Approvals Hub

Every rep submission lands here. Approve to lock, or return with a note. Try the buttons — they work in this wireframe.

Tour plans

2

Target plans

2

New doctors

1

Profile updates

1

Pending queue

Tour PlanShivanshu — 13–19 Jul (weekly)Submitted 2 min ago · 6 days · Mumbai 5 / Surat 1 · 24 planned calls

Objectives filled on all 24 doctors ✓ · 3 doctors flagged "not visited 60+ days" included ✓

Target PlanRishant — August 2026Planned ₹7,90,000 · 7 doctors · assigned grand-total ₹8,50,000

Bariatric ₹5.8L (73%) · Obesity Care ₹1.1L · biggest bet: Hexa Healthcare ₹1.0L (was 9% in Jul)

New DoctorDt Kavita Mehra — requested by RishantDietitian · BLK Hospital · Delhi · attached to Dr Randeep Wadhawan

Duplicate check: no match in MCL ✓ · Next code in sequence: P2214 · Birthday: 12 Sep

Profile UpdateDr Hemi Soneja — hospital changeSoneja Clinic → Max Smart, Saket · requested by Rishant

Reason: Doctor shifted practice from July · Code P2088 unchanged

Target PlanSaiGanesh — August 2026Planned ₹4,10,000 · 12 doctors · assigned ₹4,00,000

Tour PlanDeepanshu — 13–19 Jul (weekly)Submitted yesterday · 6 days · Ahmedabad-heavy, 2 outstation legs · 26 calls

Recently decided · audit trail

Item	Decision	By	When
Deepanshu — August targets	Approved & locked	Samir	Yesterday 6:12 PM
Dr Amit Garg — new doctor	Approved · P2213	Samir	Yesterday 6:10 PM
Shivanshu — July targets	Returned	Samir	28 Jun

Area 2 · Select a Region / MR and see the detailed Tour Plan

Team Tour Plans

Choose what each cycle should cover, push it to the team, then review what comes back.

Select Region / MR

From date

To date

Submitted · awaiting approval

Rishant — Plan · 13–19 July 2026

DRAFT · 3 OF 6 DAYS SAVED

Mon, 13 JulField WorkDelhi

Dr Vivek Bindal	🎯 Push Bariforte kit for post-op batch; discuss hospital tender
Dr Sanjay Jain	🎯 Re-introduce GLP Companion; leave clinical literature
Dr Saket Kant	🎯 First call — profile the practice, gauge bariatric volume
Dr Dinesh Thakur	🎯 Follow up on Gold Pro trial feedback

Tue, 14 JulField WorkDelhi

Dr Pankaj Agarwal	🎯 Convert to Bariforte from competitor multivitamin
Dr PK Diwan	🎯 Quarterly relationship call; check sampling needs
Dr Abhimanyu Diwan	🎯 Present Protein Bar range for OPD counter

Wed, 15 JulField WorkLudhiana

Dr KS Kular	🎯 Reactivate — no order since May; birthday visit (27 Jul)
Dr GS Jammu	🎯 Institutional rate discussion for Ursogreat

Edit control: the rep can request an edit to this plan from their side, but any change stays pending and only goes live once HO re-approves it here.

Tour Plan Summary · Table 1 · Rishant

Dr. Name	No. of Calls Planned	Last 15 days · No. of times Visited
Dr Vivek Bindal	1	3
Dr Sanjay Jain	1	1
Dr Saket Kant	1	0
Dr Dinesh Thakur	1	2
Dr Pankaj Agarwal	1	1
Dr PK Diwan	1	1
Dr Abhimanyu Diwan	1	0
Dr KS Kular	1	0
Dr GS Jammu	1	1

Tour Plan Summary · Table 2 — coverage

Total Doctors in MCL	Unique doctors planned	% Planned
25	9	36%

Auto-updates as the plan changes — unique doctors planned ÷ total MCL for this MR.

Approved Tour Plans — full history since data entry began

Rishant · date-wise

Filter month

Every approved plan, listed one row per planned date (not by cycle). Approving a plan adds its dates here automatically.

Date	Day type	City	Doctors planned	Reported	Approved on
Sat, 12 Jul 2026	Field Work	Delhi	5	4	5 Jul
Fri, 11 Jul 2026	Field Work	Delhi	4	4	5 Jul
Thu, 10 Jul 2026	Field Work	Jalandhar	4	3	5 Jul
Wed, 9 Jul 2026	Field Work	Delhi	5	5	5 Jul
Mon, 7 Jul 2026	Field Work	Delhi	4	3	28 Jun
Sat, 5 Jul 2026	Field Work	Delhi	5	5	28 Jun
Fri, 4 Jul 2026	Field Work	Delhi	2	1	28 Jun
Thu, 3 Jul 2026	Field Work	Jalandhar	4	3	28 Jun
Tue, 1 Jul 2026	Field Work	Delhi	4	4	28 Jun
Mon, 30 Jun 2026	Field Work	Delhi	4	4	22 Jun
Sat, 28 Jun 2026	Field Work	Ludhiana	3	2	22 Jun
Fri, 27 Jun 2026	Meeting	Delhi	—	—	22 Jun

Data entry began 1 May 2026 — history goes back to the first approved plan. Click any date to open that day's full doctor list with objectives.

Area 4 · Merged — field feed, filing discipline & roll-ups

DCR Feed · Compliance · Visit Analysis Roll-up

The live pulse of the field team, the discipline scorecard, and the aggregated visit roll-ups — in one place.

HO Dashboard

Daily Call Reporting

Filter of MR

From date

To date

Showing: whole country. Select an MR to see their full date-wise call history — scroll for all dates.

Date	Planned Doctors	Calls done

Select MR (filters roll-ups below)

Month

Showing: whole country. Pick an MR and the roll-ups below filter to that MR — the same Call Analysis layout as the rep's own page.

DCRs filed today

3 / 4

SaiGanesh pending

Filing rate · MTD

88%

team average

Avg deviation

16.6%

completely-missed doctors

Not visited 30d+

17

of 426 in MCL

Customer-wise · No. of calls done · whole country

Doctor	Segment	Calls MTD	Dates visited
Dr Vivek Bindal	BAR	3	Today
Dr Ajay Gaur	BAR	2	5 Jul
Dr Pankaj Aneja	OBE	2	4 Jul
Dr Hemi Soneja	OBE	1	2 Jul
Dt Samareen	DIET	1	3 Jul

Missed customers · planned but not visited

Doctor	Planned on	Status
Dr Dinesh Thakur	7 Jul	Not visited
Dr Sanjay Jain	6 Jul	Not visited
Dr Saket Kant	6 Jul	Not visited
Dr HS Jolly	3 Jul	Not visited

Plan discipline

% Deviation from Planned calls

14.8%

4 of 27 planned doctors completely missed this month.

Planned doctors (MTD)	27
Met on planned day	21
Met on another day not a deviation	2
Completely missed deviation	4

Deviation rule: a planned doctor met on a different day is not counted as deviation. Only a doctor completely missed for the month counts as a deviation.

Working days reported · by HQ (team roll-up)

HQ	Days reported (team)
MTD Total Working Days	72
Delhi	18
Mumbai	16
Ahmedabad	19
Hyderabad	9
Outstation (all)	10

Segment coverage · company · July MTD

Segment	In MCL	Planned (a)	Visited (b)	% (b/a)
Bariatric	198	142	104	73%
Obesity Care	96	70	44	63%
Dietitians	132	88	29	33%

Doctors not visited 30 / 60 / 90 days · push into next plan

Doctor	Rep	Segment	Last visit
Dr KS Kular	Rishant	BAR	41 days ago
Dr Sanjeev Dahiya	Rishant	OBE	36 days ago
Dr Bala Murgan	SaiGanesh	BAR	63 days ago

Area 3 · You set the number, they own the breakup

Targets Control

Reps plan targets per customer; a region's target is the sum of its customers. Achievement is auto-computed from doctor-tagged invoices.

Select Region / MR

Target month

Showing: whole country · pick an MR to see their detailed customer-wise plan. Change the month to view historical targets.

Doctor / Account	Segment	May sales	June sales	July sales	August target (₹)
Hexa Healthcare	BARIATRIC	88,400	72,400	9,190	1,00,000
Dr Vivek Bindal	BARIATRIC	75,200	61,200	5,110	90,000
Dr Ajay Gaur	BARIATRIC	52,000	48,750	23,509	70,000
Dr Akash / Ankit Sharma	BARIATRIC	61,300	52,300	27,161	70,000
Dr Hemi Soneja	OBESITY CARE	40,100	38,900	0	60,000
Dr Pankaj Aneja	OBESITY CARE	31,000	24,200	10,865	50,000
Dr GS Jammu	BARIATRIC	2,90,000	3,10,000	22,501	3,50,000
Region total	7 customers	₹6,38,000	₹6,07,750	₹98,336	₹7,90,000

New module · achievement analysis

Sales Analysis

Target vs actual sales, sliced by customer, region and brand — each exportable to Excel.

Filter of MR

From date

To date

Revenue Overview · % Target Achievement — month on month

58%

Mar

72%

Apr

104%

May

81%

Jun

12%

Jul
MTD

Section 1

Customer-wise Sales Analysis

Select Customer

From date

To date

Month	Target	Sales	% Achievement
April	₹1,00,000	₹85,000	85%
May	₹1,00,000	₹80,000	80%
June	₹1,00,000	₹1,10,000	110%
July	₹1,00,000	₹35,000	35%

Section 2

Region-wise Sales Analysis

Select Region

From date

To date

Month	Target	Sales	% Achievement
April	₹25,00,000	₹21,25,000	85%
May	₹26,00,000	₹20,80,000	80%
June	₹26,32,000	₹28,95,000	110%
July	₹28,25,000	₹9,88,000	35%

A region's target = sum of its customers' targets. Sales pulled from doctor-tagged invoices in that region.

Section 3

Brand-wise Sales Analysis

Select Region

From date

To date

Show

Brand	Feb	Mar	Apr	May	Jun	Jul	TOTAL
ProGNS Bariforte Multivitamin kit	420	460	510	540	495	120	2,545
ProGNS Gold Pro Vanilla	380	410	445	470	430	98	2,233
ProGNS Gold Pro Chocolate	350	375	400	425	390	88	2,028
ProGNS Gold Pro Mango	290	310	330	345	318	72	1,665
ProGNS Protein Bar-Chocolate	210	230	255	270	245	55	1,265
ProGNS GLP Companion	180	205	240	265	238	60	1,188
ProGNS Protein Bar-Cranberry	150	165	180	195	176	40	906
ProGNS Gold Pro Strawberry	160	175	190	205	188	44	962
ProGNS Gold Pro Multi-flavour Pack	120	135	150	165	150	35	755
ProGNS Ursogreat Tablets	95	108	122	135	124	28	612
ProGNS BariGreat	80	92	105	118	108	24	527
ProGNS Baribiotics Tablets	70	80	92	103	95	21	461
TOTAL	2,505	2,745	3,019	3,236	2,957	705	15,167

Toggle Units / Values to switch the figures. Brand list pulled from the products master; monthly columns from invoice line-items.

Area 5 · Master Customer List control

Doctors / MCL Management

The master stays clean because every addition and edit is approved here. Dr. Codes auto-sequence; birthdays live in the master.

Total in MCL

426

across 4 regions

Pending additions

1

Dt Kavita Mehra

Pending edits

1

Dr Hemi Soneja

Next Dr. Code

P2214

auto-sequenced

Pending in Approvals Hub

New	Dt Kavita Mehra	Dietitian · BLK Hospital · Delhi	by Rishant
Edit	Dr Hemi Soneja	Hospital → Max Smart, Saket	by Rishant

Master Customer List

Search

Region

Dr. Code	Doctor	Segment	Hospital / City	Rep	Birthday	Status
P1101	Dr Vivek Bindal	BAR	Max · Delhi	Rishant	14 Mar	Active
P1102	Dr Ajay Gaur	BAR	Fortis · Delhi	Rishant	02 Nov	Active
P2088	Dr Hemi Soneja	OBE	Soneja Clinic · Delhi	Rishant	edit pending	Active
P1533	Dr Prashant Salvi	BAR	Apollo · Mumbai	Shivanshu	09 Jan	Active
P2214*	Dt Kavita Mehra	DIET	BLK · Delhi	Rishant	12 Sep	Awaiting approval

*Code reserved in sequence; becomes active on approval. Birthdays drive the reminder shown on each rep's home page.

Upcoming birthdays · this week (drives rep reminders)

Dr KS Kular	P1119 · Rishant	27 Jul 🎂
Dr Chintan Patel	P1534 · Shivanshu	29 Jul 🎂

Inventory existing

Your current live Inventory module — unchanged.

Existing tab. Lives as-is in the current admin app; shown here so the full navigation is visible in one shell.

Team existing

Your current Team module — reps/users. Our Doctors/MCL and field modules link to these same users (region = rep).

Existing tab. The rep records here are the same identities our field-force modules scope by.

Invoices existing

Your current Invoices module — the source of all sales & achievement figures.

Existing tab. These invoices are exactly what powers every % Achievement across the new modules.

Area 6 · Two-way match

Sample Reconciliation

Dispatched via Sample Vouchers vs given via DCRs, per rep. In-hand should always reconcile; mismatches flag for follow-up.

Reconciliation · July MTD

Rep	Dispatched (vouchers)	Given (DCRs)	In hand	Reconciled?
Rishant	78 units	38 units	40 units	✓ Matches
Shivanshu	60 units	41 units	19 units	✓ Matches
Deepanshu	90 units	52 units	36 units	✓ Matches
SaiGanesh	40 units	21 units	15 units	4 unaccounted

Dispatched pulls from HO Sample Vouchers; Given sums from DCR sample entries. Difference = in-hand; a mismatch flags automatically.

Recent dispatches · Sample Vouchers

SV-2026-118 · 1 Jul	Rishant	Gold Pro × 30
SV-2026-117 · 1 Jul	Shivanshu	Bariforte kit × 20
SV-2026-112 · 24 Jun	Rishant	GLP Companion × 10

SaiGanesh · mismatch detail

Dispatched	40
Given (per DCRs)	21
Expected in-hand	19
Reported in-hand	15
Unaccounted	4

Flag raised — follow up with SaiGanesh on 4 unaccounted units.

Incentives existing

Your current Incentives module — unchanged.

Existing tab, shown for complete navigation.