Role guide
Managers
Coordinate route approval, performance review, commercial follow-up, territory coverage, and team continuity.
Responsibilities
- Review exceptions, approve governed workflows, and rebalance field activity.
- Monitor analytics, planning, commercial initiatives, and event readiness.
- Coordinate continuity coverage, substitutions, and delegated approvals when needed.
Approval boundaries
- Managers operate within their granted organization scope.
- Tenant configuration, licensing, and user lifecycle changes stay with administrators.
- Medical and compliance evidence can require distinct reviewer lanes.
Where to start
These modules usually provide the first durable context for this role.
Dashboard
The top-level operational overview. It surfaces the next place to work, urgent exceptions, and high-level performance context when the active runtime supports managed analytics.
Field Command Center
Monitor active field sessions, governed check-ins, continuity signals, and same-day execution evidence for the selected organization.
Territories
Review territory coverage, representative ownership, map context, and territory-level performance. Creation and simulation live inside the same module family.
Targets And Forecasts
Manage cycles, targets, forecasts, reconciliation, incentive review, route-coverage posture, and workforce continuity approvals.
Commercial Operations
Manage initiatives, opportunities, actions, and objectives from one governed commercial workspace with HCP, institution, product, planning, and event context.
Analytics
Governed dashboards, review workbench, reports, feedback review, commercial cockpit, and analytics question review. It is the main analysis family for performance and approval evidence.