REVIEW THE REGION01
See where
the gap is.
Drill down by province, brick, product and period. Examine the area below target and how it has changed since the previous period.
92/ 100 target
Gap to target: 8 points
Performance & field management for pharma
See the whole field.
Shape the next step.
Together.
Analyse performance. Connect development needs to the right person, training and visit plan. Track actions and changes in performance on the same platform.
Connected modules.
One shared workspace.
One shared workspace.
◈ Performance
↗ Development
▤ Training
⌖ Visits
▥ Reporting
One region. One target. A clear next step.
A region is below target.
What happens next in Atlas?
Make the performance gap visible. Define an owner and a target, connect training and visits to the same development plan, then review the change in the next period.
Example: PP Index is 92 for your selected region and product. Your target is 100. Now turn the data into a plan you can follow.
Illustrative scenarioSee where
PLAN DEVELOPMENT02
One owner.
A clear target.
Start a development plan for the representative in that region. Set the baseline, target metric and due date.
OwnerField representative
PP Index92 → 100
ReviewNext period
TRAINING AND VISITS03
Connect the plan
to daily work.
Assign relevant training. Link priority visits and follow-up tasks to the development plan.
↗ Product knowledge training
↗ Visits to priority locations
↗ Manager follow-up meeting
MEASURE AGAIN04
Track activity.
Assess the change.
Monitor task and training completion. Compare performance using the next period’s data and decide on the next step.
92→New data
Review the baseline, current value and target together.Completing training or making a visit does not mean the performance target has been achieved. Atlas tracks these separately to support managerial review. Figures are illustrative, not customer results or a promise of improvement.
AI-assisted assessment
Interpret your data with AI.
Evaluate regional and brick-level performance with AI support. Discover development areas and get suggestions for field actions. Revisit past assessments to inform your decisions.
AIPerformance assessment
Illustrative viewSelected region · Brick · Period
Identify development areas
Evaluate bricks below target alongside product and period breakdowns.
Consider the next step
Review visit priorities and team training needs for the bricks that need attention.
AI suggestions support your judgement. You decide the actions.
One connected workflow
See what happened.
Decide what comes next.
Atlas goes beyond a snapshot of performance. It gives your team a shared space to plan its next steps.
Identify the priority.
Use maps and indices to spot strong regions, gaps to target and changes over time.
Make the target tangible.
Create a development plan with a clear owner, target metric and due date.
Put the plan into action.
Bring training, tasks and visits into your team’s schedule around the same goal.
Track progress.
Assess activity completion and performance changes separately.
Shared data. Clear ownership. Trackable development.Measure again. Define the next step. ↻
Different roles, one shared goal
Focus on your role.
Keep the whole team in view.
Access is defined around your organisation and regions, so each team member can reach the information and actions relevant to their responsibilities.
Clarify priorities.
Guide your team.
Track regional performance, development plans and field activities together.
- Province and brick-level analysis
- Development plans and task assignment
- Team reports
Plan your day.
See your progress.
Bring visits, tasks and training together in your personal work schedule.
- Daily and weekly visit planning
- Visit outcomes and follow-up actions
- Personal development and training
Organise learning.
Track participation.
Make learning part of your organisation’s routine. Track assignments, completion and assessment results.
- Central training catalogue
- Team training assignments
- Completion and assessment reports
XLSX Performance data
CSV Visit plans
CSV Development plans
atlas.Review.
Import.
Work together.
Import.
Work together.
Start working with your data
From spreadsheets to a platform.
A more organised start.
Import performance data, training, tasks and bulk visit plans. Review records before importing and share results in Excel and PDF.
CSV / Excel importsImport previewExcel / PDF reports
Clear answers for your organisation
Your data, permissions
and first steps.
Understand how data access and getting started work as you evaluate Atlas.
Current product capabilitiesHow is our organisation’s data separated?
Records are associated with an organisation ID. The application checks the user’s organisation membership and permissions when accessing data.
Who can see which information?
Access depends on the user’s role and assigned region. Organisation managers can access their organisation’s scope; regional managers see their own region. Field representatives’ performance views are limited to their assigned region, while personal tasks, visits and development plans are limited to their own responsibilities. Analyst and training manager roles have different permissions in the relevant modules.
How can we import our existing data?
Use the relevant module’s CSV or Excel template. Records are validated in a preview, with missing or invalid fields highlighted. Organisation, region, brick, product and user mappings are checked before import approval.
How is setup and rollout planned?
Start by defining your organisation and regions, user roles, products, bricks and performance metrics. Import the initial data using templates, then review permissions and sample records. The initial scope, user guidance and rollout schedule are planned together around your organisation’s needs. Timing and any bespoke integration scope are agreed during consultation.
Who is Atlas designed for?
Atlas is designed for organisation and regional managers, field representatives, analysts and training teams in the pharmaceutical sector. Access is defined by each user’s role and scope of responsibility.
How is a development plan different from a task?
A task tracks work to be completed. A development plan defines a performance metric’s baseline, target and timeframe, bringing tasks, training and visits together around that goal.
How does Atlas use AI?
AI-assisted assessments are available for selected performance data, with previous assessments accessible in history. These support managerial judgement; users retain control over targets and action approval.
Meet Atlas
Make your team’s next step
a clearer one.
Let’s explore Atlas through your organisation’s data, team structure and field requirements.