One system, eight jobs done properly
Every feature below exists because a field team asked for it — not because it looked good on a slide. Here's exactly what Tidytarget does, and why it's built that way.
Plan a whole month in one sitting
Instead of a blank form for every single day, Tidytarget opens the entire month as one grid. Weekends and gazetted holidays are already filled in and flagged — a rep only has to decide what to do with the working days.
- Bulk-create field visits, leave, and off days together
- Re-opening a month resumes your draft instead of starting over
- Days already submitted or approved are locked from accidental edits
An approval chain that can't be gamed
Plans, expenses, and leave all follow the same simple rule: create it, submit it, someone else decides. Tidytarget blocks a manager from approving their own submission outright, and if a plan needs rework, it goes back to Unapproved with one click — not a separate rejected pile that nobody revisits.
- Self-approval is blocked at the system level, not just by policy
- Delegate your approval queue to a colleague while you're travelling
- Every decision is logged — who, when, and what changed
Call reports that can't drift from the plan
A call can only be logged against a Tour Program that's already been approved — so the report always matches a real, sanctioned visit, never a day nobody signed off on. Log the doctor or chemist, products discussed, and remarks in seconds between calls.
- Calls are only addable once the day's plan is Approved
- Tour plans and call reports live in separate, uncluttered views
- Every call ties back to a customer record and the products detailed
A target view that's actually yours
Reps set and track their own targets — no waiting on an admin to publish a spreadsheet. Managers see exactly their own team's numbers. Nobody scrolls through a workbook meant for the whole company to find their one row.
- A rep's target is visible only to them and their manager
- Achievement updates automatically as sales are recorded
- Sales ops can still see and set targets company-wide
Lock a division, and it locks everywhere
Assign a rep or manager to specific divisions or territories once, and that assignment quietly governs every dropdown and every record they can see from then on — doctors, chemists, products, targets, all of it. No separate setting to remember in five different forms.
- One admin screen assigns role, division, and territory together
- Temporary territory coverage for a vacant patch or a colleague's leave
- Lock or disable an account instantly if access needs to change
A doctor list that stays clean on its own
New doctors, chemists, and stockists a rep adds in the field go in as Pending until a manager approves them — so the master list never fills up with duplicates or half-finished entries. Everyone still works from one shared, accurate customer book.
- New records need approval before they count as live
- Changes to an approved record route through a change request
- Every rep only ever sees the doctors assigned to their patch
Field expenses without the reload roulette
Log travel, boarding, and allowances day by day, save once, and move on — nothing refreshes mid-entry and wipes what you just typed. Leave requests follow the exact same simple submit-and-approve pattern as everything else.
- Multiple travel legs per day, entered in one place
- A monthly statement you submit once, not one save per field
- Leave balances and history in the same place as everything else
Dashboards scoped to the person looking at them
An admin sees the company. A manager sees their team. A rep sees themselves. The same dashboard, three honest views — plus a full audit trail of every approval, lock, and change, for when you need to know exactly what happened and when.
- Pending approvals, coverage, and targets in one glance
- Coaching notes tied to real joint-work visits, not a separate doc
- A searchable audit log for every approval decision made
Bring your territories. We'll show you a live plan.
A 30-minute walkthrough with your actual divisions and team structure — not a generic demo account.