Orange · Modules · Tour Planning
M05 Territory-aware day plans

A day plan that thinks ahead.

Stop wrestling with spreadsheets and white-board calendars. Tour Planning generates territory-aware daily and weekly plans, optimises routes, schedules joint work, and quietly recovers missed visits before they become coverage gaps.

Used by · Field reps · area managers · regional managers
Tour · Tue · Borivali Eastlive
Tuesday · Borivali East
8 visits · 4.2 km
OPTIMISED
Today's tour
09:30 · Dr. Mehta · Cardiology
10:45 · Dr. Iyer · Diabetology
12:15 · Dr. Khanna · GPnow
14:00 · Borivali Chemists
Joint work · 14:30
ASM Khanna joining for two Tier-A visits in Andheri.
/01 — What it does

Plans that fit the day, not just the calendar.

Daily and weekly plans pre-populated by territory rules, then adjusted for traffic, joint work, and missed visits.

/01

Territory rules

Plans honour assigned beats, frequency tiers, and headquarter visit cadences automatically.

/02

Route optimisation

Routes ordered by location and time-of-day rules. Doctor available windows respected.

/03

Joint-work scheduling

ASM ride-alongs scheduled as part of the tour, with the visits they joined captured separately.

/04

Missed-visit recovery

Coverage gaps detected and re-suggested in next week's plan with a reason.

/05

Manager approval

Weekly plans flow to ASM for review with deviation flags. Approved inline.

/06

STP/MTP

Quarterly and monthly territory plans linked to weekly tours so strategy and execution stay aligned.

/02 — How it works

Sunday night auto-plan to Tuesday's joint work.

Tour Planning is the rep's home screen at 9 a.m. and the manager's approval queue at noon.

SUN
Auto-plan

Orange drafts the week from beat rules, frequency tiers, and last week's gaps. Rep reviews.

output6 days · 42 visits
MON
ASM approval

Manager reviews deviations. Approves or sends back. All decisions audited.

output2 nudges · approved
TUE
Live execution

Plan opens with route order, time-of-day windows, and joint-work blocks pre-set.

outputLive since 09:00
FRI
Recovery loop

Missed visits flagged. Suggested for early next week with rationale.

output3 reschedules
/03 — AI inside

AI that finishes the planning for you.

Three signals that turn a static template into a plan that actually fits the day.

/AUTO
Auto-Plan

Generates the week from territory rules, frequency tiers, and recent coverage gaps.

/ROUTE
Route Optimisation

Reorders by location, time-of-day, and doctor available windows.

/REC
Missed-Visit Recovery

Detects coverage gaps and seeds them into next week's plan with a reason.

"My reps used to fight Sunday-night planning for an hour. Now they spend ten minutes confirming what Orange already drafted."
ASM · East zone · 19 months on Orange
/04 — The rest of the suite

Eight modules.
One field force.

Each module stands on its own. Bought together, they share one source of truth, one audit log, and one AI engine.

See Tour Planning in your territory.

30-minute demo. We'll mock your real workflow live.

Request a demo →