Reporting and program quality

How every program went, in 18 reports.

When a client asks about last quarter's programs, someone on your team builds the answer from sign-in sheets and spreadsheets. Pharmagin's reports read the same records the programs run on: attendance and reach, speaker scores, and spend per healthcare professional (HCP).

Book a Program Walkthrough
At a Glance report for one client workspace: events, total spend, average cost per event, attendees, and events and spend by status.
Each client's own programsAttendance, speakers, spend

ProblemThe brand team can't tell how a program went.

Attendance, walk-ins, and repeat attendance, for every program.

Attendance & Engagement shows the attendance, no-show, and walk-in rates for completed programs. It splits them by format, specialty, and territory, and counts the HCPs who came back. The Speaker Scorecard turns attendee and rep surveys into a score for each speaker.

OutliersMonitorChecked across programs

Attendance and Engagement for the program year: four rates across the completed programs, with attendance by format below.

Monitor

See the outliers before your client's compliance team does.

Some rules watch across programs instead of stopping one. Reports flag the speakers near their annual cap, the HCPs who attend most often, and the programs with the highest spend.

Monitor
Speaker utilization, highest first: one speaker has used 100% of the honoraria cap and two are at 80%, with the cap, amount used and balance for each.
Near cap

ProblemOpen Payments data gets rebuilt from receipts at year end.

Spend per HCP, ready the day each program closes.

Aggregate Spend shows what each HCP received across the client's closed programs. It marks what is reportable and what is excluded, with the reason, and exports for Open Payments and state reports. Fix an HCP's record once, and every row follows.

Spend per HCPRequire proofChecked at reporting

Aggregate spend for the program year: reportable spend across 308 recipients, and excluded spend for 9 recipients that cannot be reported yet because they have no NPI.

ProblemA regional lead asks which requests are stuck.

Where each request waits, and for how long.

The approvals queue shows each request waiting for approval, who holds it, and how many business days it has waited. The longest wait sits at the top.

Approval pathEscalateChecked at submit

Programs pending approval, longest wait first: each row shows who the approval is pending with, how many days it has waited, and the approval step.

ProblemNobody knows which certifications are still unsigned.

Every post-program certification, signed or still open.

The planner sees which reps have not certified their programs, and follows up before close.

Rep certificationRequire proofChecked after the program

Programs still missing a signed post-program certification, with event date, brand, territory and sales rep.

Also in reporting

  • Event funnel

    Where programs sit, the stage each cancellation came from, and how long each step takes.

  • Budget vs Actual

    Budget against program spend, with the programs behind each number.

  • Registration

    Who registered and who came, by attendee type and specialty.

  • Rep activity

    Each rep's programs, cancellations, and approval time.

  • Surveys and scorecard

    Attendee, speaker, and rep answers by program, and a score per speaker.

  • HCP data quality

    Records missing an NPI, a specialty, or a license state, each linked to the HCP's record.

  • Partner data feed

    Program and attendee files for the client's data team.

Each person sees what their role allows, and regional managers see their own region. Speaker fees stay with the people cleared to see financial data.

Next step

Bring one question your client keeps asking.

We'll show you which report answers it, who can see it, and what it exports.

Book a Program WalkthroughSee the spend flow