Audit Projects
Manage and monitor all SFE audit engagements
Active Audits
2
1 launching this week
Total Reps in Sample
118
Across 2 active audits
Auditors Deployed
8
6 active this week
Avg. Completion
57%
14 days remaining
Q1 2026 Northeast SFE Audit
Active
Meridian Pharma · Oncology & Primary Care
Overall Completion 73%
Jan 6 – Mar 28, 2026
60 reps · 4 auditors
14 days remaining
3 alerts
73%
44 / 60
interviews
Q1 2026 Oncology National
Active
Apex Therapeutics · Oncology
Overall Completion 41%
Feb 3 – Apr 25, 2026
58 reps · 4 auditors
38 days remaining
41%
24 / 58
interviews
Q4 2025 Primary Care SFE Audit
Completed
Lumina Health · Primary Care
Overall Completion 100%
Oct 7 – Dec 19, 2025
52 reps · 3 auditors
Report delivered
100%
52 / 52
interviews
New Audit Setup
Configure a new SFE audit engagement
✓
Client & Scope
✓
Rep Universe
3
Sample Selection
4
Auditor Assignment
5
Review & Launch
Client & Scope
Strategy Awareness Strategy Belief Leadership Communication Barriers to Execution Customer Sentiment Org Culture Employee Satisfaction
📂
Drop your rep universe CSV here
or click to browse · Supports .csv, .xlsx · Required columns: Name, Territory, District, Tenure, Product, Performance Tier
Preview — Rep Universe 247 reps
NameTerritoryDistrictTenureProduct AssignmentPerformance Tier
Sarah MitchellCT-NorthNE-016 yrsCardovex, OncairTop
James OkaforNY-MetroNE-012 yrsOncairMiddle
Rachel TorresNJ-SouthNE-029 yrsCardovexTop
David KimPA-EastNE-021 yrOncairBottom
Amanda ChenMA-WestNE-034 yrsCardovex, OncairMiddle
Marcus WebbRI-01NE-0311 yrsCardovexTop
241 more rows not shown
Rep Universe — Select Sample
42 selected
NameTerritoryDistrictTenureProductPerf. Tier
Sarah MitchellCT-NorthNE-016 yrsCardovex, OncairTop
James OkaforNY-MetroNE-012 yrsOncairMiddle
Rachel TorresNJ-SouthNE-029 yrsCardovexTop
David KimPA-EastNE-021 yrOncairBottom
Amanda ChenMA-WestNE-034 yrsCardovex, OncairMiddle
Marcus WebbRI-01NE-0311 yrsCardovexTop
Priya SharmaNY-UpstateNE-043 yrsOncairMiddle
Thomas NguyenVT-01NE-047 yrsCardovexTop
Lauren ScottNH-01NE-051 yrOncairBottom
Kevin ParkME-01NE-055 yrsCardovex, OncairMiddle
237 more reps not shown
Target Sample 60
Current Selection 42
Stratification Coverage
Northeast Region 18/20 ✓
Southeast Region 2/15 ⚠
Midwest Region 12/14 ✓
0–2 yr Tenure 3/12 ⚠
3–6 yr Tenure 16/18 ✓
Top Performers 14/16 ✓
Bottom Performers 8/10 ✓
Underrepresented
Southeast region (2/15) and 0–2 yr tenure band (3/12) are below target thresholds. Add 18 more reps to reach target of 60.
Assign auditors to selected reps. Each auditor will conduct both the interview and field observation for their assigned reps.
Unassigned Reps (18)
James Okafor
NY-Metro · NE-01 · 2 yrs
David Kim
PA-East · NE-02 · 1 yr
Thomas Nguyen
VT-01 · NE-04 · 7 yrs
Maria Santos
NY-Brooklyn · NE-01 · 3 yrs
14 more reps...
AK
Alex Kim 16 reps
Sarah Mitchell Rachel Torres Marcus Webb +13 more
RP
Rosa Patel 14 reps
Amanda Chen Priya Sharma +12 more
+ Add Auditor from Team
Ready to Launch
All required fields complete. Auditors will be notified by email upon launch.
Audit Name
Q1 2026 Northeast SFE Audit
Client
Meridian Pharma
Audit Window
Jan 6 – Mar 28, 2026
81 days
Region Scope
Northeast Region
Sample Size
60 reps
From universe of 247
Auditors Assigned
4 auditors
15 reps avg. per auditor
SFE Dimensions
4 of 7 selected
Questions
32 questions
~45 min interview est.
Active
Q1 2026 Northeast SFE Audit
Meridian Pharma
Jan 6 – Mar 28, 2026
14 days remaining
4 auditors · 60 reps in sample
Overall
62%
of audit complete
Interviews
44/60
73% complete
Observations
31/60
52% complete
Action Items
3
Require attention
Completion Progress
Interviews 44 / 60 — 73%
Field Observations 31 / 60 — 52%
Overall Audit 62%
Completion by Region
Northeast
85%
Midwest
71%
Southeast
62%
West
48%
Alerts & Action Items 3 open
⚠
3 reps have not responded to scheduling
After 5+ days of outreach — D. Kim, L. Hoffman, T. Reardon
⏰
Auditor Kim has 2 overdue observations
Originally scheduled Mar 10 — now 8 days past due
📍
Southeast region at risk of incomplete coverage
Current: 62% · 6 reps unscheduled · 14 days remaining
Auditor Performance
Auditor Assigned Reps Interviews Done Observations Done Overall Last Activity
AK
Alex Kim
 16 15 (94%) 12 (75%) 84% Today, 2:14pm
RP
Rosa Patel
 15 13 (87%) 10 (67%) 77% Yesterday, 5:30pm
MK
Min-Ji Kim
 15 10 (67%) 5 (33%) 50% Mar 10 — 8 days ago
BT
Ben Torres
 14 6 (43%) 4 (29%) 36% Mar 9 — 9 days ago
Field Notes Feed
AK
Alex Kim Today at 1:42pm Strategy Belief Barriers
"Rep (Sarah M.) articulated the approved oncology positioning with high confidence but expressed frustration that managed care access in her territory doesn't align with the patient types she's being asked to call on. Quote: 'I believe in the drug, but the formulary situation makes it almost impossible to have a credible conversation with oncologists.'"
CT-North · NE-01 · Interview #12
RP
Rosa Patel Today at 11:08am Leadership Comms
"Field observation: rep (Priya S.) opened with correct indication statement and transitioned cleanly to clinical differentiation data without prompting. Strong execution on brand messaging. Noted that DSM has recently changed and team is still adjusting — she flagged that the new DSM's coaching style is more metrics-focused and less field-time-focused."
NY-Upstate · NE-04 · Observation #9 · Call 3 of 5
MK
Min-Ji Kim Mar 10 at 4:15pm Execution Quality
"Rep (Marcus W.) has deep product knowledge and strong relationships in territory. Key observation: relies heavily on older clinical data and hasn't integrated the new Phase III study data into his messaging. May reflect a training delivery gap rather than motivation issue — worth flagging for the report."
RI-01 · NE-03 · Observation #6 · Call 2 of 4
Schedule
Q1 2026 Northeast SFE Audit · Week of March 16–22, 2026
Filter:
All
Alex Kim
Rosa Patel
Min-Ji Kim
Ben Torres
Interviews
Observations
Unscheduled
Unscheduled 4 items
D. Kim — Interview
PA-East · NE-02 · No response (5 days)
L. Hoffman — Observation
NJ-Central · NE-02 · No response (3 days)
Min-Ji Kim — 2 Overdue Obs.
Originally Mar 10 — 8 days overdue
Mon
16
Tue
17
Wed
18
Thu
19
Fri
20
9:00
S. Mitchell — Interview
Alex Kim · 9:00–10:00
R. Torres — Obs.
Alex Kim · 9:00–1:00
A. Chen — Interview
Rosa Patel · 9:30–10:30
K. Park — Interview
Ben Torres · 9:00–10:00
11:00
M. Webb — Obs.
Rosa Patel · 11:00–3:00
P. Sharma — Interview
Rosa Patel · 11:00–12:00
L. Scott — Obs.
Alex Kim · 11:30–4:00
J. Okafor — Interview
Alex Kim · 11:00–12:00
2:00
T. Reardon — No response
Originally scheduled 2:00pm
M. Santos — Interview
Ben Torres · 2:00–3:00
T. Nguyen — Interview
Alex Kim · 2:30–3:30
P. Sharma — Obs.
Rosa Patel · 2:00–6:00
4:00
K. Park — Interview
Rosa Patel · 4:00–5:00
L. Scott — Interview
Ben Torres · 4:00–5:00
Interview
Field Observation
Ben Torres
No Response / At Risk
Today (Mar 18)