Run a business Live demo

Medical Rep 101

Every call stamped, every sale on the record.

A field ledger for pharma and medical sales reps in one file that opens in your browser: log every doctor visit, record your sales, plan follow-ups and track your monthly target. No app, no account, no monthly fee, and it works without internet.

Sale price $5Normal price $1050% off until Oct 31

One-time payment on Etsy, in US dollars.

Try the live demo Get it on Etsy

The demo runs in your browser with sample data. Nothing you type is saved or sent anywhere.

  • One fileOpens in any browser
  • Works offlineNo internet needed
  • PrivateSaves on your device
  • Pay onceNo subscription

See it in action

  • Medical Rep 101: Log a doctor visit in seconds.
  • Medical Rep 101: Hit your monthly target.
  • Medical Rep 101: Every doctor on one card.

What's inside

The desk

  • Today, week, month, quarter or year: visits, orders, units, revenue and doctor coverage, compared with the period before
  • Sales and visits over the last 30 days
  • This month's target with value and visits, your pace and On track or Behind
  • Follow-ups due and your top products

Visits and sales

  • Visit slips: doctor, date and time, products discussed, outcome (order placed, interested, sample given, follow-up, no see, refused), samples, length and notes
  • A next-visit date that shows up in follow-ups and the calendar
  • A sales ledger with units and value by doctor, product and territory; value filled in from the product's price
  • Filters by outcome, doctor, product and dates; sales CSV export

Doctors, products and territories

  • Doctor cards with specialty, hospital, territory, tier, visit frequency, phone, email and notes
  • Products with generic name, category, price and samples in stock
  • Territories as regions and districts

Calendar and your data

  • A month calendar of visits and planned follow-ups
  • Ten currencies: USD, EUR, GBP, CAD, AUD, INR, EGP, SAR, AED and KWD
  • Saved in your browser, on your device; nothing is uploaded. A backup file to restore on another device

How it works

  1. Download the file from your Etsy Purchases page.
  2. Open it in your browser: a two-minute setup asks your name, currency, products, territories and first doctors (or load the sample month to look around).
  3. Log your first visit. Everything saves on your device as you go.

What you get

  • Medical Rep 101 (one HTML file that opens in your web browser)
  • A short setup the first time you open it, or a sample month to explore

On your phone

Bottom tabs for the desk, visits, sales and doctors, a + button for a new entry, and the rest under More. Made for logging calls on the road.

On iPhone or iPad, open it with Microsoft Edge. See how

Good to know

  • This is an interactive tool you open in a web browser. It is not a printable PDF.
  • Opens in Chrome, Edge, Firefox or Safari on a computer, and in Chrome on Android phones and tablets. On iPhone and iPad, use Microsoft Edge.
  • Your entries are saved in the browser you open it with, on that device. To move to another device, download a backup, then restore it on the new one.
  • Private or incognito windows throw entries away when they close, so use a normal window.
  • One rep per file. Digital item: nothing is shipped. Personal use license.
More answers in the help center

Made forPharmaceutical and medical device sales reps, medical representatives and field sales people who visit doctors, clinics and pharmacies.

More in Run a business

See all
  • Marketing Planner 101 A social media planner for client work: clients, campaigns, a content calendar, posts with pictures and hashtag sets in one dashboard. Run a business Sale price $5Normal price $1050% off Try demo
  • My Business 101 A till, stock list, customer loyalty and profit report for your shop. Run a business Sale price $5Normal price $1050% off Try demo
  • Laundry 101 A point of sale and back office for laundry shops: orders by weight or piece, the workflow board, payments and balances, supplies, daily closing, machines, staff and profit. Run a business Sale price $5Normal price $1050% off Try demo
  • CoachDeck 101 Clients, evaluations, weekly workout plans and progress for personal trainers, in one private file. Run a business Sale price $5Normal price $1050% off Try demo