Reconciliation study · 8 weeks
Sample Distribution Analysis
Eight-week reconciliation of promotional sample shipments against call activity, identifying districts where distribution volume exceeds or falls short of visit patterns.
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Who this is for
Compliance officers and commercial operations teams monitoring sample-to-call ratios before internal audits.
What you receive
A reconciliation report with flagged districts, outlier clinics, and recommended redistribution notes for the next cycle.
Included in scope
- Sample shipment log ingestion
- Cross-reference with call records for the same period
- Outlier identification with threshold annotations
- Compliance-ready summary document
- One revision round
Outside scope
- Legal sign-off on compliance findings
- Direct communication with field reps
- Inventory system integration
Process
Week 1–2
Data matching
Shipment and call records are aligned by account and date.
Week 3–5
Ratio analysis
Sample-per-visit ratios calculated by district with outlier flags.
Week 6–7
Report drafting
Written summary with annotated tables prepared.
Week 8
Delivery
Final report delivered digitally with optional print copies.
How to prepare
Sample shipment records and corresponding call logs for the same quarter.
Constraints
Single product line per engagement. Requires documented shipment approval workflow.