The first thing we see on the home screen is the map of your local region. In the top menu, there is an option to view the Product segments available to your organization.
Several blocks are located on top of the map interface:
- Summary Table
- Layers
- Company Filters
Company Filters
These filters help narrow the organizations displayed on the map. The below list of filters is available:
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Regions
Allows for selection of regions with which to work from the available geographical area
Company (Organization) Type
Allows for selecting the company type that will be displayed on the map.
Categories
Allows for selecting the organization based on a certain pre defined category.
Users
Allows for selecting the organizations that are part of the selected users territory
Calls Period
Allows for selecting the organizations that were visited by a rep in the selected time period
Product Turnover**
Allows for selecting the the organizations that support the selected product turnover. Upon hover over, the icon will display the scale of the data.
Brand Sales (Sales IN)
Allows for viewing the organizations which have sales of the selected brand, according to distributor reports by the time scale selected in the filter.
Pharmacy Chains
Allows for viewing the entire hierarchy of a certain organizations, including corporate offices
** Product turnover will be available only for organizations that have direct sales
Layers
The layers panel allows for turning on or off additional data points on the map such as:
- Concentration of contacts (Specialists)
- Number of Contacts
- Product Turnover
- Number of visits to the organization
Concentration of Contacts (Specialists)
Turning on this layer allows for viewing a heat map of locations with the highest concentration of specialists of selected specialization or multiple specializations.
Number of Specialists
Selecting this layer will highlight all organizations in a green circle. The diameter of the circle gives a visual representation on the number of contacts or specialists at this location.
Product Turnover
Upon selecting this layer, organization markers on the map will expand according to the volume of product turnover at the given location. The diameter will be based on the product turnover for the last available quarter.
Number of Visits
This layers will add color coding to the organization on the map based on the number of visits completed to this location. The color coding distinguishes the different reps that performed the visits.
Company (Organization) Cards
Upon a double click on the organization marker on the map, an information panel opens containing details around the selected organization. There are several tabs in this panel:
- Main
- Sales IN
- Employees
- Visits
- Product Turnover
- Additional responsible parties
Main
This tab contains general information about the organization, including its name, address, hierarchy and the responsible individual.
Sale IN
The Sales IN tab allows for viewing sales data of the selected organization for the selected time period down to the brand and SKU.
Employees
The employees tab allows for viewing information on the employees of the selected organization, grouped by specialization. Right of the specialization label the count of employees is displayed.
Visits
The visits tab displays data around the visits performed to this organization, including the date, employee, status and type of visit.
Product Turnover
The turnover tab displays the product turnover for the selected organization by month, quarter or year.
Additional Employees
This tab displays the employees responsible for this organization. There is also the option to add or remove responsible employees.
Summary Table
The Summary Table block contains a list of users and related data for their territory.
The Summary Table contains the following sections:
- Columns
- User Search
- Looking Glass
- Information
- “Eye”
- User Confirmation
- User Color
Columns Configuration
This section allows for configuring the data displayed in the summary table. Data columns are selected using the check boxes in the interface. Clicking Save updates the table.
User Search
Allows to perform a search for a User in the Summary Table.
Looking Glass
Upon clicking the looking glass icon next to a User, the summary table will display all territories associated with that user.
Information Icon
Upon clicking the Information icon, a panel will open displaying the list of organizations included in a given territory.
Clicking on the organization name in the list opens the organization information card.
Eye icon
The eye icon controls visibility to the polygons on the map associated with the selected User.
User confirmation
Next to the user name there is a checkbox responsible for user confirmations.
If the checkbox is checked, the territory is already confirmed and can not be updated.
If the checkbox is empty, the territory can still be updated.