QlikView dashboards are analytical reports built on Proxima CRM data. They show information about institutions and clients, calls and tasks, cycle plan execution, promotions, base coverage, sales and other areas of field force work, so that managers can monitor results and find gaps.
This page collects video courses on the QlikView dashboards. Each video explains one or two dashboard sections: what they show and how to work with them.
Note: The videos are recorded in Russian.
Video courses
Click a link to watch the course on YouTube.
| Dashboard sections | What you learn |
|---|---|
| Institutions | Data on institutions (HCOs) |
| Clients | Data on clients (HCPs) |
| Calls, Tasks | Calls and tasks of employees |
| Plan Execution | How the plan is executed |
| Call Activity, Double Calls | Call activity of employees and double calls with managers |
| Promotions, Promotional Materials | Promotions and use of promotional materials |
| Doctor Prescriptions, Pharmacy Call Content | Doctors' prescriptions and what is recorded during pharmacy calls |
| Institution Base Coverage, Client Base Coverage | How well the institution and client bases are covered |
| QlikView Login Logs, User Requests | Who logs in to QlikView and user requests |
| Sales | Sales data |
| CLM | Use of CLM presentations |
| Testing, ETMS Geography | Testing results and ETMS geography |