There is a list of the other tables
Note: Later, these tables can be connected with the tabs
| Table Name | Description |
|---|---|
| crm_contact_potential_csv | The table contains information about the potential of contacts (HCPs) regarding the prescription of products and brands. It is used to analyze planned and actual indicators, as well as to compare potential with visit performance in Power BI. |
| crm_action_csv | The table contains detailed data about users’ tasks/activities (actions, not visits, vacations, sick leaves, etc.) in the CRM. It is used to analyze task completion, duration, activity types, statuses, and employee workload in Power BI. |
| crm_client_category_v2_csv | A table that combines links by client category |
| crm_clm_fact_csv | The table contains actual data of CLM presentations (Closed Loop Marketing) with details by tasks, presentations, and slides. It is used to analyze the digital activity of medical representatives, the duration of slide demonstrations, and the effectiveness of presentation usage. |
| crm_clm_presentation_dic_csv | A reference table of CLM presentations (Closed Loop Marketing) that contains a list of presentations available in the system. It is used to enrich the fact table crm_clm_fact_csv with presentation names. |
| crm_clm_slide_dic_csv | A reference table of CLM presentation slides (Closed Loop Marketing). It is used to enrich the fact table crm_clm_fact_csv with slide names. |
| crm_contact_dictionary_v2 | Reference table of contacts (HCP) containing basic information about doctors and their classification. Used as a source of reference data. |
| crm_companypreparation2_csv | The table contains data on the interaction of companies (HCOs) with products within completed tasks (visits). It is used to analyze visit results, monitor plan fulfillment, and store additional attributes. |
| crm_cp_brand_dictionary_reference_csv | The reference table is a link to the table with the same name — crm_cp_brand_dictionary_csv. It is used for convenience when building the data model. |
| crm_cp_prep_dictionary_reference_csv | The reference table is a link to the table with the same name — crm_cp_brand_dictionary_csv. It is used for convenience when building the data model. |
| crm_hco_all_base_companycategory_csv | Contains information about organization (HCO) categories. |
| crm_hco_all_base_csv | A basic comprehensive table of medical organizations (HCO). It contains key information about the region, city, company type, address, name, and affiliation with a network or corporation. It is used to build coverage dashboards and analyze the structure of HCOs. |
| crm_hco_all_base_tasklastmonth_csv | Contains data on tasks completed for HCOs during the last month. |
| hco_all_base_tasklastyear_csv | Contains data on tasks completed for HCOs during the last year. |
| hco_all_base_contactcategory_csv | Contains information about the categorization of doctors (HCPs). |
| crm_hcp_all_base_csv | A basic comprehensive table of all contacts (HCPs) that contains information about doctors: full name, specialization, workplace, region, city, addresses, and archive status. It is used as the main reference data source for HCPs. |
| crm_hcp_all_base_tasklastmonth_csv | Contains information about the correspondence between doctors’ specializations and target groups. |
| crm_hcp_all_base_tasklastyear_csv | Contains information about tasks (visits) completed during the last year. |
| crm_login_csv | The table contains information about CRM users and their hierarchy (the relationship between Regional Managers (RMs) and Medical Representatives (MRs)). |
| crm_preparation_dictionary_csv | A reference table of preparations and brands. It is used in Power BI for visit analytics, promotions, and linking with other fact tables. |
| crm_promotion_fact_csv | A fact table containing data on brand usage within tasks (visits). It is used for analyzing promotional activity. |
| crm_question_dictionary_csv | A reference table of survey questions (Survey Questions). |
| crm_sku_dictionary_csv | A technical directory that contains data about trade units. It is used as an auxiliary table. |
| crm_storage_material_csv | A fact table of promotional material stock levels in CRM users’ warehouses. It is used to analyze material availability. |
| crm_storage_task_material_csv | A fact table of promotional material usage in CRM tasks (visits). It is used to analyze material distribution by representatives and to control stock levels. |
| crm_survey | A fact table of survey results completed by representatives during visits to HCPs or organizations. |
| crm_survey_dictionary | A reference table containing the list of surveys (questionnaires) used in the CRM system to collect information during visits. |
| crm_surveyresult_csv | A table of survey results. |
| crm_target_dictionary_csv | A reference table containing the list of target groups used in the CRM system for classifying HCPs or HCOs. |
| crm_task_material_csv | A fact table containing information about materials used within completed tasks. |
| crm_task_plan_now_csv | An auxiliary table for analyzing plan execution as of the current date. |
| crm_task_plan_v2_csv | The main table for building analytics of task and promotion plans. It combines two types of plans — “task” (visits) and “promotion” (promo activities) — from the sources info_plandetail and info_planpreparation |
| crm_task_plan_v2_reference_csv | The reference table is a link to the table with the same name — crm_task_plan_v2_csv. It is used for convenience when building the data model. |
| crm_taskmaterial_dictionary_csv | A reference table of materials used in tasks. It is used to define the names, types, and units of measurement of promo and sample materials. |
| crm_taskstate_csv | A reference table with task statuses. |
| crm_tasktype_csv | A reference table with task types. |
| crm_user_country_csv | A reference table that links CRM users with countries and regions. |
| crm_contactpotential_csv | A fact table containing information about contact potential in the context of brands and products. It is used to analyze the realization of interaction potential with HCPs. |
| Zendesk_Organizations | A reference table of organizations that allows each company or client in the system to be identified. |
| Zendesk_Request Type Dictionary | A reference of request types that helps standardize the typology of user inquiries. |
| Zendesk_Ticket Metrics | Actual ticket metrics used to evaluate performance and SLA. |
| Zendesk_Tickets | The main table containing all requests received through Zendesk. |
| Zendesk_Users | Information about users who interact with the support system. |