Where to find it: Power BI Reports → CRM Analytics Report → HCO All.
| Section | Description |
|---|---|
| Dashboard / Tab Name | HCO All Base |
| Business Goal | Provide a consolidated overview of the entire healthcare organization (HCO, institution) base in the CRM and measure overall coverage across all territories, regions and organization types. |
| Business Value | Helps management evaluate how effectively the company covers the full HCO base in the CRM, not only the institutions assigned to specific MR/RM responsibility zones. Supports strategic analysis of market penetration, identifies uncovered segments by geography and organization type, and helps assess the completeness and quality of engagement across the entire customer base. |
| Main Users | Top Management, Sales Directors, Regional Managers, CRM Administrators, Product Managers, Business Analysts |
| Key Decisions Supported | Strategic coverage planning, territory expansion analysis, identifying regions or organization categories with low coverage, CRM data quality monitoring, customer base segmentation and long-term field force planning |
| Functionality Description | Dashboard: HCO All Base |
Learn more: to find out how to open the dashboard, what it shows and how to use its filters, see HCO All Base Dashboard: Coverage of Healthcare Organizations (Institutions).