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Overview

This document provides a high-level executive overview of all available CRM Analytics and BI reports and dashboards used within the Proxima CRM ecosystem.

Current scope of the analytics ecosystem:

  • Total reports: 9

  • Total dashboards: 44

Below is a list of available dashboards  

CRM Analytics Reports

  • Cycle Plan - Provides management with visibility into planned versus actual field force activity during the selected cycle period.
  • HCO Base Coverage Overview - Provides visibility into healthcare organization (HCO) coverage execution and evaluates how effectively the field force interacts with the available customer base during the selected period.
  • HCO All Base - Provides a consolidated overview of the entire healthcare organization (HCO) database available in the CRM system and measures overall coverage across all territories, regions, and organization types.
  • HCP Base - Provides visibility into healthcare professional (HCP) coverage and engagement within the responsibility base assigned to MR/RM employees during the selected reporting period.
  • HCP All Base - Provides a consolidated overview of the entire healthcare professional (HCP) database available in the CRM system and measures overall engagement and coverage across all regions, target groups, and medical specialties.
  • Promotions - Provides visibility into promotional activity execution, compares planned versus actual promotions, and evaluates promotional effectiveness across employees, brands, and target groups.
  • Calls PL/AC - Provide visibility into planned versus actual call execution and evaluate how effectively field force activities are performed against the approved call plan.
  • Actual Calls - Provide detailed visibility into completed field force call activity and monitor execution of actual customer interactions during the selected reporting period.
  • Pharmacy Calls - Provide visibility into pharmacy coverage, product availability, and brand penetration within pharmacy-related field force activities.
  • Prescription - Provide visibility into prescription generation dynamics, compare prescription potential versus actual prescription results, and evaluate the effectiveness of field force influence on prescription activity.
  • Double Calls Evaluation Dynamics - Provide visibility into double call activities and evaluate employee competencies, behavior quality, and execution standards during joint field visits.
  • Survey - Provide visibility into survey execution within CRM activities and monitor the collection of structured field information from healthcare professionals and organizations.
  • CLM Presentation Overview - Provide visibility into Closed Loop Marketing (CLM) presentation usage and evaluate the effectiveness of digital content interactions during customer engagements.
  • Activity Type Overview - Provide visibility into non-call activities performed by the field force and monitor allocation of employee time across operational, administrative, training, and business support activities.
  • Material Manager - Provide visibility into promotional material distribution and monitor usage of marketing materials across field force activities.
  • Synchronizations - Provide visibility into CRM synchronization activity and monitor technical interaction between user devices and the CRM platform.
  • Help Desk Report - Provide visibility into user support requests and monitor operational efficiency of CRM support processes.

CRM Analytics CF Report

  • CRM Analytics CF Report - Provide flexible CRM analytics capabilities using standard CRM entities together with custom CRM fields and custom objects.

Channel Engagement Report

  • Map - Provides a geographical overview of multichannel customer engagement across countries, regions, and communication channels to support market-level engagement analysis and channel effectiveness monitoring.
  • 1st Level - Supports multidimensional analysis of engagement metrics across communication channels, customer segments, brands, and territories using configurable analytical dimensions and measures.

OCM Analytics Reports

  • Emails - Provide visibility into email campaign execution and evaluate customer engagement with digital communication channels, including delivery performance, content engagement, and communication effectiveness across different customer segments.
  • WhatsApp - Provide visibility into WhatsApp communication campaigns and evaluate customer engagement with messaging-based omnichannel interactions.
  • Viber - Provide visibility into Viber communication campaigns and evaluate customer engagement with messenger-based omnichannel interactions.
  • SMS - Provide visibility into SMS communication campaigns and evaluate the effectiveness of direct mobile messaging interactions with customers.
  • Report - Provide a consolidated overview of omnichannel communication enabling comparative performance analysis across channels and supporting data-driven communication strategy decisions.

GPR Reports

  • GPS - Provide visibility into geolocation-based field force activity and evaluate quality and compliance of customer visits using GPS tracking data.
  • Constructor - Provide flexible analytical tools for detailed investigation of GPS-based field force activity using configurable dimensions, filters, and compliance scenarios.

CRM Light Reports

  • Productivity Overview - Provide management with a simplified high-level overview of field force productivity and HCP coverage execution based on CRM activity data.

Sales Reports

  • Distributor Sales - Provide visibility into distributor sales performance and support commercial decision-making through analysis of sales dynamics, plan execution, and regional distribution trends.
  • Constructor - Provide flexible analytical tools for custom sales analysis and operational reporting across distributors, companies, products, territories, and stock movement indicators.
  • Chains Report - Provide visibility into sales and stock dynamics across pharmacy chains and support analysis of inventory movement, distributor flow, and brand performance.
  • Distributor Stock - Provide visibility into distributor stock levels and support inventory monitoring across distributors, warehouses, brands, and SKU positions.
  • Distributor Sales Daily - Provide visibility into daily distributor sales dynamics and support operational monitoring of regional and SKU-level sales activity.
  • Distributor Sales Daily Detailed - Provide detailed day-by-day visibility into distributor sales activity across regions to support operational sales tracking and short-term commercial analysis.

Fuel Report

  • Fuel Report - Provide visibility into fuel consumption, vehicle usage, and distance traveled across field force operations to support transportation cost control and operational transparency.