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Dashboard Prescription - KPI Calculation Logic

kpidash.jpg

KPI - Potential

  • All active filters affect calculations.
  • Represents the maximum achievable prescription volume.

Displays the total prescription potential available within the selected reporting scope. Represents the maximum achievable prescription opportunity based on covered healthcare professionals.

DAX Formula

CALCULATE(
   SUM(crm_сontactpotential_csv[cp_potential]),
   crm_task_fact_v2_csv[key_flag] = "contact"
)

Calculation Logic

Calculates the total prescription potential for healthcare professionals associated with activities of type contact.

Planned Prescriptions

  • Based on planned prescription data.
  • All active filters affect calculations.

Displays the planned prescription volume for the selected reporting period. Represents the target prescription volume expected from covered healthcare professionals.

DAX Formula

CALCULATE(
   SUM(crm_сontactpotential_csv[cp_plancount]),
   crm_task_fact_v2_csv[key_flag] = "contact"
)

Calculation Logic

Calculates the total planned prescription volume for healthcare professionals associated with activities of type contact.

Fact Prescriptions

  • Based on actual prescription data.
  • Recalculated dynamically according to active filters.

Displays the actual prescription volume achieved during the selected reporting period. Measures actual prescription performance and allows comparison against planned targets.

DAX Formula

CALCULATE(
   SUM(crm_сontactpotential_csv[cp_factcount]),
   crm_task_fact_v2_csv[key_flag] = "contact"
)

Calculation Logic

Calculates the total actual prescription volume for healthcare professionals associated with activities of type contact.


Covered HCP

  • Multiple calls to the same healthcare professional are counted once.
  • Only records with key_flag = "contact" are included.
  • All active filters affect calculations.

Displays the number of healthcare professionals covered during the selected reporting period. Represents the size of the HCP audience used for prescription performance analysis.

DAX Formula

CALCULATE(
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_cleint_id]),
   crm_task_fact_v2_csv[key_flag] = "contact"
)


Calculation Logic

Calculates the unique number of healthcare professionals (contacts) with at least one recorded visit.

Prescription Achievement % - Fact Calls

  • Values above 100% indicate overachievement of the prescription plan.
  • Values below 100% indicate underachievement.
  • All active filters affect calculations.

Displays the percentage of prescription plan achievement. Shows how successfully prescription targets have been achieved.

DAX Formula

[Potential fact] / [Potential plan]

Calculation Logic


Calculates the ratio of actual prescriptions to planned prescriptions.

Example

  • Planned Prescriptions = 1,000
  • Fact Prescriptions = 850
Achievement % = 850 / 1,000 = 85%