Business Value
The Material Manager dashboard provides visibility into promotional material distribution and usage across employees, healthcare professionals, and customer interactions.
The dashboard enables users to analyze the distribution of promotional materials, monitor material utilization, and evaluate how marketing materials are used during customer engagement activities.
The dashboard helps users:
- monitor promotional material distribution;
- analyze material usage by employee;
- evaluate material utilization by customer segment;
- track promo-material quantities;
- support marketing and sales activity planning;
- improve control over promotional material allocation.
Additional Business Rules
- All visualizations are recalculated according to active filters.
- Material Quantity reflects promotional materials recorded in CRM activities.
- Dashboard data depends on CRM synchronization status.
- User permissions may limit visibility of employees, territories, customers, or promotional materials.
- The Pivot Table Builder controls which dimensions are displayed in the Detailed Promo-material Table.
- Available report versions may contain different datasets depending on configuration.