The Pharmacy Calls dashboard is a Power BI report about calls to pharmacies. It shows pharmacy coverage, product availability in pharmacies and brand penetration in the pharmacy channel, based on the data that representatives collect during pharmacy calls.
Where to find it
Power BI Reports → CRM Analytics Report → Pharmacy Calls
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On the Dashboard, click Power BI Reports.
- Open the CRM Analytics report.
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Go to the Pharmacy Calls page.
Note: You see the dashboard only if your role has access to Power BI reports. Your permissions may also limit which territories, employees, organizations and brands you see.
What the dashboard helps you do
- monitor pharmacy coverage;
- check product availability in pharmacies;
- analyze brand penetration;
- monitor SKU distribution;
- find pharmacies where products are missing;
- plan pharmacy-focused sales activities;
- improve territory and product performance.
Data sources
| Data | Table in the data model |
|---|---|
| Completed calls | crm_task_fact_v2_csv |
| Employees | crm_owner_v2_csv |
| Products recorded in pharmacies during calls | crm_companypreparation2_csv |
| Pharmacies and other organizations | crm_company_dictionary_v2_csv |
| Products (SKUs) | crm_sku_dictionary_csv |
| Employee hierarchy, organization master data and calendar | — |
How the data is calculated
- All charts and tables are recalculated for the active filters.
- Product availability is based on the information that representatives record during pharmacy calls.
- Several calls to the same pharmacy count as one in the coverage calculation.
- The dashboard shows only synchronized CRM data. If employees haven't synchronized their apps, their latest calls may not appear yet.