HCP All Base Dashboard display KPI's on the central part of the report and on the all vizualizations.

• HCP All Base
• HCP All Base Coverage
• HCP All Base Uncovered
• HCP All Base Coverage %
• Additional Coverage Metrics
  - HCP Base
  - HCP Covered
  - HCP Covered Owner
  - HCP Covered %
  - HCP Not Covered
  - HCP Calls
  - HCP Frequency

HCP All Base

Displays the total number of healthcare professionals included in the complete CRM database.

Business Value

Represents the total HCP universe available for engagement and coverage analysis.

DAX Formula

CALCULATE(
   DISTINCTCOUNT(crm_hcp_all_base_csv[doc_crm_id])
)

Calculation Logic

Calculates the total number of unique healthcare professionals stored in the complete HCP database.

Business Rules

• All active filters affect calculations.
• Includes all HCPs available in the selected reporting scope.

HCP All Base Coverage

Displays the number of healthcare professionals from the complete HCP database who received at least one interaction during the reporting period.

Business Value

Measures actual engagement coverage across the full HCP universe.

DAX Formula

VAR FilteredTasks =
   FILTER(
       crm_hcp_all_base_tasklastmonth_csv,
       NOT ISBLANK(crm_hcp_all_base_tasklastmonth_csv[task_last_month])
   )
RETURN
CALCULATE(
   DISTINCTCOUNT(crm_hcp_all_base_csv[doc_crm_id]),
   FilteredTasks
)

Calculation Logic

Calculates the number of unique healthcare professionals who have at least one recorded interaction during the last month.

A healthcare professional is considered covered when the task_last_month field contains a value.

Business Rules

• Multiple interactions with the same healthcare professional are counted once.
• Coverage is determined using the latest activity data.
• All active filters affect calculations.

HCP All Base Uncovered

Displays the number of healthcare professionals who have not been covered by field activities.

Business Value

Helps identify engagement gaps and uncovered customer segments.

DAX Formula

[HCP All Base] - [HCP All Base Cov]

Calculation Logic

Calculates the difference between the total HCP database and covered healthcare professionals.

Business Rules

• Represents HCPs with no qualifying activity during the reporting period.
• Recalculated dynamically according to active filters.

HCP All Base Coverage %

Displays the percentage of covered healthcare professionals relative to the complete HCP database.

Business Value

Measures overall customer engagement effectiveness.

DAX Formula

DIVIDE(
   [HCP All Base Cov],
   [HCP All Base],
   0
)

Calculation Logic

Calculates the ratio of covered healthcare professionals to the total HCP database.

Business Rules

• Returns 0 when the denominator is zero.
• Recalculated dynamically according to active filters.
• Used as the primary indicator of overall HCP coverage.

Additional Coverage Metrics

The following metrics are frequently used in HCP coverage analysis and may be displayed depending on dashboard configuration or report version.

HCP Base

Displays the number of healthcare professionals assigned to employee responsibility areas.

DAX Formula

CALCULATE(
   DISTINCTCOUNT(crm_owner_v2_csv[key_cleint_id]),
   crm_owner_v2_csv[flag_name] = "contact"
)

Calculation Logic

Calculates the unique number of healthcare professionals assigned to employees.

HCP Covered

Displays the number of healthcare professionals who received at least one completed visit.

DAX Formula

CALCULATE(
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_cleint_id]),
   crm_task_fact_v2_csv[key_flag] = "contact"
       && crm_task_fact_v2_csv[key_task_isfinish] = 1
)

Calculation Logic

Calculates unique healthcare professionals with at least one completed visit.

HCP Covered Owner

Displays the number of healthcare professionals covered by their assigned employee.

DAX Formula

CALCULATE(
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_cleint_id]),
   crm_task_fact_v2_csv[key_owner_flag] = 1
       && crm_task_fact_v2_csv[key_task_isfinish] = 1
       && crm_task_fact_v2_csv[key_flag] = "contact"
)

Calculation Logic

Calculates unique healthcare professionals covered by their responsible representative.

HCP Covered %

DAX Formula

DIVIDE(
   [HCP Covered owner],
   [HCP Base],
   0
)

Calculation Logic

Calculates coverage percentage for the assigned HCP base.

HCP Not Covered

DAX Formula

[HCP Base] - [HCP Covered owner]

Calculation Logic

Calculates healthcare professionals assigned to employees but not yet visited.

HCP Calls

DAX Formula

CALCULATE(
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_task_id]),
   crm_task_fact_v2_csv[key_flag] = "contact"
       && crm_task_fact_v2_csv[key_task_isfinish] = 1
)

Calculation Logic

Calculates the number of completed visits to healthcare professionals.

HCP Frequency

DAX Formula

DIVIDE(
   [HCP Calls],
   [HCP Covered],
   0
)

Calculation Logic

Calculates the average number of visits per covered healthcare professional.

Business Value

Helps evaluate engagement intensity and call frequency.