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HCO All Base Dashboard: Coverage of Healthcare Organizations (Institutions)

The HCO All page of the CRM Analytics Report shows the whole base of healthcare organizations (HCOs, institutions) in the CRM and how well it is covered: how many institutions are in the base, how many are covered and uncovered, and what the overall coverage percentage is. You can break the data down by region, city, organization type and other details.

Where to find it

Power BI Reports → CRM Analytics Report → HCO All

  1. On the Dashboard, click Power BI Reports.

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  2. Open the CRM Analytics report.

  3. Go to the HCO All Base page.

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Note: This page shows the entire HCO base in the CRM, not only the institutions assigned to specific representatives. You see it only if your role has access to Power BI reports.

What's on the page

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  • KPI cards: the total number of institutions, the number of covered and uncovered institutions, and the coverage percentage.
  • Charts: coverage by region, city and organization type.
  • Filters: country, region, area, city, organization category and type, organization, supervisor, representative and other parameters.
  • Detailed HCO coverage table: the list of institutions with their coverage status. You can choose its columns with the Pivot Table Builder.
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Questions the page answers

  • How many healthcare organizations (institutions) are in the HCO base?
  • How many institutions are covered and how many are uncovered?
  • What is the overall HCO coverage percentage?
  • Which regions, cities or areas have the highest or lowest coverage?
  • Which organization types or categories need more attention?
  • Which supervisors and representatives are responsible for covered and uncovered institutions?
  • Where are the main coverage gaps, and where should follow-up actions start?

Business value

The page helps managers and analysts monitor how well the HCO base is covered and quickly find gaps in field activity. By comparing covered and uncovered institutions across regions, cities and organization types, they can see where more work is needed and prioritize follow-up actions. This supports territory management and gives better visibility into team coverage.

Learn more