Business Value

The dashboard helps management assess how effectively medical representatives and regional managers are engaging with assigned healthcare professionals, track unvisited HCPs, analyze visit frequency, and evaluate the quality of engagement by specialty and target group. It supports the optimization of field force activities and improves control over client coverage in assigned territories and areas of responsibility.

The dashboard helps users:

• monitor HCP coverage within the selected responsibility area;
• identify uncovered HCPs that require follow-up;
• compare coverage performance by employee;
• analyze interaction frequency by HCP category or target group;
• support territory planning and resource allocation;
• evaluate field-force activity based on completed CRM interactions.

Main Users

• Regional Managers
• Sales Managers
• Area Supervisors
• CRM Administrators 
• Product Managers

Additional Business Rules

• All visualizations are recalculated according to active filters.
• Coverage calculations use completed CRM activities only.
• Multiple interactions with the same healthcare professional are counted as a single covered HCP.
• Dashboard data depends on CRM synchronization status.
• User permissions may limit visibility of specific territories, employees, or customer segments