What information does the Commercial Territory page template display?
The Commercial Territory page template creates a page that helps users view operational and historical data across all accounts at the territory level, including summaries of call activity and Approved Email activity. Take a look at the slides below to see where each section of the page template is located, and a brief description of the information displayed there.
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You can change the Target Filter from All Accounts to Targets to view target information for each page template section. The slides display All Accounts. |
Commercial Territory Page Template
Time Period
Indicates that the data displayed in the other sections is limited to the last 90 days
Target Filter
Select to display All Accounts or Targets
Account Reach
Displays the number and percentage of accounts and targets that have been seen at least once, and the number of accounts and targets not seen
Activity Overview
Displays the number of Calls and Calls with CLM, Emails, Clicks, and Opens recorded against all accounts and targets
Top CLM Presentations
Displays the top five presentations and number of Calls against all accounts and targets
Activity by Product
Displays the user's MySetup products and the number of related Calls and Emails submitted against all accounts and targets
Top Seen HCPs
Displays the top five seen HCP accounts and targets with their primary parent, number of Calls, and number of Emails. Includes a Smart Link to those accounts and targets
Bottom Seen HCPs
Displays the bottom five seen HCP accounts and targets with their primary parent, number of Calls, and number of Emails. Includes a Smart Link to those accounts and targets.
Top Seen HCOs
Displays the top five seen HCO accounts and targets with their primary parent, number of Calls, number of Emails, and HCP Reach. Includes a Smart Link to those accounts and targets.
Bottom Seen HCOs
Displays the bottom five seen HCO accounts and targets with their primary parent, number of Calls, number of Emails, and HCP Reach. Includes a Smart Link to those accounts and targets.