What information does the Medical Territory page template display?
The Medical Territory page template creates a page that helps users view operational and historical data across HCPs and KOLs at the territory level, including medical activity, discussions, inquiries, and insights. 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. You can always move sections around in the page template as you’d like.
Medical Territory Page Template
Time Period
When the activity starts (within the last 90 days)
My Activity Overview
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- KOL Reach
- Interactions - Count of submitted Calls created
- Medical Discussions - Count of Medical Discussions created
- Sent Email - Count of Sent Emails sent
- Total # of Opens - Sum of Sent Emails’ # of Opens
- Total # of Clicks - Sum of Sent Emails’ # of Clicks
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Medical Activity
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- Total Medical Inquiries - Count of Medical Inquiries created
- Total Medical Insights - Count of Medical Insights
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My Recent Interactions
Five most recent Calls created, sorted by call date, from most recent to least recent
My Recent Medical Discussions
Five most recent Medical Discussions created, sorted by call date, from most recent to least recent
My Top CLM Presentations
Five most recent CLM Presentations created, sorted by related call date
My Top Seen KOLs
My Most Recently Seen KOLs
Recent Medical Inquiries
Five most recent Medical Inquiries, sorted by created date, from most recent to least recent
Recent Medical Insights
Five most recent Medical Insights sorted by created date, from most recent to least recent
My Least Seen KOLs
My Least Recently Seen KOLs