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

     
    • 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
     

    Medical Activity

     
    • Total Medical Inquiries - Count of Medical Inquiries created
    • Total Medical Insights - Count of Medical Insights
     

  • 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