hc1 Operations Management™

The top section provides a heat-map of the US showing account density by state, along with a detailed listing of every account, ranked by lab testing volume. This is especially helpful for Sales Managers and reps alike when filtering by Territory, Rep, or geographical location.

Account Density Heat Map

• Explore: Show Complete List (Accounts List by State)

Account Listing (Volume)

• Drill Through: by Ordering Provider

The middle section contains two (2) tiles which provide trending analysis into which accounts have had the most testing volume, make up the largest percentage of that volume, and a breakdown of ordered panels and tests by lab department.

Volume Trend

• Explore: Show Complete List (Accounts List by Order Date)

Order Volume by Panel Type

• Drill Through: by Panel Name

The bottom section contains three (3) tiles which are all focused on Account-Health from an ordering volume perspective. This is especially helpful for Sales teams to know which accounts are declining in volume or have not ordered in the past 30 days to target their efforts using a proactive retention strategy.

Top Accounts 30/60/90 Trend

• Drill Through: by Ordering Provider

Stale Accounts - Last 30 Days

• Drill Through: by Ordering Provider

Declining Accounts – Month over Month

• Drill Through: by Ordering Provider

The top section includes four (4) tiles which provide key performance indicators (KPIs) on Sales Opportunities. Providing at-a-glance insight into a sales team’s pipeline performance across the organization.

Active Opportunities (w/Est. Monthly Revenue)

• Drill To: Active Opportunity Listing

Opportunities Won (Count) (w/Est. Monthly Revenue Won ($))

• Drill Through: Won Opportunity Listing

Opportunities Won (Percentage) (w/Est. Monthly Revenue Won (%))

Opportunities Lost (w/Est. Monthly Revenue Lost)

• Drill To: Lost Opportunity Listing

This section provides insight into how much revenue is tied to various performance metrics. Three (3) tiles display this information by Opportunity Type (New Business vs Upsell), by Sales Rep (Estimated Revenue for each individual), and by Account Type (Estimated Revenue by Hospital, Private Practice, Speciality Clinic, etc)

Est. Monthly Revenue by Opportunity Type

• Drill Through: by Opportunity Type - Detail List

Est. Monthly Revenue by Sales Rep

• Drill Through: by Sales Rep - Opportunity Detail

Est. Monthly Revenue by Org Type

• Drill Through: by Account Type - Opportunity Detail

The trending section contains two (2) tiles which both highlight how the sales team is performing over time. Specifically, looking at the deal-to-revenue ratio over time, as well as the overall pipeline 6 months past, and looking 6 months forward. Very useful for sales projections.

Est. Monthly Revenue and Opportunity Count by Month

• Drill Through: by Opportunities by Date - Detail
• Drill Through: by Est. Revenue by Date - Detail

Opportunity Pipeline (+/- 6 Months)

• Drill Through: by Active Est. Monthly Revenue - Detail
• Drill Through: by Won Est. Monthly Revenue - Detail
• Drill Through: by Lost Est. Monthly Revenue - Detail

Sales Revenue Stage Analysis

This section consists of three (2) tiles and is designed to provide a comprehensive analysis of all your Sales Pipeline and how much potential revenue is tied up in each Stage of the Sales Cycle.

Active Pipeline Est. Monthly Revenue by Stage

• Drill Through: by Revenue in each Opp. Stage

Pipeline Est. Monthly revenue by Sales Stage and Sales Rep

• Drill Through: by Revenue for each Sales Rep

Sales Opportunity Detail

This final tile provides a complete list of all Sales Opportunities based on the selected filters set on the dashboard (Won, Lost or Active). This is useful for more detailed exploration of the data, or to download for external analysis.

Opportunity Detail

• View Opportunity Link: Opens record in hc1 Platform
• View Organization Link: Opens Org in hc1 Platform
• Drill Through: by Closed Date - Opportunity List
• Drill Through: by Est. Monthly Revenue - Detail

KPIs

The top section includes three (3) tiles which provide key performance indicators (KPIs) for all Sales activities. Providing at-a-glance insight into a sales team’s activities and efforts across the organization.

Total Sales Activities (w/Total Across Accounts)

• Drill Through: List of all Sales Activities

Completed Sales Activities (w/% of All Sales Activities)

• Drill Through: List of Completed Sales Activities

Sales Reps (w/Avg Tasks per Sales Rep)

• Drill Through: List of Sales Reps

Sales Activity Analysis

This section consists of three (3) tiles and is designed to provide a comprehensive analysis of all Sales-related activity across the organization. Including a breakdown of activities by Accounts, by Sales Rep, and by Sales Activity Category (Calls, Visits, Presentations, etc)

Activities by Account Type

• Drill Through: by Account Type - Activity Detail

Assigned Sales Reps

• Drill Through: by Sales Rep - All Sales Tasks
• Drill Through: by Sales Rep - Open Tasks Only

Activities by Subcategory

• Drill Through: by Sales Activity Type - Activity Detail

Sales Activity Trending

This section with two (2) tiles provides insight into trending-over-time activity metrics. Specifically, these look at the volume of sales activity by Account Type (Hospital, Private Practice, etc) and Activity Type (Call, Visit, Contracting, etc).

Activity Trend by Account Type

• Drill Through: by Account Type - Task Detail

Activity Trend by Subcategory

• Drill Through: by Activity Type - Task Detail

Sales Rep Productivity

This section containing two (2) tiles zeroes in on what each sales rep is doing to generate more pipeline.

Activities by Subcategory and Sales Rep

• Drill Through: by Rep and Activity Subcategory

Sales Rep Activities Trend

• Drill Through: Sales Tasks by Date for each Rep

Sales Activity Detail Report

This final tile provides a complete list of all Sales Tasks which are still Open. This is useful to ensure all Tasks, such as appointments, follow-up calls, and site-visits, etc., are completed in a timely manner.

Open Sales Tasks

• View Task Link: Opens Task in hc1 Platform
• View Organization Link: Opens Org in hc1 Platform

KPIs

The top section of the dashboard includes four (4) tiles which provide an overview of key performance indicators (KPIs) for all services-related activities across departments. Providing at-a-glance insight into Case load volume, closure rate, and time-to-resolve metrics.

Total Cases (w/Total Ordering Locations)

• Drill Through: Organizations with Activity Count

Completed Cases (w/% of Total)

• Drill Through: Organizations with Activity Count

Open Cases (w/% of Total)

• Drill Through: Organizations with Activity Count

Avg Time to Resolve

Services Activity Analysis

This section consists of five (5) tiles and is designed to provide a comprehensive analysis of all Services-related activities across the organization. Including a breakdown of activities by type, analysis of workload by User, closure performance, root cause, analysis, and more.

Cases by Category/Subcategory

• Drill Through: by Subcategory

Average Time to Resolve

• Drill Through: by Subcategory - Activity Listing

Cases by Assigned Case Owner

• Drill Through: by Owner - Activity Listing

Root Cause

• Drill Through: by Root Cause - Activity Listing

High Frequency Organizations

• Explore: by Account - Show Complete List
• View Organization Link: Opens Org in hc1 Platform

Services Activity Trending

This section consists of two (2) tiles, and provides insight into trending-over-time activity metrics. Specifically, looking at Caseload and closure rates, as well as volume of cases by Category and Subcategory over time.

Activity Volume Trend

• Drill Through: Completed Cases Detailed List
• Drill Through: Open Cases Detailed List

Cases by Category/Subcategory Trend

• Explore: Show Complete List
• Drill Through: View Subcategory Breakdown

Services Activity Detail Report

This final tile provides a complete list of all Services-oriented Cases based on the selected filters set on the dashboard. This is useful for more detailed exploration of the data, or to download for external analysis.

Services Cases Detail

• View Case Link: Opens Case in hc1 Platform
• View Organization Link: Opens Org in hc1 Platform