Sales Activity Dashboard

Subtab Reports
Activity Trend

This subtab provides an overview of the activities of the entire sales department. Managers can see which types of activities sales reps are doing the most and how activity volume is trending over time. Charts break down sales activities by customer type as well.

Activity Summary
Activities by Type
Drill Through: Organizations with Activity Count
Activity Trend by Type
Activities by Org Type
Drill Through: Organizations with Activity Count
Activity Trend by Org Type
Activity by Sales Rep

This subtab zeroes in on what each sales rep is doing to generate more pipeline.

 

Average Activity by Type
Activity by Type and Sales Rep
Drill Through: Activity Listing
Activity by Org Type and Sales Rep
Drill Through: Activity Listing
Productivity

This subtab shows the results of all the calls, conferences, visits, and other sales activities in terms of new organizations, new opportunities, and new deals in the pipeline. This information is broken down by organization type and by individual sales representative.

 

 

 

 

 

 

 

 

Productivity Summary
New Opportunity Count by Org Type
Drill Through: Opportunity Listing by Revenue
New Opportunity Count by Sales Rep
Drill To: Opportunity Listing by Revenue
Drill To: Rep Opportunities by Org Type
New Pipeline Revenue by Org Type
Drill Through: Opportunity Listing by Revenue
New Opportunity Revenue by Sales Rep
Drill To: Opportunity Listing by Revenue
Drill To: Rep Revenue by Org Type

Sales Pipeline Dashboard

Subtab Reports
Win/Loss Summary

This subtab provides some perspective on opportunities won during the selected time period, showing what types organizations provided these opportunities, which sales reps closed the opportunities, and what the details are for each won opportunity.

 

 

 

 

 

Summary
Won Revenue by Org Type
Drill Through: Won Opportunity Listing
Won Revenue by Sales Rep
Drill Through: Won Opportunity Listing
Won Revenue and Count by Month
Drill To: Won Opportunity Listing
Drill To: Won Revenue by Org Type
Won Opportunity Listing
Pipeline

This subtab highlights active opportunities so that sales managers can quickly assess the overall status of current sales deals.

 

 

 

 

 

 

 

 

Pipeline Summary
Pipeline Revenue by Stage
Drill Through: Pipeline Opportunity Listing
Pipeline Revenue by Org Type
Drill Through: Pipeline Opportunity Listing
Pipeline Revenue by Sales Stage and Sales Rep
Drill To: Pipeline Opportunity Listing
Drill To: Pipeline Revenue by Org Type
Opportunity Pipeline (+/- 6months)
Drill Through: Pipeline Opportunity Listing
Details

This subtab prioritizes open opportunities by close dates. Those that are within 14 days of their close dates are red and listed at the top, those within 28 days of closing are yellow, and those that are more than 28 days  from closing are highlighted in green.

Opportunity Listing

Sales Accounts Dashboard

Subtab Reports
Heat Map

The darker areas in the map show the states where accounts are located. Click on a state to display a list of accounts in that area and create tasks related to those accounts.

Organization Detail
Volume

A glance at the three reports on this subtab reveals which month in the selected time period has had the most order volume, which panels have made up the largest percentage of that volume, and which accounts have been ordering the most tests. To populate the data in these reports, hc1 requires a lab information system integration.

 

Volume Month Over Month
Order Volume by Panel Type
Account Listing
Monitoring

The reports of this subtab provide a historical view of ordering volume to help guide and prioritize customer retention efforts. To populate the data in these reports, hc1 requires a lab information system integration.

 

 

Top Accounts 30/60/90 Trend
Declining Accounts – Month over Month
Stale Accounts – Last 30 Days

Record-Level Dashboards

Dashboard Reports
Account Volume

This dashboard is available on organization records to provide sales reps an order trend history of an account so that they can be prepared for customer interactions. To present this real-time order volume data, hc1 requires an integration with the laboratory information system.

Org Volume Over Time
Physician Volume Month Over Month
Orderable Volume Month Over Month
Drill Through: Physician Volume Month Over Month
Provider Volume

This dashboard’s reports show different views of the provider’s order volume trends. To present this real-time order volume data, hc1 requires an integration with the laboratory information system.

Provider Volume Over Time
Orderable Volume Over Time