Section | Reports (Tiles) |
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Sales Accounts Overview 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
Account Listing (Volume)
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Volume Trending 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
Order Volume by Panel Type
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Volume Monitoring 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
Stale Accounts - Last 30 Days
Declining Accounts – Month over Month
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Sales Account Volume Dashboard
Sales Pipeline Dashboard
Section | Reports (Tiles) |
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KPIs 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)
Opportunities Won (Count) (w/Est. Monthly Revenue Won ($))
Opportunities Won (Percentage) (w/Est. Monthly Revenue Won (%)) Opportunities Lost (w/Est. Monthly Revenue Lost)
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Sales Revenue Breakdown 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
Est. Monthly Revenue by Sales Rep
Est. Monthly Revenue by Org Type
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Sales Opportunity Trending 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
Opportunity Pipeline (+/- 6 Months)
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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
Pipeline Est. Monthly revenue by Sales Stage and Sales Rep
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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.
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Opportunity Detail
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Sales Activity Dashboard
Section | Reports (Tiles) |
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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)
Completed Sales Activities (w/% of All Sales Activities)
Sales Reps (w/Avg Tasks per Sales Rep)
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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
Assigned Sales Reps
Activities by Subcategory
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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
Activity Trend by Subcategory
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Sales Rep Productivity This section containing two (2) tiles zeroes in on what each sales rep is doing to generate more pipeline.
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Activities by Subcategory and Sales Rep
Sales Rep Activities Trend
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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
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Services Activity Dashboard
Section | Reports (Tile) |
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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)
Completed Cases (w/% of Total)
Open Cases (w/% of Total)
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
Average Time to Resolve
Cases by Assigned Case Owner
Root Cause
High Frequency Organizations
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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
Cases by Category/Subcategory Trend
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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.
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Services Cases Detail
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