Account Sales

The screenshot displays the Account Sales Dashboard for Hackensack UMC Mountainside Medical Center, providing a comprehensive overview of sales activities and account performance over the last 90 days (since 4/20/2023). The dashboard is structured with multiple panels providing sales activity data and key account metrics. The 'Activity Overview' panel shows total calls (4), calls with CLM (2), sent emails (0), opens (0), and clicks (0). 'Channel Trends' visualizes in-person and other channel interactions over time from April 30, 2023, to June 25, 2023. 'Top Primary Child Accounts' ranks accounts by call and email engagement: John Difilippo (target met, 7 calls, 8 emails, last call on 7/18/2023), Mountainside Clinic (target not met, 6 calls, 0 emails, last call on 7/12/2023), Clifford Hudis (target met, 3 calls, 3 emails, last call on 5/31/2023), Michael Aaron (target not met, 2 calls, 1 email, last call on 6/1/2023), and Sally Jones (target not met, 1 call, 0 emails, last call on 6/29/2023). 'Recent Calls' lists recent interactions with dates, channels (Other, In-person), and CLM engagement statuses (checkmark for engaged, X for not engaged). 'Activity by Product' and 'Top CLM Presentations' sections are partially visible but display product and presentation names along with call counts and last call dates. A header shows the organization's name and navigation options to different dashboard views such as Commercial HCO, Compass HCO, Compass HCP, and HCO Overview. The 'My Preferred Address' is 1 Bay Ave., Montclair, NJ 07042, and the website is listed as http://www.mountainsidehosp.com/. The 'Last Call Date' for target accounts is 6/27/2023. Group Specialty 1 is MSP, with Group Specialty 2 left blank.