Account Performance Overview

The screenshot presents a dashboard view of account performance for Temple University Hospital within a CRM or sales analytics platform. The dashboard is organized into several sections, each providing distinct insights. At the top, there's an account summary with details such as the hospital's preferred address (3401 N Broad St 4, Philadelphia, PA 19140) and website (WWW.HEALTH.TEMPLE.EDU/TUH). The time period is set to the last 90 days, starting from January 24, 2023. An 'Activity Overview' section shows aggregated call and email metrics: Total Calls (6), Total Calls with CLM (0), Total Sent Emails (0), # of Opens (0), and # of Clicks (0). The 'Channel Trends' section presents a line graph illustrating the trend of 'In-Person' and 'Video' calls over time, with 'In-Person' calls increasing from approximately 1 to 4 between April 9th and April 23rd, while 'Video' calls increase from 0 to 1 over the same period. A 'Top Primary Child Accounts' section lists several names (Clinton Ackerman, Ivan Fantorelli, James Franklin, Luigi Santoro, and Patricia Aulicino) along with their target status, number of calls, number of emails, and last call date. Clinton Ackerman's target is marked with a checkmark, with 3 calls, 0 emails, and a last call date of 4/24/2023, whereas the rest of the listed accounts don't have a target met and all calls and emails marked with 0. The 'Recent Calls' section displays a table with the date (4/24/2023 for all entries), channel (mostly 'In-Person', with one entry for 'Video'), and CLM status (marked with an X for all entries).