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Veeva CRM Dashboard

Veeva CRM Dashboard: Account Reach, Activity, and Presentations

The dashboard presents a summary of key metrics within Veeva CRM, focusing on account reach, activity overview, and top CLM presentations. The time period selected is 'Last 90 Days (since 4/20/2023)' and the target filter is set to 'All Accounts'. The 'Account Reach' section shows 126 non-seen accounts, with 21 seen HCPs and 1 seen HCO. Account reach is at 15%, representing 22 out of 148. The 'Activity Overview' displays total calls as 60, total calls with CLM as 12, and total sent emails as 50, with 70 opens and 26 clicks. The 'Channel Trends' chart depicts interactions via In-person, Other, Phone, Sent Email, and Video over time from April 23, 2023, to July 16, 2023. The 'Top CLM Presentations' lists presentations such as 'Natevba Drug and Therapy Area Information' with 7 calls, 'Natevba' with 3 calls, 'Natevba - Remote CLM' with 3 calls, 'Cholecap Speaker Content' with 1 call, and 'Dr. Frank 10/3' with 1 call. The 'Activity by Product' section shows that Natevba has 11 calls and 11 emails, Cholecap has 3 calls and 8 emails, and General has 0 calls and 30 emails.

Product: Veeva MyInsightsCategory: DashboardDate: 4/12/2025