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Veeva CRM Dashboard

Veeva CRM Territory Planning Dashboard: Activity, Accounts, Suggestions

The screenshot displays the Veeva CRM territory planning dashboard, showcasing activity metrics, account details, suggestions, unsubmitted calls, and claims information. At the top, the dashboard has several tabs including 'Action Overview', 'Nitro Dashboard', 'Sales Data', 'Territory Feedback', 'Territory Overview', and 'Territory Planning', which is currently active. The 'Activity Metrics this Month' section shows 'Target Reach' as 6, 'Average Weekly Calls' as 5.2, and 'Unsubmitted Calls' as 3. 'Unique Targets this Month' shows 'Unique Targets' as 12 and 'Goal Progress' as 'Achieved'. The 'Accounts' section lists HCP (Healthcare Professional) names, number of calls, last call date, number of emails, last email date, and a target indicator. The 'Suggestions' section lists four items, including 'Discuss Formulary Win', 'Request a Rep', and 'High Number of Potential Patients'. 'Unsubmitted Calls' shows the 'Call Date', a 'View Call' link, 'Account Name', and 'Days Since Call'. The 'Claims' section features two panels: 'Dosing', 'Efficacy', and 'Reliability', each highlighting benefits and details about 'Natevba'. A navigation bar is visible at the bottom containing: Home, My Accounts, My Schedule, and Presentations.

Product: Veeva MyInsightsCategory: DashboardDate: 4/11/2025