Veeva MyInsights Dashboard Development

Transform your Veeva CRM data into actionable insights with custom dashboards tailored to your field teams.

Custom Veeva MyInsights Dashboards

In today's pharmaceutical industry, field teams need instant access to actionable insights. Veeva MyInsights (now part of Veeva CRM X-Pages) delivers tailored, interactive visualizations directly within Veeva CRM, empowering reps, MSLs, and KAMs to make data-driven decisions. IntuitionLabs specializes in creating custom MyInsights dashboards that surface critical information at the right time and place.

What Kind of MyInsights Dashboards Can We Build?

From pre-call planning to territory performance, we develop tailored dashboards for every field role.

Related topics
Sales RepsMSLsKAMsManagers
  • Account Performance Dashboards: Track key metrics, interaction history, sales data, and engagement patterns for each account.
  • Pre-Call Planning Screens: Aggregate HCP preferences, recent interactions, and AI-driven suggestions to streamline preparation.
  • Territory Management Dashboards: Monitor territory performance, call activity, reach and frequency, and KPI tracking.
  • KOL Engagement Analytics: Visualize Key Opinion Leader profiles, influence metrics, scientific interests, and engagement patterns.
  • Next Best Action Screens: Present AI-driven recommendations for optimal engagement strategies in user-friendly formats.
  • Sales Analytics Dashboards: Analyze product performance, market share trends, and competitive positioning.
  • Cross-Channel Engagement Trackers: Track HCP engagement across digital channels, CLM, events, and face-to-face interactions.
  • Order Management Screens: Provide real-time guidance against sales targets during order entry workflows.
Our dashboards are designed for cross-platform compatibility (iPad, iPhone, Lightning Experience) with full offline functionality.

Custom Code Development

For complex visualizations and unique user experiences, we leverage HTML5, JavaScript, and the Veeva JS library to build fully customized solutions. Our developers create sophisticated dashboards that integrate with external data sources and deliver specialized functionality.

Veeva MyInsights Overview

MyInsights Studio (No-Code)

For straightforward visualizations and rapid deployment, we utilize MyInsights Studio to configure dashboards without coding. This approach enables quick iterations, easy maintenance, and empowers your CRM administrators to make updates.

Veeva MyInsights Studio Interface

Data Integration Expertise

Our dashboards seamlessly integrate data from multiple sources: Veeva CRM, Veeva Nitro for analytics, Veeva Link for KOL intelligence, and external third-party systems. We create unified views that bring together operational, strategic, and market data for comprehensive insights.

Veeva MyInsights Data Integration

Regulatory Compliance

All dashboards are developed with pharmaceutical industry regulations in mind. We ensure compliance with data privacy standards, maintain audit trails, and follow Veeva's best practices for validated systems.

Veeva MyInsights Mobile Access

Common Dashboard Types

Explore our most requested MyInsights dashboard solutions for pharma field teams.

Pre-Call Planning

Aggregate HCP data, past interactions, preferences, and relevant suggestions to streamline preparation.

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KOL Profiles

Comprehensive views of key opinion leaders with publications, trial involvement, and engagement history.

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Territory Performance

Track call activity, reach/frequency metrics, sales trends, and geographical visualizations.

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Account Planning

Monitor objectives, stakeholders, influence mapping, and progress tracking for key accounts.

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Sales Analytics

Visualize product performance, market share, and competitive data for informed decisions.

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Cross-Channel Engagement

Track HCP interactions across face-to-face, digital, and approved email channels.

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Our Development Process

1. Discovery

We work with your team to understand your specific needs, user workflows, and data requirements.

2. Design

We create wireframes and prototypes to visualize the dashboard layout and functionality.

3. Development

Our developers build the dashboard using Veeva's recommended practices and extensive testing.

4. Deployment

We handle the deployment process and provide training for administrators and users.

5. Support

We offer ongoing support and iterate on dashboards as your needs evolve.

Case Study: Scilex Holding Company

This detailed case study is currently being finalized and will be available soon.

Learn how IntuitionLabs helped Scilex Holding Company revolutionize their field sales analytics with custom Veeva MyInsights dashboards powered by Veeva Nitro.

COMING SOON

Check back soon for the full case study with implementation details, screenshots, and client testimonials.

Ready to Transform Your Veeva CRM Data into Actionable Insights?

Contact IntuitionLabs to discuss your custom MyInsights dashboard requirements and enhance your field team's effectiveness.

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Veeva MyInsights: Frequently Asked Questions