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.
- 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.
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.

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.

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.

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.

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.
Learn moreKOL Profiles
Comprehensive views of key opinion leaders with publications, trial involvement, and engagement history.
Learn moreTerritory Performance
Track call activity, reach/frequency metrics, sales trends, and geographical visualizations.
Learn moreAccount Planning
Monitor objectives, stakeholders, influence mapping, and progress tracking for key accounts.
Learn moreSales Analytics
Visualize product performance, market share, and competitive data for informed decisions.
Learn moreCross-Channel Engagement
Track HCP interactions across face-to-face, digital, and approved email channels.
Learn moreOur 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.
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.
Book a Consultation