The Sales Trend Report displays trending of the selected Metric for the selected Territories over the corresponding time frame. Displays data for products defined as Company Products.

Sales Details displays the sum of Sales Data for the currently selected time frame Sales Data by Territory.  For each Territory, the sum of the previous time frame  is calculated as well as the Growth between the two time periods and the corresponding Market Share for the current time frame. Displays data for products defined as Company Products. If the Period is Rolling 24 Months, then the current and previous 12 months display.

The Sales Trend Report displays trending of the selected Metric for the selected Products for the Territories over the corresponding time frame. If the Period is Rolling 24 Months, then the current and previous 12 months display.

Sales Details displays the sum of Sales Data for the currently selected time frame Sales Data by Product for the Territories.  For each product, the sum of the previous time frame is calculated as well as the Growth between the two time periods and the corresponding Market Share for the current time frame.

Displays the Average Sales by Territory for the Selected Time Frame.

Displays the Growth by Territory for the Selected Time Frame.

Displays the Growth by Territory based upon a year-over-year comparison.

Displays a comparison of actual sales to sales goals. Also displays attainment of goals as a percentage of target.

The Segment Picklist displays the My Accounts views that the User is assigned.  The Segments control the data that is displayed for each of the reports by defining a subset of Accounts to display Sales Data. Additionally, the Segment picklist contains an “All” value – selecting this value will run the report against all accounts that are aligned to the selected territories.

The Market Category Picklist allows the User to choose whether to see all Markets that the Account has Sales Data for or the Markets that the User is interested in based upon their My Setup products.

The Market Picklist is defined based on the Markets available on the Analytics Product Group records.

The Data Type picklist displays all of the different types of Sales Data (i.e. NRx, TRx, Units, etc.) available for the selected Account. If a Territory Adjusted Sales Data data type is selected, the data displayed will be based on the pre-allocated sales data loaded by account and territory.

The Period controls the display of the time associated to each of the reports.  The available values are as follows:  Rolling 1 Month, Rolling 3 Month, Rolling 6 Month, Rolling 12 Month, Rolling 24 Month, YTD and Custom.  If the Weekly time scale is selected, the Period picklist displays 4 Weeks and 13 Weeks instead of Rolling 1 Month and Rolling 3 Month. Sales data for the selected Time Frame is displayed for each of the report charts. The Time Frame options available are dynamically displayed based upon the Sales Data information.  For example, if only 12 Months of Sales Data is loaded for a Sales File, then the Rolling 24 Months time frame option will not be available for selection.  In addition, Quarterly buckets will only be displayed if all data contained in the aggregation is available.  As an example, if a Quarterly bucket consisted of January through March, and only January and February data was loaded, then the January through March data point will not be displayed.

If the user selects the Custom option in the Period picklist, the Start Date and End Date are enabled, allowing the user to select a custom time period for all reports on the page. If a user selects anything other than Custom, these controls are disabled and have no effect on the time frame of the report.

The Scale controls how the Sales Data will be displayed from a Time Frame perspective.  The available values are: Weekly (if applicable), Monthly, and Quarterly.

The Territory Selector allows a User to navigate up and down the Territory and to select the Territories for comparison.  A User will only be able to select Territories that they are assigned to or those territories that exist below the assigned Territories.

The Compare To control allows users to compare their performance and results against territories that are above them in the territory hierarchy

The Display Competitors checkbox determines if non-Company Analytics Product Group Records will be displayed on the Reports.  The default for this checkbox is checked.

The Display Events Checkbox determines if the Product Events are displayed on the Sales Trend and Mkt Share Trends Reports.  The default behavior for this checkbox is checked.

When checked and if Sales Goals were pre-loaded, Fixed Reports will display Sales Goals information alongside historical sales.

The Build Chart Button will reload the Account Summary Reports based on the currently selected filter criteria.  If any of the filter criteria has been changed, a red asterisk will be displayed next to the Build Chart button.

The Sales Trend Report displays trending of the selected Metric for the selected Products for the selected Territory over the corresponding time frame.

Sales Details displays the sum of Sales Data for the currently selected time frame Sales Data by Product for the selected Territory.  For each Product, the sum of the previous time frame is calculated as well as the Growth between the two time periods and the corresponding Market Share for the current time frame. If the Period is Rolling 24 Months, then the current and previous 12 months display.

The Sales Trend Report displays trending of the selected Metric for the underlying Territories over the corresponding time frame.  The Territories/Zip Codes displayed are defined by the next lower level of Territories or Zip Codes based on the selected Territory.

This report ignores the Display Product filter.

Sales Details displays the sum of Sales Data for the currently selected time frame Sales Data by the underlying Territories.  For each Territory, the sum of the previous time frame is calculated as well as the Growth between the two time periods and the corresponding Market Share for the current time frame.  The Territories/Zip Codes displayed are defined by the next lower level of Territories or Zip Codes based on the selected Territory.

This report ignores the Display Product filter.

Displays the Average Sales by Territory for the Selected Time Frame.  The Territories/Zip Codes displayed are defined by the next lower level of Territories or Zip Codes based on the selected Territory.

This report ignores the Display Product filter.

Displays the Growth by Territory for the Selected Time Frame.  The Territories/Zip Codes displayed are defined by the next lower level of Territories or Zip Codes based on the selected Territory.

This report ignores the Display Product filter.

Displays the Growth by Territory based upon a year-over-year comparison.  The Territories/Zip Codes displayed are defined by the next lower level of Territories or Zip Codes based on the selected Territory.

This report ignores the Display Product filter.

Displays a comparison of actual sales to sales goals. Also displays attainment of goals as a percentage of target.

The Segment Picklist displays the My Accounts views that the User is assigned.  The Segments control the data that is displayed for each of the reports by defining a subset of Accounts to display Sales Data. Additionally, the Segment picklist contains an “All” value – selecting this value will run the report against all accounts that are aligned to the selected territories.

The Market Category Picklist allows the User to choose whether to see all Markets that the Account has Sales Data for or the Markets that the User is interested in based upon their My Setup products.

The Market Picklist is defined based on the Markets available on the Analytics Product Group records.

The Data Type picklist displays all of the different types of Sales Data (i.e. NRx, TRx, Units, etc.) available for the selected Account. If a Territory Adjusted Sales Data data type is selected, the data displayed will be based on the pre-allocated sales data loaded by account and territory.

The Period controls the display of the time associated to each of the reports.  The available values are as follows:  Rolling 1 Month, Rolling 3 Month, Rolling 6 Month, Rolling 12 Month, Rolling 24 Month, YTD and Custom.  If the Weekly time scale is selected, the Period picklist displays 4 Weeks and 13 Weeks instead of Rolling 1 Month and Rolling 3 Month. Sales data for the selected Time Frame is displayed for each of the report charts. The Time Frame options available are dynamically displayed based upon the Sales Data information.  For example, if only 12 Months of Sales Data is loaded for a Sales File, then the Rolling 24 Months time frame option will not be available for selection.  In addition, Quarterly buckets will only be displayed if all data contained in the aggregation is available.  As an example, if a Quarterly bucket consisted of January through March, and only January and February data was loaded, then the January through March data point will not be displayed.

If the user selects the Custom option in the Period picklist, the Start Date and End Date are enabled, allowing the user to select a custom time period for all reports on the page. If a user selects anything other than Custom, these controls are disabled and have no effect on the time frame of the report.

The Scale controls how the Sales Data will be displayed from a Time Frame perspective.  The available values are: Weekly (if applicable), Monthly, and Quarterly.

The Territory Picklist allows a User to select a Territory for Analysis.  A User will only be able to select Territories that they are assigned to or those territories that exist below the assigned Territories.

The Compare To control allows users to compare their performance and results against territories that are above them in the territory hierarchy.

The Display Competitors checkbox determines if non-Company Analytics Product Group Records will be displayed on the Reports.  The default for this checkbox is checked.

The Display Events Checkbox determines if the Product Events are displayed on the Sales Trend and Market Share Trends Reports.  The default behavior for this checkbox is checked.

When checked and if Sales Goals were pre-loaded, Fixed Reports will display Sales Goals information alongside historical sales.

The Build Chart Button will reload the Account Summary Reports based on the currently selected filter criteria.  If any of the filter criteria has been changed, a red asterisk will be displayed next to the Build Chart button.

The Segment Picklist displays the My Accounts views that the User is assigned.  The Segments control the data that is displayed for each of the reports by defining a subset of Accounts to display Call Data. Additionally, the Segment picklist contains an “All” value – selecting this value will run the report against all calls that were stamped with one of the territories selected in the Territory Picklist.

The Call Type Picklist allows users to select specific Call Types to define the data that is displayed in the chart.

The Account Type Picklist allows users to select specific Account Types to define the data that is displayed in the chart.

The Target Picklist allows a user to select a Target value to be displayed on the report.  The Target value is displayed as a horizontal line across the chart.

The Time Frame controls the display of the time associated to the report.

The Territory Selector allows a User to navigate up and down the Territory and to select the Territories for comparison.  A User will only be able to select Territories that they are assigned to or those territories that exist below the assigned Territories.

The Build Chart Button will reload the Account Summary Reports based on the currently selected filter criteria.  If any of the filter criteria has been changed, a red asterisk will be displayed next to the Build Chart button.

The Download to Excel button exports the underlying data for each of the Reports to Microsoft Excel.

The Export to Image button exports the Average Calls per Day report as an image.  This image can be embedded within various documents.

When checked, each person attending a group call will be counted as an individual call. When unchecked, group calls will be counted as a single call.

The Reach Trend report shows the number of key accounts reached over a period of time at the territory level.

The Frequency Trend report shows the frequency that key accounts have been called on over a period of time at the territory level.

The Statistics for Time Frame report shows the percentages of accounts reached over a specific period of time based on the time frame selected. This report shows total percentage reached, average percentage reached, maximum percentage reacted, and minimum percentage reached.

The Account Product Details report displays the number of accounts that have been called on and the number of times the accounts have been called on based on a range, such as no calls, 1-2 calls, 3-4 calls, etc. This is displayed on an overall basis, as well as by product.

The Segment Picklist displays the My Accounts views that the User is assigned.  The Segments control the data that is displayed for each of the reports by defining a subset of Accounts to display Call Data. Additionally, the Segment picklist contains an “All” value – selecting this value will run the report against all calls that were stamped with one of the territories selected in the Territory Picklist.

The Call Types picklist allows the user to select the type of calls that they would like to see on the report. Some examples would include: Call Only, Detail Only, etc.

The Display Products list lets the user select the products they would like to see used in the report. The report will display the calls that have had these products detailed in them when the report is run.

The Start Date and End Date allow the user to select the time period that they want to see their reach and frequency for.

The Scale controls how the call data will be displayed from a time frame perspective.  The available values are: Weekly (if applicable), Monthly, and Quarterly.

The Territory Picklist allows a User to select a Territory for Analysis.  A User will only be able to select Territories that they are assigned to or those territories that exist below the assigned Territories.

The Build Chart Button will reload the Reach and Frequency Reports based on the currently selected filter criteria.  If any of the filter criteria has been changed, a red asterisk will be displayed next to the Build Chart button.

The Download to Excel button exports the underlying data for each of the Reports to Microsoft Excel.

When checked, each person attending a group call will be counted as an individual call. When unchecked, group calls will be counted as a single call.

The Activity by Territory report displays the number of calls, details, samples, and promotional items at a territory level. The sales per territory are shown as well, which allows users to see growth at the territory level.

The Activity vs. Sales report is a trend report display the activity (calls, details, samples, and promotional items) versus the number of sales in the territory over a period of time. This is based off of the Time Frame controls.

The Activity vs. Market Share report is a trend report that displays the activity (calls, details, samples, and promotional items) on a given territory as well as the market share percentage that the territory has. The time period is based on the Time Frame controls.

The Activity Details report shows the activity on a specific territory for the current timeframe versus the previous timeframe. The Activity Details report also shows the growth that has occurred from the previous timeframe. If the Period is Rolling 24 Months, then the current and previous 12 months display.

The Segment Picklist displays the My Accounts views that the User is assigned.  The Segments control the data that is displayed for each of the reports by defining a subset of Accounts to display Sales Data. Additionally, the Segment picklist contains an “All” value – selecting this value will run the report against all accounts that are aligned to the selected territories.

The Call Types picklist allows the user to select the product type they would like to see on the report. Some examples would include: Call Only, Detail Only, etc.

The Market Picklist values are  defined based on the Markets available on the Analytics Product Group records. The Markets control the sales data that is displayed as well as the "# of Details" calculation.

The Data Type picklist displays all of the different types of Sales Data (i.e. NRx, TRx, Units, etc.) that have been loaded into the application. If a Territory Adjusted Sales Data data type is selected, the data displayed will be based on the pre-allocated sales data loaded by account and territory.

The Scale controls how the call data will be displayed from a time frame perspective.  The available values are: Weekly (if applicable), Monthly, and Quarterly.

The Period controls the display of the time associated to each of the reports.  The available values are as follows:  Rolling 1 Month, Rolling 3 Month, Rolling 6 Month, Rolling 12 Month, Rolling 24 Month, YTD and Custom.  .  If the Weekly time scale is selected, the Period picklist displays 4 Weeks and 13 Weeks instead of Rolling 1 Month and Rolling 3 Month. Sales data for the selected Time Frame is displayed for each of the report charts. The Time Frame options available are dynamically displayed based upon the Sales Data information.  For example, if only 12 Months of Sales Data is loaded for a Sales File, then the Rolling 24 Months time frame option will not be available for selection.  In addition, Quarterly buckets will only be displayed if all data contained in the aggregation is available.  As an example, if a Quarterly bucket consisted of January through March, and only January and February data was loaded, then the January through March data point will not be displayed.

If the user selects the Custom option in the Period picklist, the Start Date and End Date are enabled, allowing the user to select a custom time period for all reports on the page. If a user selects anything other than Custom, these controls are disabled and have no effect on the time frame of the report.

The Territory Picklist allows a User to select a Territory for Analysis.  A User will only be able to select Territories that they are assigned to or those territories that exist below the assigned territories.

The Build Chart Button will reload the Efforts vs. Results Reports based on the currently selected filter criteria.  If any of the filter criteria has been changed, a red asterisk will be displayed next to the Build Chart button.

The Download to Excel button exports the underlying data for each of the Reports to Microsoft Excel.

When checked, each person attending a group call will be counted as an individual call. When unchecked, group calls will be counted as a single call.

When checked and if Sales Goals were pre-loaded, Fixed Reports will display Sales Goals information alongside historical sales.

The Formulary Details report displays the territory’s top payers rank, name, % of sales and tiers and/or restrictions for each product-payer combination. A pie chart pop-up for each payer gives a breakdown by product.

The Top Payer by Product report will display the % of each payer’s business by product, for each of the top 10 payers in the territory. The Payer names displayed on the report are driven off the values in the Payer_Plan_vod field in the Sales Data File.

The Payer Trends report displays the percentage of business within the territory for each payer across a selected time frame. The time period is based on the Time Frame controls.

The Segment Picklist displays the My Accounts views that the User is assigned.  The Segments control the data that is displayed for each of the reports by defining a subset of Accounts to display Sales Data. Additionally, the Segment picklist contains an “All” value – selecting this value will run the report against all accounts that are aligned to the selected territories.

The Market Category Picklist allows the User to choose whether to see all Markets that the Account has Sales Data for or the Markets that the User is interested in based upon their My Setup products.

The Display Products list lets the user select the products that they would like to see used in the report. The report will display the calls that have had these products detailed in them when the report is run.

The Market Picklist is defined based on the Markets available on the Analytics Product Group records.

The Data Type picklist displays all of the different types of Sales Data (i.e. NRx, TRx, Units, etc.) that have been loaded into the application.

The Scale controls how the call data will be displayed from a time frame perspective.  The available values are: Weekly (if applicable), Monthly, and Quarterly.

The Period controls the display of the time associated to each of the reports.  The available values are based on the scale of the data.  If the Weekly time scale is selected, the Period picklist displays 4 Weeks and 13 Weeks instead of Rolling 1 Month and Rolling 3 Month. Sales data for the selected Time Frame is displayed for each of the report charts. The Time Frame options available are dynamically displayed based upon the Sales Data information.  For example, if only 12 Months of Sales Data is loaded for a Sales File, then the Rolling 24 Months time frame option will not be available for selection.  In addition, Quarterly buckets will only be displayed if all data contained in the aggregation is available.  As an example, if a Quarterly bucket consisted of January through March, and only January and February data was loaded, then the January through March data point will not be displayed.

If the user selects the Custom option in the Period picklist, the Start Date and End Date are enabled, allowing the user to select a custom time period for all reports on the page. If a user selects anything other than Custom, these controls are disabled and have no effect on the time frame of the report.

The Territory Picklist allows a User to select a Territory for Analysis.  A User will only be able to select Territories that they are assigned to or those territories that exist below the assigned territories.

The Build Chart Button will reload the Efforts vs. Results Reports based on the currently selected filter criteria.  If any of the filter criteria has been changed, a red asterisk will be displayed next to the Build Chart button.

Call attainment percentage for the selected cycle plans

Product detail attainment for each selected cycle plan

Attainment for each Cycle Plan, by selected product

Details on the number of accounts, how many of them has the plan goal been reached, and how many accounts are over or under goal. Must be placed on its own in a row in the Analytics Layout page layout.

Determines which cycle plans are available for selection, based on the start date of the Cycle Plan.

Determines which cycle plans are available for selection, based on the territory of the Cycle Plan.

List of cycle plans available for analysis. The list contains any cycle plans the user has visibility to that match the selected territory and have a start date that falls within the time range selected in the Start & End Date controls

The Display Products list lets the user select the products that they would like to see analyzed in the report.  The Display Products filter is configurable and can be removed for those customers who do not track Product Detailing within their Cycle Plans.

The “Display By” filter on Cycle Plan Analysis is populated with values based on configurable fields that are defined on the Cycle Plan Target Object. These fields pull additional data related to the target from the Account, Address and TSF objects. For more information on how to configure these fields, see the Veeva CRM Administration Guide. If no such fields are configured, the Display By filter will be hidden.

The Build Chart Button will reload the Cycle Plan Analysis Reports based on the currently selected filter criteria.  If any of the filter criteria has been changed, a red asterisk will be displayed next to the Build Chart button.

The Download to Excel button exports the underlying data for each of the Reports to Microsoft Excel.