Using the Territory Insights Visualization

  • iPad
  • iPhone
  • Windows

Users can visualize operational and historical data across all accounts at the territory level with the Territory Insights visualization. The visualization includes summaries of call activity and Approved Email activity, which are used schedule and plan calls and determine the reach and frequency of detailing activity.

Configuring Territory Insights

To enable the Territory Insights visualization for end users:

  1. Grant end users the following permissions:
    ObjectOLSRecord TypesFieldFLS

    Approved_Document_vod

    Rn/a
    • Status
    Read

    Call2_vod

    Rn/a
    • Name
    • Account_vod
    • Status_vod
    • Call_Type_vod
    • CLM_vod
    Read

    Call2_Detail_vod

    Rn/a
    • Product_vod
    Read

    Call2_Sample_vod

    R

    n/a

    • Account_vod
    • Call2_vod
    • Call_Date_vod
    • Id
    • Quantity_vodd

    Read

    My_Setup_Product_vodRn/a
    • Name
    Read

    Sent_Fragment_vod

    Rn/a
    • Email_Template_vod
    Read

    Sent_Email_vod

    Rn/a
    • Account_vod
    • Approved_Email_Template_vod
    • Email_Fragments_vod
    • Email_Sent_Date_vod
    • Opened_vod
    • Product_vod
    • Status_vod
    Read
  2. Ensure VMOCs are activated for each of the following objects:

    • Approved_Document_vod
    • Call2_vod
    • Call2_Detail_vod
    • Call2_Sample_vod
    • My_Setup_Product_vod
    • Sent_Fragment_vod
    • Sent_Email_vod
  3. Download the Territory Insights content zip file.
  4. Create an HTML_Report_vod record with the Territory_Insights_vod record type and attach the content zip file. See Creating MyInsights Records for more information.

Viewing Territory Insights

Users can sign in to Veeva CRM and select the Territory Insights tab to view the visualization.

Two views are available in the Territory Insights visualization:

  • Call Activity – Summarizes the size, reach, and frequency of activity of a territory for a selected time period, providing insight into detailing distribution at the territory level

  • Approved Email Activity – Summarizes reach, frequency, and email activity across the selected territory

Depending on a user’s configuration, information on the Call Activity summary can be viewed with the following filters:

  • Time Period – Displays the time period based on call date. This is limited to six months of call data.
  • Territory – Displays the full list of territories visible to the user
  • Product – Displays the list of products visible to the user
  • Call Status – Displays calls by status, for example, Saved, Planned, and Submitted
  • Call Type – Displays calls by type, for example, Group Calls or Unique Activities

Information on the Approved Email Activity summary can be viewed with the following filters:

  • Time period – Based on the Email_Sent_Date_vod field on the Sent_Email_vod object
  • Territory – Displays the full list of territories visible to the user
  • Product – Displays a list of products visible to the user based on My Setup products

Within the Call Frequency Trend and the Approved Email Trend areas of the visualization, users can select an individual row of the frequency table to view the full list of accounts for that activity.