Using the Commercial Territory Template in MyInsights Studio

The Commercial Territory template creates a page that helps users visualize operational and historical data across all accounts at the territory level, including summaries of call activity and Approved Email activity. Content creators can use the Commercial HCP template in MyInsights Studio if they want to make customizations.

Enabling the Commercial Territory Template

To enable the Commercial Territory template for Content Creators:

  1. Ensure the appropriate user profiles have deployment permissions.

  2. Grant access to the Territory Insights_vod or Territory Insights_Default_vod record type on the HTML_Report_vod object, depending on the report you want to deploy.

To enable end users to view the Commercial Territory page once deployed:

  1. Ensure MyInsights is configured for end users.

  2. Grant the following permissions:

Object

OLS

Record Types

Field

FLS

Call2_vod

Read

n/a
  • Account_vod
  • CLM_vod
  • Call_Channel_vod
  • Call_Date_vod
  • Call_Datetime_vod

Read

Sent_Email_vod

Read

n/a
  • Account_vod
  • Email_Sent_Date_vod
  • Product_vod
  • Click_Count_vod
  • Open_Count_vod

n/a

HTML_Report_vod

Read
  • Territory Insights_vod
  • Territory Insights_Default_vod

You only need to grant access to the record type for the report you want to deploy.

n/a

n/a

Account

Read

n/a

 Primary_Parent_vod

Read

Address

Read

n/a
  • Address_line_2_vod
  • City_vod
  • State_vod
  • Zip_vod

Read

TSF_vod

Read

n/a
  • Account_vod
  • My_Target_vod
  • Address_vod
  • Territory_vod

Read

Call2_Details_vod

Read

n/a
  • Call2_vod
  • Product_vod

Read

Call2_Key_Mssage_vod

Read

n/a
  • Call2_vod
  • Clm_Presentation_vod

Read

My_Setup_Products_vod

Read

n/a

 Product_vod

Read

Product_vod

Read

n/a
  • Company_Product_vod
  • Product_Type_vod

Read

Using the Commercial Territory Template

Content creators can use the Commercial Territory template OOTB with no customization. The template is designed, however, for content creators to easily update it according to their business needs then deploy it for users.

To use the template:

  1. Download the template zip file.

  2. Import the template in MyInsights Studio.

  3. Customize the template as needed. This step is optional.

  4. Deploy the visualization to users.

Before any customization, users can view information in the following sections:

  • Account/Target Reach - Displays the number and percentage of accounts and targets that have been seen at least once, and the number of accounts and targets not seen
  • Activity Overview - Displays the number of Calls and Calls with CLM, Emails, Clicks, and Opens recorded against all accounts and targets
  • Channel Trends - Displays the number of Calls and Emails based on Call Channel and Sent Email objects for the previous 90 days for all accounts and targets
  • Top CLM Presentations - Displays the top five presentations and number of Calls against all accounts and targets
  • Activity by Product - Displays the user's MySetup products and the number of related Calls and Emails submitted against all accounts and targets
  • Top HCP Accounts/Targets - Displays the top five seen HCP accounts and targets with their primary parent, number of Calls, and number of Emails. Includes a Smart Link to those accounts and targets.
  • Bottom HCP Accounts/Targets - Displays the bottom five seen HCP accounts and targets with their primary parent, number of Calls, and number of Emails. Includes a Smart Link to those accounts and targets.
  • Top HCO Accounts/Targets - Displays the top five seen HCO accounts and targets with their primary parent, number of Calls, and number of Emails. Includes a Smart Link to those accounts and targets.
  • Bottom HCO Accounts/Targets - Displays the bottom five seen HCO accounts and targets with their primary parent, number of Calls, and number of Emails. Includes a Smart Link to those accounts and targets.