Using the Commercial Territory Page Template

The Commercial Territory page template helps content creators to quickly create a MyInsights page that allows end users to view operational and historical data across all accounts at the territory level, including summaries of call activity and Approved Email activity all in one place. Content creators can customize the page template using MyInsights Studio.

For information on using MyInsights Studio page templates and configuring content creators to use page templates, see Using Page Templates.

Configuring the Commercial Territory Page Template

End users

To configure this feature for end users:

  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 page 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 Page Template

Download the page template here.

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 Deep 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 Deep 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 Deep 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 Deep Link to those accounts and targets.