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Country
User type
Period
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Key highlights
Latest month with data
User Adoption
01
Monthly active users
Unique users who logged at least one activity each month, vs. total registered users. A rising bar signals growing platform uptake.
Active usersTotal users
Adoption breakdown by user type
Peak active users ÷ total registered users per type in the selected period.
Adoption breakdown by country
Peak active users vs total registered users per country. Bar length represents adoption rate.
Utilization
02
Monthly total activities
Qualifying activities per month (excludes Admin work, Booth Exhibition, Time Off/Leave, Others, Meeting, Training). Orange line = MoM % change on a fixed ±100% scale; values beyond are capped and flagged in the tooltip.
Total activitiesMoM change (%)
Avg activities per active user
Total activities ÷ active users per month. Higher = more contacts visited.
Avg calls per user per day
Per user: avg calls on active days → averaged across all users per month. Only same-day activities count.
Activity by user type (period total)
Total activities per user type in the selected period, with per-user average.
Save template
Give this activity type breakdown a name so you can identify it later.
Template name
Achievement
03
Monthly actual vs target calls
Each month: total calls required (Text_CycleFrequency sum across all user-contact pairs) vs actual calls made. Achievement rate = actual ÷ target × 100. Actual is capped at target per contact per month. Only Activity rows where Is_DayValidated = 1 are counted as actual calls.
Actual callsTarget callsAchievement rate (%)
Achievement = actual calls ÷ target calls × 100. Only contacts with a Frequency Objective row are counted. Actual per contact is capped at that contact's target to avoid over-counting. Only Activity rows where Is_DayValidated = 1 are treated as actual calls made.
Achievement breakdown by user type
Actual vs target calls per user type. Rate = actual ÷ target × 100 for the selected period.
Multi-Channel Engagement
04
No MCE data loaded. Upload the MCE data file (containing CLM, Events, and Communication sheets) together with your activity files.
CLM presentations per month
Digital content (CLM) shown to HCPs per month. Each row in the CLM sheet = one content page presented during a call.
Events & attendance
Number of webinars/broadcasts per month with invitee attendance rate (Show ÷ total invitees). Purple bars = events; orange line = attendance %.
Email engagement funnel (MTE)
Email pipeline for the selected period and country. Sent = "Sent by" records; Delivered, Opened, Clicked from Communication status rows. % is relative to Sent volume.
Appendix — KPI Definitions
A
Plain-language explanations of every metric in this dashboard, including which column in your Excel file each one comes from.
01 · User Adoption
Active Users
A user counts as active in a given month if they have at least one row in the Activity tab where StartDate_Activity falls within that month — regardless of what type of activity it was.
Activity → StartDate_ActivityActivity → ID_User
e.g. If a rep has 3 rows in the Activity tab all dated in March, they are counted as 1 active user for March.
Adoption Rate
The percentage of registered users who were active in the busiest month of the selected period. It answers: "at its peak, what share of our registered reps actually used the platform?"
Peak active users ÷ Total registered users × 100
Users → ID_UserActivity → StartDate_Activity
e.g. 80 users logged activity in April (peak month) out of 100 registered → Adoption Rate = 80%.
Total Registered Users
The total headcount — every unique user ID in the Users tab that matches the current country and user type filters. This is the denominator for adoption rate.
Users → ID_User
02 · Utilization
Total Activities
The count of activity rows in the Activity tab for the selected period, after removing non-field activity types. Admin tasks, leave, meetings, training, and booth exhibitions are excluded so the number reflects field execution only.
Excluded types: Admin work · Booth Exhibition · Time Off / Leave · Others · Meeting · Training · Weekend Time-Off
Avg Activities / User
On average, how many activities did each active user log in a month? It shows engagement intensity — a higher number means reps are visiting more contacts or logging more interactions per month.
Total activities in month ÷ Active users in that month
e.g. 500 activities logged by 50 active users in May → Avg = 10 activities per user.
Avg Calls / User / Day
On the days a rep was in the field, how many calls did they make on average? This is calculated in three steps: (1) count how many calls a rep made on each individual day they were active, (2) average those daily counts for that rep across the month, (3) average the result across all reps in the month. Only activities where StartDate_Activity = EndDate_Activity (same-day activities) are counted as calls.
Per rep: Σ(calls per active day) ÷ days active → then averaged across all reps
e.g. Rep A made 4 calls on Mon and 6 on Wed → avg 5/day. Rep B made 3 on Thu → avg 3/day. Team avg = (5+3)÷2 = 4 calls/user/day.
03 · Achievement
Period Target Calls
The total number of calls that reps were required to make across all their assigned contacts for the selected period. Each contact has a visit frequency target defined in the Frequency Objectives tab — these are summed up to give the overall target.
Σ Text_CycleFrequency across all user–contact pairs in the period
e.g. Rep A must call Contact X twice and Contact Y once this month → target contribution = 3 calls.
Period Actual Calls
The number of calls that were actually completed against targeted contacts, out of the total target. Two rules apply: (1) only Activity rows where Is_DayValidated = 1 count — unvalidated days are excluded. (2) actual calls per contact are capped at that contact's target so that over-visiting one contact cannot compensate for under-visiting another.
Σ min(actual validated calls, target) per user–contact pair
e.g. Target for Contact X is 2 calls. Rep logs 4 validated calls → only 2 are counted. Rep logs 1 unvalidated + 1 validated → only 1 is counted.
Achievement Rate
The percentage of required calls that were actually completed (with validated days only). A rate of 100% means all contacts were visited the required number of times. The dashboard uses traffic-light colouring: ≥ 70% green, 40–69% amber, < 40% red.
Period Actual Calls ÷ Period Target Calls × 100
Derived from Actual Calls and Target Calls above
Excel tab reference
UsersMaster list of all registered reps. Provides headcount and user metadata (country, user type).
ActivityEvery interaction logged by a rep — one row per activity. The primary source for all Adoption and Utilization metrics.
Frequency ObjectivesThe call plan — how many times each rep should visit each contact per cycle. Drives all Achievement targets.
Overview Dashboard