Reports
Pega Sales Automation for Healthcare includes the core Pega Sales Automation dashboard widgets and reports and the additional healthcare reports.
Pega Sales Automation
Implementation Guide
Account and Contact reports
| Report name | Rule name | Report description |
| Accounts List | crmAccountsList | Accounts available to the operator |
| Contacts List | crmContactsList | Contacts available to the operator |
| Organizations List | GetOrganizationsByDomain | Organizations available to the operator |
Activity reports
| Report name | Rule name | Report description |
| Completed activities by top 10 reportees | GetTop10ReporteesByActivityCount | pyPipelineCompletedByOriginator |
| Duplicate contact detection report | ListOfCustomerActivities | List of potential duplicate contacts |
Lead reports
| Report name | Rule name | Report description |
| Leads list | GetLeadsByContact | Leads available to the operator |
Medicare Services reports
| Report name | Rule name | Report description |
| Medicare inquiries by enrollment decision | MedicareInquiriesByEnrollmentDecision | Number of Medicare inquiries, sorted by enrollment decision |
| Medicare inquiries by plan selected | MedicareInquiriesByPlanSelected | Number of Medicare inquiries sorted by plan selected |
Monitor Process reports
| Report name | Rule name | Report description |
| Effort by organization unit | pyEffortProgressByOrgUnit | Estimated effort and actual effort, sorted by unit |
| Elapsed status time trend | pyElapsedStatusTrend | The number and average age of unresolved work objects by status |
| List of processes entered by operator | pyBulkProcessingTemplateWorkList | Open work objects entered by the operator. The report can be filtered by work status and operator. |
| List of processes resolved by the current operator | pyOperatorPerformancesReport | Work objects resolved by the operator. The report can be filtered by resolved by user, resolution status (resolved or not resolved), and resolution timestamp. |
| Process status for current work pool | pyWorkPoolDrillDown | Number of open work objects sorted by work status (New, Open, Pending) |
| Progress in days by organization | pyEffortProgressByOrganization | For open work objects, totals for estimate and actual effort, summarized by unit, division, and organization |
| Throughput in past week by work type | CPMWeeklyThroughput | A vertical bar chart that shows, by work type, the number of open work objects this week versus last week |
| Timeliness by organization unit | pyTimelinessByOrgUnit | Shows the backlog size by organization unit, in both chart and table format. Users can drill down to the work objects from the table. |
| Timeliness by work type, for current month | CPMThroughputByResolveOpByMonth | Shows, by work type, whether work objects meet the established service levels dates for goal, deadline, and late |
| Work object status tracking detailed list | OperatorAndPromoterBoards | Shows the Net Promoter Analysis for the Current Month |
Opportunity reports
| Report name | Rule name | Report description |
| Closed opportunities | WonOpportunitiesInLastYear | Closed won opportunities in the last year |
| Opportunities for Individual | QuotaAttainmentIndividual | Opportunities for Individual policies |
| Opportunities for Small Group | CRMOpportunitiesListSG | Opportunities for Small Group policies |
| Opportunities list | GetOpportunitiesList | Opportunities available to the operator |
| Sales pipeline by partner sales rep | SalesRepPipeline | Opportunity pipeline |
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