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Updated on May 10, 2021

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 nameRule nameReport description
Accounts ListcrmAccountsListAccounts available to the operator
Contacts ListcrmContactsListContacts available to the operator
Organizations ListGetOrganizationsByDomainOrganizations available to the operator

Activity reports

Report nameRule nameReport description
Completed activities by top 10 reporteesGetTop10ReporteesByActivityCountpyPipelineCompletedByOriginator
Duplicate contact detection reportListOfCustomerActivitiesList of potential duplicate contacts

Lead reports

Report nameRule nameReport description
Leads listGetLeadsByContactLeads available to the operator

Medicare Services reports

Report nameRule nameReport description
Medicare inquiries by enrollment decisionMedicareInquiriesByEnrollmentDecisionNumber of Medicare inquiries, sorted by enrollment decision
Medicare inquiries by plan selectedMedicareInquiriesByPlanSelectedNumber of Medicare inquiries sorted by plan selected

Monitor Process reports

Report nameRule nameReport description
Effort by organization unitpyEffortProgressByOrgUnitEstimated effort and actual effort, sorted by unit
Elapsed status time trendpyElapsedStatusTrendThe number and average age of unresolved work objects by status
List of processes entered by operatorpyBulkProcessingTemplateWorkListOpen work objects entered by the operator. The report can be filtered by work status and operator.
List of processes resolved by the current operatorpyOperatorPerformancesReportWork 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 poolpyWorkPoolDrillDownNumber of open work objects sorted by work status (New, Open, Pending)
Progress in days by organizationpyEffortProgressByOrganizationFor open work objects, totals for estimate and actual effort, summarized by unit, division, and organization
Throughput in past week by work typeCPMWeeklyThroughputA vertical bar chart that shows, by work type, the number of open work objects this week versus last week
Timeliness by organization unitpyTimelinessByOrgUnitShows 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 monthCPMThroughputByResolveOpByMonthShows, by work type, whether work objects meet the established service levels dates for goal, deadline, and late
Work object status tracking detailed listOperatorAndPromoterBoardsShows the Net Promoter Analysis for the Current Month

Opportunity reports

Report nameRule nameReport description
Closed opportunitiesWonOpportunitiesInLastYearClosed won opportunities in the last year
Opportunities for IndividualQuotaAttainmentIndividualOpportunities for Individual policies
Opportunities for Small GroupCRMOpportunitiesListSGOpportunities for Small Group policies
Opportunities listGetOpportunitiesListOpportunities available to the operator
Sales pipeline by partner sales repSalesRepPipelineOpportunity pipeline

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