HCP Meeting Activity Tracker

HCP Meeting Activity Tracker

Pharmaceutical field operations require precise tracking of HCP engagement across geographic territories, but call data often sits fragmented across CRM systems without geographic context.

Weekly Friday analysis: Prepares insights for next week's call planning
Coverage gap alert: Triggers when a high-potential Brick has zero visits for 3+ weeks
Brick coverage heatmap showing call density vs. prescriber potential
Frequency compliance tracking actual vs. planned calls by Brick

Brick Activity Analysis

Weekly call tracking • Region Northeast

847 calls
Total Calls
847
Brick Coverage
72%target 85%
Call Frequency
3.2/HCP
High-Value Reach
68%
Coverage Gaps by Brick
Brick 2847 (Boston)42% coverage
Brick 1923 (NYC)58% coverage
Brick 4102 (Philly)61% coverage
Territory Actions
Urban Brick focusRouting optimizationTarget rebalancing

Built for sales teams
who demand accuracy

Pharmaceutical field operations require precise tracking of HCP engagement across geographic territories, but call data often sits fragmented across CRM systems without geographic context.

Field Force Managers optimizing territory coverage

Deep, consistent analysis

Sales Operations Teams managing call plans and Brick assignments

District Managers ensuring geographic balance in their territories

Deep, consistent analysis

Commercial Excellence Leads aligning effort with opportunity

From alert to action in minutes

The objective of this agent is to optimize geographic coverage to maximize prescriber reach.

Step 1

The Trigger

You define when the agent should activate. When conditions are met, it starts working automatically.

  • Weekly Friday analysis: Prepares insights for next week's call planning
  • Coverage gap alert: Triggers when a high-potential Brick has zero visits for 3+ weeks
  • Balance check: Activates when effort-to-potential ratio diverges significantly across Bricks
Step 2

360° View

The agent opens a tailored dashboard consolidating data from all your systems.

  • Brick coverage heatmap showing call density vs. prescriber potential
  • Frequency compliance tracking actual vs. planned calls by Brick
  • HCP coverage matrix showing reached vs. unreached prescribers by geography
Step 3

Automated Analysis

The agent follows a structured analysis flow, combining checks with exploratory reasoning.

  • Coverage calculation: Computes call frequency by Brick against targets
  • Potential alignment: Compares activity distribution to HCP potential distribution
  • Gap identification: Lists Bricks where high-decile HCPs are under-reached
Step 4

Actionable Output

After analysis, the agent creates a human-friendly report with everything your team needs.

  • Executive summary: Overall geographic coverage health with key gaps highlighted
  • Brick scorecard: Coverage metrics for each Brick with priority ranking
  • Gap list: Specific Bricks and HCPs requiring attention
Step 5

Delivery

Reports are sent automatically via email or accessed directly in Veezoo.

Key benefits for sales teams

Concrete, measurable value for your team from day one

Scalable

Visible geographic gaps

Before: Coverage gaps hidden in aggregate metrics. Now: Brick-level visibility into where effort is missing.

Key Benefit

Effort-to-opportunity alignment

Ensure reps spend time where prescribing potential is highest.

Optimized

Optimized routing

Reduce windshield time while improving coverage.

Up and runningin production in weeks

To deploy this Agent, you connect Veezoo to your existing Data Warehouse, typically containing data from:

CRM System (e.g., Veeva): Call records with location/Brick assignments
Brick reference data: Geographic boundaries and territory assignments
HCP Master: Location, decile, specialty, and prescribing potential
Call plan data: Target frequencies by Brick and HCP segment
Visit
Frequency
Brick
Call Plan
HCP
Coverage

Ready to explore HCP Meeting Activity Tracker?

Fully customizable to your workflows, data sources, and business requirements.

Typical initial implementation in weeks, not months.