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Pega Sales Automation for Healthcare reports

Pega Customer Service for Healthcare includes the core Pega Sales Automation dashboard widgets and reports and the additional reports that are listed in the following tables.

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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