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
- Activity reports
- Lead reports
- Medicare Services reports
- Monitor Process reports
- Opportunity reports
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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