Reps Report

Our newly updated rep reporting shows how reps are covering their assigned accounts. Use this information to coach reps to focus on the right accounts, meet your organization's activity level requirements, and do the most effective kinds of outreach.

All activity metrics in rep coverage are based on completed activities categorized as working activities. Accounts and account metrics in the reports are based on current ownership and will not include accounts reps previously owned even if they engaged that account during the specified time period.

Summary

The summary report gives you a high-level view of the actual book size and composition for your reps. It also provides a view of key engagement metrics for each rep.

Success tip

If the "Accounts Per Rep" chart is very uneven for reps associated with the same target book, consider doing a distribution to top off reps that don't have enough accounts or a retrieval to remove accounts from reps with too many accounts. Using Bookbuilder's account transfer tools on a regular basis ensures that rep books stay balanced.

The rep coverage summary report has three major components:

• Filters let you select a target book from the "All Books" dropdown or search for reps to limit your view to a specific set of reps.

• Book composition chart ("Accounts Per Rep") shows you numbers of accounts owned by each rep broken down by "On Book" (meets the rep's associated target book criteria) and "Off Book" (does not meet the rep's associated target book criteria)

• Rep listing shows each rep based on your selected filter with key summary information about their book and account engagement. Click on a rep's name in the rep listing to view the detail report for that rep

Using the Customize Columns capability, you can select the book composition and engagement metrics you want to analyze and compare for your reps. You can choose engagement metrics for all accounts, "on book" accounts, or "off book" accounts.