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Common Reports and Uses

The Advanced AE Summary Report and the Daily Visit Report are the two most commonly used reports by PlayMaker users and managers.  

Advanced AE Summary Report

The Advanced AE Summary report provides a snapshot by marketer of the number of accounts called upon and referrals received. 

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Daily Visit Report

The Daily Visit report gives a snapshot of sales activities for a specific period of time, which can be filtered to display all events for a particular account or a particular marketer.

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Common Uses

  • Calculating Return on Investment (ROI) - comparing the number of sales calls (or events) to the number of referrals that are generated
  • Call Planning
    • Monitoring scheduled events
    • Following up on accounts with no activity

 

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