Appointments Planning & Execution

Appointment Breakdown

• # of Appointments Proposed 
• # of Appointments Responded -response rate- 
• # of Appointments Confirmed -confirmation rate- 
• # of Appointments with No Response -response rate- 

Appointment Attendance

• # of Appointments Confirmed 
• # of Appointments with Multiple HCPs 
• # of Confirmed HCPs and internal attendees 
• # of Check-In HCPs / # of HCPs met 

Declined Appointments

• # of Declined Appointments 
• Decline rate 
• Decline Reasons (Not Attending, Fully Booked, Other)  

Cancelled Appointments

• # of Cancelled Appointments 
• Cancellation rate 
• Cancellation Reasons (Merged, No Response from HCP, Other – Internal Cancelation Request) 

No Shows

• # of HCPs and internal attendees that did not show up at the appointment 
• # of Confirmed Meetings to which all Invited HCPs did not show up   

Ancillary Meetings

• # of Confirmed Ancillary Meetings (Dinners) 

 Meeting/Appointment Details

• Appointments by Meeting Objective (Objectives Breakdown)  
• Appointments by Division (Medical, Clinical, Commercial)  
• Appointments by Topic  
• Appointments by Therapeutic Area  
• Appointments by Therapeutic Area per Division (Medical, Clinical, Commercial) 
• Appointments by Meeting Location (Room Breakdown per Day) 
• Appointments by Custom Fields defined by Account 

HCPs Classification

• HCPs per Region  
• HCPs per Therapeutic Area 
• HCPs per Custom Field defined by Account 

Team Attendance

• Appointments by Person (Team Member):  
• Proposed / Invited (on each Congress – Year-to-Year Comparison) 
• Total Engagements / Attendance / Engagement Rate (on each Congress – Year-to-Year Comparison) 

Appointments by Congress 

• Proposed / Invited (per person – Year-to-Year Comparison) 
• Total Engagements / Attendance / Engagement Rate (per person – Year-to-Year Comparison) 

Appointments by Condition

• Proposed (per Congress, per Person and Year-to-Year Comparison) 
• Invited (per Congress, per Person and Year-to-Year Comparison) 
• Total Engagements (per Congress, per Person and Year-to-Year Comparison) 
• Attendance (per Congress, per Person and Year-to-Year Comparison)  
• Engagement Rate (per Congress, per Person and Year-to-Year Comparison) 

User Adoption & Utilization Data

• Active User Login Trends:  
• # of Active Users  
• Mobile Logins 
• Web Logins 
• Active User Logins by Month  
• Active Users by Region 
• Active Users by Country 
• Active Users by Department (Medical, Marketing, Clinical Research, Sales, etc) 
• Active Users by Therapeutic Area 
• User Activity History per Appointment