Account record Dashboard tab components
Key Takeaway
The Dashboard tab on the Account record page gives reps one view of their territory-specific account data. Choose the component by need: Account Territory Fields for territory assignment, alignment and recent visits; Account Summary for a territory-specific summary; Account Dashboard View for specialties and addresses with a map.
The Dashboard tab is a tab on the Account record page that gives field reps one centralized view of territory-specific account data and an account summary. Reps use it for the healthcare organizations (HCOs) and healthcare professionals (HCPs) they manage. They don't need to open several related records, because the most relevant information for their territory is in one place. You build the tab in the Lightning App Builder from purpose-built Life Sciences components.
The Dashboard tab components
You build the Dashboard tab mainly from three Life Sciences components. Each one shows a different kind of account information, so pick the one that matches what reps need.
| What it shows | Choose it when reps need | |
|---|---|---|
| Account Territory Fields | The account's Provider Account Territory Info record with the associated visit details: territory assignment and alignment information, and recent interactions with the provider | Territory-specific details and recent visit context |
| Account Summary | A summary of the account for a specific territory: key metrics, activities, and insights specific to Life Sciences Customer Engagement | A territory-scoped snapshot of the account |
| Account Dashboard View | An overview of the account's specialties and addresses, including a map view for visual reference | Specialties and addresses at a glance, with a map |
Account Territory Fields shows territory assignment information, so a rep can see whether the account is assigned to them. The visit details in the same component let the rep track recent interactions with the provider.
Elena is a field rep who is planning her week. She opens the Account record for Riverside Oncology Clinic and selects the Dashboard tab. In the Account Territory Fields component, she sees the territory assignment and alignment information from the account's Provider Account Territory Info record, and she confirms the clinic is assigned to her. Below that, she reviews the recent visit details before she books her next call. When she wants the clinic's specialties and addresses on a map, she looks at the Account Dashboard View component instead.
Account Dashboard View is not customizable. You can place it on the Dashboard tab, but you can't change what it shows.
Two other components have similar names, but they are separate components. Account Management Dashboard shows account health, activities, and key performance indicators. Account Map Display shows account locations in an interactive map. Don't confuse either of them with Account Dashboard View.