How do I see the calls behind a number?
Every bar, slice and headline number on a dashboard can be clicked. It opens the calls behind it.
What opens
A dialog with three views of the same calls:
| View | Columns |
|---|---|
| Field managers | Calls, done, deferred, doctors |
| Doctors | Each doctor met, with their calls |
| Calls | Date, Field manager, Doctor, Tier, Status, Products, Joint, and Remarks (hidden at first; tick it under Columns) |
Narrow further
Click a person or a doctor in the dialog to see only their calls. The dialog uses the same date range and criteria as the screen behind it (see Date range and criteria).
The tables in the dialog work like every other table: see Tables and lists.